Parkshore Wealth Management
Director of Client Experience
Dad's Kitchen
Manager
Franklin Templeton Investments Aug 2011 - Apr 2012
Transfer Agent
Verizon Wireless Oct 2003 - Jun 2005
Customer Service Representative
Stephens Asset Management Apr 2001 - Oct 2003
Financial Administrative Assistant
Education:
California State University
Bachelors, Bachelor of Science, Business Administration, Entrepreneurship
Skills:
Microsoft Excel Customer Service Microsoft Word Investments Microsoft Office Finance Call Centers Leadership Management Process Improvement Public Speaking Event Planning