Alyssa Alvarez Email and Phone Number
As a driven, passionate, and committed individual, I take pride in excelling in all of my endeavors. I am a full-time student at California State University Long Beach majoring in Political Science and minoring in Finance, where I have maintained an overall 3.8 GPA and have been on either the President's Honor Roll or Dean's List every semester. My expected graduation date is June 2025.On campus, I am the President of the Financial Management Association (FMA). I manage all operations and ensure our projects align with our mission and vision. This semester, I’ve set a team-wide focus on increasing membership through strategic marketing, collaborations with Beach Investment Group, and personal financial development. As a student leader, I consistently work with my team to elevate our organization and look for ways we can improve. I am also a part of CSULB's Beach Investment Group (BIG) as Chair of the Investment Committee. Additionally, I am also a Portfolio Analyst with a focus on composing our team's economic outlook. I also assist with onboarding new members to our team through our Associate Program. Through my work with BIG, I use Microsoft Excel, PowerPoint, Word, Teams, and Bloomberg Terminals daily. We manage 4 portfolios with a total AUM of roughly $1.6 million. In November 2024, I was a part of the presentation team for BIG during the CFAOC Request for Proposal (RFP) Competition for 2025, in which we won first place against six other schools.Off-campus, I am an Intern for The Shadden Group at Morgan Stanley. The Shadden Group is ranked by Barron’s as one of the top 100 Private Wealth Management teams in the country for 2023.
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 14520
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Senior Client AssociateWells Fargo AdvisorsLos Angeles, Ca, Us
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Intern, The Shadden GroupMorgan Stanley Oct 2024 - PresentLong Beach, California, United States“The Shadden Group is ranked by Barron’s as one of the top 100 Private Wealth Management teams in the country for 2023, and for more than a decade, we have been consistently recognized among the industry’s best private wealth and investment advisory teams by Forbes, Barron’s and Financial Times.”• Support client retention by preparing and distributing reports, monitoring account balances, and tracking asset allocations for Financial Advisors.• Assist in the management of client communications, organize contact lists, and assist with administrative tasks such as scanning financial statements and maintaining client folders.• Handle office logistics, including inventory management, scheduling, and ensuring timely document delivery to improve operational efficiency. -
PresidentCsulb Financial Management Association Apr 2024 - PresentLong Beach, California, United States -
Executive Vice PresidentCsulb Financial Management Association Dec 2023 - Apr 2024Long Beach, California, United States
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Vice President Of Professional DevelopmentCsulb Financial Management Association May 2023 - Dec 2023Long Beach, California, United States
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Social Media DirectorCsulb Financial Management Association Jan 2023 - May 2023• Developing and implementing social media strategies that align with the company's goals and objectives.• Having basic knowledge of programs like Canva to create flyers, social media posts, and more.• Managing and monitoring the organization's social media channels, including creating and scheduling content, responding to comments and messages, and analyzing social media metrics.• Collaborating with cross-functional teams such as marketing, sales, and customer service to ensure consistency in messaging and branding across all social media platforms.• Staying up-to-date with social media trends and best practices, and making recommendations to improve the company's social media presence.• Developing and managing social media advertising campaigns, including creating ad copy, selecting targeting criteria, and monitoring campaign performance.• Building relationships with influencers, brand ambassadors, and other partners to increase brand awareness and engagement on social media.• Developing crisis management plans and processes to handle social media issues and emergencies effectively.• Ensuring compliance with social media policies, guidelines, and regulations.
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Sales AdvisorH&M Jun 2022 - Oct 2024Torrance, California, United States• Welcoming customers to the store and providing excellent customer service.• Understanding the products or services offered by the store and being able to provide accurate information to customers.• Assisting customers in making purchase decisions by providing product recommendations and advice.• Processing sales transactions, including handling cash, credit, and debit card payments.• Maintaining accurate and up-to-date knowledge of inventory and product availability.• Ensuring that the store is clean, tidy, and well-maintained at all times.• Assisting with merchandising and product placement to maximize sales.• Maintaining a positive and professional attitude when dealing with customers, colleagues, and managers.• Meeting or exceeding sales targets and goals set by the store or company.• Contributing to the overall success of the store by taking on additional responsibilities as needed, such as stocking shelves or assisting with inventory management.
Alyssa Alvarez Education Details
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Political Science And Government -
High School Diploma
Frequently Asked Questions about Alyssa Alvarez
What company does Alyssa Alvarez work for?
Alyssa Alvarez works for Wells Fargo Advisors
What is Alyssa Alvarez's role at the current company?
Alyssa Alvarez's current role is Senior Client Associate.
What schools did Alyssa Alvarez attend?
Alyssa Alvarez attended California State University, Long Beach, Alexander Hamilton Senior High School.
Who are Alyssa Alvarez's colleagues?
Alyssa Alvarez's colleagues are Benn Grant, Shannon Fleming, Susan Brough, Bob Cammack, Cfp, Clu, Chfc, Vance Barrett, Cfp®, William Layman, Deanna Skiles.
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Alyssa Alvarez
San Francisco Bay Area5yahoo.com, netflix.com, gmail.com, netflix.com, pinterest.com -
1amazon.com -
1nyu.edu
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