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EMAIL AVAILABLEPHONE NUMBER AVAILABLEWell-rounded and versatile Assistant Director, Executive Assistant, Meeting Planner, Office Manager and Coordinator with over twenty years' experience in on-site coordination for large National Conventions, Continuing Professional Education (CPE) conferences, Board Meetings, Regional Conventions, Trade Shows, Planning and Legislative Meetings in fast paced environments for demanding clients. Over nineteen years experience in logistics and handling the needs of high-level executives and high order clientele.LinkedIn: Candidate's Name LinkedInSkills: Microsoft Access Word Perfect Quickbooks Pro AM4 (Association Management) netFORUM WebExpense Concur Expenses Ad Astra Banner PowerPoint Publisher Microsoft Office (all versions) Quark Xpress IMIS LAN 3.54 Yonix GoToMeeting Concur Travel WorkDay Adobe Photoshop Adobe AcrobatReader & Writer and Pro Windows (all versions) Lotus Notes AM.Net BlueJean Meetings Chrome River Microsoft Access Word Perfect AM4 (Association Management) netFORUM WebExpense Concur Expenses Ad Astra BannerBlackSmithProfessional Experience1/3/23 10/13/23 Ruiz Foods, Inc. Frisco, TXExecutive Assistant to Executive Vice President - General Manager - Retail Business Unit and Cutting CoordinatorCutting Coordinator for R&D within Ruiz. Cooked and plated items for tastings.Proven trusted confidante and daily life organizer; providing personal and business operational support to promote a balanced life for executives.Event and Meeting planning for the Retail Marketing Business UnitResponsible for heavy calendar management, with both internal & external executives, assistants, staff.Arranged personal & corporate travel; developed itineraries for domestic accommodationsServed as corporate liaison between executive leadership team, business partners, admin partners.Maintained 100% confidentiality with sensitive information, financial data, and records.Effectively prioritized and managed multiple projects simultaneously and with timely follow through.6/22/22 10/19/22 Cottonwood Financial Irving, TXExecutive Assistant to CEOWorked for Cottonwood as the EA to the CEO, I worked on personal projects for the CEO.Proven trusted confidante and daily life organizer; providing personal and business operational support to promote a balanced life for executives.Responsible for heavy calendar management, with both internal & external executives, assistants, staff.Communicated and handled incoming and outgoing electronic and phone communications on behalf of CFO.Arranged personal & corporate travel; developed itineraries for domestic/international accommodations.Served as corporate liaison between executive leadership team, business partners, admin partners.Maintained 100% confidentiality with sensitive information, financial data, and records.Effectively prioritized and managed multiple projects simultaneously and with timely follow through.4/22/19 4/29/22 Collin College Plano, TXAssistant Director Conference ServicesHeaded up the Conference Services Department. The district had 5 campuses when I started and 9 campuses by Fall 2021. Tasked with handling clients and their events from inception to completion including working with internal clients such as Food Services, Plant Management and CampusTechnology Managers. Contracts, scheduling, work orders, invoices, facility set up and audio-visual needs of the clients for all campuses. Internal and External Customers. Wrote the SOP Manual for the department. Wrote the training manual for our department when the district moved from Banner to WorkDay, we went live September 1, 2021. Moved from paper calendars to online scheduling and automated many functions. Attended client walkthroughs and joined night and weekend events.7/25/17 5/30/18 The Crosby Group Richardson, TXOffice Manager / EATasked with the project of opening an office in Richardson, Texas and moving, Strategic Sourcing, Finance and Product Management from Tulsa, Oklahoma. All projects from inception to completion with the new office. Managing supplies, serving as support for CFO, CEO, and the rest of the staff.National and International TravelPolycom MeetingsExpense Reports, Invoicing, Correspondence and Scheduling, Vendor maintenanceCompany-wide SchedulingPurchased and maintained all office needs and suppliesWorked with various vendors from electricians, painters, sign makers and telecom specialists to get the office in working order. (No IT department onsite.) Audio Visual needs met for onsite meetings.Onboarding for the HR department New Hires that start in the Richardson Office.Assisted Treasury with Risk Management and Company Vehicle InsuranceBack up for Accounts Payable with matching POs to ReceiversFood and Beverage needs met for team meetings, dinners, monthly birthdays.6/25/14 4/24/17 Neovia Logistics Irving, TXExecutive AssistantSupported the personal and professional needs of three C-Level Executives, including the EVP and CFO, the EVP and CIO of Process and Technology and the EVP of Legal. Juggled the executives day-to-day lives and interactions within and outside of the company spectrum. I performed a wide range of administrative and general support duties of a highly responsible and confidential nature. I frequently communicated with senior-level internal and external contacts, and I was regularly exposed to confidential data.National and International TravelVisa Procurement (Passport work as well)Polycom MeetingsExpense Reports, Legal Dashboards, Board Reports, InvoicingCompany-wide SchedulingRequisition work for the Purchasing TeamDocumentation Review, Contract Review and Document ManagementCorrespondence and Scheduling12/1/03 3/14/14 Texas Society of CPAs, CPE Foundation, Inc. Dallas, TXMeeting Planner, Education and TrainingPrepared, researched, negotiated, and executed contracts, all food and beverage functions, room ratesand room blocks, space needed for conference and transportation needs for speakers and VIPs for Continuing Professional Education (CPE) conferences and committee planning meetings.Planned and acted as onsite coordinator for six annual conferences and assisted as secondary liaison for eight conferences where each seminar meets the Texas State Board statutes for CPE hours up to and over 1500 attendees.Responsible for food and beverage planning, contracts and competitive bids, final selections, working closely with and developing relationships with Catering Service Managers (CSMs), guarantees, BEOs and coding of bills when the event was complete.Sole contact for audio visual needs and liaison between speakers and onsite audio-visual companies. Compare and contrast open market bids as well as in-house audio-visual needs and work with chosen vendors.Budgeting responsibilities for six multi-city conferences and six planning meetings each fiscal year.Planned and acted as onsite coordinator for speaker/committee dinners, networkingreceptions and entertainment for special groups.Arranged and acted as onsite coordinator for six planning meetings and six annual conferences with 102 total committee members.Negotiated multiyear contracts with nationwide hotel chains to save attendees more than half of the standard room rate.Led transition of course material from 4-inch binders with paper materials at conferences toCDs and downloads via website, reducing conference material cost by over 300%.Prepared agendas, flight arrangements and ground transportation, rooms and roomblocks for speakers and VIPs for conferences and planning meetings.Worked with sponsors and vendors to set networking receptions for attendees atconferences.Developed and implemented Corporate Sponsorship programs with national sponsors including Microsoft, The Bureau of National Affairs and TaxWise. Brought in over $28,000 for Corporate Sponsorships for one Conference in 2010.Education:Graduated Stephen F. Austin State University Nacogdoches, TXbachelors degree major in journalism (emphasis on advertising)minor in sociologyProfessional Memberships:Meeting Planners InternationalDFWAE (Dallas/Ft. Worth chapter of Texas Society of Association Executives)Notary Public (2014 to current) |
