Daniel Armando Morales Espinoza
Redding
Summary
Driven to learn quickly, to give out what I have to offer. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.
Overview
3
3
years of professional experience
Work History
On Call
Edward Jones
05.2023 - Current
- Run the office for Financial Advisor.
- Answer calls:
- Handle incoming calls from clients, providing assistance with account inquiries, addressing concerns, and offering general support.
- Enter payments:
- Identifying the client account for which you are entering the payment. Involving to search for the client's account using their account number or other identifying information.
- Input the details of the payment, including the amount, date, and any relevant reference information. Ensure accuracy in data entry to avoid errors.
- Double-check the entered information to ensure accuracy and completeness. Confirm that the payment details match the client's records.
- Schedule Meetings:
- Include details such as the date, time, duration, and location.
- Invite the individuals you want to attend the meeting by adding their email addresses to the invitation.
- Providing a clear agenda for the meeting in the invitation. Include any relevant documents or information that participants may need to review before the meeting.
- Set reminders to ensure participants are notified of the meeting well in advance.
- Coordinate out of office functions for the financial advisor.
- Enter Client Accounts into computer.
- Scan checks and documents into clients accounts.
Intern
Edward Jones
03.2023 - 05.2023
- Collaborated with senior management on new initiatives to build confidence.
- Participated in workshops and presentations related to projects to gain knowledge.
- Developed effective improvement plans in alignment with goals and specifications.
- Observed packing operations to verify conformance to specifications.
- Collected, arranged, and input information into database system.
- Sorted and organized files, spreadsheets, and reports.
Women Soccer Goalkeeper Coach
Simpson University
08.2023 - 11.2023
- Developed and led age- and ability-appropriate soccer training drills.
- Maintained player safety through careful practice and game supervision.
- Motivated athletes to become stronger, more agile, and more effective through training habits and proper nutrition.
- Promoted stretching, mobility work, and proper form to help athletes safely build strength.
- Evaluated players' performance and provided constructive feedback to improve abilities.
- Teach the importance of teamwork.
Scaffold Builder
Excel Scaffolding
05.2021 - 08.2021
- Measured, cut and installed drywall, paneling and other materials.
- Worked in team-focused environment to collaboratively complete projects on time and within budget.
- Maintained safety and operational procedures for projects at heights of up to 40 feet.
- Assisted with tying off and securing scaffolding to building structures to optimize safety.
- Filled out paper work to work on scaffolds.
Education
Bachelor of Arts - Business Administration
Simpson University
Redding, CA05.2023
Associate of Arts - Business Administration
Central Wyoming College
Riverton, WY05.2021
High School Diploma -
Rawlins High School
Rawlins, WY05.2019
Skills
- Financial Management
- Coordinate Events
- Balance Accounts
- Administrative and Office Support
- Bilingual
- Good with working with people
- Good communication skills
- Scheduling
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Women Soccer Goalkeeper Coach
Simpson University
08.2023 - 11.2023
On Call
Edward Jones
05.2023 - Current
Intern
Edward Jones
03.2023 - 05.2023
Scaffold Builder
Excel Scaffolding
05.2021 - 08.2021
Bachelor of Arts - Business Administration
Simpson University
Associate of Arts - Business Administration
Central Wyoming College
High School Diploma -
Rawlins High School
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