Summary
Overview
Work History
Education
Skills
Timeline
Generic
Cathy Hughes

Cathy Hughes

Owensboro,KY

Summary

Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Overview

28
28
years of professional experience

Work History

Owner/Manager

The Cupola Club
04.2022 - Current
  • Created effective marketing strategies to promote the business and attract new customers
  • Utilized social media platforms to expand brand awareness and engage with target audience
  • Oversaw all aspects of restaurant operations, including staff management, customer service, and financial performance
  • Developed and implemented HR policies and procedures to ensure compliance with labor laws and regulations
  • Maintained accurate employee records in compliance with legal requirements
  • Managed a team of 17 employees, providing leadership, guidance, and support
  • Verified timecards and attendance records to calculate hours worked and ensure compliance with company policies
  • Processed payroll for 17 employees on a weekly basis, ensuring accurate and timely payment

Executive Assistant

Evansville Teachers Federal Credit Union
10.2021 - 04.2022
  • Provided high-level administrative support to executive team, managing calendars, scheduling meetings, and preparing information for appointments
  • Prepared and edited correspondence, reports, and presentations for executive team using PowerPoint
  • Managed confidential information with utmost discretion and maintained strict confidentiality protocols
  • Screened phone calls and emails for executives, prioritizing messages and responding on their behalf when necessary
  • Maintained a professional image of the executive office through effective communication with internal staff members as well as external stakeholders such as clients or vendors

Financial Advisor

Evansville Teachers Federal Credit Union
01.2015 - 04.2021
  • Primary representative for the local school corporation's 403(b) plan. Responsible for enrollment, advising, trading and overseeing the plan for all schools in the district, with over 3,000 employees.
  • Supervise the ETFCU Financial Group service assistants, conduct weekly meetings and annual performance reviews. Act as the liaison between assistants and financial advisors.

Licensed Financial Sales Assistant

Evansville Teachers Federal Credit Union
03.2013 - 12.2014
  • Hired to improve efficiency and productivity of existing CUNA Brokerage Services ETFCU Financial Group Representatives.
  • Assist representatives with client servicing; screen calls to handle client questions and servicing issues.
  • Complete mutual fund and securities trade tickets, place trades and monitor for settlement.
  • Process paperwork for annuities and life products.
  • Set up brokerage accounts and monitor trade activity for accuracy.
  • Establish and maintain client files to meet compliance requirements.
  • Assist in marketing mailings, branch promotions and seminars.
  • Run illustrations, assist in fund performance research and prepare client presentations for representatives.

General Manager

Bill's Restaurant
10.2011 - 09.2013
  • Recruited to start up new restaurant. Direct operations for a 60+-seat casual dining restaurant with a staff of 10. This includes: human resources, inventory, accounting, budgeting, invoicing, purchasing, compliance, scheduling, advertising/marketing, sales and quality control.
  • Hire, train, motivate, supervise, evaluate, schedule and terminate employees.
  • Manage accounts payable/receivable.
  • Process payroll utilizing QuickBooks Pro.
  • Managed all new hire paperwork (I9's, W4's, applications, handbook, policies and procedures) in compliance with government guidelines and regulations.

Financial Advisor

Edward Jones
04.2010 - 10.2011
  • Full-service brokerage firm focusing on the individual investor Managed office with 300+ accounts and over $40 million in portfolio assets.
  • Built and maintained client bases and recruited new clients on an ongoing basis.
  • Analyzed financial information obtained from clients to determine strategies for financial objectives.
  • Implemented financial planning recommendations or referred clients to someone who could assist them with plan implementation.
  • Recommended strategies clients can use to achieve their financial goals and objectives.
  • Answered clients' questions about the details of financial plans and strategies.

Senior Branch Office Administrator / Branch Office Administrator

Edward Jones
09.1997 - 03.2010
  • Account administrative processing including: Estate, cash instruments, securities, mutual funds, account transfer, account open/close, Insurance/Pension, Retirement, and trades.
  • Promoted saving, spending and borrowing solutions, and account services.
  • Provided market information and quotes.
  • Maintained branch office recordkeeping per Compliance guidelines.
  • Managed service requests, faxes and emails.
  • Prepared portfolios for appointments.
  • Prepared cost basis information.
  • Managed phone calls and walk-ins; set appointments.
  • Planned for events (open house, seminars, workshops).

Education

Bachelor of Arts - History, Government Minor

Western Kentucky University
Bowling Green, KY
12-1992

Skills

  • Team management
  • Organizing successful events
  • Employee training
  • Payroll management
  • Office operations oversight
  • Accounts receivable management
  • Client account management
  • Customer relationship management software
  • Proficient in QuickBooks
  • Business operations management
  • Social media management

Timeline

Owner/Manager

The Cupola Club
04.2022 - Current

Executive Assistant

Evansville Teachers Federal Credit Union
10.2021 - 04.2022

Financial Advisor

Evansville Teachers Federal Credit Union
01.2015 - 04.2021

Licensed Financial Sales Assistant

Evansville Teachers Federal Credit Union
03.2013 - 12.2014

General Manager

Bill's Restaurant
10.2011 - 09.2013

Financial Advisor

Edward Jones
04.2010 - 10.2011

Senior Branch Office Administrator / Branch Office Administrator

Edward Jones
09.1997 - 03.2010

Bachelor of Arts - History, Government Minor

Western Kentucky University

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