Detail-oriented administrative professional with over 20 years supporting C-level executives. Expertise in managing complex calendars and coordinating high-stakes travel, ensuring alignment with priorities. Demonstrated ability to enhance office efficiency through strategic project management and effective communication.
Overview
27
27
years of professional experience
Work History
Executive Assistant
Aimbridge Hospitality
Plano, TX
01.2026 - Current
Assistant to Chief Global Growth Officer and President, Select Service
Serve as gatekeeper and strategic partner to executives, prioritizing communications effectively.
Coordinate domestic and international travel arrangements, optimizing itineraries and logistics for seamless executive mobility.
Act as gatekeeper and strategic partner to executives, prioritizing communications effectively.
Prepare comprehensive meeting materials, presentations, agendas, and reports, ensuring executives were well-equipped for discussions.
Anticipate needs proactively, ensuring completion of all tasks and projects.
Handle confidential business, financial, and personal information with utmost discretion.
Coordinate internal and external meetings, events, and executive communications efficiently.
Assist with special projects and operational initiatives, contributing to enhanced effectiveness and streamlined processes.
Maintain master property listing of 500+ hotels
Executive Assistant
Highgate Hospitality
Irving, TX
05.2024 - 01.2026
Assistant to Chief People Officer and Chief Financial Officer
Coordinated executive calendars and scheduled appointments to optimize senior leadership's time management.
Coordinated travel arrangements and itineraries for corporate executives.
Prepared meeting agendas and distributed materials prior to meetings.
Facilitated budget tracking and expense reporting for departmental projects to ensure financial compliance.
Maintained confidential files for executive review and compliance purposes.
Coordinated logistics for company events and conferences, handling logistics and vendor relations.
Supported onboarding processes for new hires through training coordination.
Guided new hires through orientation and onboarding and explained documentation requirements to facilitate HR process.
Organized company events and facilitated staff engagement activities.
EXECUTIVE ASSISTANT
Aimbridge Hospitality
Plano, TX
10.2022 - 05.2024
Assistant to CHRO, Chief Global Growth Officer, Chief Development Officer, Head of Marketing and Served as a liaison to streamline information flow between executives and various parties.s.
Managed calendar for multiple executives, scheduling and coordinating appointments, meetings, and events based on priorities and deadlines.
Coordinated complex domestic and international travel itineraries, including flights, accommodations, and transportation for executives.
Communication: Act as a primary focal point between the executives and internal/external stakeholders, handling correspondence and responding to inquiries.
Meeting Preparation: Organize and prepare materials for meetings, ensuring executives are well-informed and equipped for discussions.
Documentation and Record Keeping: Prepare and maintain documents, reports, and presentations with a high level of accuracy and confidentiality.
Prepared and organized meeting materials, ensuring executives were well-informed and ready for discussions.
Project Support: Assist in special projects, research, and initiatives.
Confidentiality: Handle sensitive information with discretion and maintain confidentiality at all times.
EXECUTIVE ASSISTANT
Scherer Financial Advisory Services, LLC
Dallas, TX
08.2021 - 10.2022
Prepared materials for client meetings and prospect presentations to support effective engagement.
Initiated and processed the opening and closing of accounts, including paperwork preparation and asset transfers to and from custodians.
Executed comprehensive accounting of prior business day's activities, processed cash requests, scheduled distributions, verified cash balances, and maintained client accounts.
Assisted compliance team with preparation for annual audit to ensure regulatory adherence.
Handle correspondence, mail requests.
Ensured accuracy and completeness of data in the CRM database.
Ensured accurate tracking and reporting of business expenses.
Coordinated and responded to correspondence and mail requests promptly.
Online file organization & document management.
Maintain order and verify receipt of office supplies.
Maintain SEC compliance calendar.
Maintain SEC/FINRA licenses updated.
Review client books on a quarterly basis.
General client invoices / deductions.
EXECUTIVE ASSISTANT TO PRINCIPAL
Staley Middle School
Frisco, TX
07.2018 - 08.2021
Worked directly with Principal to create school budget for the year.
Responsible for maintaining and reconciling school budget monthly.
Oversaw monthly maintenance and reconciliation of the school budget.
Organized and maintained schedules for principal and assistant principal to optimize time management.
Managed travel arrangements for staff and organized transportation for student activities.
Managed incoming calls, visitors, and emails for Principal to streamline office operations.
Oversaw logistics operations to ensure efficient supply management.: Receive, store, and issue supplies and equipment; oversee all work orders; Submit purchase orders through school system E-Finance.
