Shandy Stogsdill
Burleson,TX
Summary
Talented Team Leader experienced and dedicated to enhancing employee satisfaction and business success. Diplomatic and friendly with proven commitment to employee training. Hardworking team player bringing necessary experience and knowledge to tackle any operational demand.
Overview
17
17
years of professional experience
Work History
Executive Assistant
Michael J Robertson, PC
06.2023 - Current
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Updated and maintained confidential databases and records.
Team Lead
The Stogsdill Group
08.2015 - Current
- Trained new team members by relaying information on company procedures and safety requirements.
- Developed monthly and daily production output plans to deliver on customer service and financial metrics.
- Coached team members in techniques necessary to complete job tasks.
- Built strong relationships with customers through positive attitude and attentive response.
- Supervised team members to confirm compliance with set procedures and quality requirements.
Owner/Operator
Secure Professional Services
07.2008 - 01.2017
- Managed day-to-day business operations.
- Assessed income and expenses and adapted plans to improve profit levels.
- Consulted with customers to assess needs and propose optimal solutions.
- Spoke professionally with customers regarding complaints, gathering all necessary information to make educated decisions and address issues.
- Fostered strong professional network and partnership building skills to connect with quality leads.
Financial Advisor
Modern Woodmen of America
10.2006 - 08.2008
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Education
Bachelors of Science in Interdisciplinary Studies - Interdisciplinary Studies
University of North Texas
Denton, TX12.2000
Skills
- Database Management
- Business Administration
- Invoice Processing
- Expense Reporting
- Administrative Support
- Risk Management
- Office Management
- Social Media Management
- Meeting Planning
- Project Oversight
- Strategic Planning
- Customer Service
Accomplishments
2018 to Current - Board President - ReInspire (www.WeAreReInspire.org)
2023 - Board Member - Burleson Opportunity Fund (www.burlesonopportunityfund.org)
Timeline
Executive Assistant
Michael J Robertson, PC
06.2023 - Current
Team Lead
The Stogsdill Group
08.2015 - Current
Owner/Operator
Secure Professional Services
07.2008 - 01.2017
Financial Advisor
Modern Woodmen of America
10.2006 - 08.2008
Bachelors of Science in Interdisciplinary Studies - Interdisciplinary Studies
University of North Texas
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