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Operations Management,Client Relations,Data Analytics, Trend Analysis

Location:
Newport Beach, CA
Posted:
February 19, 2021

Contact this candidate

Resume:

Clarissa “Clare” Golding

E-Mail: adkbij@r.postjobfree.com

Tel: 917-***-****

Education:

Peter F. Drucker Graduate School of Management at Claremont Graduate University Master of Finance (MSF) Candidate; concentration in FinTech and Finance Peter F. Drucker Graduate School of Management at Claremont Graduate University Sotheby’s Institute of Art, Los Angeles

Master of Art (MA) in Art Business: December 2019

University of San Diego

Bachelor of Art in Art History and International Business: June 2018 Coursework:

Fixed Income, Business Analytics, Corporate Finance, Managerial and Financial Accounting, Economics of Strategy, FinTech, Information Systems, Money and Banking, Organizational Behavior, Art Market Dynamics, Fine Art as a Financial Asset, Comparative and Contemporary Art Markets

Work Experience:

Christie’s, Los Angeles, CA / San Francisco, CA

Client Management May 2019 – Present

• Analysis of buyer portfolios and trends in preparation for upcoming auctions and consignments

• Facilitated appraisals, cataloging, identification and condition reporting

• Preliminary estate tax analysis for clients and advisors

• Streamlined the consignment and inquiry process for sellers

• List management and assessment for the Chairman’s office

• Prepared client loan contracts

Restoration Hardware, Newport Beach, CA

Design Consultant September 2017 – May 2018

Design Assistant October 2013 – May 2017

• Home design procurement, delivery and installation for high net-worth clients.

• Design review, floor planning and furniture/fixture recommendations

• Managed end-to-end purchase and financing activities in the US and Mexico. Sotheby’s, Los Angeles, CA

Client Management and Research Intern May 2017- September 2017

• Research for upcoming Selling Exhibitions: Li Jin

• Lead LA area market research

• Data analysis and input for previous auctions on the CRM platform. Merrill Lynch, San Diego, CA

Intern, The Bradshaw Group: Global Wealth Management June 2012- February 2013

• Managed data input, Thompson Workplace, Salesforce and Merrill Lynch CRM

• Created prospect presentations outlining Merrill Lynch’s services

• Researched stocks, bonds, and funds within the Bradshaw investing model

• Studied compliance within the securities industry for client management. BluePrint Wealth Partners, San Diego, CA

Financial Services Intern, BluePrint Wealth Partners- Start Up November 2011- May 2012

• Managed client contacts for BluePrint Wealth Partners CEO

• Managed recruitment of prospective clients for retirement planning seminars Skills:

Microsoft Word, Advanced Excel, Access, SalesForce, Conversational Spanish, Public Speaking, Photoshop, Print Photography, Leadership, Quantitative Analysis and Research

Public and Community Service Experience:

October 2020 – November 2020) Registrar of Voters, Orange County, CA Vote Center Lead, Ballot Inspector and Translator

(2017 - Present) Standup for Kids, Orange County, CA Volunteer and Mentor

(2008 - 20014) The Next Chapter Project, San Francisco, CA Writer and Participant of the Poland Travel Immersion Program and Holocaust Remembrance Project

(2007-2009) World Affairs Council Student Ambassador Program, San Francisco, CA Student Ambassador

(2007-2008) Habitat for Humanity, New Orleans, Louisiana Student Volunteer

(2005-2006) Amnesty International Member & Conference Attendee, San Francisco, CA Keynote Speaker at Conference



Contact this candidate