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.• Spearheaded practice-wide migration of all client brokerage accounts from existing broker-dealer platform to Fidelity IWS.• Successfully migrated 130 accounts over 6 months.• Developed and implemented a new account billing system using Morningstar Office.• Established in-house multiple tiered fee systems to better service high-value accounts. • Implemented automatic generation of fee amounts and client billing summaries on a quarterly basis.• Provided training to support staff on quarterly billing procedures.• Created, implemented, and maintained a SIMPLE IRA Plan for a local business.• Upgraded legacy CRM system to Redtail.• Implemented new digital workflows to improve existing manual processes.• Provided relevant training to all advisors and support staff.

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.• Acted as the liaison for the CEO, company teams, and vendors.• Ordered office supplies, system tracking of excess and stock, item and order summary.• Logistics research and travel arrangement.

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.• Establish or identify prices of goods and tabulate bills using calculators, cash registers, or optical price scanners.• Issue trading stamps, and redeem food stamps and coupons.• Maintain clean and orderly checkout areas.• Answer customers' questions, and provide information on procedures or policies. • Greet customers entering establishments.

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.• Answer phone calls and greet visitors.• Provided courteous and professional demeanor at all times.

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