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Sales Assistant

Location:
Fountain Hills, Arizona, 85268, United States
Posted:
May 30, 2010

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****** W. *******

***** *. ******* ****., **** 8

Fountain Hills, AZ 85268

480-***-****

214-***-**** (cell)

*************@***.***

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.

****** W. *******

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.



Contact this candidate