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Work experience

Apr 2010Present

Marketing & Event Coordinator

Wellspring Consulting

- Research, plan, negotiate, and implement marketing events and seminars for clients and advisors. Liaise with internal departments, external vendors and clients to complete project on time and within budget. Manage any changes to website content, promotional and advertising material of the firm to improve return traffic and referrals. - Design new sales support materials and maintain advertising sales tools with the President. Research and manage budget and other marketing and statistical reports and analysis on all marketing initiatives. - Gather, organize and analyze clients’ current situation to assist Associate Planner with constructing financial plans and implementing solutions to meet clients’ needs

Jan 2009Jun 2009

Accountant Assistant

CEA Engineering
  • Prepare and process payroll, quarterly State and Federal taxes, annual State and Federal taxes, W-2, 940 and 941, making sure it is sent out on time.
  • Post, update and perform bank reconciliation, accounts payable/receivable and general ledger using QuickBooks and Excel to help balance the firm's bank accounts and lower bank overdrafts.
  • Prepare and update over 50 invoices, statements, job cost, plans, letters, transmittals, and etc. using Excel and Word to better organize the firm's files 
Sep 2004Dec 2006

Assistant Manager

Alameda Natural Grocery
  • Performed administrative duties that helped the company become more technology savvy, helped and trained current/new employees, and created posters and flyers to better market the store.
  • Developed customer service skills that helped increased the sales of the nutrition and beauty products by 10% in a year.
  • Assisted supervisors with management duties such as inventory checks, restock orders, product quality analysis, and spreadsheet management through MS Excel to smooth out the company's business flow


Jan 2007Dec 2009

Bachelor Science

University of California-San Diego


Manage all accounting work,
Microsoft Word Excel PowerPoint Outlook


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