Working for a family financial services firm in a variety of roles. Beginning in an office administrative role, I earned various securities licenses and gained an expert level of knowledge of the industry. Most years spent working in asset management and financial advisory services. Deep knowledge of banking, investing and various markets. Also familiar with tax, compliance and other aspects related. Client relationship management and communication to clients around the Western US, primarily in California and Nevada.

We organized outdoor recreation tours and retreats for private individual clients as well as for large corporate groups. Tours included ocean kayaking and stand-up paddle boarding, mountain and road cycling tours, hiking tours, surf instruction as well as corporate group retreats. Commonly arranged après style snacks and beverages. For private individual clients, we were partnered with local luxury hotels to offer our services to high-end guests. Some we worked with were the Ritz-Carlton, St. Regis, Pelican Hill and Montage resort. Responsible also for the management of a large fleet of equipment and gear utilized on tours by our guests.

Assisting with travel logistics and event coordination. Attending Formula Drift professional race circuit around North America to various cities and running pop-up shops at each event with the goal to sell apparel relevant to our professional team driver, Mad Mike Whiddett. Other goals included expansion of brand awareness and relevance amongst the fan base and attendees of Formula Drift races. Financial accounting and a high level of organization involved. Work events taking place in the USA, Canada and New Zealand. Knowledge of operations and warehouse as well as social media. Producing content for brand marketing.