Whitney N. Trevino
8714 Lighthouse Drive * Bakersfield, CA 93312
Phone:  [Send email to request phone number] 87-8911 * E-Mail: [Send email using form at bottom]
Objective	To find a long-term position with an organization where my experience
and specialized training can be applied towards personal and professional
development.

Experience	Portfolio Account Manager
	Back Office Support (formerly Asset Management Solutions)
	November 2000 – July 2008
	San Diego, CA 
	Duties and functions include, but are not limited to, accounts payable/accounts
receivable as well as creation and analysis of monthly, quarterly, and yearly
spreadsheets, charts, and tables. Also responsible for posting daily
transactions, reconciling account balances, and providing month-end reports and
quarterly billing for retirement accounts.

	Portfolio Assistant, Deerfield Financial Advisors
	March 2004 – May 2006, Indianapolis, IN (Worked Remotely)
	Responsible for conducting day-to-day tasks associated with the administration
of client investment account. In this role, maintained the portfolio accounting
system and supervised the production of investment reports and invoices. Other
duties included opening and maintenance of client investment accounts located at
various custodians.

	Administrative Assistant, The Good Feet, Inc.
	May 1998 – June 2000, Solano Beach, CA
	Basic duties included accounts payable/accounts receivable as well as the
creation and analysis spreadsheets and statements. Also responsible for
purchasing, radio advertising, and data entry. Reduced expenses and increased
productivity by controlling and adjusting inventory levels.

Education	Mira Costa Junior College		2000-2001
•	Received certification in “Accounting/Bookkeeping”
•	General Studies

Miramar Junior College		1994-1996
•	General Studies

Volunteerism
•	Founded Bakersfield Chapter of Woman’s “20/30 International Club.”
•	“Compassionate Ministries” in San Diego, CA

Skills		
•	Typing – 55 wpm, 10-Key
•	Microsoft Outlook and Word
•	Excel
•	Centerpiece
•	Point
 - References Available Upon Request