Grace Ware Email & Phone Number

Newport Beach, California, United States

• Advise families on how to budget and invest their money to reach their individual financial goals
• Conduct risk assessments to navigate clients' investment objectives and risk tolerance
• Consistently monitor clients’ accounts to ensure they meet performance objectives

Dana Point, California, United States

• Inquire about guests’ personal food preferences, and recommend items that align with their taste
• Answer all guest concerns and communicate with coworkers to ensure restaurant details are handled efficiently
• Collaborate with peers to create a positive and memorable dining experience

Orange County, California, United States

• Assisted Internal Audit Engagement Teams by performing Controls Testing to ensure compliance with Sarbanes-Oxley (SOX)
• Performed analysis to identify, address, and present discrepancies during testing to KPMG superiors
• Collaborated with multiple engagement teams to ensure all tasks were completed on time
• Mastered Controls Testing for four key KPMG clients
• Adhered to all laws and regulations while handling audits and assessing each company’s risk management practices

Dana Point, California, United States

• Ensured guests are greeted immediately upon arrival and that they received quality customer service at all times
• Coordinated reservations, answered incoming phone calls, and handled all customer complaints

Laguna Niguel, California, United States

• Performed data entry and assisted with individual income tax preparation
• Managed client bookkeeping to ensure reports were ready when promised
• Reconciled client bank and credit card accounts in QuickBooks

Laguna Beach, California, United States

• Maintained office organization to promote a healthy workspace
• Scheduled and coordinated business meetings
• Handled confidential documents with discretion and managed distribution of charitable donations

Mission Viejo, California, United States

• Watched wisdom teeth extraction surgery
• Witnessed the removal of infected and cancerous teeth
• Learned about the detailed cleaning procedures required before and after surgery

Bachelor'S Degree, Accounting And Finance

Activities and Societies: CSUF Real Estate Association

Business Administration

Activities and Societies: Accounting Society

Education record

Activities and Societies: Advanced Placement Merit Scholar, Valedictorian, Golden State Seal Merit Diploma, National Honors Society.