Experience

Equitable Trust
• United States
• Financial Services
• 1 - 100 Employee
• Trust & Wealth Associate

  • Aug 2021 - Present


Martin Heller Potempa & Sheppard, PLLC

• Estate Planning Legal Assistant

  • Sep 2018 - Aug 2021

  - Work closely with attorneys to organize and coordinate projects - Initial intake of client information - Maintain and update practice area’s projects with current status for each client - Communicate with clients regarding: scheduling meetings between client and attorneys, preparation of documents for client review and execution, coordination and delivery of drafts and final documents - Work closely with attorneys to organize and coordinate projects - Initial intake of client information - Maintain and update practice area’s projects with current status for each client - Communicate with clients regarding: scheduling meetings between client and attorneys, preparation of documents for client review and execution, coordination and delivery of drafts and final documents



Truck-Lite Co., LLC

• Administrative Assistant

  • Mar 2015 - Aug 2018

  - Supported 12 employees in the corporate office including the CEO and executive team of nine. - Prepared weekly and monthly reports for finance, operations, legal, human resources and R&D. - Composed correspondence, managed calendars, and recorded detailed meeting notes. - Organized travel for executive and corporate travelers. - Maintained electronic and paper files across various departments. - Assisted in drafting and editing of legal documents, including NDAs and purchase agreements. - Coordinated and executed bulk mailings including incentive letters, service award letters, holiday mailings, etc. - Managed Corporate Contributions account and administration purchase orders. - Streamlined system to report on corporate expense spending which increased savings on travel by 18%.



LINKS Charity

• Canada
• Non-profit Organizations

• Event Coordinator

  • Mar 2015 - Aug 2018

  - Organized all events for the LINKS Charity Pro-Am, Banquet & Auction and Golf Scramble. - Prepared all marketing materials for bulk mailings, registrations, and events. - Built relationships with key organizations and charity partners resulting in increased annual success. - Coordinated with event volunteers, venue staff and registrants to ensure accuracy. - Analyzed charity campaigns to calculate ROI and structured subsequent campaigns with results found. - Developed a strategic charity campaign which increased charity revenues by 22% over 3 years.



Wegmans Food Markets

• United States
• Retail
• 700 & Above Employee

• Various Part & Full-Time Positions

  • Nov 2007 - Mar 2015

  - Due to excellent performance reviews, promoted from part-time position in health and beauty care to full-time position in bakery. - Ensured quality of all products and services across multiple departments. - Tracked financials and managed inventory in various departments. - Due to excellent performance reviews, promoted from part-time position in health and beauty care to full-time position in bakery. - Ensured quality of all products and services across multiple departments. - Tracked financials and managed inventory in various departments.