Experience

Siegfried Advisory

• United States
• Accounting
• 1 - 100 Employee

• Senior Executive Assistant & Billing Manager

  • Jan 2018 - Present

  I am an exceptional professional who is known for my impeccable attention-to-detail. My commitment and dedication enable me to see projects through to the end, holding myself and others to high standards. My flexibility is one of my most valuable attributes as I am able to balance and prioritize multiple projects at the same time, while handling the unexpected that comes up.At Siegfried Advisory, we help people transform themselves into better leaders to exponentially improve their lives.

• Executive Assistant for Siegfried Advisory

  • Dec 2015 - Jan 2018

  My role with Siegfried Advisory involves helping manage the team’s client service and business development processes and performs administrative and office support for the team, along with tax preparation, tax planning and accounting assistance.



Baker Tilly US

• United States
• Accounting
• 700 & Above Employee

• Paraprofessional

  • Dec 2010 - Dec 2015

  My responsbilities included individual, gift and trust tax preparation, along with helping manage the client deliverables to ensure client filing needs were met. I also provided administrative support for the office. My responsbilities included individual, gift and trust tax preparation, along with helping manage the client deliverables to ensure client filing needs were met. I also provided administrative support for the office.



Wade & Company, LLC

• Administrator

  • Jan 1999 - Dec 2010

  As Administrator, I helped manage the office which included accounts payable, accounts receivable, and management reporting. I also prepared individual and trust tax returns to meet client deliverables. As Administrator, I helped manage the office which included accounts payable, accounts receivable, and management reporting. I also prepared individual and trust tax returns to meet client deliverables.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Sr Records Management

  • 1996 - 1998

  I helped manage the bank's off-site records management needs while ensuring the proper retention needs were met in accordance with applicable laws. I helped manage the bank's off-site records management needs while ensuring the proper retention needs were met in accordance with applicable laws.



Security Archives & Storage Company

• Sr Records Management Coordinator

  • 1990 - 1996