Summary
Overview
Work History
Education
Skills
Timeline
Generic

Vicky Bowron

Oklahoma City,OK

Summary

Organized and efficient Office Management and Administration Professional supporting corporate level officers and senior management. Experienced in optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.

Overview

16
16
years of professional experience

Work History

Homemaker / Caretaker

Self
09.2023 - Current
  • Maintained a safe and healthy environment by performing regular cleaning, laundry, and meal preparation tasks.
  • Transported individuals to events and activities, medical appointments, and shopping trips.
  • Assisted with daily living activities, running errands, and household chores.
  • Managed household finances responsibly by creating budgets, paying bills on time, and tracking expenses diligently.

Analyst

InvesTrust
05.2023 - 08.2023
  • Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
  • Maintained multiple databases for tracking of individual performance
  • Updated and managed company website
  • Provided general IT support, such as managing software licenses and granting access to users
  • Provided administration support to portfolio managers and personal trust team
  • Prepared investment reviews, performance reports and presentations for current and potential clients
  • Supported clients through operational tasks and customer service activities
  • Provided assistance to operations and retirement services teams regularly
  • Created quarterly newsletters and disseminated to centers of influence
  • Assisted with implementation of new performance reporting software
  • Completed ad-hoc projects as requested.

Investment Administration Assistant

InvesTrust
01.2020 - 05.2023
  • Provided administration support to portfolio managers and personal trust team
  • Prepared investment reviews, performance reports and presentations for current and potential clients
  • Supported clients through operational tasks and customer service activities
  • Provided assistance to operations and retirement services teams regularly
  • Created quarterly newsletters and disseminated to centers of influence
  • Assisted with implementation of new performance reporting software
  • Completed ad-hoc projects as requested.

Financial Representative, Principal Securities Registered Representative, Financial Advisor

Principal Securities
04.2018 - 01.2020
  • Met with customers to assess needs, financial status, and eligibility.
  • Managed finances and overall business direction through solutions-oriented problem-solving.

Financial Advisor

First Command Financial Services, Inc.
07.2017 - 02.2018
  • Built client relationships through detailed one-on-one appointments that identify their needs, goals, wants and resources and build customized financial plans based on same information
  • Recommended investment products and services that are suitable and in the best interest of my clients based on their objectives, resources, time horizon, risk profile, and preferences
  • Executed and negotiated follow through of implementation vehicles including insurance, investments, debt management, estate planning, and other tasks quoted to client
  • Solicited clients actively via telephone, mail, referrals, etc.

Securities Class Actions Services Associate

Institutional Shareholder Services
08.2013 - 11.2016
  • Maintained 14 clients' securities confidential trades history to file claims, track and ensure data integrity in securities class actions settlements, seeing some client returns in multi-millions
  • Duties included: Coordination with clients and custodian banks to manage/maintain 10+ years of client trade data, creating client specific monthly reports of claims filed and various ad-hoc reports requested, being part of a team that filed nearly 100,000 claims in five global markets during 2015
  • Trained clients to utilize online portal for quick access to status of their claims and eligibility
  • Assisted with training of new hires and cross training of current employees.

Corporate Governance Professional

Devon Energy Corporation
08.2010 - 08.2013
  • Coordinated logistics for all in-house, external and telephonic Board, Committee and shareholder meetings to include room reservations, travel arrangements, meals and entertainment
  • Served as administrative liaison with internal and external clients on administrative matters relating to purchasing, facilities and operations
  • Analyzed Director meeting attendance and prepare Compensation on a quarterly basis
  • Responsible for managing online board meeting software BoardVantage and training new and current users
  • Prepared and audited budget for both Corporate Governance department and Board of Directors totaling $5.6 million combined using Concur
  • Researched and analyze data and information for inclusion in reports, information packages and/or presentation materials
  • Department lead for Strata, which includes establishing and conducting cross functional trainings
  • Reduced physical storage costs by converting hard copies of 10-K exhibits to spreadsheet with linked scans of exhibits
  • Collected and organized materials for Board and Committee meetings; consisting of comprehensive and complex proposals, reports, correspondence, charts, tables and graphs
  • Researched and filed potential Missing Monies claims with all states resulting in returns of over $150,000
  • Served as lead on LiveLink records management storage conversion of more than 3,000 historical files
  • Processed $220 million worth of share repurchases for the company

Administrative Assistant to Senior Vice President of Corporate Governance and Secretary

Devon Energy Corporation
10.2008 - 08.2010
  • Scheduled office meetings and client appointments for staff teams
  • Managed and maintained SVP's calendar, to include scheduling meetings, conferences and appointments
  • Performed general office duties as needed
  • Developed and maintained departmental filing and tracking systems
  • Includes establishing files for all written/email correspondence, project work and reports
  • Coordinated off-site storage for old files
  • Reconciled and processed departmental expenses including travel, supplies and equipment
  • Worked with IT department to create new automated reports that reduced updating entries from three locations to one location
  • Simplified the collection of Board and Committee meeting materials by creating a single mailbox for all submissions
  • Negotiated Board and Committee meeting supply costs with vendor, resulting in a reduction of $7.50 (22%) per book created
  • Researched and prepared presentations for quarterly Board meetings including compiling agendas and organizing material
  • Produced and distributed monthly reports for internal and external clients, based on area of business

Education

Master of Business Administration - Finance

Oklahoma City University
Oklahoma City, OK
03.2013

Bachelor of Science in Business Administration - Computer Information Systems

Hawaii Pacific University
Honolulu, HI
12.2006

Skills

  • Office Management and Administration
  • Calendar Management
  • Meeting and event planning
  • Executive Support
  • Database Management
  • MS Office Suite
  • Travel Arrangements
  • Expense Reporting
  • Business Writing
  • Strong Oral and Written Communication Skills
  • Information Confidentiality
  • Resourceful
  • Relationship Building
  • Adaptable/Multitasker
  • Highly Detail Oriented
  • Report /Presentation Preparation
  • Financial Analysis
  • Team Building

Timeline

Homemaker / Caretaker

Self
09.2023 - Current

Analyst

InvesTrust
05.2023 - 08.2023

Investment Administration Assistant

InvesTrust
01.2020 - 05.2023

Financial Representative, Principal Securities Registered Representative, Financial Advisor

Principal Securities
04.2018 - 01.2020

Financial Advisor

First Command Financial Services, Inc.
07.2017 - 02.2018

Securities Class Actions Services Associate

Institutional Shareholder Services
08.2013 - 11.2016

Corporate Governance Professional

Devon Energy Corporation
08.2010 - 08.2013

Administrative Assistant to Senior Vice President of Corporate Governance and Secretary

Devon Energy Corporation
10.2008 - 08.2010

Master of Business Administration - Finance

Oklahoma City University

Bachelor of Science in Business Administration - Computer Information Systems

Hawaii Pacific University

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Vicky Bowron