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Executive Assistant Personal

Houston, TX
February 26, 2020

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Multitasker, Resourceful, Organized, Diplomatic, Communicator, Predictive Analytics, Punctuality, Detail Orientated, Reliable, Unencumbered, MS Office Suite Professional, QuickBooks, Texas Notary Public

(Commission expires September 27, 2022)


The Plank Companies, Inc. (TPCI), Houston, TX.

TPCI is a holding company with 82 plus entities and over 152 investments and growing

Executive Assistant/ Personal Assistant to Chairman & CEO (Sept. 2018- Jan. 2020)

•Researched, planned and coordinated the most time and cost-efficient itinerary for domestic and international travel, utilizing private aircraft travel and public transportation

•Complex calendar management for up to ten-plus executives

•Ensured the executive(s) arrived on time and fully briefed for all travel and meetings

•Managed multiple extensive contact lists for different Entities

•Proactively supported the CEO in whatever is required to enhance his/her efficiency and effectiveness by intuitively anticipating needs

•Closely monitored CEO's email for time-sensitive issues and responded accordingly

•Maintained up to date electronic files on investment accounts while seamlessly coordinating with CFO, Investment Managers, and CPA

•Revised records and advanced spreadsheets on corporate, personal, and political donations reported to CFO / CPA

•Planned wire transfers for all 82 companies, personal accounts and over 152 investment funding's with daily/weekly additions with the CFO and private banks

•Read, researched, and routed correspondence; drafted letters, documents, and reports; collected and analyzed information; initiating telecommunications

•Created and oversaw direct reports and delegated as necessary to improve overflow office staff guaranteeing efficiency and effectiveness of the CEO's offices

•Reviewed administration procedures and made essential changes directly resulting in increased customer service skills, professionalism, and overall morale throughout each department

•Prearranged annual events for staff and customers

•Coordinated with house managers and vendors on residential maintenance, party preparations, and vendor lists for the primary residence and other homes out of state

Ballard Exploration Company, Inc. (BECI), Houston, TX.

Executive Assistant to CEO, Executive Account Manager (Aug. 2013-Sept 2018)

Under the direction of the CEO/President performed the following duties:

•Coordinated meetings, conferences, scheduled interviews, and appointments

•Solely in charge of corporate, personal, and political contributions and pledges

•Received and responded to all correspondence, including proofreading and editing all proposals and emails for the CEO

•Conserved the executive's time by reading, researching, and routing vital documents promptly to ensure no issues arose

•Responsible for accounts payable and budgets

•Executed and created company profiles, business plans, as well as PowerPoint presentations for clients

•Accountable for the CEO's bank deposits and accounting of finances

•Analyze expense reports to assign payments to the proper cost centers

•Worked with vendors to resolve past due invoices and reconcile monthly statements within the petroleum and personal accounts

•Coordinated domestic and international travel arrangements

•Developed proposal opportunities sent and followed up with submissions closely and executed assignments with Division Order Analyst

•Assisted in the maintenance of company literature and other information as assigned

West Alabama Animal Clinic, Houston, TX (Sept. 2010- July 2013)

Client Communications Representative

•Built a trusting relationship with clients that developed the foundation of trust

•Sought to resolve concerns and act on request immediately

•Liaison for the doctor(s) by managing the quality and consistency of communication and aimed to increase understanding and awareness with positive attitudes

•Guaranteed that customer requests were responded to in an accurate and timely manner by being resourceful and proactive when issues occurred

Safari Animal Care Center, League City, TX (April 2007- Sept. 2010)

Office Manager

•Communicated with clients to safeguard valuable knowledge about their pet's health

•Aided Clients with scheduling appointments

•Assisted in the creation, revision, and implementation of operating instructions, policies, and job descriptions to maintain consistently high-quality standards

•Provided a variety of analytical, evaluative, coordinating, supervisory, and technical functions in support of the company

•Responsible for veterinary practice administration, operational plans, training of staff, ordering and stocking supplies and equipment, funds and resource management, staffing, safety and security, and review evaluation analysis of the past performance of the practice

•Increased sales by 30% over eight months


University of Houston Downtown, Houston, TX

Bachelor of Applied Arts and Sciences, Applied Administrative

(Attendance towards completion of Bachelors)

San Jacinto College, Pasadena, TX 2009

Associate of Arts, Biology

High School for the Performing & Visual Arts, Houston, TX 2002

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