Marcia W. VeVerka
***** *. ******* ****., **** 8
Fountain Hills, AZ 85268
214-***-**** (cell)
abmqob@r.postjobfree.com
Summary of Qualifications:
Executive level executive assistant with over 15 years of progressively
responsible experience both professionally and as a personal assistant. I
provide office support and personal support to Executives. I combine
excellent organizational skills with hands-on technical knowledge,
confidentiality, and a strong work ethic. I also have sales capabilities
with successful outcomes.
Education:
2003 - LeTourneau University - BBA Program - Dallas, Texas
1989 - University of Houston - Liberal Arts, Business, Real Estate -
Houston, Texas
Real Estate License - Texas (inactive)
Securities 7 and 63 License (inactive)
Honors:
1994 - Rookie of the year for Merrill Corporation in Sales of Financial
Printing - 2 million dollar print job. It was the most sold that year.
Work Experience:
Strategic Investment Advisors Scottsdale, AZ
6/2008-Current
Client Service Administrator/Executive Assistant to the President
Assist President in the daily maintenance of high net worth accounts in
Financial Planning.
Provide private banking services, personal services, tax, estate planning,
and cash management services.
Account reconciliation and correspondence. Research utilizing the Internet
and other resources.
Basic administrative duties. Confidentiality and a high level of
professionalism.
Office management, calendaring, travel arrangements and scheduling.
5/2008 - Husband transferred to Scottsdale, AZ
Bear Stearns, Inc. Dallas, TX 3/2007-
5/2008
Executive Assistant to three Vice Presidents and an Associate
Assist in the daily duties of ongoing public offerings, coordination of
schedules, travel and expense reports.
Maintain and manage calendars in Outlook.
Account reconciliation of personal accounts and correspondence. Research
utilizing the Internet and other resources.
Basic administrative duties. Confidentiality and a high level of
professionalism.
Tolleson Wealth Management Dallas, TX 4/2006-
3/2007
Client Service Administrator/Executive Assistant to the President
Assist President in the daily maintenance of high net worth accounts in the
Private Wealth Management division of a family owned office.
Provide private banking services, personal services, tax, estate planning,
and cash management services.
Account reconciliation and correspondence. Research utilizing the Internet
and other resources.
Basic administrative duties. Confidentiality and a high level of
professionalism.
Office management, calendaring, travel arrangements and scheduling.
Marcia W. VeVerka
Haggar Clothing Company Dallas, TX
7/2004-4/2006
Sr. Administrator to the Chairman and CEO
Responsible for quarterly Board of Director's presentations and
communication with directors.
Set up annual budget for Haggar Corporation, distribute funds, year-end tax
preparation, handle requests for donations, and distribution of annual
guidelines and funds for scholarship program. Schedule charity events.
Set up executive and administrative budgets. Track expenses monthly.
Distribution of clothing donations and gift certificates to charities.
Schedule meetings and travel arrangements, manage calendar for executives,
accounting and insurance preparations, special projects, management of
corporate calendar, and daily tasks as needed.
Distribution and management of season tickets, scheduling and catering of
events and maintenance of Suite at Texas Stadium.
MacFarlan Investment Management Dallas, TX 1/2003-
7/2004
Investor Relations/Sales Assistant
Active in the planning of company strategies through offerings of 1031
Tenant In Common and Limited Partnership investments.
Assist broker/dealers, high net worth individuals, director of investor
relations, and internal wholesalers on the investment process and client
services.
Maintain NASD regulated files and implemented securities procedures.
1982 - 2003 Other positions held
Financial Counseling Corp. - Portfolio Administrator/Executive
Assistant/Office Manager
CourtLink Corporation - Administrative and Client Support/Sales
(Online legal filing services)
Merrill Corporation - Sales/Customer Service (Financial printer)
Rocky Mountain Internet - Exec. Assistant to the CEO/Chairman
(Internet Company)
PaineWebber, Inc. - Sales Assistant (Securities firm - Licensed with
Series 7 and 63)
Computer skills and Experience:
Microsoft Suite of Products, AP/AR, QuickBooks, Securities and Real Estate
Knowledge, Sales Skills, Presentations, Customer Support, Executive
Support, ACT, Outlook, Travel Arrangements.
References upon request.