Summary
Overview
Work History
Education
Skills
Affiliations
Hobbies and Interests
Certification
Timeline
BusinessDevelopmentManager
Savannah Hartvigson

Savannah Hartvigson

Costa Mesa,CA

Summary

Passionate and quick-learning Finance student naturally drawn to challenge, intrigued by complexity, & intellectually curious. Advanced in connecting with diverse individuals, eager to grow and apply skills in an expert setting. Seeking opportunities for personal and professional development to contribute effectively to an innovative and dynamic organization. Excellent under pressure.

Overview

8
8
years of professional experience

Work History

Manager

Aloha Java
08.2021 - 05.2025
  • Provided strategic business recommendations, pioneering cost reduction initiatives, product expansion strategies, and social media marketing tactics
  • Demonstrated patience and attentiveness when handling customer requests and resolving issues.

Barista

Din Tai Fung
10.2023 - 12.2024
  • Excelled under pressure, consistency delivering high-quality drinks within tight time constraints, thrived in a rapid environment
  • Handled fast-paced dinner rushes for high-end clientele

Portfolio Manager Intern

Ally Financial
05.2024 - 08.2024
  • Supported strategic finance initiatives across credit & risk evaluation, capital planning, liquidity analysis, and investor relations
  • Managed a portfolio of six accounts, conducting financial reviews and making initial recommendations based on client goals and financial health
  • Collaborated with analysts and cross-functional teams to interpret financial data, assist in planning cycles, and strengthen reporting accuracy
  • Gained exposure to core finance functions including financial reporting, underwriting, strategic planning & forecasting, etc.

Assistant Manager

40N Pho & Grille
02.2019 - 07.2022
  • Dealt with internal struggles of family owned business, being creative to find most efficient strategy, dealing with 70 customers daily while being only employee in front of the house
  • Led in organizing, planning and implementing strategies for over 10 trainees, coordinated day-to-day operations to ensure the company's guidelines are followed, communicative when shortage of supply.

Risk & Compliance Associate

Ally Financial Inc.
04.2025 - Current

Assistant/Intern

The Law Office of Christina Krywuki White
04.2021 - 08.2021
  • Streamlined case management by assigning tasks to ensure timely completion within a cash-based system, adhering to all relevant legal requirements
  • Organized clients' cases; separating documents to be notarized, worked on five cases daily resolving any discrepancies

Financial Advisor Assistant

Phoenix Private Wealth Management
08.2017 - 06.2021
  • Digitized 20+ years of client files, reducing retrieval time by over 75%
  • Input important documents such as loans, wills, stocks, checks to be officialized; top 40 clients' portfolios completed within 8 months on a team of four others.

Education

Bachelor of Arts in Business - Finance -

California State University
Fullerton, CA
05.2025

Skills

  • Client Relationship Management
  • Equity Valuation
  • Developing proposals
  • Fundamental Analysis
  • Due diligence
  • Presentation Skills
  • Wealth Management
  • Market understanding

Affiliations

  • CSUF Finance Club
  • OC Asian Pacific Islander Community

Hobbies and Interests

Volunteering, Watercolor, Reading, Chess, Yoga, Hiking

Certification

Pursuing SIE, Series 6, and Series 7

Timeline

Risk & Compliance Associate

Ally Financial Inc.
04.2025 - Current

Portfolio Manager Intern

Ally Financial
05.2024 - 08.2024

Barista

Din Tai Fung
10.2023 - 12.2024

Manager

Aloha Java
08.2021 - 05.2025

Assistant/Intern

The Law Office of Christina Krywuki White
04.2021 - 08.2021

Assistant Manager

40N Pho & Grille
02.2019 - 07.2022

Financial Advisor Assistant

Phoenix Private Wealth Management
08.2017 - 06.2021

Bachelor of Arts in Business - Finance -

California State University

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Savannah Hartvigson