Bio
Experience
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Senior Director
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Jan 1999 - Present
Performing accounting responsibilities including payroll, accounts payable and accounts receivableInstrumental in establishing the organization in early 1999Managing day-to-day business operations by developing vendor relationships, establishing service contracts, and purchasing insurance product...
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Office Manager
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Nov 1997 - Dec 1998
Administrative duties including maintaining office records and inventory. Responsible for reviewing monthly invoices and coordinated weekly reports.Interacted with clients to determine and satisfy customer needs.
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Business Manager
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Jan 1997 - Oct 1997
Administrative duties included maintaining office records and office inventoryInteracted with clients each week to determine and satisfy customer needsCoordinated weekly reports sent to Dallas officeWorked with clients on collateral materials and secured printing quotesResponsible for reviewing m...
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Investment Analyst/Trader
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Jan 1995 - Dec 1996
Small order execution system trader (SOES), equities tradingDesigned and implemented investment portfolios
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Seasonal Package Car Driver
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Oct 1994 - Dec 1994
Delivered packages to commercial and residential customers
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Sales
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Jan 1993 - Mar 1993
Sold health insurance to small groups and organizations
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Sales Associate
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Jan 1985 - Dec 1991
Sales - Small Group Health Plans, Property and Casualty Insurance SalesManaged, sold, and marketed health and life insurance policiesSupervised daily operations of the Austin district officeResponsible for client insurance enrollments, conducted client benefit meetings, insurance kit delivery, te...
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Senior Product Distribution Analyst
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Sep 1978 - Dec 1984
Key departmental management position handling international and domestic returned merchandise Supervised and trained seven junior product distribution analysts, two returned merchandise processors, and one order entry operatorFunction responsibilities: managed the order entry process for integrat...
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Education
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Baylor University
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