Experience

Dawson Financial Services

• United States
• Financial Services
• 1 - 100 Employee

• Director Of Business Development/ Personal Assistant

  • Dec 2020 - Present

  -Responsible for understanding and generating high quality leads. Generate business and improve sales, help to grow our business. Be able to transform leads into productive business outcomes. -Maintain and create processes for improving our client relations. Improve upon the structure of ​our “Platinum” client loyalty program that rewards clients for choosing our services. Plan events focused on satisfying current clients and marketing our business to new potential clients. -Manage our marketing budget and plan effectively, reviewing what events brought in more business and what we can improve upon. -Maintain gifting & ticket event logs, monitor who is getting what/when. Review for efficiency and compliance. -Help to maintain the company calendar, scheduling new meetings and effectively communicating appointments with the team. -Maintain the company website (not IT related, simply pictures and text descriptions). -Maintain a list of referrals and ensure proper follow up has been taken. -Be able to demonstrate a high level of service delivery; do what is necessary to ensure customer satisfaction; Administrative Duties Responsible for preparing relevant documents and files for client meetings. Responsible for following up after client meetings to ensure workflow has been facilitated, notes are filed/distributed, client documents are returned to the file room. Manage company email, facilitate work flow from all incoming emails. Notify Douglas A Dawson of all relevant client emails while keeping the inbox filtered and clean. Responsible for greeting guests, making them feel warm and welcome in our office. Responsible for the direct telephone line of our office. Return all phone calls the same day received, otherwise communicate time that the call will be returned. Able to handle client requests, ensure each client sensitive email has been responded to within 4 hours.



RLI Insurance Company

• United States
• Insurance
• 700 & Above Employee

• Associate Underwriter/Personal Assistant

  • Jun 2018 - May 2020

  • CDS Account databased management • Determined aggregate exposure through company analysis • Helped create premium rating percentages nationwide • Sought accounts receivables on premium payments • Developed client and broker relations • CDS Account databased management • Determined aggregate exposure through company analysis • Helped create premium rating percentages nationwide • Sought accounts receivables on premium payments • Developed client and broker relations



A’bouzy

• 2300 Westhiemer

• Waitress

  • Aug 2017 - Apr 2018



Pacific Dental Services/Cypress Crossroads Dental Group

• Cypress, Texas

• Operations Manager

  • Oct 2014 - Jun 2016

  Responsible for achieving financial performance and revenue growth strategy for my dental office. Ensure that standards and best practices are set and maintained throughout the office. Drive business through analyzing market trends, managing expenses, providing leadership, executing schedules, constant coaching through job analysis and training Responsible for achieving financial performance and revenue growth strategy for my dental office. Ensure that standards and best practices are set and maintained throughout the office. Drive business through analyzing market trends, managing expenses, providing leadership, executing schedules, constant coaching through job analysis and training



TopGolf

• Houston

• Hospitality Manager-Bar Manager

  • Oct 2012 - Oct 2014

  Daily management of staff associates including scheduling and training. Weekly management of products, ordering, and inventories. Nightly closing of financials and management of facility cleaning. Other specific duties include: -table touches focusing on guest satisfaction -event management during day -participating in training courses for new associates -Inventory of product -Event scheduling of associates -Safety Manager Daily management of staff associates including scheduling and training. Weekly management of products, ordering, and inventories. Nightly closing of financials and management of facility cleaning. Other specific duties include: -table touches focusing on guest satisfaction -event management during day -participating in training courses for new associates -Inventory of product -Event scheduling of associates -Safety Manager



ARAMARK S&E

• Houston, TX

• NPO Coordinator and Human Resources Coordinator

  • Jan 2010 - Oct 2012

  Solely in charge of managing the Non-Profit Organization Program and Club level Staffing. Facilitating in creating levels of customer service within the different non-profit groups. Recruited and interviewed for many diverse positions, organized and maintained employee files, helped with training and scheduling. Worked with employee recognition, safety, workers compensation, employment claims and may other HR Related task. Solely in charge of managing the Non-Profit Organization Program and Club level Staffing. Facilitating in creating levels of customer service within the different non-profit groups. Recruited and interviewed for many diverse positions, organized and maintained employee files, helped with training and scheduling. Worked with employee recognition, safety, workers compensation, employment claims and may other HR Related task.



The Houston Wave

• Houston, TX

• Executive Assistant

  • Feb 2010 - Jan 2011

  All administrative task (phone, email, managed bill pay, travel arrangements) managed new hire paperwork, payroll, interviewing, orientation, coordinated buses for all special events, created special events, followed up on all bus requests, prepared each bus for driving, managed revenue for company. (February 2010-Present) All administrative task (phone, email, managed bill pay, travel arrangements) managed new hire paperwork, payroll, interviewing, orientation, coordinated buses for all special events, created special events, followed up on all bus requests, prepared each bus for driving, managed revenue for company. (February 2010-Present)



Hyatt Beaver Creek

• Reservation Consultant

  • 2007 - 2009

  Booked hotel rooms for a upscale ski resort. Booked hotel rooms for a upscale ski resort.



Cova Wine Bar

• Houston, Tx

• Manager/Lead Server

  • Sep 2004 - Aug 2007

  Managed payroll, interviewed selected candidates for different positions, helped to create a training program for all positions, attended weekly manager meetings, checked in inventory and helped keep up to date records on inventory. (September 2004-2007) Managed payroll, interviewed selected candidates for different positions, helped to create a training program for all positions, attended weekly manager meetings, checked in inventory and helped keep up to date records on inventory. (September 2004-2007)



Vic and Anthony's Steakhouse

• Bartender

  • 2003 - 2004

  Worked as the lead service well bartender. Upscale white table cloth dinning. Worked as the lead service well bartender. Upscale white table cloth dinning.



Houstonian Hotel Health Club and Spa

• Assistant Outlets Manager

  • 2003 - 2004

  Managed day to day activity of the Olivette restaurant, outside pool service, hotel room service and a small deli outside the hotel area. Was actively in charge of wine inventory, small private events, basic tip share and payroll duties and managining a small staff. Managed day to day activity of the Olivette restaurant, outside pool service, hotel room service and a small deli outside the hotel area. Was actively in charge of wine inventory, small private events, basic tip share and payroll duties and managining a small staff.



Solero Restaurant Group

• Bar Manager and Catering Manager

  • 1999 - 2003