Jenifer Finch Email & Phone Number

Martinez

San Francisco Bay Area

Alameda Point

As a Safety officer I provide theft protection as well as first aid, and general assistance to visitors. In 2014 I worked with the CFO and Museum Store Manager to procure furniture for the Store expansion.As a Docent I lead tours to public and private groups and presented orientations to all museum visitors.

San Francisco Bay Area

• Served as primary advisor to150+ USAA member households providing comprehensive financial planning and advice to 100% of members.
• Counseled parents in Education planning, advising in available financial aid programs, grants, loans, scholarships, and work study jobs resulting in increased 529 account openings, and Mutual fund sales.
• Engaged in proactive outreach to members assuring their prospects of reaching financial goals inspiring them to implement recommendations.
• Delivered various investment seminars to increase local office awareness and increased business by 2% annually from 2014-2016.
• Collaborated with business partners dedicated to specific areas of financial planning, Trusts and Estates, leveraging their knowledge and achieving greater business development results.

I volunteered within a network of business professionals who came together to offer individual skills, talents, and support resources to its membership. I was a member of the Training Committee and facilitated monthly workshops on Negotiating Total Compensation and Job Search allowing attendees to better reach their job goals.

San Francisco Bay Area

• Managed 290 households totaling $30 million in assets for a private client program made up of current and former employees of Charles Schwab. I conducted portfolio analysis and investment planning, budget and cash flow.
• As Branch manager, supervised staff of twelve and was instrumental in identifying fraudulent stock transactions that lead to representing Charles Schwab in the subsequent apprehension and conviction of the perpetrator.
• As Regional Investor Education Specialist, assisted in the design, development, and implementation of Investment Seminars for public delivery to increase lead sources for local branch offices.

Certificate, Substitute Teacher Training

Ba, Human Services