STEVEN WILSON
Fallbrook,CA
Summary
Dedicated and newly certified EMT eager to excel in a fast-paced, professional work environment. Committed to delivering exceptional patient care while continuously honing skills and expertise in emergency medical services. Demonstrates a strong ability to remain calm under pressure, ensuring effective responses in critical situations. Passionate about making a positive impact on patients lives through compassionate and efficient care.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Registered Wealth Management Associate
Merrill Lynch
11.2024 - 02.2025
- Helped clients make informed decisions about financial future.
- Informed clients of strategies for reducing debt and maximizing savings.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
Client Services Associate
Dunham & Associates Investment Counsel Inc.
12.2023 - 04.2024
- Conduct timely outreach to clients regarding time sensitive activities (required minimum distributions), manage inbound client calls, assisting clients with navigating our online portal.
- Ensure new account applications are in good order and ready for principal approval.
- A medium sized Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC
Director of Finance
Temecula Pizza Company
06.2008 - 11.2022
- Increased average revenue growth to 4.8% year-over-year by growing private event business via acquisition and construction of a private dining room.
- Reduced total costs by 10% via vendor contract negotiations, quantitative and qualitative analysis of labor scheduling for efficiencies, and monitoring utility waste.
- Million dollar annual revenue, single location, pizza company, based in Temecula, CA.
Education
Shasta College Fire Academy
Redding, CA12-2025
MBA - Masters in Business Administration, Finance
University of California, Riverside
Riverside, CA07.2024
BA - Psychology
Curry College
Milton, MACertification
- Emergency Medical Technician-Orange County EMT
Timeline
Registered Wealth Management Associate
Merrill Lynch
11.2024 - 02.2025
Client Services Associate
Dunham & Associates Investment Counsel Inc.
12.2023 - 04.2024
Director of Finance
Temecula Pizza Company
06.2008 - 11.2022
Shasta College Fire Academy
MBA - Masters in Business Administration, Finance
University of California, Riverside
BA - Psychology
Curry College