Lesley Sun, Cfp® Email & Phone Number

San Jose, CA

• Provided paraplanning support to the principal CFP and registered representatives.
• Account management support for 75 client groups with $65M AUM.
• Monitored and managed on-going activities within existing client accounts and insurance policies.
• Coordinated and assisted clients with account management activities, including establishing brokerage accounts, applying for and managing life insurance policies, and processing time-sensitive transactions.
• Provided quarterly and annual historical and performance financial reports.
• Performed daily client data reconciliation and regular financial report analysis for the principal CFP.

Santa Clara, CA

• Developed and integrated a new ADP payroll system.
• Created a comprehensive benefits package (health/dental/vision/retirement).
• Provided administrative support to the CEO and Software Developer Team Leader.
• Organized all meetings, including teleconferences and weekly staff meetings.
• Responsible for bookkeeping, expense report filing, team notifications.
• Responsible for coordinating and scheduling international telecommunication meetings.

Mountain View, CA

• Hired as seasonal cashier, promoted to Guest Services after two (2) months
• Cross-trained in Food Services
• Helped train new team members at Guest Services and Food Services
• Receive payment by cash, check, credit cards, vouchers, or automatic debits.
• Inventory control and stock ordering.
• Issue receipt, refunds, credits or change due to customers.

Palo Alto, CA

• Provided administrative support to the CEO and Office Manager.
• Daily bookkeeping and data entry using Microsoft Excel.
• Distribute mails and receive packages.
• Answer phone calls and greet visitors.
• Documentation/employee handbook editing.

Rutgers University, New Brunswick, NJ

• Maintaining and updating the research program's website
• Creation and publication of webpage design and content
• Updating the website with research progress
• Fluent in KompoZer HTML editor

Rutgers University, New Brunswick, NJ

• Informing program sponsors of study progress
• Regulating subjects' nutritional intake
• Nutritional data collection and observation
• Behavior data collection and observation
• Training young horses (weanling - 3 year old)
• Maintenance and upkeep of horses and research facilities

Cupertino, CA

• Provided administrative support to the Office Manager.
• Initiated and received correspondence with clients.
• Updating client contact database.
• File organization and management.
• Data entry and staff support.
• General office administrative work.

Wolong, China

• Observing and assisting in the collection of blood and other research material
• Collecting behavioral data
• Maintenance and upkeep of panda enclosures
• Regulating nutritional intake
• Preparing the pandas’ diets and meals

Bachelor Of Science, Animal Science - Equine Science

Animal Sciences - Equine Science

Education record