Accomplished Individual offering an extreme level of confidentiality, professionalism, dependability and attention to detail. Expertise lies in balancing multiple projects, completing priorities in a high-pressure, deadline-oriented environment. Talent for improving processes, increasing efficiency and boosting organizational performance along with excellent time management.
Overview
38
38
years of professional experience
Work History
Executive Business and Financial Assistant / Estate Manager / Bookkeeper / Personal Assistant
Confidential Private, Family
11.2020 - Current
Established executive assistant and personal assistant duties with a vast array of different tasks daily
Gatekeeper for all business and personal life
Managed an ever-changing calendar along with extensive travel bookings
Handled every level of finances
Oversaw all five residences
Extensive research and spreadsheet tracking
Special Events & Occasions
Handled confidential and sensitive information with discretion and tact
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time
Conducted research and analyzed data to provide detailed reports on various business topics
Cultivated strong relationships with vendors and partners supporting administrative operations
Handle all aspects of assisting prominent billionaire with endless tasks
Integral part of principal's large scale philanthropy
Gatekeeper and frontline for all business relations
In charge of Human Resources including but not limited to on boarding of new employees and evaluations
Manage extensive calendar and coordination of travel
In charge of organizing and gifting of extensive collection to clients and family
Start to finish planning and execution of all special events and celebrations
Tasked with re-organization and upkeep of entire office and filing system
Complete re-organization and managed financials for 6 months as a change in leadership was taking place at his philanthropy, EarthX
Confidential Prominent Private Executive & Family
Executive Business and Financial Assistant / Estate Manager / Bookkeeper / Personal Assistant
04.2014 - 03.2018
Accomplished executive assistant offering multitudes of tasks for high powered executive
Set up and Managed Quickbooks Pro for multiple of investment companies
Handled accounts payables, accounts receivables and insurance for multiple companies
Maintained all personal household financials and bookkeeping for two residences
First contact for all business relations
Arranged travel and managed calendar
Organized special events and celebrations
Oversaw various part time employees at home along with managing all repairs, updates and weekly vendors
Complete reorganization of home and business files/office to create more efficiency
Organized, participated and supervised complete move from 10,000 square foot home
Assistant Director / Preschool and Financial Coordinator
Highland Park United Methodist Private School/Church
09.2001 - 04.2014
Managed staff of 41 teachers which includes interviewing, hiring, educating, mentoring, guiding, training and evaluating
Fiscally responsible of all purchasing, accounts payable, budgeting, financial forecasting, travel, calendars and organization
Completed Emergency Preparedness Plan for the school of 225 students and staff
In charge of handling all special events, school wide trainings, celebrations, luncheons and gift giving
Professionally organized entire program and constantly striving to better current working system to next best level
Responsible for taking school from a $250K deficit to $500K surplus
Handled various human resource issues, salaries and benefits
Executive Assistant
Overton Investments
01.1998 - 01.2000
CEO / Owner of over 15 entrepreneurial companies
Handled all facets of personal life, travel and scheduling while working in office and home
Re-organized personal household budget and trained on effective money management to all family members
Oversaw all payroll, AP/AR, general ledgers, research projects and customized reporting for each company
Administrative Assistant
Wordtemps/Imprimis Group
01.1986 - 01.1996
For the CEO which included phone and mail correspondence
Scheduled and maintained all personal financial records and bookkeeping
Worked in home re-organizing the family budget, handling all personal matters and organizing home office
Extensively worked with Quicken and Quickbooks in handling all financial correspondence
In initial years of employment, I was Financial Services Coordinator responsible for preparation of semi-monthly payroll for corporate staff and temporaries, AP/AR, maintenance of personnel records, assistance in administration of salary and benefits and other human resource issues.
Education
Bachelor of Science - Early Childhood and Family Studies / Director / Administrative Option
University of North Texas
Texas
08.
Skills
Executive Support
Confidentiality and Discretion
Gate Keeper
Self Starter
Stellar supervisory and management skills
Problem Resolution
Workflow Improvements
Travel Accommodations
Household Management
Bookkeeping, AP/AR and Financial Reporting
Professional Organization
MS Office, Quickbooks Pro, Billcom, Xerocom, ProCare, Carvin Software
Timeline
Executive Business and Financial Assistant / Estate Manager / Bookkeeper / Personal Assistant