Luis Chavez Email & Phone Number

* Process account update requests, address client inquiries, and efficiently manage daily operations, showcasing strong problem-solving and communication skills* Open and operate various account types, including individual, corporate, trust, issuer, and retirement accounts, demonstrating meticulous attention to detail and organizational skills* Prepare comprehensive account packets for Prime Brokerage and Portfolio Margin Accounts, ensuring accuracy and adherence to procedural guidelines* Identify and report account discrepancies to management and relevant departments, proactively resolving issues to maintain operational efficiency

*Attained a wholistic understanding of the marketing ecosystem and relevant digital concepts through an Eight-week marketing externship created by Kepler*With oversight from Kepler’s media experts, I gained search campaign experience for a nonprofit client by pulling data collected on a Google Ad Account and analyzing metrics and creating callouts based on the KPIs on a spreadsheet shared with my cohort*Helped to create a concise presentation with meaningful insights for the initial launch of our client's search traffic campaign by creating an executive summary of the goals and ensuring the quality assurance of visuals and reported data*Supported the creation of a final presentation for our client by sharing meaningful insights that will drive more traffic and ultimately conversions in the near future, as well as previewing the ad copies shown on the search engine results page*Practiced media planning and public speaking skills by creating a mockup slide deck for a client of my choice, in which I identified a brand's goals and KPI's, narrowed down their target demographic, proposed the best channels to advertise products, explained how the budget would be distributed among channels, and showcased how funds would be distributed quarterly for the 2024 year*Took advantage of a mentorship from Kepler team members and attended talks with experts at premier brands

Oakland, California, United States

*Devised a networking portfolio that archives contact information and engagement with 60+ partners, which mobilized conversations about how to actively streamline knowledge for easy access to office staff.*In partnership with the Director of Southern California Partnerships and Engagement, planned and hosted a summer event in Los Angeles that build community between ETW’s staff and external educational institution leaders, community members, non-profit organizations, philanthropic partners, and elected officials*In partnership with the Director of Southern California Partnerships and Engagement, contributed to a summer planning and strategy retreat for internal LA team members

Isla Vista, California, United States

*Operated key management, like key audits, for five different apartment complexes, housing 1000 residents in each.*Provided comprehensive administrative support, such as managing emails, phone calls, and helping with appointment reminders.*Lent a hand in maintaining office supplies and inventory, securing efficient operations.*Answered resident’s concerns and questions or direct them to the appropriate offices/resources.*Responded to inquiries, resolved concerns, and assisted students, staff, and visitors in courteous manner. *Documented daily tasks and any noteworthy events and shared knowledge onto the shared office logs to archive important information and better maintain progress of projects.*Conducted data entry tasks with a high degree of accuracy, maintaining databases and spreadsheets for tracking departmental information, such as key charges, move-ins, move-outs, etc.*Organized and maintained physical filing systems for easy retrieval of important records, such as information of re-keyed dorms and work orders.*Allocated reimbursements for costs of programs held by Resident Assistants.*Maintained strict confidentiality regarding sensitive information and followed the data protection policies.

*Provided customer service to event attendees, addressing inquiries, resolving issues, and ensuring a positive audience experience.*Collaborated with other event staff and supervisors to oversee venue operations, including seating arrangements, crowd control, and accessibility accommodations.*Managed ticket check-in and distribution of entry wristbands in a timely manner.*Handled event-related inventory and supplies, checking availability of necessary resources for each event.*Assisted with the implementation of COVID-19 safety protocols and procedures, such as checking vaccination records, verifying face coverings, and managing the flow of foot traffic.

*Assisted the education team members while garnering practical experience in a fast-paced national nonprofit environment.*Contributed to discussions on how to better promote the organization’s digital citizenship curriculum.*Used Google Sheets to conduct a data analysis and assessment of the impact of the digital citizenship curriculum, collecting feedback and metrics to evaluate effectiveness.*Ran a competitive analysis of competitors offering digital citizenship programs and produced a slideshow with recommendations based on data insights to mobilize conversations of program improvements.*Stayed up-to-date with industry trends, educational best practices, and digital citizenship developments, contributing to the continuous evolution of Common Sense’s digital citizenship curriculum.*Supported the digital citizenship team in the creation and refinement of educational materials and resources for students, educators, and parents.*Helped individual team members with other administrative duties as necessary (e.g. research & data analysis)

East Los Angeles, California, United States

*Helped implement 4-week summer bridge program for 65 incoming high school freshmen to engage in workshops and activities that address academic readiness, career exploration, and college readiness.*Provided mentorship and guidance to a diverse cohort of students to foster a supportive and inclusive learning environment.*Managed logical aspects of the program including scheduling, attendance, coordination of guest speakers, and meals.*Participated in weekly check-ins with other interns and staff to ensure students are not only gaining valuable and insightful information, but also experiencing an enjoyable time.*Responded effectively to challenges, assuring problems are solved for there to be a seamless continuation of program activities.

Bachelor Of Science - Bs, Psychological And Brain Sciences

Digital Marketing

*Engaged in a 16-week apprenticeship program to acquire expertise in SEO writing, SEM Ads, Facebook/Instagram Ads, Twitter Ads, LinkedIn.