Experience

FilePoint®
• United States
• Financial Services
• 1 - 100 Employee
• Production Associate

  • 2017 - Present


Investors Trust Company

• United States
• Investment Management
• 1 - 100 Employee

• Administrative Assistant

  • Nov 2015 - Present

  • Provide support to three relationship managers and their various trust accounts including opening and closing accounts, processing disbursement requests and preparing bank deposits. • Maintain a number of physical and electronic account records while following company record management policies. • Perform other various projects including creating an administration procedures manual and reference guides for a newly implemented investment software, auditing account records and original trust documents, and compiling minutes for monthly investment committee meetings. Show less



ABB

• Azerbaijan
• Banking
• 700 & Above Employee

• IS Workplace Productivity Specialist

  • Oct 2014 - Nov 2015

  • Assist on numerous projects including the Group IS web portal revamp, revamps to the Office 365 Learning Center, and assist in updates to supports service, programs, or products such as Office 365 solutions and audio and video conferencing initiatives. This includes end user needs analysis, portal design/development, and content development and publication. • Contribute to the ongoing development of the IS Workplace Productivity Framework and Workplace 2020 Guidelines including guidance, best practices, templates, examples, and input into Adobe InDesign. • Interface with global stakeholders in the project/program to ensure actions are taken locally as required. • Assist in the preparation of support content, logistics, and equipment for region Workplace productivity audio/video conferences for briefings and periodic meetings. • Participate in various periodic meetings with stakeholders within Information Systems • Follow up and respond to stakeholder inquiries and actions from program teams and local/regional contacts. Show less



TrueBridge Capital Partners

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Operations and Adminstrative Assistant

  • Jun 2014 - Aug 2014

  • Manage Salesforce through data entry and report compilation. • Organize all documents within Box.com related to companies considered for investments • Update multiple tracking spreadsheets for company use. • Responsible for office duties including answering of phones, scheduling appointments, and email correspondence. • Manage Salesforce through data entry and report compilation. • Organize all documents within Box.com related to companies considered for investments • Update multiple tracking spreadsheets for company use. • Responsible for office duties including answering of phones, scheduling appointments, and email correspondence.



The Walt Disney Company

• United States
• Entertainment Providers
• 700 & Above Employee

• Veterinary Medical Records Intern

  • Jun 2013 - Jan 2014

  • Manage the physical and electronic medical records for a large diversity of animals at Disney’s Animal Kingdom. • Maintain animal lab submissions in the Animal Sciences database, ZooMR. • Track laboratory results using the SharePoint application and direct them towards the correct recipient. • Research the information needs for all veterinarians and technicians after conducting reference interviews through various communications. • Develop a new workflow for processing animal lab results received electronically. Show less



Katherine R. Everett Law Library

• Circulation Assistant

  • May 2012 - Aug 2012

  • Maintain the circulation of library materials using the database, Millennium • Manage fines for late materials and fees for various library services. • Maintain the circulation of library materials using the database, Millennium • Manage fines for late materials and fees for various library services.



The Giles Law Firm, PLLC

• Paralegal

  • Jan 2011 - Dec 2011

  • Research a variety of resources to accumulate data for clients’ cases • Develop legal contracts and court documents to be used in clients’ cases. • Manage all client records and payments for legal services. • Research a variety of resources to accumulate data for clients’ cases • Develop legal contracts and court documents to be used in clients’ cases. • Manage all client records and payments for legal services.