K R I S T I N O N O F R I O
Rancho Mirage, CA 92270
Operations management, budgeting, and inventory management
Effective analytical, problem solving & communication skills
Responsive customer service and public relations
Proficient in Microsoft Office 2000; Word, Excel, Outlook, Lotus 1-2-3, Redtail CRM financial database, Daylite 4, Virtual Advisor financial software
Notary Public, State of California, 2007
General Securities Registered Representative Examination (Series 7), 2000
Bachelor of the Arts in Economics, Magna Cum Laude, 1992
Wake Forest University - Winston-Salem, North Carolina
Client Relations Specialist
Praxis Wealth Management, Inc.- Palm Desert, CA
October 2017-January 2018
Responsible for servicing all client accounts; processing new account paperwork, scheduling client/prospect meetings and reviews; preparing all relevant reports & documents.
Updated & organized filing system; uploaded all client documents; account statements, financial & estate planning documents to CRM Redtail database.
Perform administrative tasks as answering phone, distributing mail, scheduling appointments, & maintaining equipment and office supply inventory,
Special projects as designated.
Ponder Financial & Retirement Firm, Inc.- Palm Desert, CA
June 2017 – September 2017
Performed administrative duties as follows: greeted visitors & clients, answered/screened phone calls, scheduled and confirmed appointments, managed executive calendar & coordinated with Ontario office, maintained & updated comprehensive filing system, monitored financial brochure inventory and general office supplies.
Responsible for assembly & presentation of financial documents for client appointments; ensured appointments were thoroughly prepared for and followed through from start to finish.
Assisted with event planning and client workshops.
Gathered & assembled information for weekly business sales and status reports.
College of the Desert- Palm Desert, CA
Kinesiology & Athletics Department
October 2014-February 2016
Provided administrative support to department Dean, Director and Faculty for efficient office operations: answered telephones, greeted visitors, received & resolved complaints, opened/screened/routed mail, composed memos, reports, & other correspondence, scheduled meetings & appointments, updated calendars, arranged for meeting facilities, attended meetings & recorded minutes, maintained office supplies & department specific forms.
Assisted coaches and sports teams with schedule compilation & distribution, arranged travel including lodging & meal expenses, prepared purchase orders for equipment & uniform purchases.
Prepared financial and statistical reports to monitor department budget & expenses; researched & compiled data for department specific reports/projects as requested.
Maintained & organized confidential faculty class records as follows: course syllabi, attendance & final grading;
prepared & administered faculty course evaluations to students in selected classes.
Law Office of Kimberly T. Lee- Indian Wells, CA
October 2013- January 2014
Handled wide range of administrative support: answered 4 phone lines & directed calls promptly and efficiently,
greeted & assisted incoming clients and walk-ins, scheduled meetings for prospective & existing clients, managed daily
calendar, responded to client inquiries & requests, completed special projects as assigned by supervisor.
Assisted in the preparation, organization & assembly of estate planning documents and portfolios.
Organized client seminars and special events from preliminary preparation to completion, ensuring for an efficient and
orderly flow of events.
Prioritized & managed multiple tasks and projects simultaneously.
Assistant to Financial Planner, Brian M. Levy
M. Clark Financial- Indian Wells, CA
August 2011- March 2013
Prepared & assembled agendas, illustrations & financial statements for client reviews and prospect meetings.
Completed new account paperwork for diverse investments including: annuities, REIT’s, and life insurance; followed
through from processing to establishment of accounts.
Scheduled meetings, phone conferences & webinars with prospective and existing clients.
Serviced existing client account requests for all brokerage accounts and investments.
Special projects as directed: verified & obtained state licenses, tracked commissions, ran Morningstar reports for
analysis, updated broker of record on client policies.
Hofmann Land Development - Indio, CA
June 2007-January 2011
Worked closely with city and county officials throughout project planning process through completion of construction.
Managed administrative tasks and files; prepared bid packages and contracts; tracked/logged invoices; assembled
applications for building permits and entitlements; prepared reports for agency approval.
Assisted in rental property management at Plantation at Polo residential development.
Fedderly & Associates, Inc. – Palm Desert, CA
June 2006-May 2007
Organized job files, proposals and quotes for construction and interior design projects.
Compiled and submitted contracts; maintained project logs, contract logs and insurance certification through project
Completed purchase orders for designers and arranged for delivery of merchandise.
Westmount Properties, LLC – Palm Desert, CA
October 2005-April 2006
Assisted with preparation of documents including contracts, agreements, reports, correspondences and transmittals.
Prepared and updated progress reports from initial planning stage through project completion.
Worked closely with supervisor in special project implementation.
Unicorn Foundation, Inc. – Stuart, Florida
July 2003-July 2005
Coordinated and implemented fund-raising activities, musical productions, benefit auctions, and conferences.
Created brochures, newsletters and posters for fund-raising activities.
Maintained retail accounts, reconciling service, account or project discrepancies.
Merrill Lynch – Palm Beach, Florida
September 1999-July 2000
Assisted financial advisors with administrative, customer service and marketing functions.
Assisted in designing and presenting account performance reviews.
Organized quarterly seminars/lectures for existing clients and prospects.
Executive Assistant/Office Manager
The Khader Group– Mt. Kisco, New York
Nutrition Consultancy & Manufacturer of Nutritional Supplements
January 1995-May 1999
Performed all administrative, marketing and customer service functions necessary to support operational growth and to
maintain all standards in service delivery.
Worked closely with client base in providing nutritional guidance and assistance in product selection.
St. Louis Church, Cathedral City, CA; May 2017 to July 2017.
Mission Hills Senior Living, Rancho Mirage, CA; April 2016 to October 2018.
Birth Choice of the Desert, La Quinta, CA: January 2017 – March 2017.
The Braille Institute, Rancho Mirage, CA: May 2014 – August 2014.
Eisenhower Medical Center, Rancho Mirage, CA; January 2014- June 2014.