Experience

Sargent Law, P.C.

• United States
• Law Practice
• 1 - 100 Employee

• Legal Assistant

  • Jun 2019 - Present

  Dallas, Texas, United States



Bennett, Weston, LaJone & Turner PC.

• United States
• Law Practice
• 1 - 100 Employee

• Paralegal

  • Jan 2018 - May 2019

  Dallas/Fort Worth Area



NOVAD Management Consulting, Inc.

• Supervisor of Foreclosures, HUD Home Equity Conversion Mortgages

  • May 2017 - Oct 2017

  Oklahoma City, Oklahoma Area



Lee, Goodwin, Lee, Lewis & Dobson

• Paralegal

  • Aug 2015 - Feb 2017

  Edmond, OK



Law Offices of Aaron K. Mulvey

• Paralegal/Legal Assistant

  • Apr 2013 - Feb 2015

  Edmond, OK



Legal Aid of NorthWest Texas

• United States
• Legal Services
• 100 - 200 Employee

• Legal Assistant

  • Dec 2012 - Feb 2015

  Dallas, TX Conduct intake interviews at local legal clinics throughout Dallas County and determine initial financial eligibility, complete intake forms, initial review of court documents, summarize legal issues for the attorneys, assist paralegals with research, document preparation, filing and general administrative duties.



Mothers Against Drunk Driving

• United States

• Lead Court Monitor, Internship Program

  • Jan 2011 - Sep 2011

  Dallas, TX Assigned from one to three courtrooms per week to monitor alcohol-related cases (trials, hearings, pleadings.) The information from these proceedings and the corresponding criminal public record is gathered and reported to MADD for national and local statistics as well as trend analysis.



Egon Zehnder

• Switzerland
• Business Consulting and Services
• 700 & Above Employee

• Research Analyst

  • Mar 2006 - May 2010

  Dallas/Fort Worth Area Demonstrated a strong ability to multi-task in a fast-paced environment, working closely with executive search consultants and research colleagues to provide high quality, through research in response to business development opportunities as well as specific executive search assignments. Produced business development and assignment-related documentation while actively maintaining and developing the firm’s internal information. • Constructed the search strategy for executive search… Show more Demonstrated a strong ability to multi-task in a fast-paced environment, working closely with executive search consultants and research colleagues to provide high quality, through research in response to business development opportunities as well as specific executive search assignments. Produced business development and assignment-related documentation while actively maintaining and developing the firm’s internal information. • Constructed the search strategy for executive search assignments, identification of sources and candidates, confirming validity of all contact information. • Created and maintained talent mapping of General Counsel in all Fortune 500 companies to enhance the firm’s knowledge and expertise, thus improving the firm’s competitive edge for winning business. • Analyzed corporate boards of directors by defining and assessing each member’s qualifications and experience to enable recommendations to the Board(s) on succession planning and assisting to identify qualified individuals. • Created client-ready PowerPoint sales presentations and status reports. • Proactively sought business development opportunities through continuous monitoring and tracking of relevant market developments, company updates, and executive moves. Show less



National Fiduciary Services

• Retirement Communications Consultant

  • Nov 2004 - Dec 2005

  Utilized a strong working knowledge of capital markets, asset allocation strategies, investment management and retirement plans 403(b), 401(a), and 401(k) in order to increase participation and grow company asset base. - Coordinated all retirement meetings at client sites for participants; facilitated educational PowerPoint presentations regarding investment education and options, resulting in increased participation. - Conducted individual consultations for participants to develop and… Show more Utilized a strong working knowledge of capital markets, asset allocation strategies, investment management and retirement plans 403(b), 401(a), and 401(k) in order to increase participation and grow company asset base. - Coordinated all retirement meetings at client sites for participants; facilitated educational PowerPoint presentations regarding investment education and options, resulting in increased participation. - Conducted individual consultations for participants to develop and build a personalized portfolio in order to achieve their retirement goals and, ultimately, increase company’s asset base. Show less



Retail Forward

• Retail
• 1 - 100 Employee

• Manager Sales & Marketing Support

  • Jun 2001 - Oct 2004

  Worked with SVP of Business Development, VP of Marketing and Sales Team to launch this start-up retail consulting firm. - Launched, managed and maintained the national database of retailers and consumer products manufacturers for all domestic sales regions ensuring all contact information was current; and recorded all communications with each contact to build a history for each account. - Researched all relevant sources to build a multi-thousand person database of potential contacts… Show more Worked with SVP of Business Development, VP of Marketing and Sales Team to launch this start-up retail consulting firm. - Launched, managed and maintained the national database of retailers and consumer products manufacturers for all domestic sales regions ensuring all contact information was current; and recorded all communications with each contact to build a history for each account. - Researched all relevant sources to build a multi-thousand person database of potential contacts within the industry. - Implemented marketing strategies to build the business and the Retail Forward brand with new and existing accounts in each region, including direct mail, email, web-based promotions and telephone contact. - Responded to inbound client requests for information and coordinated required follow-up from sales team and consultants. Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Retirement Investment Consultant

  • Jul 1998 - Dec 2000

  Utilizing education presentations and individual counseling techniques to new and existing customers resulting in an increase to Fidelity’s asset base. Developed 401k and 403b plan sponsor (HR Dept) relationships in order to allow the further positioning of our products to their employees. Received Presidents Club Award – given to top sales team

• Plan Operations Manager, 401(k) Recordkeeping

  • Jan 1996 - Jul 1998

  Oversaw and coordinated all operational activity on designated plans, on both a plan level as well as participant level, and performed monthly audits to obtain all information for the client to file annual tax form 5500. - Analyzed processes to streamline operational transactions in order to gain market share. - Applied and insured ERISA testing on plans; i.e., non-discrimination, return of excess, etc. - Presented alternative services to clients that led to achieving significant… Show more Oversaw and coordinated all operational activity on designated plans, on both a plan level as well as participant level, and performed monthly audits to obtain all information for the client to file annual tax form 5500. - Analyzed processes to streamline operational transactions in order to gain market share. - Applied and insured ERISA testing on plans; i.e., non-discrimination, return of excess, etc. - Presented alternative services to clients that led to achieving significant improvements in customer service for both the company and the client.

• Problem Resolution Analyst, 401(k) Recordkeeping

  • Feb 1994 - Jan 1996

  Resolved client issues by determining nature of problems and root causes and basing resolution decisions on the research and analysis. - Determined when to apply policies and procedures, following policy parameters, regulatory requirements, and business controls. - Displayed strong communication and negotiation skills. - Proactively prevented future problems through communicating status and resolution of problem with customer as well as internal controls; and demonstrating strong and… Show more Resolved client issues by determining nature of problems and root causes and basing resolution decisions on the research and analysis. - Determined when to apply policies and procedures, following policy parameters, regulatory requirements, and business controls. - Displayed strong communication and negotiation skills. - Proactively prevented future problems through communicating status and resolution of problem with customer as well as internal controls; and demonstrating strong and confident decision-making skills.