Experience

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  Regent Bank OK

  • Tulsa, OK

  • Accountant

    • Mar 2016 - Present
    • Tulsa, OK

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  AKT CPAs, Advisors, Consultants

  • Portland, Oregon Area

  • Client Services

    • May 2015 - Feb 2016
    • Portland, Oregon Area

    •Support Advisors in our 4 locations in Oregon and California •Gather client information, prepare paperwork for signature, verify accounts are set up accurately and assets transfer correctly, set up clients in billing, tracking and reporting software •Maintain close client relationships through consistent communication and account administration •Import and balance cost basis once assets have transferred •Handled several special projects to update client records, balance cost basis, and update client agreements.

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  ONB Bank & Trust Co. - Member of Centralbancompany

  • Executive Asssitant AVP

    • Dec 2001 - Mar 2015

    Executive Assistant, Operations May 2008 – March 2015 •Support 30 plus Officers and Customer Service Representatives by researching and resolving customer account issues•Complete projects and research for executive officers and senior managers•Prepare daily, weekly, and monthly reports for Chief Financial Officer, Retail Manager, and Operations Manager•Balance tellers, track teller errors and outages, and communicate errors to supervisors daily; prepare monthly and annual reports for Teller Supervisors and Branch Managers to assist with coaching sessions and annual performance reviews•Coordinate escheatment (Unclaimed Property) process•Process all Garnishments and Tax Levies and respond to all Subpoenas and SummonsExecutive Assistant to Chief Operations Officer Jan 2005 – May 2008•Provided administrative support to Chief Operations Officer which consisted of a variety of accounting functions including monthly accrual entries, account reconciliations, and monitoring and balancing of General Ledger accounts•Prepared and filed monthly reports for reserve requirements•Maintained stock ownership database, performed calculation of stock sales, collected subscription agreements from stockholders, and issued new stock certificates for transfers of ownership•Completed special projects as requested by executive managementExecutive Assistant to Chief Executive Officer Dec 2001 – Jan 2005•Administrative support to Chief Executive Officer handling phones, schedules, correspondence, expense reports, Board minutes, and Executive Loan Committee minutes.•Gathered and compiled comparative data regarding Bank’s performance in the market for use in correspondence and presentations•Prepared monthly reports of three departmental budgets•Produced financial reports for inclusion in monthly Board packets and distributed packets to Board members•Planned and facilitated annual Shareholder’s meeting; gathered information,

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  Christ's Community Church

  • Executive Assistant

    • Apr 1999 - Dec 2001

    •Responsible for all financial aspects of the church including accounts payable, deposits, income and expense statements, budget preparation, monitoring budget expenditures and forecasts, payroll processing and tax reporting, posting of financial information to accounting program•Performed various administrative tasks including coordinating and scheduling volunteers for various ministries, preparing weekly bulletins and correspondence, arranging travel for employees and volunteers, and other administrative tasks as assigned

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  Rainbo Baking Company

  • Executive Assistant

    • Jun 1988 - Apr 1999

    Sales Assistant July 1994 – April 1999•Provided administrative assistance to Sales Manager and approximately 50 Route Sales personnel including report preparation, special projects, presentations, preparation of bids, and taking dictation and preparing notes from employee conferences, coaching sessions, and terminations•Distributed sales and promotional information for the company•Tracked incentive programs and provided pricing impact reports to Sales Manager and supervisors•Provided quality customer servicePayroll Clerk November 1993 – July 1994 •Processed payroll for 250 employees including calculating time cards and payroll information, balancing payroll deduction accounts, and handling all employee benefits, garnishments, and payments made on deduction accounts•Worked closely with multiple unions on issues related to dues and employee benefits •Balanced corporate and inter-plant bank accountsAssistant to President June 1998 – November 1993 •Provided administrative support to the President and department heads including preparing and receiving all correspondence, making travel arrangements, arranging and facilitating meetings, and taking dictation and preparing notes from employee conferences, coaching sessions, and terminations•Prepared corporate and customer presentations, budgets, and assisted with union contract issues•Served on Productivity Team to assess and provide recommendations to decrease losses on main product line; made final presentation for recommendation to local management and parent company, Anheuser Busch