Lisette Bez Email & Phone Number

•Analyze fund performances using fi360 database and recommend suitable fund replacements based on key performance factors for over 20 commercial clients.•Create in-depth annual 401k plan review presentations detailing participant investment indicators and 401k plan health.•Interact with Account Managers from platforms including Lincoln, ADP, Fidelity, and John Hancock to identify changes in participation rate, initiate fund change documentation, and request investment details of 401k plans. •Schedule financial meeting reviews with clients using Salesforce and Outlook.•Manage social media accounts for Ascend Planning and Consulting using Facebook and LinkedIn.•Organize in-person quarterly meetings including developing team agendas, troubleshoot technology issues, and record meeting minutes. •Prepare and update 401k plan education presentations outlining retirement planning for client seminars.

Falls Church, Va

•Design, create, and market handmade jewelry made from precious metals and stones. •Develop and promote brand identity through web content, social media platforms, and e commerce tools such as Square up, Stripe, Canva, and SquareSpace.•Maintain Quickbook workbooks detailing income and expenses, tax reporting and maintain financial data for accurate record keeping. •Design marketing and outreach materials using Canva, MailChimp, and Adobe Illustrator to create successful marketing campaigns and increase brand awareness. Partnered with local non-profit organizations and initiatives to fundraise and create auction pieces for Lucky Dog and Cat Rescue, Dacha DC's fundraiser for Ukraine, Leukemia and Lymphoma Foundation. •Featured in local and international magazines including Voyage Baltimore, Abode2, Vogue UK, and Conde Nast UK.

Falls Church, Va

• Calendaring • Working with advisors and staff on issue escalation • Creation of meeting agendas and Powerpoint presentations • Assist in recruiting efforts through sourcing candidates and scheduling interviews

Arlington, Virginia, United States

•Created content and strategy for social media engagement using Facebook, Instagram. •Created marketing material using Mailchimp, Canva, and Constant Contact reaching a customer base of over 800 households. •Photograph and edit fine jewelry using Photoshop to use on social media platforms, website, and promotional material.

Washington D.C. Metro Area

•Created and manage content and engagement on social media platforms including Twitter, Facebook, and Instagram.•Established partnerships with small businesses and organize creative virtual events to for commercial real estate clients. •Compiled research for procurement of products for “cove-at-Home” subscription box with an emphasis on small businesses and local restaurants. •Coordinated and host 2-3 social events on a bi-monthly basis to facilitate networking among members. •Prepared weekly schedule for a staff of five individuals and approve timesheets on a bimonthly basis. •Ordered inventory and maintain a record of materials, snacks, and beverages to ensure the workspace is fully stocked.

Ashburn, Va

• Performed qualitative and quantitative research on individual units in petroleum refineries using public and proprietary data. • Built and updated statistical models detailing costs and risks using STATA statistical software. • Provided research on individual petro projects or refinery units for Project Analysts as needed.• Gathered and recorded data from client reports regarding project costs, capacity, and relevant variables to be used in building risk and cost assessments. • Developed documentation for field collection of data to be used by Project Analysts to test potential independent variable and their effect on cost escalation. • Performed research and reported on capacity of organization to perform analyses on anticipated projects for clients.

Pimmit Hills, Va

• Provided administrative support. • Utilized Isis database to update student information and monitor daily attendance.• Provided translation services for parent-teacher conferences, IEP meetings, and general inquiries. • Processed Time and Attendance forms for entire school staff in addition to completing biweekly and monthly reports. • Monitored and approve Community Use requests. • Classroom instruction and monitor student progress. • Provided classroom management as a substitute for second and fifth grade classrooms as needed

Alexandria, Va

• Conducted domestic and international research utilizing patent databases and research tools to retrieve legal and non-legal data.• Coordinated with internal and external contacts to obtain key data for research projects.• Provided administrative support by corresponding with clients to identify needs, answer inquiries, and provide information about products and services offered. • Created reports detailing the process and format of searches performed for customers.• manage multiple projects and time sensitive requests for information.

Washington D.C. Metro Area

•Received award for “Noteworthy Contribution to the Effective and Efficient Operation of the Department of the Treasury”.•Composed and updated Public Welfare Investment fact sheets, At-a-Glance charts, and talking points to be posted on the OCC's Community Affairs web page.•Researched statistics on regional economic conditions for use by District Officers. •Participated in financial literacy outreach events on Capitol Hill including Financial Literacy Day, America Saves Week, and interagency (FLEC) conferences. •Compiled data on resources for small business development and entrepreneurship.•Processed Public Welfare Investment applications from financial institutions and tracked application statuses using Microsoft Access database and internal software. •Assisted in the translation of the first spanish language resource guide for financial literacy.

Fairfax, Va

• Researched and analyzed key information on U.S. welfare reform policies to be used in multi-country analyses.•Transcribed audio formatted interviews from Spanish to English.•Collected and presented data for use in cross-country analyses.•Proofread and edited documents written by the professor for accuracy in grammar and formatting. •Collected data and interpreted findings on decentralization with a concentration on TANF and unemployment reform.

London, England, United Kingdom

Merrifield, Va

•Provided excellent customer service by identifying needs, promoting new products, and completing transactions in a swift manner. •Assisted in training of new employees.•Completed inventories on cash vaults and financial documents maintained within the branch.•Responsible for reconciling ATM and ensuring ATM transactions were processed on a timely basis.

Mclean, Va

•Provided leadership, training, support, and constructive feedback to supervisees.•Settled out-of-balance accounts, resolved customer issues, and corrected transactions using computer software.•Conducted audits on financial center to ensure all documentation properly recorded and retained.•Performed written annual performance reviews of teller staff and organized monthly meetings regarding security and procedural updates.•Interviewed potential candidates for employment as teller staff and coordinated branch staff schedule on a bi-weekly basis.

M.A., International Commerce And Policy

Activities and Societies: International Scholars Honors Society

B.A. Global Affairs, Concentration In International Development, 3.95

Activities and Societies: Summa cum Laude, Outstanding Academic Achievement in Global Affairs