562-***-****

ad3635@r.postjobfree.com JOSE A. GARCIA, MBA

www.linkedin.com/in/jose-garcia-

mbafinance

EMPLOYMENT

Options Trader Independent Self-Employed Nov 2021 – Present

• Managed my own brokerage account using FinTech such as ThinkorSwim, WeBull, Robinhood & Crypto.com platforms.

• Knowledge of market conditions, Technical Analysis, Indicators using TradingView, Supply and Demand, ETF’s.

• 100% Remote work independently self-supervised using Apple/Windows desktop and mobile app.

• Flexible with schedule of market hours and after hours markets such as ETF sell orders and Futures ES/mini.

• Day Trader and Swing Trader, GAP fills and Gap trading

• Financial Advisor, coach, teaching methods and strategies such as EMA, MA, SMA, RSI, Fibonacci, VIX Live one on one or over Zoom to clients/students.

Ward Clerk Transcriber Kaiser Permanente Sep 2006 – March 2021

• Other job titles include Records Clerk, XRAY files clerk, Medical Correspondence Clerk, Admitting Clerk, Operator and Ward Clerk Transcriber. - As an Admitting Clerk in the Financial department I collected many forms of payment with the front register for patients, both in patient room and at the cashier window. Collected copays for ER visit stays and ran HMO And PPO health insurance including Medical and Medicare. Ran payments with credit and debit card, check, and cash handling. At the end of day, I ran budget income statement and balance sheet to make sure my register was not over and under, balanced and dropped off hard money from the register to management. All titles Assists ER Physicians, RN’s, Management, IQM and Internal Medicine doctors, patients and outside vendors by answering & appropriately routing internal & external telephone calls to correct destination or dept.

• Orders materials & supplies for the unit. As needed, per Unit, collects equipment & medication.

• Answers call system; follows up w/ the nurse, patient and/or family as appropriate. Makes follow-up appointments for patients as necessary at patient discharge or over the phone.

• Assists unit personnel in the use of the electronic medical record & other systems; may act as the IT unit resource for computer-related issues such as troubleshooting both pc and printer, fax, copier scanner.

• Provides management or hospital Nursing Supervisor Bed Coordinator w/ updates on bed requests.

• Demonstrates ability to problem solve w/ detail orientation with other departments to assist member resolution & coordinates hospitalization transfer & transportation and provides general information at reception for patients/member/staff.

• Customer Service - Consistently demonstrates the knowledge, skills, professional etiquette, abilities & behaviors necessary to provide superior & culturally sensitive service to each other. Team Commitment – LMP- Viewed by others to be an effective team member who is flexible, cooperative & willing to assist others. Audit Consultant & Tax Preparer Comptax Inc Tax Seasons 2005 - Present

• Scanned and filed tax client documents, Processed and Prepared tax files for clients using FinTech such as Intuit ProSeries. Reported minutes for CPA/Accountant meetings. Analyzed and processed bookkeeping using QuickBooks Pro & Online, and input data entry to balance income statement, balance sheet and P&L for small business corporations & performed internal audits using accounting principles & practices.

• Knowledge of fax, eFax, copy machine, scanner, USB data and network intranet troubleshooting.

• Resolved IRS tax errors including IRS letters. Expertise in IT by troubleshooting computer maintenance repairs as well as spyware, virus and software issues.

• Assisted in customer service and answered phones. Translated in Spanish for tax clients. Collected payments from tax clients both hard cash and debit and credit card, and check. Made sure register was balanced and turned into Management by end of day.

EDUCATION

Fullerton, CA California State University, Fullerton Fall 2021 – May 2023

• MBA in Finance

Carson, CA California State University, Dominguez Hills Fall 2014- Fall 2015

• B.S. Business Administration in Management and Human Resources Whittier, CA Rio Hondo Community College Spring 2006-Fall 2013

• A.A. Business Administration • A.A. General Studies in Social Sciences • A.S. Business Management and Supervision Certificate in Business Administration emphasis in Management and Supervision SUMMER JOB THROUGH AGENCY ROBERT HALF ***REMOTE***100% TeleMarketing Sales Representative LendingUSA Summer 2021 (June-Sept)

