A trusted resource as a retirement counselor, representing OTRS in a professional manner.
Review, analyze, and audit member career records to determine accurate reporting and proper contributions to individual accounts. This process determines appropriate service credit awarded and ensuring the most favorable benefit for members.
Prepare estimates, projections, and billings with adequate knowledge of Oklahoma Teachers' Retirement System past and present Rules & Statutes; ensuring Rules are applied properly to the member's account.
Communicate clearly with members effectively explaining timelines, discrepancies or reporting errors, retirement options, the retirement process, audit results, and answering questions to allow the member to make informed decisions.
Work well independently and as a collaborative contributor assisting co-workers when needed.
Communicate with employers when members' to ensure credit is awarded properly.
Marketing Coordinator & Assistant
Education Motivation
01.2011 - 01.2021
Promoted and effectively communicated business and services to potential and existing clients.
Improved customer relations by implementing various communication tools.
Reviewed test strategies and special techniques to benefit ACT scores and improve study skills.
Business Development
Aceco Valves
01.2018 - 01.2020
Assisted with project management and executive administrative tasks.
Assisted with updated company procedures and guidelines to comply and exceed industry standards.
Senior Sales Representative
King Pharmaceuticals
01.1998 - 01.2007
Responsible for the promotion, marketing, and development of strategies to secure profitable and optimum product positioning in multiple healthcare markets.
Analyzed and evaluated monthly numbers to plan and execute specific sales calls.
Developed and executed an effective call cycle to optimize time management and successfully attain sales goals.
Maintained a physical inventory and effective sample distribution to maximum optimum sales (included a schedule IV-controlled drug).
Communicated effectively to quickly establish strong rapport with all members of office staff and key decision makers.
Sales Representative
North American Nutron Co.
01.1996 - 01.1997
Responsible for sales and marketing of pipeline valve product lines to distributors, end users, OEM's, fabricators, and engineering firms.
Established key accounts including Texaco, Brown & Root, Amoco, and Exxon, increasing customer base by 60%.
Increased sales volume by 34% in six months.
Sales Representative
KF Industries, Inc.
01.1991 - 01.1996
Responsible for technical knowledge of industrial valve products to develop, strengthen, and enhance customer relationships and increase sales.
Opened/established major domestic shipping location and sales office in Houston, Texas.
Controlled over two million dollars in product inventory.
Assisted, opened, and established Singapore sales office; included international travel.
Education
Master of Liberal Arts - Leadership Management, Emphasis in Business
Oklahoma City University
Bachelor of Business Administration - Marketing
University of Oklahoma
Skills
Developing professional relationships
Knowledge in TRS rules, statues, and procedures
Organizational skills
Clear and concise communication
Detail-oriented
Teamwork and collaboration
Dependable, responsible, and ability to work well with all levels
Accomplishments
Collaborative Achievement Recognition, 2023
District Representative of The Year
Outstanding Regional Performance for top sales attainment
Circle of Merit Performance Award
Consistently Completed over 95% quarterly targets
Award of Excellence
100% Club for meeting or exceeding sales goals
Represented companies at multiple trade shows
Community Service
Moore Public Schools Foundation, Board Member (2018-2022), Moore Public Schools, Patron of the Year for Fisher Elementary (2019), Westmoore High School Pom Booster Club Treasurer (2017-2021), Set up and established Booster Club’s 501(c)3, Brink Junior High Cheer Booster Club Treasurer (2017-2018), Fisher PTA Secretary (2016-2021); Vice-President (2014-2016); Fundraising Chair (2011-2016), Recognized by the U.S. President’s Council for Volunteer Service Award, Junior League of Oklahoma City: Provisional Member Vice-Chair and Chair, Mistletoe Market Hospitality Chair, Board Nominating Committee, various committees, Women of the South (charter member): Gala Chair, various committees
Timeline
Retirement Benefit Analyst
Teachers' Retirement System of Oklahoma
01.2021 - Current
Business Development
Aceco Valves
01.2018 - 01.2020
Marketing Coordinator & Assistant
Education Motivation
01.2011 - 01.2021
Senior Sales Representative
King Pharmaceuticals
01.1998 - 01.2007
Sales Representative
North American Nutron Co.
01.1996 - 01.1997
Sales Representative
KF Industries, Inc.
01.1991 - 01.1996
Master of Liberal Arts - Leadership Management, Emphasis in Business
Accounting Administrator II, Manager at California State Teachers' Retirement SystemAccounting Administrator II, Manager at California State Teachers' Retirement System