-Collaborate with multiple wealth management teams (each book of business of around 350 households with minimum of $250k) and other internal business partners in order to deliver an enhanced client experience and build on that relationship. -Maintain an understanding of key economic and financial indicators such as CPI, interest rates, market movers, etc. as they impact fixed income and financial markets.

-Processed more sophisticated trading involving derivatives such as options and trading on margin. Other trades such as buy/sell calls and puts on indexes and strategies such as multilegged trades.-Assisted clients with day trading and informing of margin calls, or potential margin calls. Covering margin calls and liquidating accounts that do no meet minimum requirement to cover FED, House, or Exchange calls.

-Assist clientele with a minimum of $250k. -Building and maintaining relationships by following core path process averaging 3 out of 4 score on call review. -Efficiently using time by maintain a 8.72 CPH as well as 362 AHT. -Trading on Margin as well as trading Options, FOREX, and Precious Metals. -Leveraging other business units across Fidelity to ensure the end goal is met.

-Series 7 and Series 63 licensed. -Utilize vast financial industry knowledge as well as Fidelity Policy compliance to assist clients in choosing the right type of account, investment product, and tax-efficient account in order to give every client the best opportunity at investment success. -With $8 trillion AUM, Fidelity’s clientele is very diverse; being approachable, knowledgeable, anticipating a client’s concerns and needs, and understanding of every client’s financial goal is a top priority.

Provide world-class premium customer service and product knowledge at company retail store. This was received by multiple customer survey comments acknowledging the help they received. Shift duties include; addressing customer inquiries regarding Nike goods and services, educating and recommending consumers on products, helping shoppers locate items, organizing merchandise on the sales floor, performing cashier duties as needed, and assembling in-store displays.Lead the #2 Nike store in the nation in Nike Plus membership signups and membership links for the months of January-March (2021). This helped lead the store towards the $17 million dollar sales goal for the fiscal year by reducing the number of returns and defective returns by converting these into exchanges or online orders.

CSULB International Business Strategy Competition.As part of the competition the company was required to run a failing company, taking over at the end of Y2Q4 and running it until Y7Q4, while setting up the company to succeed into the future. As the CFO, my duties involved the use of funds to increase shareholder value, increase company assets, manage the cash flow, manage company debt, and ensure correct financial planning including budgeting and forecasting. Other tasks included writing and reading financial reports, annual reports, balance sheets, and cash flow statements. While also reporting to a Board of Directors consisting of real world finance professionals.

Act with integrity, honesty and knowledge that promote the culture, values and mission of Starbucks. Maintain a calm demeanor during periods of high volume or unusual events to keep store operating to standard. Anticipate customer and store needs by constantly evaluating environment and customers for cues. Deliver legendary customer service to all customers by acting with a customer comes first attitude and connecting with the customer. Discovers and responds to customer needs. Maintains a clean and organized workspace so that partners can locate resources and product as needed.

Provided a friendly and welcoming experience for every client of the financial center by building a rapport and actively listening to the clients’ wishes and concerns in regard to their accounts. Mentored new tellers on company procedures, software, and importance of customer interaction by providing feedback, encouraging questions, and providing tips to increase efficiency and overall customer satisfaction.

Internship designed to teach the day-to-day activities in a hospital settings and to familiarize with medical procedures and protocol. In some cases, being present for minor surgeries, procedure, and daily checkups is allowed. In charge of caring for patients whenever they need basic help like feeding them, taking them for a walk, or even feed babies. Making patients and family members feel relaxed, safe, and having a sense of relief that being at this hospital is the best option for them during their difficult times. As a Care Extender the duty is to provide anything they need to ensure their experience is a favorable one while they go through an inconvenient life event.

Sales Associate at StubHub Center, Angels Stadium, and Staples Center.

Act with integrity, honesty and knowledge that promote the culture, values and mission of Starbucks. Maintain a calm demeanor during periods of high volume or unusual events to keep store operating to standard. Anticipate customer and store needs by constantly evaluating environment and customers for cues.