Maintain and assist in keeping ledgers, files, and inventory to perform bookkeeping tasks according to established procedures for using school funds and federal funds.
Maintain teacher files, certifications, compliance trainings and prepare written correspondence, forms, schedules, and reports.
Supervised front office staff.
Prepare daily pupil attendance reports.
Translated documentation for parents to ensure clear communication. all outgoing documentation to parents.
Safeguarded sensitive documents and coordinated their proper storage and distribution.
Managed office inventory, tracked supplies, and placed orders to support efficient daily operations.
Coordinated staff events to enhance team-building and improve workplace morale.
Addressed numerous phone calls and emails for support.
Recorded key points and action items at meetings for reference. and dictation at meetings.
DATA CLERK/RECEPTIONIST
Early Childhood School
04.2015 - 06.2018
Welcomed and greeted visitors via telephone and in-person, enhancing office communication.
Maintain class roster attendance and create specialized tracking report system for Child Nutrition eligibility.
Maintain class roster attendance and create specialized tracking report system for Child Nutrition eligibility.
Collaborated with Special Needs department to place students and ensure compliance with legal changes in student files.
Enhanced communication effectiveness by assisting students in navigating enrollment and withdrawal procedures. Supported bilingual communication during student enrollment and withdrawal processes, ensuring clarity for non-English speaking parents.
Created correspondence to inform parents and report to the school.
INVESTMENT AND OPERATIONS MANAGER
Tolleson Wealth Management
06.2005 - 05.2010
Guided a team of three to enhance collaboration and productivity.
Managed overall office operations including analysis reporting of 150 clients' accounts and money movement performance monthly (domestic and internationally) to include UTMAs and IRAs.
Developed and automated methodologies for tracking and reporting investments across multiple platforms, improving accuracy and accessibility.
Reconcile brokerage statements and manage over 1,000 assets and portfolio accounts via accounting systems, reports, and trust accounts.
Reconcile tax basis information against brokerage statements, confirm transfer of cost basis and gifted stock and train employees via Advent Axys, Advent Partner.
Process daily equity trades via brokerage accounts such as purchases and sales of mutual funds and stocks including limit, GTC, and options trading orders.
Reconcile tax basis information against brokerage statements, confirm transfer of cost basis and gifted stock and train employees via Advent Axys, Advent Partner.
Increased operational efficiency through the development and execution of streamlined processes.
EXECUTIVE ASSISTANT TO CEO
Tolleson Wealth Management
06.1999 - 06.2005
Streamlined executive communication through efficient management of emails, phone calls, and appointment scheduling.
Organized travel arrangements and coordinated accommodations to support executives' productivity.
Ensured proper storage and distribution of sensitive documents, maintaining confidentiality.
Improved office efficiency by implementing new filing systems and document management processes.
Assisted in the development of company policies and procedures, contributing to a more organized work environment.
Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
Prepared and edited presentations on behalf of executives for both internal meetings and external conferences.
Collaborated on special projects to improve overall business operations within the organization efficiently.
Ensured smooth daily operations through consistent maintenance of office equipment, troubleshooting issues when necessary.
Cultivated strong vendor relationships to secure favorable contract terms and reduce costs.
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.
Systematically filed documents to enhance office organization and efficiency. and organized computer-based information.
Worked with senior management to initiate new projects and assist in various processes.
Ensured timely handling of mail and correspondence for efficient communication. and both incoming and outgoing correspondence, mail, email and faxes.
Education
Some College (No Degree) - Business Administration
University of Texas Arlington
Arlington
Skills
Travel coordination expertise
Calendar management
Budget management
Expense reporting
Event planning
Administrative support
Workflow optimization
Microsoft Office proficiency
Project support
Contract negotiation
Executive partnership
Communication management
Stakeholder engagement
Digital communication
Project support capabilities
Timeline
Executive Assistant
Aimbridge Hospitality
01.2026 - Current
Executive Assistant
Highgate Hospitality
05.2024 - 01.2026
EXECUTIVE ASSISTANT
Aimbridge Hospitality
10.2022 - 05.2024
EXECUTIVE ASSISTANT
Scherer Financial Advisory Services, LLC
08.2021 - 10.2022
EXECUTIVE ASSISTANT TO PRINCIPAL
Staley Middle School
07.2018 - 08.2021
DATA CLERK/RECEPTIONIST
Early Childhood School
04.2015 - 06.2018
INVESTMENT AND OPERATIONS MANAGER
Tolleson Wealth Management
06.2005 - 05.2010
EXECUTIVE ASSISTANT TO CEO
Tolleson Wealth Management
06.1999 - 06.2005
Some College (No Degree) - Business Administration