Jon-Marco Fields Email & Phone Number

Torrance, Ca, Us

Newport Beach, California, United States

Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement.Named as one of the Best Places to Work by the Orange County Business Journal in 2023, 2022, 2021, 2020, and 2015. Canterbury Consulting was also recognized in the nationwide survey by Pensions and Investments magazine as one of the Best Places to Work in Money Management in 2022, 2021 and 2020. Learn more about Canterbury at www.canterburyconsulting.com.

- Grew the AUM from $1 million to $1.3 million within my tenure. - Initiated profitable equity investment opportunities directly to the investment group. Presentations highlighted catalysts, growth opportunities, and risks within the potential investment.- Utilized the portfolio analyst’s sector weights to select equities that would best fit the composition of the portfolio.- Supported findings with DCF, DDM, and multiple valuation models. The analytical approach varied based on industry and whether the equity aligned with our momentum, quality, or value investment styles.- Integrated four companies and revaluated two within the portfolio, with extensive research being done on the Healthcare, Consumer Staples, Telecommunication, and Technology sectors.

Torrance, California, United States

- Manage credit, debit, and cash financial transactions using Toast POS system for over 250 transactions week.- Oversee preparation and accommodation of up to 40 customers at one time.- Maintain robust knowledge of over 125 food and drink items to proactively up-sell items to guests and enhance customer satisfaction.- Focus on interpersonal relationships and engaging with 250 customers a shift.

Torrance, California, United States

- Optimized shift schedules to reduce labor costs below 22 percent.- Responsible for daily shift deposits to the bank and ensured the safe was balanced at $3000.- Supervised staff to ensure that health protocols were constantly being followed in compliance with California health codes.- Trained new hires on new positions such as order taking, cashiering, and customer service.

Finance, General

GPA: 3.8

Associate'S Degree, Economics