Available to hire
I’m a detail-oriented Administrative and Marketing professional with experience in investment account processing, client communications, and social media marketing. I enjoy coordinating across teams, ensuring compliance and timely deliverables.
I thrive in fast-paced environments, building relationships with credentialing specialists, account managers, and assigned facility contacts, and I love turning analytics and dashboards into actionable improvements.
Skills
Experience Level
Expert
Language
English
Fluent
Work Experience
Administrative / Marketing Assistant at Prudential Advisors
November 1, 2025 - March 1, 2026Processed investment account applications such as Traditional IRA, Roth IRA, 401(k) rollovers, TOD, and brokerage/SAM accounts ensuring compliance with suitability, risk tolerance, and client preferences; followed up with clients and advisors to confirm electronic signatures, premium payments, and account funding; supported FMG reporting, Book of Business exports, and weekly submissions to advisors; assisted with email campaigns and blog posts for audience engagement and compliance requirements as well as posted content on social media platforms (Facebook, LinkedIn, Instagram).
Order Processing Coordinator at Newman Windows & Doors
September 1, 2025 - November 1, 2025Facilitated accounts using Sales Log, QuickBooks, and CTB programs. Scheduled appointments for Project Managers prior to placing customers' orders. Coordinated with Sales team for contract details and HOA approvals. Resolved discrepancies such as rushes, rescheduling, short-staff labor, and change orders.
Account Clerk at SD CERA
February 1, 2025 - May 1, 2025Audited projects by analyzing findings and providing corrective actions to trends in metrics. Ensured accurate data entries and emails were executed according to retirement packet & calculation. Participated in weekly updates to the team and suggested procedural adjustments for recurring issues. Generated emails for retirement benefit members based on their pension, age, tier, and final compensation.
Compliance Liaison II at Aya Health care
July 1, 2021 - April 1, 2024Developed proactive communication with all accounts for clarifications, improvements, and solving complex issues. Prioritized timelines and deadlines of workload to help reach quarterly goals of 98%-100% in metrics. Implemented strategies on highly sensitive accounts to reduce or avoid push factors by ensuring candidates complete required labs within set timeframes. Established strong relationships with Credentialing Specialists, Account Managers, and assigned facility contacts. Demonstrated attention to details in qualifying, auditing documents, and managing dashboards to report progress.
Social Media Marketing Manager at Fan Flex
September 1, 2020 - December 1, 2020Improved real-time engagement, increasing brand awareness among prospective artists and growing future membership and social media followers. Partnered with graphic design and public relations to create marketing content using social media graphics, videos, and reels for promotional advertising. Maintained a weekly posting schedule for new and current members. Created events for upcoming live music to promote attendance and ticket sales. Managed all company social platforms including Instagram, Facebook, YouTube, Spotify, LinkedIn, and Twitter.
Education
Bachelor of Science in Hospitality & Tourism (B.S.) at San Diego State University
January 11, 2030 - June 4, 2026Qualifications
Industry Experience
Healthcare, Professional Services, Media & Entertainment, Software & Internet, Retail
Skills
Experience Level
Expert
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