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Claudia Beltran

Keeper of the Books / Admin Assistant @ DesignStudio

San Diego CA

ABOUT ME

A soul searching for magic

Fun details of my persona:

  • Certified Angel Therapist
  • Certified Card Reader
  • Certified Spiritual Coach
  • Member of the movement “Creating Awareness”
  • Pitbull Advocate
  • Accountant

(Who ever said accountants were boring was wrong)

MY SOCIAL

AVAILABILITY

I am currently unavailable.

WHO AM I?

A proud Twin
Benito's human mom
Some one Searching for Magic
part of a Family
a Spiritual Coach

MY SKILLS

Compliance Officer

Anti Money Laundering Specialist
SAR filling
NMLS
License renewals
Due Diligence

Accounting

Accounts Payable
Accounts Receivables
Reconciling

Banking Services

Operations Specialist
New Accounts
Admin Assistant

Holistic Therapist

Past Life Regresions
Angel Therapist
Spiritual Coach
Angel & Tarot Card Reader

WORK HISTORY

DesignStudio

Administrative Assistant

August, 2017 - Present

Investment Placement Group

Private Banking Service Assistant

September, 2014 - August, 2018
  • Assisted with the largest Bank transition of the firm. Was responsible of filling new documentation forms of over 200 accounts and updating the client profile on the new system in a period of 3 months.

Tempus, Inc

Compliance Officer

June, 2013 - June, 2012
  • (2014) Certified as Anti Money Laundering Specialist

Tempus, Inc

Bilingual Operations Specialist

September, 2012 - May, 2013
  • Implemented a reconciliation process between Trading – Operations departments and the Firm´s banks.

Altar Produce, LLC

Accounting Clerk

September, 2010 - March, 2018
  • Created a Client Statistical Report aimed at providing timely and accurate sales and payment information to the Company´s President.

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