Dynamic professional with a proven track record in event coordination and client relations at MountainTop Financial. Expertise in managing office operations and improving workflow efficiency. Strong communication and analytical skills ensure effective vendor relations and seamless support. Committed to fostering team collaboration and delivering exceptional service.
Overview
14
14
years of professional experience
Work History
Client Relations/Financial Advisor Assistant
MountainTop Financial
Colorado Springs, CO
11.2017 - Current
Oversaw office operations and procedures to enhance overall efficiency.
Supervised administrative staff, ensuring effective support and workflow management.
Managed office supply inventory, placing orders to prevent shortages.
Maintained office equipment, coordinating necessary repairs and services.
Scheduled meetings and appointments while managing executive calendars.
Organized physical and digital filing systems for optimal information retrieval.
Processed correspondence, including mail and email, to ensure timely communication.
Coordinated office events, meetings, and travel arrangements to facilitate planning.
Health Technician
West Middle and High School
Colorado Springs, CO
01.2012 - 12.2016
Assisted students with minor injuries and illnesses, including cuts and headaches.
Administered medications per directives while ensuring proper documentation.
Maintained up-to-date health records and immunization documentation for students.
Supported school nurse during health screenings such as vision and hearing tests.
Monitored students with chronic conditions, including asthma and diabetes.
Communicated effectively with parents regarding student health needs or incidents.
Ensured cleanliness and organization of health office, keeping supplies stocked.
Adhered to school and district health policies while maintaining confidentiality.
Education
High School Diploma -
Widefield EOP
Colorado Springs, CO
11-1991
Skills
Event coordination
Budget oversight
Vendor relations and material distribution
Guestlist management and client follow-up
Communication (oral and written)
Team collaboration and motivation
Business process management
Check processing and scheduling appointments
Design (business cards, letterheads)
Log submissions and office administration
Proficiency in Microsoft Office applications
Analytical abilities in customer service and marketing
Chief, Executive Actions, Commanders Action Group (TS/SCI) at Headquarters Space Operations CommandChief, Executive Actions, Commanders Action Group (TS/SCI) at Headquarters Space Operations Command