• Served as president with responsibility for establishing direction of group and ensuring a collaborative and community oriented work environment.• Served as communications manager bring committee participation to 100% in projects such as creating website, mini resume program, monthly newsletter creation.• Created administrative professionals peer group (focusing on teamwork, sharing best practices, professional self-esteem) • Spearheaded logistics, tone, content as editor of Networking Professionals of Pasadena Newsletter

• Created handouts, powerpoint presentations utilized as marketing tools such as Top 25 Banks in Los Angeles and Green Technology• Managed grant applications process; met submission deadlines, gathered data, prepared budgets, tracked expenditures • Provided outreach to regions top companies educating them about business solutions, connections, workforce developments, tax initiatives• Recruited to strategic initiatives

• Generated daily client documentation researching conflicts of interests• Constructed international daily case opening report for worldwide email blast • Instrumental transferring client data during German firm acquisition

• Created charitable contributions register for departmental gifting• Managed data collection and RFP response• Maintained international fund performance templates• Created internal documentation utilizing fund performance, various financial analytic tables, narrative in an easy to read and visually understood online format used in international conference calls.

• Assistant operations manager analyzing trade and portfolio management transactions in adherence with NASD and SEC industry standards.• Managed company banking, personal banking for President/CEO • Created sector research summations for senior analyst• Managed financial reporting,10K, budget reporting to board of managers• Developed administrative staff cross training program and procedures manual including company cost savings analysis

• Monitored daily stock trades, 401K trades, employee stock trades, commodity trades, margin transactions, letters of intent, letters of authorization, client documentation in compliance with SEC/NADS rules and regulations.• Achieved 100% commission payout auditing all daily reporting• Managed branch operations and licensing in compliance with industry rules/regulations• Passed industry audits requiring zero corrections 3 consecutive years• Held series 7,63,65, 2 licenses.