Los Angeles Project Management

Lucia Fields -AOS

**** ***** ***** **., *** Angeles, CA 90008

949-***-**** * *****.********@*****.***

OBJECTIVE Secure a position that will allow me to contribute and utilize my training skills and talent.

SKILLS Great communication and Leadership qualities Interpersonal Talent Observative Project Management, Marketing, Merchandising Personal, Business Accounting Bookkeeping, Tax Filing, Preparation Quickbooks, Word, Excel, Powerpoint, Data Entry Medical Terminology, Insurance Verification, Billing, and Coding

EDUCATION TRAINING

2016 Insurance Product Sales Marketing Director - WFG Transamerica WSB

2015 Financial Literacy, Management Training - WFG WSB Diamond Bar, Ca.

2015 Certified Shopper, Merchandiser

2013 California Registered, CTEC - Yucaipa Tax Consultants, Los Angeles,CA.

2010-2012 Graduated: MRI AOS Degree Program -WCUI Beverly Hills, CA

Magnetic Resonance Imaging AOS Degree Program: Graduated 2012

EXPERIENCE

Mar. 2017- 2022 Professional Business Tax

Accounting Service, San Bernardino, Ca.

Business Consultant

Financial management. Provided effective management tools to clients

Coordinated marketing strategies, sales and customer client relations

Communication and negotiation. ...

Leadership. ...

Project management and planning. ...

Delegation and time management. ...

Problem solving. ...

Networking.

Apr.2016- Mar.2017 WFG WSB Diamond Bar Financial Center, Walnut,Ca.

Senior Marketing Assistant Case Coordinator (part time)

●Create, Implement Marketing Resource Tools and Strategies

●Track growth, team development, participation averages.

●Bookkeeping, manage various insurance policy types, account status.

●Correspond timely completion of policy requirements. Organize agent profiles, inventory, documents, supplies

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