Versatile executive leader with over fifteen years experience in Accounting, Public and Business Administration and five years in Real Estate Sales. Proven record for successfully implementing administration services to a wide range of City Departments for the City of San Diego as well as community business experience.

Highlights:

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Executive Administrative Assistant Processing and submitting new Life/Health Insurance Applications to various industry providers. Supporting President and interacting with high-end clientele on a regular basis. Keep track of new account flow and verify accounts are opened correctly. Verify fund transfers completed correctly and ensure recurring transfers are successfully completed and begin as requested. Verify trades have occurred (buys/sells) and client has been invested in correct portfolio model. Perform various account maintenance (i.e., address changes, beneficiary changes, transfers, withdrawals, etc.). Articulating investment process thoroughly to clients and prospects Initiating communication and coordinating with other departments on behalf of clients requests and needs. Analyzing prospective client portfolios for asset allocation recommendations. Preparing documentation for opening new accounts and ongoing account maintenance.