Experience

April **** - Global Wine Partners

Present St. Helena, CA (headquarters) / Overland Park, KS

Wine and Vineyard Real Estate

Executive Assistant

Administrative and personal support for one of three principal owners

who resides in the Kansas City area.

Create purchase contracts and other legal documents for real estate

transactions

Create marketing documents for brokered properties

Travel planning

Meeting and event planning

Expense tracking and reporting

Quickbooks accounting and payroll for a local retail business

associated with executive

Personal banking/bill paying and errands for executive and family

October 2006 American Italian Pasta Company

- March 2008 Kansas City, MO

Largest pasta manufacturer in the U.S.

Sales Assistant, Foodservice

Administrative support for seven regional managers, two Directors of

Business Development, one Vice President, two Marketing Managers,

Corporate Executive Chef and secondary support for EVP

Create PowerPoint presentations for client and internal meetings, 2-3

per week

Create and customize sales materials and training documents, using

Publisher, Word, PowerPoint and Adobe Illustrator

Calendar management for three executives - travel and meetings

Make travel requests for sales team and corporate chef

Departmental calendar management - record all trade shows, client

meetings and associate vacations within a central, shared document

Reconcile expense report for EVP and review expense reports for other

department associates, checking for proper account/department coding

Monitor and stock product inventory for sample requests from sales

managers or clients/customers

Fill requests for sales materials and product samples. Requests are

made by AIPC associates as well as by customers.

Coordinate UPS/FedEx shipments for the Foodservice and Marketing

departments

Run reports using online, industry-specific query tools imported to

Excel and customized to Regional Managers' requirements

Manage mail merges with high volume data collected from trade show

leads

Monthly reports with sales volume data for customer use

End user technical assistance for all MS Office applications

March 2005 - EFL Associates

October 2006 Overland Park, KS

EFL Associates is a retainer-based executive search firm with offices

in Overland Park, Denver, Chicago and Boston.

Technical Services Administrator

January 2006-October 2006

Technical liaison between end users and outsourced network services

company

End user support for all pc applications and hardware

Provide initial and ongoing training for FileFinder, a customized,

industry-specific client/candidate management database

First support, troubleshooting and maintenance for all business

equipment, including pc's, printers, imaging, photocopier and

telephone system

FileFinder maintenance administration including new user setup, data

imports, troubleshooting, etc.

File conversion and formula setups in Excel for data dumps/imports

Data exports to Excel; create custom reports based on user

specifications

Corporate Website updates

(EFL Associates, cont'd)

Administrative Assistant

March 2005-January 2006

Administrative support for six consultants and seven research

managers

Transcription of dictated correspondence and file documents

Preparation of presentation materials for client meetings

Coordinate meetings for staff, clients and candidate interviews

Travel coordination for internal staff as well as executive

candidates

Data entry and data management for FileFinder

Train associates in all offices on FileFinder database

User support for FileFinder database

End user support for MS Office applications

Prepare documents for mass mailings (100-3000 pieces per mailing,

8-10 mailings per month)

June 2004 - Segway Experience LLC

February 2005 Kansas City, MO

Back-office duties for a holding company with three subsidiaries,

locations in Kansas City, Chicago and Scottsdale

Office Administrator

Duties Include:

HR: new hire documentation, benefits administration

Accounting: payroll, banking, tax reconciliation, accounts payables &

receivables, sales & inventory tracking, expense reports

Place inventory orders with multiple vendors

Coordinated technology and hardware installation of computer network

for all offices

Acting network administrator: Check nightly backup reports, monitor

login security, light software & hardware troubleshooting

January 2000 Lockton Companies, Inc. / Lockton Benefit Group

- June 2004 Kansas City, MO

Executive Assistant to the President, Vice President and Project

Coordinator, Lockton Benefit Group

Duties Include:

Coordinate meetings for executive, locally and nationally

Travel coordination

Meeting/Event Planner for annual national conference attended by

80-100 associates

Site selection, room blocks, banquet coordination, off-site dining

venues and entertainment selection, attendee travel coordination (air

and ground), meeting agenda and time management, and on-site event

management

Edit content and coordinate mailing of semi-monthly benefits

newsletter to client database

Train associates and take troubleshooting calls for

internally-developed survey applications

Expense tracking and reporting

Create custom reports/quarterly and annual statistics from industry

database imported to Access

Produce monthly graphs of company's revenue

Create PowerPoint presentations for executive-level meetings

Clerical: transcription, filing, copying, opening mail, general

correspondence

February 1999 Corporate Benefits Consulting Group, LLC

- Overland Park, KS

December 1999

Administrative Assistant

General reception duties, plus:

Order office supplies

Coordinated state insurance licensing for associates and agency

Tracked company revenue

The President of Corporate Benefits Consulting Group attained a

position with Lockton Companies, thus providing my next assignment.

October 1998 Carl Heinz, CPA

- Administrative Assistant at Overland Park, KS private CPA firm

February 1999

January 1997 Lindenberg & Associates

- Administrative Assistant / Event Coordinator for St. Louis-based I.T.

October 1998 Consulting firm

May 1994 - Multi Service Corporation

January 1997 Supervisor at credit card call center in Overland Park, KS

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Skills

Advanced Proficiency: MS Word, MS Excel, MS PowerPoint, MS Outlook, MS

Access

Intermediate Knowledge of: MS Publisher, QuickBooks

4 years meeting/conference planner experience

Activities

MS Society of Mid-America

. Volunteer time in the local office and at fundraising events

. Bike MS Bike Tour - 12 year rider participant

. Bike MS Planning Committee

I am an avid road cyclist and a runner. I am a team captain for my cycling

team that participates annually at Bike MS - Kansas City.

www.teamlockton.com

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Professional References

Donald C. Brain, Jr.

Principal, Global Wine Partners

913-***-****

I have worked for Mr. Brain at my positions at Corporate Benefits

Consulting Group LLC., Lockton Benefit Group, Segway Experience LLC and

Global Wine Partners 1999 - present. He may be contacted as a professional

reference.

Lori Butcher

Underwriting Manager

MetLife

Former coworker at Lockton Companies

816-***-****

Nancy Nettle

Executive Assistant

Cerner

Former coworker at AIPC

816-***-****

Contact this candidate