• Provided customized portfolio management, and Insurance services for businesses and individuals.• Collaborated with a team of experienced financial professionals to offer objective financial, estate, and investment planning services.• Managed portfolios and recommended financial products to meet clients' needs and goals.

Assist borrowers with their financing options for their realestate acquisitions.

• Organized networking events and volunteer opportunities for young professionals in Orange County.• Led fundraising efforts to support local community initiatives.• Established a strong presence in the community by fostering relationships and giving back.• Developed innovative strategies to keep The Elite OC at the forefront of the networking building community.

• Managed integrated best-of-class advisor/client tech stack for a Registered Investment Advisory firm.• Provided family office advisor services including entity formation, bookkeeping, and tax services.• Led practice acquisition/succession programs and high-value portfolio management services.• Developed skills in financial planning, client relationship management, and strategic business growth.

• Provided total financial needs analysis through a network of experienced professionals specializing in advisory services, retirement analysis, estate strategies, employee benefits, business continuation, and trust services.• Collaborated with clients to develop personalized financial plans tailored to their unique goals and circumstances.• Implemented innovative strategies to optimize clients' financial portfolios and maximize returns.• Conducted regular reviews and updates to… Show more • Provided total financial needs analysis through a network of experienced professionals specializing in advisory services, retirement analysis, estate strategies, employee benefits, business continuation, and trust services.• Collaborated with clients to develop personalized financial plans tailored to their unique goals and circumstances.• Implemented innovative strategies to optimize clients' financial portfolios and maximize returns.• Conducted regular reviews and updates to ensure clients' financial plans remained aligned with their evolving needs and market conditions. Show less

• Managed client portfolios including Life Insurance, Mutual Funds, Annuities, and Retirement Plans.• Leveraged networking to identify investment opportunities and provide tailored financial advice.• Cultivated relationships with local non-profits, raising money for fundraising efforts.

• Facilitated resident contracts and managed day-to-day operations at Villa Del Sol Apartments.• Sourced and advised vendors.• Ensured smooth operations and resident satisfaction through effective communication and problem-solving.

• Managed produce department operations, ensuring quality and freshness of products.• Implemented efficient inventory management system, reducing waste..• Trained and supervised team members to provide exceptional customer service.

• Provided exceptional customer service as a Courtesy Clerk at Stater Bros. Markets.• Assisted customers with bagging groceries, retrieving carts, and maintaining store cleanliness.• Developed strong communication and problem-solving skills while interacting with a diverse customer base.