Results-driven professional with extensive experience in investment sales and administrative support. Known for exceptional attention to detail and strong computer skills, contributing to compliance and operational excellence.
Work History
Investment Sales Assistant
16 Years 8 Months
Guaranty Bank & Trust | 11.2009 - 07.2026
Assisted in preparing reports and documentation for regulatory compliance, maintaining accuracy and attention to detail.
Collaborated with team members to streamline processes, enhancing workflow efficiency across departments.
Administrative Assistant
Williams Wealth Management | 2005 - 11.2009
Managed scheduling and calendar coordination for financial advisors, ensuring seamless client meetings.
Assisted with preparing financial documents and reports, maintaining accuracy and compliance standards.