Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Myles Rabaja

Client Service Associate
San Diego,CA

Overview

6
6
years of professional experience

Work History

General Helper

West Industries LLC
Del Mar, California
11.2023 - Current
  • Held duties ensuring the optimal and efficient flow of operations to reach goals while producing exceptional results.
  • Adept at handling multiple different tasks and time management.
  • Use of meticulous attention to detail when working on different projects and assignments.

Wealth Management Intern

Stratos Private Wealth
Del Mar, California
03.2023 - 05.2024
  • Supported client relationship management by preparing for meetings, attending sessions, and following up on action items.
  • Performed data analysis and reporting for projects including client updates, tax tasks, and marketing initiatives, using eMoney, Orion, and Salesforce.
  • Gained hands-on experience in financial planning and trading through shadowing, building mock plans, and assisting with client service workflows.

Server, Host, Busser

2DieForSushi
08.2021 - 08.2023
  • Coordinated and communication with co-workers to successfully serve customers.
  • Required multi-tasking, customer service skills, and performance to deliver excellent customer service to 50+ customers per day ensuring satisfaction.
  • Employed customer service skills using effective communication, attentive assistance, and customer knowledge to create a better atmosphere.

Owner

Sneaker and Clothing Reselling
Los Angeles, California
11.2019 - 04.2022
  • Implemented client retention strategies to keep consistent customers happy and satisfied with their purchase.
  • Used networking skills to create relationships with fellow resellers to learn new information and techniques.
  • Maximized profit by forecasting future trends and staying up to date with all the latest news and leaked information.

Education

Bachelor of Science - Business Administration, Financial Services

San Diego State University, Fowler College of Business
San Diego, CA
06.2025

Skills

  • Proficient in financial planning software: eMoney, Orion

  • Experienced with CRM and client management using Salesforce

  • Knowledgeable in investment strategies, portfolio management, and market research

  • Strong communication and collaboration skills, supporting client meetings and cross-functional teams

  • Demonstrated attention to detail, adaptability, and time management in professional settings

Affiliations

Alumni Relations Coordinator – Lambda Chi Alpha Fraternity, Inc.) | May 2024 – Jun 2025

  • Planned and executed alumni events including Homecoming, Family Weekend, and charity fundraisers.
  • Managed alumni database, distributed newsletters, and supported chapter merger integration.
  • Built relationships with alumni to strengthen funding, mentorship, and chapter involvement.


San Diego State Financial Planning Association – Member | Oct 2023 – May 2025

  • Networked with financial professionals to gain insight into wealth management and industry culture.
  • Participated in events and discussions to expand knowledge of financial services and career paths.
  • Collaborated with peers to strengthen professional development and industry connections.

Timeline

General Helper

West Industries LLC
11.2023 - Current

Wealth Management Intern

Stratos Private Wealth
03.2023 - 05.2024

Server, Host, Busser

2DieForSushi
08.2021 - 08.2023

Owner

Sneaker and Clothing Reselling
11.2019 - 04.2022

Bachelor of Science - Business Administration, Financial Services

San Diego State University, Fowler College of Business

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Myles RabajaClient Service Associate