Financial Services Executive Assistant

RUBY E. LOCKHART

*** ******** *****, *********, ** 95363

*************@*****.*** 209-***-**** (Home) 209-***-**** (Cell)

Professional Summary

Accomplished executive and ministry leader with over 20 years of experience spanning corporate administration, nonprofit outreach, and financial services. Proven record in executive support, faith-based leadership, and community mobilization. Founder of Hart To Hart Ministries and Hart To Hart Financial Services, dedicated to transforming lives through compassion, excellence, and strategic support.

Ministry & Nonprofit Leadership

Founder & CEO – Hart To Hart Ministries, Inc.

Patterson, CA 2021 – Present

- Lead a mobile outreach ministry serving high-impact homeless communities across California.

- Organize monthly distributions of essentials—food, toiletries, clothing, water, and encouragement.

- Oversee operations, donor engagement, and budgeting.

- Coordinate outreach to multiple cities including Merced, Modesto, Tracy, Fresno, and Sacramento.

- Share the gospel through compassionate service and spiritual guidance.

Financial Services Experience

Founder – Hart To Hart Financial Services

Patterson, CA 2022 – Present

- Operate independently as a licensed Life and Health Insurance Agent.

- Provide customized financial and insurance solutions.

- Educate clients on retirement planning, living benefits, and asset protection.

Licensed Agent – World Financial Group

California 2017 – 2022

- Delivered financial guidance and product education to individuals and families.

- Collaborated with a national network to grow financial literacy and wealth-building tools.

Earlier Professional Experience

Executive Administrator – Micrus Endovascular Corporation

San Jose, CA 2006 – 2007

- Supported the CEO, CFO, and legal/HR executives in a biomedical firm.

- Managed office staff, arranged international travel, and organized strategic meetings.

Executive Assistant / Travel Manager – 2Wire, Inc.

San Jose, CA 2005 – 2006

- Assisted multiple VPs with corporate scheduling, events, and investor relations.

- Oversaw corporate travel policies and vendor negotiations.

Executive Legal Assistant / Paralegal – Heller Ehrman / Venture Law Group

Menlo Park, CA 2004 – 2005

- Served dual roles as Executive Assistant and Certified Paralegal in the corporate law department.

- Supported senior attorneys with client board meetings, legal documentation, and corporate governance compliance.

- Drafted and reviewed legal correspondence and filings; managed calendars and coordinated travel.

- Earned Paralegal Certification in 2000.

Temporary Executive Assistant – Palo Alto Staffing & ATR International

Bay Area, CA 2007 – 2008

- Completed high-level temporary assignments for C-suite executives across multiple industries.

Education

Good News Seminary and Bible College

Bachelor of Theology Graduated 2014

Honorary Doctorate of Divinity Conferred 2024

San Francisco State University

Speech Communications (Major), Criminal Justice (Minor) 1981 – 1985

Skills

- Executive Office Management

- Faith-Based Leadership

- Community Outreach & Mobilization

- Travel & Event Coordination

- Donor Communication & Grant Writing

- Financial Services & Client Education

- Microsoft Office Google Suite CRM Tools

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