Kealey Mohr

Over 2 year experience in customer service and sales in a fast paced environment focused on building customer relationships. Along with experience in a finance office accruing experience through an internship that focuses on financial strategies behind other companies, individuals, and businesses to help me build an even stronger foundation of knowledge for my future.

Barista/Sales Associate - Bad Ass Coffee

(2023-07)

• Business Partner to identify, analyze and provide strategic recommendations to improve and achieve operational efficiencies.
• Developed and led HR processes to increase organizational culture development, team and management development and succession planning.
• Consult with, advise and make strategic recommendations to department leaders on human resource management problems.
• Researched and analyzed a variety of organizational issues and recommended appropriate action. Provided advice on the interpretation and application of personnel policies and procedures.
• Consult operation leaders on multiple HR disciplines such as compensation, Employee Relations, Training, Change and Performance Management.

Business Administrative Intern - 1on1 Financial

(2025-02 - 2025-08)

• Working alongside financial advisors and being trained on how to manage, track, and help budget clients' money to set financial goals for them.
• Completing data entry analysis work in the background of financing of individuals, businesses and other companies.
• Analyzing datasets with the use of Number Spreadsheets, Wealthbox and multiple other websites.

Service Assistant - 1on1 Financial

(2025-09 - 2026-05)

• Dealing with annuities and tracking them through financial service firms such as Jackson National, Prudential, Nationwide, etc.
• Filling out Client Agreements, Statements and Rep Forms with the use of Wealthbox, Laserapp, Client ID's as well.
• Uploading documents into Docusign to send out to the Service and Compliance Assistant to then push out to clients.

Bachelor's Degree - Business Finance - Cal Poly Pomona (2024) Pomona, CA

Dual enrollment/College Level Classes - Chaffey College (2020 - 2024) Rancho Cucamonga, CA

High School Diploma - Los Osos High School (2024-05) Rancho Cucamonga, CA