Alexander Balian

Managed and updated a client database of 1,000+ contacts; reviewed and revised hundreds of legal and estate planning documents, ensuring accuracy in trust documentation and compliance-sensitive materials. Performed professional office functions including accounting, invoicing, and legal document revision; communicated directly with clients and gained hands-on exposure to trust documentation procedures.

Utilized

QuickBooks, PC Law, and Microsoft Excel/Word to support daily operations and maintain accurate financial records.

Personal Assistant - Monge Business and Estate Planning, APC - Laguna Hills, CA

(2025-05 - 2025-08)

• Managed and updated a client database of 1,000+ contacts; reviewed and revised hundreds of legal and estate planning documents, ensuring accuracy in trust documentation and compliance-sensitive materials.
• Performed professional office functions including accounting, invoicing, and legal document revision; communicated directly with clients and gained hands-on exposure to trust documentation procedures.
• Utilized QuickBooks, PC Law, and Microsoft Excel/Word to support daily operations and maintain accurate financial records.

Fundraising & Outreach Manager - Pete's Car Community (PCC) - West Lafayette, IN

(2025-08)

• Lead fundraising and outreach initiatives for the largest car community in the Purdue–Lafayette area, developing and executing sponsorship proposals that secured over $1,000 in funding.
• Drove strategic outreach efforts contributing to a threefold increase in community membership within two months.

Intern - UC Irvine – Paul Merage School of Business - Irvine, CA

(2022-05 - 2024-09)

• Organized schedules and facilitated presentations for 110+ teams in the Stella Zhang New Venture Competition, supporting entrepreneurs in refining business strategies and pitches.

Homework Helper - Orange Public Library - Orange, CA

(2022-08 - 2024-05)

• Created and led personalized tutoring sessions for underprivileged students, improving academic performance and confidence across a range of subjects.

Bachelor of Science - Finance & Accounting, Concentration in Entrepreneurship & Innovation - Purdue University, Mitch Daniels School of Business (2028-05)

International Baccalaureate Diploma - Foothill High School (2024-05)