Experience

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  Legacy Wealth Management, Inc. (Memphis, TN)

  • United States
  • Investment Management
  • 1 - 100 Employee

  • Operations Specialist

    • Sep 2019 - Present

  • Office Coordinator

    • Dec 2015 - Present

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  Carriage Tours of Memphis

  • United States
  • Travel Arrangements
  • 1 - 100 Employee

  • Manager

    • Feb 2004 - Present

    Carriage Tours of Memphis--- 02/2004 to PresentOwner/ Office Manager*Hiring and Training employees*Daily Scheduling and assignment of equipment to employees*Supervision of employees to ensure safety and compliance*Answering phone and email requests for information and dispatch of vehicles for pick ups and reservations*Maintaining company files for employees, permits, business and corporate taxes, etc.*Booking reservations and drafting contracts for special events*Maintaining the daily calendar reservation system *Logistical planning to ensure safe and timely arrival for reservations both downtown and out of town*Bookkeeping and accounting, including checking daily sales logs, making bank and credit card deposits, and filing and paying taxes*Entering sales, deposits and expenses into Quick Books, and keeping check register, balance sheets, and profit and loss statements current *Compliance with City and State regulations, renewals of industry licenses, permits and insurance*Sales and marketing to boost sales downtown and special events*Design and maintenance of marketing materials such as business cards, brochures, and website*Daily training, care and maintenance of the horses*Participation in Downtown Safety and Traffic Task Forces to address issues facing the Downtown Memphis tourism and entertainment district*Communication with City Permits Office and Entertainment District Police Precinct to address concerns

  • Manager

    • May 2000 - Feb 2004

    · Horse-drawn carriage tour operator· Managed employee scheduling and supervision· Hiring and training new drivers· Booking and execution of reservations· Purchasing and training horses· Daily care and maintenance of horses

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  Weirich and Gulley Attorneys

  • Memphis TN

  • Legal Secretary

    • Sep 1999 - Oct 2000
    • Memphis TN

    · Organized and maintained law libraries, documents and case files· Photocopied all correspondence, documents and other printed materials· Arranged for delivery of legal correspondence to clients, witnesses and court officials· Composed and revised legal documents, including letters, depositions and court documents· Processed summonses, subpoenas and complaints