Taught 10 +/- Kindergarten and 1st graders Music, Science, and History
Solfège, rhythm, and beat, composers – music
Science curriculum with hands on labs and journaling
History – including learning about timelines, mapping, other cultures and lifestyles
Administrative Assistant
DF Burch Advisors
02.2014 - 03.2024
Company Overview: Hedge Fund
Responsible for updating company website with updated financials and marketing information
Mailing confidential documents to clients
Providing information for yearly audits
Monthly financial statements to investors
Manager, Direct Marketing
Valesco Industries, Inc.
12.2005 - 10.2013
Company Overview: Private Equity Firm
Responsible for direct marketing and origination initiatives including research, due diligence and project management
Directly involved with strategic acquisition planning and process development
Actively invested in new business development including campaign maintenance, mailers, cold calls, new marketing strategies
Involved with industry research with a focus on industry overview, outlook, competitors, risks and drivers
Serves as firm accountant with responsibilities ranging from the preparation of annual and quarterly tax filings to running accounts payable and accounts receivables
Office Manager
Meeting scheduling; Travel arrangements
Accounts Payable/Accounts Receivable
IT matters; Database entry
Editing legal documents
Mailer preparation and follow up calls
Teacher – Music, Technology, Library K-3
Holy Trinity Academy
10.2004 - 04.2005
Member of Accreditation Board, Spring Program Board
Sales Associate
Michaels Arts & Crafts
07.2004 - 04.2005
Managed inventory levels, merchandized inventory, managed stocking, provided customer service
Education
Bachelor of Arts - English Literature
Trinity University
San Antonio, TX
05.2004
Continuing Education - Accounting & Finance
01.2007
Skills
Proficient in QuickBooks and Salesforce
Awards
Trinity University Dean’s List Fall 2001-Spring 2004, Golden Key International Honor Society Spring 2004, Music Merit Scholarship Fall 2000 - Spring 2004, Graduated Top 15% of class