Vicki Le Email & Phone Number

Irvine, Ca

Irvine, Ca

Irvine, Ca

Los Angeles

- Analysis and preparation of multi-million dollar department budgets.- Requirements gathering, design, and generate statistical and narrative reports.- Revenue, financial forecasting, and full cost recovery fee analysis.- Prepare Requests for Proposals, Bids, Contracts, Statement of Works, and Leases.- Establish procedures and provided training for department travel.- Insure that Americans with Disabilities Act (ADA) requirements are met and established procedures for accessing all City forms.- Monitor City Council meeting agendas to ensure departmental representation for pertinent items.

Irvine

- Completed sales training program to ensure comprehensive understanding of financial services, primarily in insurance and passed the California Life and Health Exam.- Build clientele list by fostering personal and professional relationships.- Working with senior advisors to help clients achieve and maintain their financial goals in the most secure and efficient way possible.

- Contact and notifying customers about newly added lenders for funding.- Offering customers services needed to get their small business funded.- Acquiring knowledge to explain to customers about different lenders and products offered.

- Prepared financial plans including client financial data, projections and recommendations.- Dealt with sophisticated financial products including managed money, annuities and alternative investments.- Research topics – 401k, alternative investments, etc. – to write articles and scripts for radio show.- Interacted with clients on a daily basis.- Phone calls with clients, insurance companies, investments companies, etc.- Gaining a greater understanding of financial procedures and an overall knowledge of the financial industry.

Master Of Business Administration (Mba), Management

Bachelor Of Arts (Ba), Management And Finance