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