Andreina Mundarain, Msf Email & Phone Number

Portland, Oregon Area

Run financial analysis, create financial plans, and run investment proposalsProvide ongoing service to clients (businesses and individuals) on retirement planning, asset and insurance management, and succession and estate planning Facilitate asset movement for rollovers, distributions, RMDs, etc. General marketing, business development, and practice management

Portland, Oregon Area

Help clients gain financial stability and peace of mind by establishing strategic and efficient plans to achieve their short and long term financial goals.Specialize in working with individuals and small businesses in creative, analytic, or software related rolesAdvocate for the spread of finance related education in the Hispanic and immigrant community

Portland, Oregon Area

Help clients gain financial stability and peace of mind by establishing strategic and efficient plans to achieve their short and long term financial goals.Specialize in working with engineers, real estate professionals, and other financial/accounting professionalsAdvocate for the spread of finance related education in the Hispanic community

Portland, Oregon Area

Assisted in preparation of family and employment based immigration petitions Managed client relationships and kept clients up to date on case status changes Assisted with preparation and reviewed of monthly billingsMaintained online office project management systemKept track of deadlines for all open cases and routinely performed case status checks Met with clients to review and sign immigration applications and petitionsPrepared legal fee agreement letters and coordinated on-boarding of new clientsScheduled consultations, coordinated scheduling of conference calls, and managed calendar

Portland, Oregon Area

Mentored au pairs and provided advice and guidance for managing the au pair experience Assisted both au pairs and host families navigate legal and agency imposed regulations and how to manage their expectations of the au pair program Organized cultural events for au pairs and assisted in their cultural integration Acted as a liaison between host families, au pairs, and the agency Assisted au pairs in overcoming the challenges of culture shock, home sickness, and the unique challenge of living with one's employer

Portland, Or

Interpret for Spanish speaking clients during consultations Transcribe legal briefs from dictation Edit briefs and prepare packages for filing with the court Answer calls and complete initial client intake screenings Translate documents from Spanish Other general secretary duties as assigned

Lived with German/Austrian family and provided full time childcare for their three children (baby, 3.5 years, and 6 years old)Note: Au pair is a form of cultural exchange program in which the participant is considered part of the family. The objective is for the au pair to gain an understanding of the day to day life of the host culture while improving her language skills. In addition the au pair is expected to educate the host family about the culture of her home country. Au pair positions are always for a limited duration.

Coordinated with the Red Cross to bring four blood drives per year to ReedAdvertised and raised awareness for blood drives, recruited donors, and volunteers Helped Red Cross on day of the drive

Assisted immigrant day laborers one-on-one and in groups on English language skills

Master Of Science (M.S.), Finance

Ba, Political Science

Activities and Societies: International Student Advisory Board – Board Member Amnesty International - MemberThesis Electoral Fraud.

Education record

Education record