Capital Management - Sacramento, California Area Jul 2009 - Apr 2012
Client Services Manager
Prudential Financial - Roseville CA Oct 2005 - Jul 2009
Senior Sales Assistant
Morgan Stanley Wealth Management - Sacramento, California Area Nov 1998 - Oct 2005
Senior Sales Assistant
Education:
University of Phoenix-Sacramento Valley Campus 2012 - 2014
MTI-Western Business College, Sacramento, CA 1995 - 1996
Skills:
Account Management Account Reconciliation Alternative Investments Asset Management Business Development Business Strategy Cash Management Cashiering Compensation & Benefit Compliance Coordinate Meetings Customer Service Data Entry Department Budgeting Employee Relations Events Coordination Financial Analysis Financial Audits Financial Calculations Financial Reporting Financial Transactions Fixed Income Government Liaison Information Technology Investments Investor Relations IRS Enrolled Agent Market Research Marketing Microsoft Office Notary Public Office Administration Operations Management Oral & Written Communication Skills Pension Administration Performance Reviews Personnel Management Portfolio Management Program Coordination Quality Assurance Risk Management Securities Market Strategic Initiatives Strengthening Client Relationships System Administration Tax Accounting Tax Preparation Technical and Sales Presentations Time Management, Analytical, and Problem Solving & Resolution Valuation