Experience

• 

  Partyworks Etc

  • Buena Park, CA

  • Owner

    • Feb 1995 - Present
    • Buena Park, CA

    A catering, event planning, catering equipment rental, floral designing and flower shop company. I am very passionate in everything I do for my company and my clients. Always going an extra mile for our clients and prospects, Will work with prospects and clients to make their events an affair to remember, either low or high budget events, at-home venues or venues for rent. Member: National Association of Professional Women

• 

  Principal Financial Group

  • Irvine, CA

  • Senior Executive Office Administrator

    • Jun 1990 - Mar 2005
    • Irvine, CA

    Provided strong sales & marketing support to the "top of the table" insurance and investment brokers and agents with a portfolio under management in the amount of over $1 billion.. Held a life & health insurance license, held awards like Employee of the Year (4 times), Excellence in Customer Service Certificate, passed all exams required to become an Office Administrator and earned an award for no absences in a single year. In-charge of processing and underwriting life insurance applications, created & prepared monthly reports for the home office and the branch director, prepared powerpoint presentations, very successful in executive benefits enrollment.Writer & editor-in-chief fir the field office monthly sales bulletin which was not only distributed to the field office, but to nationwide field offices and the home office as well.Successfully trained new agents in proper documentations required for new clients, for both individual and business applications prior to submission for underwriting and investments.Developed a strong rapport with approved medical examiners for life insurance.Had a strong rapport with home office approving underwriters & department managers in getting timely final approvals for life insurance and disability income applications submitted, both non-rated and rated applicants.Scheduled annual reviews and prepared financial spreadsheets if financial portfolios of portfolios under management for current clients and prospects, either for their annual reviews or for initial presentation of all products available to them, and successfully handled and managed annual enrollment of Executive Benefits program, including questions & answers from executives earning at least $500,000 or more a year, retirement plans, i.e., IRAs, SEPs, Roth IRAs, mutual funds, 401ks, etc, and wealth preservation plans of at least $1 million or more.

• 

  Century Laminators, Inc.

  • Anaheim, CA

  • Inside Sales Coordinator

    • Mar 1982 - Mar 1990
    • Anaheim, CA

    Managed 3 clerical staff in the Sales Department while at the same time In-charge of the company's $20M inside sales from manufacturers of computers, both domestic and international and liason to all shipping companies. negotiated the best shipping rates and terms for the company. Responsibilities included executive support to the VP of Marketing & Sales, preparing manufacturing documents and specs for new orders of printed circuit boards & prepregs, invoicing, preparing & approving returns and issuing return authorizations, created sales monthly reports and its preparation and trained new sales staff for the local and East coast offices.

• 

  FNCB Finance, an affiliate of Citibank, N.A.

  • Makati, Philippines

  • Executive Administrator

    • Mar 1971 - Jul 1982
    • Makati, Philippines

    Provided support to executive trainees with masters degrees in financial planning, economics, business management. Processed asset- based loans, money market investments, consumer loans. Prepared financial presentations for presentations to the corporate office, Citibank N. A. , New York. Last position held: Executive Administrator to the. Executive Vice President who was the head of all consumer sales, retail financing, wholesale financing, asset-based financing, marketing & planning, human resources, and executive trainees with master degrees in business, banking and finance.