About
Versatile, results-driven professional with years of comprehensive experience developing exceptional relationships with clients, peers and senior leadership to provide sustainable business solutions. Ability to adapt and dedicated, with the drive and skill set, to excel in a fast-paced environment.
Experience
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Client Associate at Wells Fargo Advisors
Nov 2023 - Present · 2 yrs 8 mos
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Senior Financial Analyst at Capital Group
Aug 2021 - Nov 2023 · 2 yrs 4 mos
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First Foundation Inc. (2 yrs 11 mos)
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Portfolio Accounting Administrator
Jun 2020 - Aug 2021 · 1 yr 3 mos
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Account Services Associate
Oct 2018 - Jun 2020 · 1 yr 9 mos
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Assistant Office Manager at Contours Medical Spa
Jun 2004 - Jun 2018 · 14 yrs 1 mo