Elizabeth C. Tomlin
Frisco
Summary
Experienced professional executive assistant with a successful history of supporting high-level needs in financial, commercial real estate, and ranching sectors. Skilled in handling confidential information and efficiently managing executive schedules. Dedicated to producing and maintaining intricate reports for diverse business entities.
Overview
36
36
years of professional experience
Work History
Executive Assistant
John McStay Inc.
12.2000 - 01.2025
*Managed brokerage accounts for company entities
- create month end cash and portfolio position sheets
- trading on accounts - as directed
- create monthly P&L reports
* Manged travel - bookings, itineraries, catering, hotel/car reservations, procure tickets for entertainment
- handle bills and taxes for private jet service
* In charge of employee payroll and payroll taxes and tax reporting
Municipal Bond Trader
Country Club Bank
06.1989 - 11.2000
- Assisted in underwriting new bond issues, ensuring successful launch and placement with investors.
Education
Bachelor of Arts - Criminology And Sociology
University of Kansas
Lawrence, KSSkills
- Executive support
- Schedule & calendar planning
- Information confidentiality
- Expense reporting
- Travel coordination
- Meeting planning
- Database management
- Excel spreadsheets
- Advanced MS office suite
- Project management
- Strategic planning
- Business correspondence
- Presentation development
- Spreadsheet tracking
- Conference planning
- Payroll
- Financial services
- QuickBooks expert
Activities
- FHS Colorguard FHS '09-'11
- FHS Winterguard FHS '09-'11
- Frisco Amateur Swim Team FASST '06-'09
Timeline
Executive Assistant
John McStay Inc.
12.2000 - 01.2025
Municipal Bond Trader
Country Club Bank
06.1989 - 11.2000
Bachelor of Arts - Criminology And Sociology
University of Kansas
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