Experience

• 

  Pinion Mfg & Supply

  • Tulsa, Oklahoma Area

  • Chief Operating Officer

    • Jul 2018 - Present
    • Tulsa, Oklahoma Area

• 

  First State Bank / First Investment Services

  • Denton, TX

  • Executive Assistant

    • May 2011 - Jan 2018
    • Denton, TX

    • Worked with multiple investment security vendors and assess financial trends to make sure the firms’ financial advisers have up-to-date reports for clients and other meetings. • Handled basic receptionist duties: answer phones, deliver messages, maintain multiple Executive calendars, handle department mail, maintain office equipment, and order office supplies• Assess and understand all required compliance paperwork for all account related transactions across multiple institutions, in addition to, the paperwork required by the broker/dealer• Follow up with all necessary Operations Departments and servicing firms on submitted forms and requests, and address all outstanding issues if necessary • Maintain all client information in the Client Relationship database and regularly follow up on new leads and opportunities as needed• Submit new accounts through the Onboarding system and process all necessary steps of opening and funding new accounts• Initiate incoming/outgoing asset or cash transfers and insure all securities are received (and review cost basis if applicable)• Submit all client transactions or requests (other than investment trades), and follow up accordingly. These transactions include: withdrawal/deposit requests, ACH set up/processing, online access requests or various account related e-service assistance, tax reporting needs, account maintenance/ updates, etc.• Collaborate with Marketing department to create new marketing pieces for promotional items or proposed campaigns • Build the company website and maintain social accounts with regular compliance approved posts • Learn all necessary programs and software in detail to determine the best course of business development