As a conscientious, disciplined, and well-rounded finance and management professional, I have developed the skills and acquired the knowledge to ensure the highest level of competence, customer service, and effective operations. With this combination of skills and traits to offer, as well as a solid track record behind me, I am confident that I can produce results for you as well. Please feel free to contact me via email or view my virtual résumé (http://www.jamielima.com) at your convenience.
Dec 2007 - Present
Responsible for implementing detailed financial plans to promote the obtainment of client financial goals through the use of finance, insurance, and estate planning methods. Currently ranked 5th in current class of 20+ financial advisors.
Apr 2006 - Dec 2007
Client Services Associate; Assistant to Wealth Advisor
Supported Wealth Advisor and assisted in the management of over $100 million in assets.
Feb 2005 - Mar 2006
Assisted buyers and sellers of real property, from listing or purchase agreement, through the escrow process.
Jun 2000 - May 2005
Senior Restaurant Manager
Pat & Oscar's Restaurants
Held responsible for invoicing, preliminary reporting, general ledger review, and generating income statements for final approval by company CFO. Increased profits by more than $55k during fiscal years 2003 and 2004 by streamlining maintenance schedules, reducing overall cost of repairs, and eliminating miscellaneous excess charges.
Jun 1996 - Feb 2000
Office Manager / Desktop Publisher
Privilege Enterprises Limited, Inc.
Managed and organized the daily activities of sales and marketing staff to obtain company’s sales goals.