Arthur Molina Email & Phone Number

Torrance, California, United States

• Ensured accurate account setup by coordinating with Advisors and Operations team for data entry
• Oversaw daily tasks for Portfolio Management team, delegating tasks effectively
• Prepared investment proposals, portfolio analysis, and 401k recommendations for Advisors, also offering research reports on investments
• Executed responsibilities aimed at fortifying and advancing the objectives of the Investment department, ensuring seamless support for Portfolio Management activities

Huntington Beach, California, United States

• Managed processes for proper trading execution using Orion, Eclipse, and Excel
• Assisted in daily management of trading performance by communicating with Trading team, brokerage firms and Financial Advisors
• Followed GIPS and completed weekly performance reports to ensure clients’ accounts were within financial model tolerance
• Collaborated with internal teams to resolve any discrepancies regarding AUM

Costa Mesa, California, United States

• Developed and implemented new strategies to improve assembly processes
• Analyzed and monitored inventory levels ensuring proper methods are followed
• Diagnosed problems and executed corrections on defective parts
• Verified accuracy of company data and made necessary corrections before filing financial documents

Costa Mesa, California, United States

• Maintained responsibility for the store operation and commercial department
• Delegated and ensured store merchandising tasks were completed in a timely manner
• Assembled and scheduled required training for new team members
• Monitored cash flow, register reconciliation, inventory, and sales productivity

Irvine, California, United States

• Coordinated deadlines, documentation, and lab hours to prepare for national competition
• Created data tables, calibration curves, and presentations in accordance with competition guidelines
• Designed and fabricated key components for vehicles such as chassis and drive train
• Managed and secured project funding by attending fundraising events and discussing project needs with team members