Christina George

Christina George Email and Phone Number

Director of Operations and Administration and Client Services @ August Wealth Advisors
La Mesa, CA, US
Christina George's Location
La Mesa, California, United States, United States
Christina George's Contact Details

Christina George personal email

About Christina George

Currently I am working running operations and building the foundation for a Wealth Management firm in Connecticut. Critical thinker, team player and a proven leader, I work hard to help companies grow their bottom line, create standard operating procedures, work with clients, design and develop internal systems, utilize and expand upon technology platforms, aid in Human Resources and personnel development, and improve customer service and retention. I work to help the team become more diverse, inclusive and trained in positive growth mindset and values.

Christina George's Current Company Details
August Wealth Advisors

August Wealth Advisors

View
Director of Operations and Administration and Client Services
La Mesa, CA, US
Website:
enchantedsd.com
Employees:
2
Christina George Work Experience Details
  • August Wealth Advisors
    Director Of Operations And Administration And Client Services
    August Wealth Advisors
    La Mesa, Ca, Us
  • August Wealth Advisors
    Director Of Operations And Administration & Client Services
    August Wealth Advisors Apr 2020 - Present
    Westport, Connecticut, United States
  • Enchanted Illuminations
    Owner
    Enchanted Illuminations Nov 2015 - Present
    Greater San Diego Area
    Candle store owner and operator working with both business to consumer and business to business entities to help create memorable and unique and affordable decor for the home or office, artisan gifts for family, friends or co-workers and add intoxicating illumination to special events (weddings, showers, anniversaries, corporate parties).
  • August Wealth Advisors Llc
    Executive Administrative Assistant To Principal
    August Wealth Advisors Llc Apr 2020 - May 2022
    101 Franklin Street, Suite A Westport, Ct 06880
    Head of Operations and Executive Administrative Assistant to the Principal at August Wealth Advisors. Responsible for creating all standard operating procedures, training new staff and advisors, implementing systems, interacting with clients, contras and business advocates, executing new account openings, move money requests, transfer of assets and tasks of running a wealth management firm.
  • City Of Chula Vista Economic Development Department
    Economic Development Intern
    City Of Chula Vista Economic Development Department Apr 2021 - Aug 2021
    Chula Vista, California, United States
    Working both virtually and in-person with the Economic Development Department to build a Small Business Resource Guide for Business Owners, update the City's website, help to prepare for, edit and launch a cutting edge smart technology local reward app to generate tax revenue and a create a circular economy. Working directly with business owners and community partners to address needs, sign up as participating businesses with the Choose Chula app and help them craft their story to be showcased. Create Key Performance Indicators and track the progress through use of City data dashboards.
  • Katovar Consulting, Inc.
    Billing Administrator
    Katovar Consulting, Inc. Apr 2019 - May 2021
    San Diego, California, United States
    Responsible for monthly billing, accounts reconciliation, year end tax reconciliation and follow up with contract pharmaceutical companies working with Katovar Consulting to meet FDA needs.
  • Stratos Wealth Partners
    Administrative Assistant | Business Services
    Stratos Wealth Partners Dec 2017 - May 2019
    12340 El Camino Real St. 300, San Diego, Ca 92130
    Working with financial professionals to transition their financial portfolios to a winning team and well respected Registered Investment Advisor. Acting as an administrative assistant in the Business Services division to offer support with account openings, communication, tracking and reappointments.
  • Elite Services Usa
    Security Guard
    Elite Services Usa Jun 2017 - Apr 2019
    2878 Camino Del Rio South, Suite 210, San Diego, Ca 92108
    Licensed security guard with the state of California providing security for public and private venues and commercial properties.
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Jun 2014 - Aug 2015
    600 W Broadway St. Ste 600., San Diego, Ca 92101
    Provided innovative solutions and professional direction to help clients accomplish their objectives in the insurance and investment fields.
  • Real Deal Furniture
    General Manager Operations & Sales
    Real Deal Furniture Aug 2007 - Dec 2013
    Greater San Diego Area
    Responsible for overseeing all daily operations including; HR, ordering and receiving, accounts payable, customer service, dispute resolution, sales team training, advertising and marketing, sales and marketing tracking and logistics.Helped company grow from 6,000 square feet to a 20,000 square foot showroom and a 10,000 square foot warehouse and become the number one rated furniture store in San Diego with over 500 "5 star" reviews on Yelp with over 200% growth.Responsible for overseeing all operations of the business.
  • Capital Plus Financial
    Senior Loan Consultant
    Capital Plus Financial Mar 2006 - Sep 2008
    Generated mortgage loans and lines of credit through building rapport with Brokers, Agents, Insurance and Title companies along with referrals from friends and family and cold calling leads.
  • Bank Of America
    Senior Personal Banker
    Bank Of America Oct 2001 - Jun 2004
    Palm City, Fl - La Jolla, Ca
    Responsible for servicing existing customers and their accounts while up selling and cross selling new banking products, loans and mortgages to fit their monetary needs both on the personal and business sides. Executed cold and warm calls, rigorous follow up and networking for new business. Utilized listening skills to uncover customer needs and be able to fill these as appropriate. Volunteering on different networks within the bank and community. Help to build and execute a 10 million dollar campaign to be the first bank to make it on a fortune 500 list.
  • Mortgage Options Financial
    Senior Loan Consultant
    Mortgage Options Financial Jun 2003 - Nov 2003
    Generated mortgage loans through building rapport with Brokers, Agents, Insurance and Title companies along with referrals from friends and family and cold calling leads.

Christina George Skills

Purchasing Budgets Management Microsoft Office Social Media Marketing Business Development Financial Reporting Team Leadership Selling Financial Analysis Sourcing Marketing Communications Customer Service Customer Satisfaction Customer Retention Customer Acquisition Analytics Brand Development Brand Management Small Business Compliance Consulting Data Warehousing Lead Generation Logistics Management Project Management Negotiation New Business Development Social Networking Networking Network Administration Network Security Organization Office Management Office Administration Strategic Planning Promotions Quality Assurance Quality Management Quality Control Research Relocation Strategic Partnerships Vendor Management Writing Web Development Warehousing Furniture Merchandising Retail

Christina George Education Details

Frequently Asked Questions about Christina George

What company does Christina George work for?

Christina George works for August Wealth Advisors

What is Christina George's role at the current company?

Christina George's current role is Director of Operations and Administration and Client Services.

What is Christina George's email address?

Christina George's email address is go****@****ail.com

What schools did Christina George attend?

Christina George attended San Diego State University, San Diego Miramar College.

What are some of Christina George's interests?

Christina George has interest in International Finance And Trade, Writing, See 1+see Less, Coaching Sports And Children, Cooking, Investing, Foreign Languages And Culture, الحقوق المدنية والإجراءات الاجتماعية, Commercial And Residential Real Estate, Sailing.

What skills is Christina George known for?

Christina George has skills like Purchasing, Budgets, Management, Microsoft Office, Social Media Marketing, Business Development, Financial Reporting, Team Leadership, Selling, Financial Analysis, Sourcing, Marketing Communications.

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