Katherine Barentsen
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Katherine Barentsen Email & Phone Number

Full- Time Student at University of California, Berkeley at Independent Financial Group, LLC
Location: San Francisco Bay Area, United States, United States 10 work roles 5 schools
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Role
Full- Time Student at University of California, Berkeley
Location
San Francisco Bay Area, United States, United States
Company size

Who is Katherine Barentsen? Overview

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Quick answer

Katherine Barentsen is listed as Full- Time Student at University of California, Berkeley at Independent Financial Group, LLC, a company with 138 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Katherine Barentsen.

Katherine Barentsen previously worked as Associate Financial Representative at Independent Financial Group, Llc and Executive Administrative Assistant at Barentsen Advisory Services. Katherine Barentsen holds Bachelors Of Sociology from University Of California, Berkeley.

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Independent Financial Group, LLC

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Profile bio

About Katherine Barentsen

Katherine Barentsen is a Full- Time Student at University of California, Berkeley at Independent Financial Group, LLC.

Current workplace

Katherine Barentsen's current company

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Independent Financial Group, LLC
Independent Financial Group, Llc
Full- Time Student at University of California, Berkeley
san diego, california, united states
Website
Employees
138
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10 roles

Katherine Barentsen work experience

A career timeline built from the work history available for this profile.

Associate Financial Representative

Current

Walnut Creek, California, United States

*Coordinated mailing necessary documents, formal paperwork, and personalized letters to over 150+ clients*Reported to supervisor daily, adapting tasks and performance as necessary*Collaborated with supervisor to organize client portfolios and “to-do”s according to deadline

Apr 2023 - Present

Executive Administrative Assistant

Current
Barentsen Advisory Services

Walnut Creek, California, United States

*Quickly executed collaborative complex financial portfolios for 150+ clients on strict deadlines*Authored, formalized, and distributed customer invoices for over 40+ clients monthly*Compiled, reviewed, and verified updated personal client data regularly for over 300 individual accounts*Prepared and arranged tax information for the business, calculating.

Jun 2020 - Present

Sole Caregiver For Mother

Self-Employed

Pleasant Hill, California, United States

*Researched 80+ California surgeons and scholarly articles for complex medical issue*Coordinated care with doctors, surgeons, home health physical therapists, home health occupational therapist*Assisted client with cooking, feeding, restroom, transportation around home and to/from appointments*Translated over 30+ Spanish documents and medical records from.

Mar 2022 - Mar 2023

English Conversation Groups Intern

Barcelona, Catalonia, Spain

*Structured and facilitated engaging group activities for students of level B1 and A2 English speakers*Collaborated with fellow interns to assess and develop effective and dynamic lesson plans*Ensured comfort and inclusion within groups with regard to welcome vulnerability and speaking practice*Prepared visual content weekly regarding American and English.

Sep 2021 - Dec 2021

Homehealth Caregiver

Concord, California, United States

*Provide one on one care to 4 different adult clients with varying disabilities*Assist clients with cooking, cleaning, medication administration, lonesome, transportation, feeding, personal care, transfers, and community activities

Dec 2020 - Jun 2021

Transfer Center Peer Advocate Intern

Berkeley, California, United States

*Publicly addressed class of 30 new students weekly*Encouraged and supported 60 transfer students in their transition to U.C. Berkeley*Established uplifting and communal environment for students to rely on in facing academic hardship*Attended semester long weekly staff meetings to report on efficacy of teaching strategy

Aug 2020 - Jun 2021

Programs Assistant

Santa Cruz, California

Organize and facilitate inclusive and didactic events for students, maintain an accepting environment at Cowell College, work with the university to promote UC values

Oct 2018 - Jun 2019

Administrative Assistant

Walnut Creek, California

Answer phone calls, organize and file paperwork, manage client paperwork in a timely manner, package and ship important documents, create spreadsheets

Jun 2015 - Sep 2018

Movie Theater Attendant

Concord, California

Ticket selling in box office, concession food preparation, maintenance of clean lobby and restrooms, promotion of customer satisfaction and enjoyment

Mar 2017 - Sep 2017

Avid Tutor

Concord, Californina

Implement strategic AVID tutoring styles in tutoring high school underclassmen in varying subjects specifically math and science

Sep 2016 - Jun 2017
Team & coworkers

Colleagues at Independent Financial Group, LLC

Other employees you can reach at ifgsd.com. View company contacts for 138 employees →

5 education records

Katherine Barentsen education

Education record

College Park High School

Activities and Societies: -ASB Leadership -Yearbook Committee -California Scholarship Federation -Interact Volunteer Club -Health.

FAQ

Frequently asked questions about Katherine Barentsen

Quick answers generated from the profile data available on this page.

What company does Katherine Barentsen work for?

Katherine Barentsen works for Independent Financial Group, LLC.

What is Katherine Barentsen's role at Independent Financial Group, LLC?

Katherine Barentsen is listed as Full- Time Student at University of California, Berkeley at Independent Financial Group, LLC.

Where is Katherine Barentsen based?

Katherine Barentsen is based in San Francisco Bay Area, United States, United States while working with Independent Financial Group, LLC.

What companies has Katherine Barentsen worked for?

Katherine Barentsen has worked for Independent Financial Group, Llc, Barentsen Advisory Services, Self-Employed, Universitat De Barcelona, and Compass Care Services.

Who are Katherine Barentsen's colleagues at Independent Financial Group, LLC?

Katherine Barentsen's colleagues at Independent Financial Group, LLC include Colin Andrews, Cfa, Mba, James Conroy, Ken R. Craig, Leticia Hewko, and Erika Breckenridge.

How can I contact Katherine Barentsen?

You can use AeroLeads to view verified contact signals for Katherine Barentsen at Independent Financial Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Katherine Barentsen attend?

Katherine Barentsen holds Bachelors Of Sociology from University Of California, Berkeley.

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