Summary
Overview
Work History
Education
Timeline
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HEATHER HARRELL

HEATHER HARRELL

Bunnlevel,NC

Summary

Highly organized and detail-oriented Executive Lead Scheduler with experience managing extensive executive calendars and travel plans for Financial Wholesalers. Goal oriented, team player, who always strives for improvement. Looking to improve my career, extend my knowledge, and learn new skills.

Overview

9
9
years of professional experience

Work History

Lead Executive Scheduler

Executive Scheduling Associates
04.2023 - Current
  • Trained and certified to work with and manage accounts, schedules, meetings, and presentations for four wholesalers with PIMCO Investments Management and WisdomTree Investments.
  • Manage four financial wholesalers' accounts (two PIMCO accounts and two WisdomTree accounts).
  • Coordinate with Financial Advisors/Teams to schedule meetings and presentations.
  • Manage and maintain Financial Wholesaler's accounts, schedules, calendars, and travel rotations.
  • Enter data, communicate, and maintain accounts via Salesforce, Dialer, Microsoft, Excel, Word, Teams, Zoom, Outlook, and phone.

SCHOOL CERTIFYING OFFICIAL; VA SPECIALIST

MYCOMPUTERCAREER
Holly Springs, NC
07.2018 - 01.2023
  • Audit Veteran Affairs student files submitted to ensure that all laws, regulations, and polices are being followed correctly
  • Calculating VA funding and making sure everything is meeting Compliance Regulations
  • Submitting/requesting funding from the VA for all VA students based on eligibility and benefit chapter.
  • Review Purchase Orders & submit invoices via Tungsten
  • Manage and complete tasks on all VA related Salesforce reports
  • Manage all email and phone communications for the VA Department
  • Provide VA training to both the Admissions Department & Financial Planning Department

KITCHEN SUPERVISOR

HOMEWOOD SUITES BY HILTON
Cary, NC
06.2016 - 07.2018
  • Managed and stocked inventory
  • Menu creativity and Development
  • Managed food & sanitation safety daily; Managed and excelled at health inspections
  • Customer service to hotel guests
  • Assisted with catering events
  • Cooked and served the hotel breakfast Monday - Friday

Education

Emergency Medicine

WAKE TECHNICAL COMMUNITY COLLEGE
Raleigh, NC

Timeline

Lead Executive Scheduler

Executive Scheduling Associates
04.2023 - Current

SCHOOL CERTIFYING OFFICIAL; VA SPECIALIST

MYCOMPUTERCAREER
07.2018 - 01.2023

KITCHEN SUPERVISOR

HOMEWOOD SUITES BY HILTON
06.2016 - 07.2018

Emergency Medicine

WAKE TECHNICAL COMMUNITY COLLEGE

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HEATHER HARRELL