Experience

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  Lovers Lane United Methodist Church

  • Dallas, Texas

  • Capital Campaign Coordinator

    • Aug 2018 - Present
    • Dallas, Texas

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  In Transition

  • Exhibits Administrator

    • Nov 2016 - Present

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  Society of Petroleum Engineers

  • Richardson, TX

  • Exhibits Administrator

    • Jan 2010 - Nov 2016
    • Richardson, TX

    Society of Petroleum Engineers (SPE), Richardson, TX 2010–2016Exhibits Administrator (2013—2016), Exhibits Coordinator (2010—2013)• Experienced in all aspects of exhibition segment of several annually held conferences – including the Offshore Technology Conference (OTC), which has 2400+ exhibitors and 600,000+ sf exhibit space • Served as Floor Manager at OTC, SPE’s Annual Technical Conference (ATCE), and other SPE managed exhibitions• Communicated directly with exhibitors and exhibitor appointed contractors, on a daily basis as a customer service intermediary during conference planning process, collecting and organizing valuable data regarding payment status, general exhibitor information, and other records• Generated, assembled, edited, and maintained relevant exhibitor resources on SPE Event websites and through exhibitor communications and newsletters• Managed On-site Exhibit Sales process, working with exhibit staff and sales team to assure a smooth process and experience for exhibitors• Monitored A/R and payment collections for exhibit space, advertising and sponsorships• Assembled and prepared Exhibitor Services Manual for OTC, SPE’s annual conference, and other conferences; including reviewing and updating Rules and Regulations, contractor forms, and show specific information, under supervision of Exhibits Manager• Reviewed and proofed exhibitor information for printed conference programs• Managed on-site exhibits management desk and EAC check-in • Responsible for training staff in daily procedures, event practices and a2z event management software• Initiated project to develop format for online Exhibitor Services Manual in collaboration with marketing and web-content groups • Recognized by company for innovation of recommending the use of Online Exhibit Sales Application.Worked closely with implementation team. Online Exhibit Sales Applications used beginning 2016 sales cycle.

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  Standard Automation

  • Dallas, TX

  • Customer Service Representative/Office Coordinator

    • 2004 - 2007
    • Dallas, TX

    • Facilitated order processing, training, and administrative needs of Dallas regional sales office• Responsible for all front-office management including taking customer calls, directing client requests to appropriate sales persons, and other necessary tasks

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  Bank of America (formerly NationsBank)

  • Dallas, TX

  • Vice President, Employee Benefit Trust

    • 1982 - 1993
    • Dallas, TX

    • Directed Employee Benefit Administrative Services on 23 middle-market accounts with asset value of $340 million and generating fee income in excess of $1million• Controlled daily investment of portfolio funds, both cash and in-house investment funds• Ensured accuracy of account entries and balance reconciliation• Responsible for plan allocations; including verifying balances, accuracy of data and interpreting plan provisions• Managed three administrative Associates • Prepared and delivered investment presentations to clients using in-house investment funds• Made presentations to employee groups, Investment Committees and Administrative Committees on Client Trust Services• Communicated with all plan relationship contacts, cross selling bank services, and marketing to develop new business relationships• Developed and maintained significant professional relationships with attorneys, accountants, actuaries, and benefit consultants