Competent and enthusiastic professional with strengths in interpersonal relations with senior citizens, families and individuals
Personable and energetic administrator committed to delivering excellence in all facets of customer service and administrative support
Solid research skills and the ability to interpret material to individuals and groups who have a wide range of interest and knowledge background
Flexible and creative in strategy and approach
A successful, proven record in communications, interpretation, and educational writing, public speaking, leadership, motivation, management, operations, budgeting and purchasing, organization, and planning
Passion for directing and implementing individual learning
More than 20 years experience and expertise in messaging and management; and more than 10 years experience in classroom teaching
Overview
44
44
years of professional experience
1
1
Certification
Work History
Interpretive Specialist/Planner
Friends of the Corpus Christi Museum of Science and History
03.2025 - 01.2026
Followed all company policies and procedures to deliver quality work
Helped meet changing demands by recommending improvements to business procedures
Evaluated customer needs and feedback to drive product and service improvements
Created detailed, technical interpretive models to value guest involvement and understanding
Conducted regular reviews of exhibits and communications and identified areas for improvement
Provided reporting for exhibit use and ad-hoc reporting in support of decision-making
Frequently inspected exhibit areas to interact with guests and offer exhibit insights
Cultivated positive relationships with coworkers to encourage effective and accurate delivery of museum messaging
Engaged in both long and short-term project planning, strategizing for on-time, high-quality deliverables
Collaborated with cross-functional teams to align exhibit plans with guest expectations and interests
Researched and compiled details from multiple sources; prepared thorough reports and presented findings in meetings
Demonstrated respect, friendliness and willingness to help wherever needed
Participated in team projects, demonstrating an ability to work collaboratively and effectively
Registered Client Associate
Navigation Financial Group
08.2017 - 02.2025
Adaptable individual with exceptional interpersonal skills and talent for building relationships. Known for delivering outstanding service and enhancing client satisfaction. Focused on fostering positive interactions and creating collaborative environment
Managed office operations, client communications, and account services
Processed and verified all new client onboarding and account applications and documents
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
Attended and actively participated in client and internal team strategy meetings to coordinate financial planning and wealth management
Prepared letters, forms and spreadsheets in Excel to service existing clients and prospect for new clients
Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions
Developed strategies to improve processes and reduce costs
Developed and maintained courteous and effective working relationships
Practice Management Development
Merrill Lynch
06.2015 - 06.2017
Managed office operations, client accounts, and services
Organized and detail-oriented with a strong work ethic to meet tight deadlines
Used skills development, best practices, and techniques to attain and maintain regulatory-required licensing credentials
Used critical thinking to break down problems, evaluate solutions, and make decisions independently and in tea settings
Developed strong communication and organizational skills through working on group projects
Developed strong organizational and communication skills through regular interpersonal interactions, coursework and volunteer activities
Developed and maintained courteous and effective working relationships
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement
Managed, developed and trained full-time, part-time, volunteer, and seasonal staff, established and monitored goals, conducted performance reviews and administered salaries for staff; provided feedback on methods for reaching those milestones
Maximized performance by establishing team priorities, monitoring scheduled daily activities and mentoring team members; motivated employees to be productive and engaged in work
Coordinated individual duties after careful evaluation of each employee's skill level and knowledge
Trained team members on new interpretive services and programs to support promotional efforts
Cross-trained existing employees to maximize team agility and performance
Cultivated positive rapport with fellow employees to boost company morale and promote employee retention
Implemented project management techniques to overcome obstacles and increase team productivity
Developed internal requirements and standards to maximize guest services and accuracy of content delivery
Kept high average of performance evaluations
Developed and published Department staff handbook (later used to develop Aquarium-wide HR document)
Created, planned, taught, evaluated, and supervised guide program curriculum
Successfully developed/managed budgets and allocated resources to maximize Department productivity and profitability
Entered data, generated reports, and produced tracking documents
Developed and implemented public programming
Developed and compiled exhibit and species fact database for facility-wide use
Performed Research, Writing and Editing to create, revise/republish interpretive handbook; publish weekly and monthly news and bulletins; interpretive pieces for publication customer service, marine and ecology topics, and exhibits
Maintained professional, organized, and safe environment for employees and patrons
Accomplished multiple tasks within established timeframes
Maintained professional demeanor by staying calm when addressing unhappy or angry customers
Resolved issues through active listening and open-ended questioning, escalating major problems to directors
Elementary Teacher
Flour Bluff Independent School District
12.1981 - 05.1993
Grades 2, 3, 4, 5
Planning and teaching regular and remedial curriculum - all subjects
Scheduling, testing, and documentation for federally-funded Chapter I Coordination
Planning and implementing multidisciplinary curriculum
Coordinating instruction and activities for Project O.C.E.A.N.
Supervising development of student teachers
Professional Service
Principal’s advisory team
Elected superintendent’s advisory representative
Textbook selection committee
Curriculum development committee
Communicated student progress, academic difficulties, or behavioral concerns to parents, guardians and administration using tact and professionalism to improve student academic performance.
Worked one-on-one with students to determine strengths, weaknesses, and learning patterns.
Education
Bachelor of Science - Education, Math Certification, Kindergarten Endorsement
Corpus Christi State University
Skills
Service-driven
Clear and concise interpersonal communication
Professional telephone communication
Efficient organization and time management
Strong attention to detail
Client engagement and satisfaction; relationship building
Collaborative teamwork
Proficient in Microsoft Office Suite; CRM
Proficient in resolving complaints
Risk management compliance
Team leadership, coaching, and training
Affiliations
National Association for Interpretation
Association of Zoos and Aquariums
World Affairs South Texas Board
Asian Cultures Museum of Texas Board President
Padre Island Business Association Ambassador
Certification
Texas State Teachers Certification, Lifetime
Certified Tourism Ambassador
Certified Interpretive Trainer
FINRA Series 7, Series 66; Insurance Counselor, Insurance General Lines
Languages
English
Full Professional
Spanish
Elementary
Timeline
Interpretive Specialist/Planner
Friends of the Corpus Christi Museum of Science and History