Vanessa Talia
El Cajon,CA
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Proven success in streamlining business processes for optimized support and professional work. Accomplished Broker adept at growing business through deep knowledge of Alternative Investment's and strong relationship-building abilities. Leveraging over 3 years of experience to generate profits and dividends.
Overview
4
4
years of professional experience
Work History
AI Trading Consultant
LPL Financial
08.2021 - Current
- Make outbound calls to assist Advisors and clients regarding purchase or redemption items
- Understand and help educate callers on various product types offered on Alternative Investment platform, differences between products, fees, and basic risk associated with each investment type
- Experienced in using Microsoft Project, Oracle P6, and related scheduling tools.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Completed financial reports, providing insight into performance, operations and cash flow.
- Input high volume of monthly invoices with consistent accuracy.
- Collected and summarized expenses for profit and loss analysis.
Attorney Assistant
Singleton Schreiber McKenzie & Scott Trial Lawyers
01.2021 - 06.2021
- Supported and prepared cases for lawyers and case managers
- Prepared legal paperwork, provided administrative support during trials and litigation, contacted clients, and helped the legal team with support needed
- Drafted and proofread correspondence and legal documents, such as pleadings and contracts
- Researched regulations, laws, and legal articles to help assist with preparing reports, case files, and legal advice
- Communicated with clients to schedule meetings, interviews, and depositions
- Managed clients’ cases by working through excel, teams, and CMP.
- Scheduled and made appointments for over 50 Attorneys
Business Assistant
Atallah Law Group
08.2019 - 04.2020
- Managed clientele financial records, documents, and individual records in company filing system
- Managed over 100 clients financial records and kept up to date with their fluctuations.
- Recorded clientele’s financial information by creating individual forms and spreadsheets Excel
- Maintained company’s website by creating a new logo and updating and posting new job descriptions
- Utilized QuickBooks to record and update company’s financial bookkeeping and scored the financial health of the company by tracking inventory
- Created employees’ schedules through Microsoft Outlook, tracking and including scheduled calls, meetings, events, sick leave, and vacations.
Education
B.S, Business Administration emphasis in Human Resources - Small Business Administration And Management
San Diego State University
San Diego05.2020
A.S., Associate of Science Business Administration -
Cuyamaca College
El Cajon, CA06.2018
Skills
- Microsoft Office –PowerPoint (Intermediate)
- Java
- SQL
- C
- Excel
- Microsoft Office Suite
- Salesforce
- Social Media – Facebook, Twitter, Google AdWords & Analytics
- English – fluent
- Chaldean/Aramaic
- Arabic – native
- Performance Tracking
- Go-to-Market Strategies
- Quality Assurance
- Client Requirements Assessment
Languages
Arabic
Full Professional
Aramaic
Full Professional
Timeline
AI Trading Consultant
LPL Financial
08.2021 - Current
Attorney Assistant
Singleton Schreiber McKenzie & Scott Trial Lawyers
01.2021 - 06.2021
Business Assistant
Atallah Law Group
08.2019 - 04.2020
B.S, Business Administration emphasis in Human Resources - Small Business Administration And Management
San Diego State University
A.S., Associate of Science Business Administration -
Cuyamaca College
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