To obtain a position that will challenge my current skills as well as educate me in new areas that will help broaden my ability to help your company advance successfully.
As an experienced Executive Assistant and Office Manager I'm adept at managing calendars, preparing reports, and coordinating meetings. I demonstrate excellent customer service, problem-solving, and communication skills.
Overview
24
24
years of professional experience
Work History
Business Development Representative
El Dorado Tax Solutions
02.2021 - Current
Developed business pipeline using cold and warm techniques.
Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Achieved or exceeded company-defined sales quotas by managing over 100 outbound calls per day.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Utilized knowledge of industry trends to develop value-added solutions and approaches for target audiences.
Expanded business and increases sales by 10% through effective network development, identifying new, and prospective clients.
Networked among local business and community organizations to develop leads and generate business.
Assistant To Enrolled Agent
Omni Financial
10.2019 - 04.2020
Assisted Associates with large tax resolution strategies for companies as well as individuals who have current significant tax debt with the IRS (Federal and State).
Job duties included financial analysis of a company or individual. Compiled personal and corporate breakdowns of profit and loss in order to evaluate and negotiate with the IRS to reduce the amount of tax debt owed.
Personal and thorough communication with the IRS and the client was a vital part of the Statement of Work presented to the client in order to strategize and lead the client to a successful outcome.
Performance Enhancement Consultant
United States Olympic Committee
08.2002 - 05.2013
Consulted in physiology and the biomechanics of Sports Medicine for Semi-Pro and Professional Cyclists.
Worked in recovery and transition from major and minor injuries to to ensure and achieve an athlete's optimum and strategic performance goals.
Worked closely with physiologists to conduct testing and analysis for the cyclist.
Conducted extensive evaluations every four months for cyclists.
Used high end industry specific equipment and labs to evaluate the athlete.
Made proper recommendations based on all test results.
Helped structure a proper nutrition plan for the athlete.
Delivered outstanding service to athletes to maintain and extend relationships for future consulting opportunities.
Owner Builder
AMP Building Company, LLC
05.2004 - 04.2007
Put together realistic budgets based on costs and fees for successfully operating business.
Researched, planned, and executed a multimillion-dollar project of building three “Green Homes".
Consulted with a team of additional owner builders ensuring success of two additional million-dollar homes which were completed on schedule in May 2007.
All projects were completed within 20% of the anticipated budget and were appraised for 30% higher than building costs.
Managed the development process through extensive research of all products and subcontractors used.
Designed all building plans from scratch and saw them through the engineering approval process.
Evaluated suppliers to maintain cost controls and improve operations.
Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
Executive Assistant and Financial Analyst
Plasmon Lms, Inc
06.2003 - 05.2004
Reported directly to the President and Controller.
Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Screened calls and emails and responded accordingly to support executive correspondence.
Met with top national and international executives both monthly and annually.
Supported business and hospitality needs of corporate partners and staff during meetings.
Processed travel expenses and reimbursements for the executive team.
Conducted research and analyzed data to provide detailed financial reports to the Controller.
Handled confidential and sensitive information with discretion and tact.
Prepared meeting agendas and briefing papers for members of board of directors and executive team.
Client Service Representative
Premier Dental Care
07.2002 - 03.2003
Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
Obtained payments from patients and scanned identification and insurance cards.
Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
Scheduled, rescheduled, and cancelled appointments for dental patients.
Secured sign-in sheets, dental charts, and encounter forms to safeguard sensitive data and information.
Completed administrative patient intakes with case histories, insurance information and mandated forms.
Registered and verified patient records before triage with most up-to-date information.
Understood dental terminology and insurance breakdowns to communicate with external stakeholders.
Helped patients complete necessary medical forms and documentation.
Provided excellent customer service to create positive experiences and build patient trust.
Agent
Lecture Management
01.2002 - 07.2002
Held accounts with well renowned national Professional Public Speakers.
Researched opportunities for different Sponsors and Speakers.
Drew up contracts for each speaking engagement.
Worked alongside the CEO as a point of contact for both speakers and sponsors.
Provided communication between speakers and warm leads from sponsors.
Set up all speaking engagements as well as being the point of contact for the speakers.
Office Manager
Veritas Software Corporation
04.2000 - 10.2001
Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
Managed 47 Sales Representatives and System Engineers with the coordination of projects and presentations.
Coordinated travel arrangements.
Resolved issues concerning facility management.
Communicated with all national locations.
Daily tasks included the use of Microsoft Office including Word, Excel, Power Point, and Microsoft Outlook.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Utilized email, fax machine, Fed-Ex, multi-line phone system, and two large computer labs (used for programming and classes).
Managed office operations while scheduling appointments for department managers and sales meetings.
Physical Therapist Aide
Boulder Center For Sports Medicine
05.1999 - 04.2000
Taught patients how to live within limits of capabilities and celebrated successes.
Worked one-on-one with the patient in many capacities.
Maintained a long standing relationship with patients throughout treatment by coordinating schedules, billing and obtaining approval through medical insurance.
Assessed treatment plans and helped make adjustments for maximum benefits.
Scheduled patient appointments to meet treatment requirements and provide quality care.
Smoothly assisted, positioned, and secured patients at therapy devices to support safe treatment protocols.
Improved patient mobility using passive and active therapeutic exercises.
Set up equipment ahead of treatments to maintain smooth appointment schedules.
Communicated with physicians to provide updates on patient care.
Evaluated patient strength and range of motion to devise personalized regimes.
Monitored patient progress and adapted treatment plans to reflect changes.
Patient Services Representative
Boulder Center for Sports Medicine
04.1999 - 04.2000
Communicated and assisted Doctors, Physiologists, Physical Therapists and Massage Therapists.
Worked in an advanced physiology lab with 4 Physiologists.
Assisted 18 Physical Therapists, 3 Massage Therapists and 8 Technicians.
Utilized all office technology.
Acted as Physical Therapist Aide.
Assisted in operating ultrasound, e-stem, ionofaresis, ice and heat.
Worked one-on-one with many patients.
Maintained a long standing relationship with patients throughout treatment by coordinating schedules, billing and obtaining approval through medical insurance.
Education
High School Diploma -
Centaurus High School
Lafayette, CO
Bachelor of Arts - Organizational Communication
University of Colorado At Colorado Springs
Colorado Springs, CO
Skills
Professional interpersonal communication skills
Corresponds with top executives easily and efficiently
Customer Relations
Written Communication
Report Preparation
Friendly demeanor; I thrive on working with people
Extremely organized
Willing to learn and work hard at anything
Easily can be thrown into any situation and will take it on with poise and enthusiasm
Experienced public speaker/presenter
Computer Proficient in Google Suite, Microsoft Office, and Sales Force