Bio
Experience
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LexAurum Advisors, LLC
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Overland Park, KS
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Director of Information Management
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Oct 2016 - Present
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Overland Park, KS
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VSR Financial Services
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Overland Park, KS
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Advisory Operations Specialist
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Mar 2015 - Sep 2016
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Overland Park, KS
Ran advisory billing quarterly for VSR advisory programs, including some third party management billing. Also processed refunds for clients whose accounts left advisory during the quarter after which they are billed.Helped maintain Morningstar Office so that billing ran correctly.Assisted Reps' offices with billing issues and also with Morningstar Office training.Continued with some of my previous duties as Information Management Specialist, including the website, forms, training, and maintenance of back-office systems..
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VSR Financial Services, Inc.
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Overland Park, KS
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Information Management Specialist
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2005 - 2015
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Overland Park, KS
Manage the VSR Web Portal, its content and projects, as well as the www.joinvsr.com and www.vsrfinancial.com websites. Work with the Internal IT department on other projects. Offer training on various software systems to our offices, including Morningstar Office, Laser App, Signix, and Albridge.Maintain the Forms database, working with VSR management on creating forms and then publishing completed VSR forms to the Portal and to Laser App.Write articles, edit and publish the bi-monthly newsletter for the Company (Friday Flash).
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Black & Veatch
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Overland Park, KS
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Intern for Information Management Certificate
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2005 - 2005
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Overland Park, KS
Worked for three weeks as an intern to gain practical knowledge for my Information Management Certificate (and MLS degree). Worked with IT department to create a revision to the corporate library's presence on the intranet.
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Blue Valley USD#229
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Overland Park, KS
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Computer Instructor
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1997 - 2005
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Overland Park, KS
Taught K - 5 students about computers, technical terminology, and how to use different software applications, including Microsoft Word, Excel, PowerPoint. Aided teachers with technological issues.Created and maintained the school's website.Created and maintained a student database of several years of pre and post-test scores for the school's accreditation visits.
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The Westborough News
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Westborough, Massachusetts
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Staff Reporter
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1993 - 1994
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Westborough, Massachusetts
Served as staff reporter and photographer for this weekly newspaper. Reported on school board and planning board meetings, as well as feature articles. Edited other articles and took photos of town events.
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The Union Labor Life Insurance Company (ULLICO)
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Washington, D.C.
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Coordinator of Marketing Information Systems
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1983 - 1989
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Washington, D.C.
Part of the Marketing Department - put together sales presentations, taught internal employees how to use software applications.
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Education
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1979 - 1983The University of the South
BA, English Literature -
Emporia State University
MLS (Masters in Library Science), Information Management
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