Experience

Lakeside Project Solutions, LLC

• United States
• Facilities Services
• 1 - 100 Employee

• Operations Coordinator

  • Jun 2021 - Present



Lowe's Companies, Inc.

• United States
• Retail
• 700 & Above Employee

• Senior Team Lead

  • Dec 2014 - Sep 2018



WealthPlan Financial Advisors

• davidson, north carolina

• Executive Administrative Assistant

  • May 2014 - Nov 2014



Town of Mooresville

• Administrative Assistant

  • Jan 2014 - May 2014



Aon

• United Kingdom
• Financial Services
• 700 & Above Employee

• Executive Administrative Assistant

  • Jul 2011 - Sep 2013

  Provided support to VP; maintained calendar and managed schedule of meetings, created new contact databases and maintained existing contact lists, travel arrangements, expense reports, resolved discrepancies on corporate card. Provided Support to Group Manager, and more than 25 Client Mangers on-site and virtual. Maintained calendar and schedule of meetings for group manager. Responsible for maintaining financial budget and ongoing reports. Updated team events, scheduling and meetings through SharePoint database for client managers. Planned and facilitated Team Building Project. Organized all onsite and offsite client visits; conference room reservations, AV logistics, meeting materials, food & beverage setup, travel and transportation arrangements. Responsible for compiling information from several sources and creating PowerPoint presentation for monthly and quarterly leadership meetings. Provided additional support; compose correspondence, faxing, creating recognition certificates, and maintained filing system. Show less



Financial Independence Group

• United States
• Insurance
• 100 - 200 Employee

• Annuity Case Manager

  • Jun 2007 - Feb 2009

  Supported eight Annuity Marketers. Reviewed all new business annuity applications for errors and completeness. Entered data from over 180 annuity applications per month, followed cases until annuity was issued. Provided financial advisors and agents with scheduled updates via phone and email. Ordered brochures and marketing materials for existing and new annuity options. Supported eight Annuity Marketers. Reviewed all new business annuity applications for errors and completeness. Entered data from over 180 annuity applications per month, followed cases until annuity was issued. Provided financial advisors and agents with scheduled updates via phone and email. Ordered brochures and marketing materials for existing and new annuity options.



EPRI

• United States
• Utilities
• 700 & Above Employee

• Conference Coordinator

  • Jan 2000 - Feb 2006

  Supported 8 program/project managers within Nuclear Sector. Planned and facilitated over 40 conferences per year, attendance ranging from 25-150 both local and out of state. Compiled files, created CD with meeting proceedings for each attendee. Prepared and submitted all reports to ensure deliverable deadline was met. Created matrix to matrix to show member benefits and current activity. Maintained calendar of events for four programs within the nuclear sector. Updated and managed customer database. Worked independently to design more efficient ways of accomplishing daily responsibilities and activities. Prepared and processed departmental expenses for travel and invoicing. Show less