• USED SALES NEGOTIATION STRATEGY AND TACTICS TO SIGN UP CLIENTS OVER THE PHONE TO DEBT CONSOLIDATION CREDIT UNIONS AND FIRMS TO RECONCILE DEBT RATIO TO AVOID BANKRUPTCY. ORGANIZE AND ROUTE INCOMING AND OUTGOING CALLS THROUGH TCN APP & REPORTED ALL CALLS THROUGH DATA ENTRY IN EXCEL OF CLIENT INFORMATION

• SUPPORT BUSINESS DEVELOPMENT AND CLIENT REFERRAL GOALS TEAMING WITH DEBT SETTLEMENT PARTNERS FOR DEBT CONSOLIDATION

• EXCELLENT CUSTOMER SERVICE AND VERBAL/WRITTEN SKILLS USING OUTLOOK, MATTERMOST, SLACK, WITH A POSITIVE SUPPORTIVE DEMEANOR. TECHNICAL EXPERIENCE, CAPABILITIES AND SKILLS

Projects – Capstone Project on MASIMO (Industry report and PowerPoint presentation) for BUAD591

• 63 WPM typing test taken as well as 10 key (site/touch). Ability to engage in I.T. troubleshooting situations with years of computer expertise in both software, hardware repair and/or troubleshooting both Apple & Microsoft products and operating systems, including printer/fax/copier machines such as Brother, HP, Lexmark, cloud-based technology experience in Google Workspace and Office 365

DEGREES, ADDITIONAL EXPERIENCE, LICENSES, CERTIFICATION AND AWARDS, SOCIETY & CLUBS

• Adhi Schools - Real Estate Principles Certificate & Practice Certificate

• CTEC License #A304466

• Lean Six Sigma – Green Belt certified class credit award from UCLA Extension

• Medical Terminology certificate award through SEIU

• CPR/BLS First Aid AED Certified OCT 2022 – OCT 2024

• Pre-Law Society Organization club member for future Lawyers at CSUDH in the Fall 2014 Semester

• Graduate Coursework: Business and Economics, Management, Finance, Real Estate Investment, Enterprise Risk Management, Property Management, Mergers and Acquisitions, Finance Seminar in Strategic Investment Management

& Stock Market Portfolios and Options Trading.

• Undergraduate Coursework: Management, Human Resources Management, Labor Law, Employment Law, Operations Management Systems, International Management

• See LinkedIn Learning page for additional badges, licenses & certificates https://www.linkedin.com/in/jose-garcia- mbafinance/details/certifications/

Languages and Technologies

• Bilingual in English and Spanish (Verbal, Spoken, Read and Write)

• Data Science; SQL; Python (edx); Apple iOS X (Sonoma and Monterey), QuickBooks, Lotus Notes 1-2-3, Epic Hyperspace

• Salesforce training, Wondershare; Mattermost; Slack; Microsoft Office 360; Google Workspace, Docs, Slides, GMAIL. Recommendations and References

Tommy Labenz, Managing Director

US Equity Sales Trading at Jefferies

ad3635@r.postjobfree.com

415-***-**** Direct 628-***-**** Jeff Cell

Nataly Brito J.P. Morgan Private Client Advisor Vice President - Investments Chase Private Client CA Insurance License # 0E89262

10200 Paramount Blvd., Downey, CA 90241 T: 562-***-**** Alt: 562-***-**** F: 562-***-****

ad3635@r.postjobfree.com www.chase.com/privateclient Toll free 888-***-**** Nareg Tovmassian, PMP, PMI-ACP, Six Sigma Black Belt Business Process Consultant for Document Management Shared Service Kaiser Permanente HPPSA - Member Service & Performance Improvement cell- 818-***-**** email - ad3635@r.postjobfree.com kp.org/thrive Kory Villatoro, Project Manager

Supervisor Administrative Project Management

LendingUSA

ad3635@r.postjobfree.com Cell – 818-***-****

Brian Barajas, Instrumentation Reliability Analyst – D&R, U&E, B&S, Richmond Refinery CHEVRON- Office: 510-***-**** Cell: 925-***-**** email: ad3635@r.postjobfree.com

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