Resume

I bring extensive experience as an Executive Assistant, having supported C-level leadership across multiple industries with a strong blend of administrative precision, operational foresight, and personal reliability. My skill set includes expert proficiency in Microsoft Office, Adobe Acrobat, and a wide range of administrative tools, as well as deep experience in selecting, implementing, and managing CRM systems tailored to organizational needs. I am highly organized and detail-oriented, with proven ability in building efficient filing systems, managing cloud-based platforms, and maintaining accurate, secure documentation and records.

At an employee benefits management firm, I supported one of the Managing Members in nearly every aspect of both business and personal life. I managed his professional calendar, coordinated extensive travel, and oversaw key personal responsibilities such as scheduling appointments, house sitting during family trips, handling vehicle maintenance, and transporting his children to practices. I frequently traveled across the U.S. with him, ensuring logistics were smooth and that both client-facing and internal operations stayed on track in real time.

At a consulting firm, I worked closely with the Founder and CEO on everything from CRM system implementation and business administration to event logistics and external communications. I became a trusted resource for executing high-responsibility tasks and providing seamless executive support. In addition, I was entrusted with personal scheduling, personal finances, and family related coordination.

This pattern of trusted, full-spectrum assistance has defined my roles across companies I have worked for in the past, where I was regularly relied upon to manage calendars, coordinate meetings, handle communications, and step in wherever needed to ensure continuity and progress. Whether it's navigating time-sensitive demands or creating long-term systems for efficiency, I’m proactive, discreet, and energized by making things work smoothly behind the scenes.

I have well-rounded experience in business development, combining in-person networking, digital strategy, and relationship management to drive growth across multiple industries. My work has included attending and representing companies at Chamber of Commerce events and other professional networking functions, where I’ve built meaningful connections that translated into long-term business relationships and strategic partnerships.

I’ve also played a key role in lead generation and client acquisition through online channels. From designing and executing targeted social media and online marketing campaigns to managing CRM systems that track prospects through the sales funnel, I’ve been hands-on in every stage of the business development cycle. My ability to engage prospects digitally while maintaining the human touch has allowed me to nurture leads and convert them into loyal clients.

In each role, I’ve worked closely with leadership and sales teams—whether drafting proposals, assisting with pricing strategy, or managing follow-up communication—to ensure we close deals and sustain revenue growth. With a strong grasp of market positioning, branding, and client engagement strategies, I bring a proactive, solution-driven approach to business development that creates momentum and opens doors.

I bring extensive experience in administration with a strong focus on operational efficiency, HR support, and systems implementation. I have managed and improved a wide range of administrative functions, including implementing structured on-boarding processes, designing logical document naming conventions, and developing filing systems that ensure quick access, compliance, and scalability. My work has often involved cloud-based platforms for secure and collaborative file management, as well as implementing and maintaining CRM systems to streamline client tracking, internal workflows, and communication.

I’ve played a key role in human resources support—handling employee on-boarding, maintaining personnel records, and ensuring consistency in file-keeping and documentation. I also implemented a company-wide VOIP phone system, allowing for integrated communication and improved responsiveness.

From managing schedules and maintaining meeting minutes to organizing internal processes and adopting new technology tools, I’ve consistently improved team coordination and accountability. My ability to keep both people and information organized has made me a dependable point of contact across departments, with a strong reputation for discretion, efficiency, and proactive problem-solving.

My sales experience is rooted in consultative, solution-driven strategies that focus on delivering measurable value to clients. One of my earliest and most impactful sales successes was the design and implementation of a self-funded group health insurance plan for a mid-sized car dealership with approximately 50 employees. Working closely with an actuary and an employee benefits attorney, I created a custom plan structure that saved the client nearly 40% in group health premiums within the first year. By capturing unused premium dollars into a like-risked captive fund, I was able to establish long-term rate stability while giving the client greater control over their healthcare spending.

In addition to the health plan itself, I introduced a web-based HR management system that streamlined onboarding, compliance, and employee engagement. I also developed and presented a full benefits package that included ancillary options such as vision, dental, 401(k), short- and long-term disability, and more—ultimately providing the dealership with a more competitive and comprehensive offering to attract and retain talent.

This success not only demonstrated my ability to close complex sales but also my understanding of finance, compliance, and operational integration. I’ve continued to apply this consultative approach throughout my career, building trust with clients, identifying business needs, and delivering tailored solutions that drive long-term value and growth.

In addition to administering 419(e) and 419A(f)(6) single and multi-employer welfare benefit plans and trusts, I had the opportunity to contribute to a strategic project that generated over $20 million in additional cash flow for a large plan and trust through the use of Asset-Backed Insurance Lending (ABIL). Working closely with financial experts, we restructured a series of life insurance assets by converting existing policies to Indexed Universal Life (IUL) products. We then collateralized the death benefits and secured funding from a Texas-based bank at a rate of 1.75% over LIBOR.

These funds were used to "super-fund" the IUL policies, significantly reducing the cost of insurance while creating a growth vehicle that earned interest within a capped range—ensuring principal protection even during market downturns. This structure not only enhanced the financial health of the trust but also introduced additional living benefits for beneficiaries, increasing the long-term value and utility of the plan.

This initiative combined advanced financial engineering, regulatory understanding, and strategic asset management—demonstrating my ability to contribute meaningfully to high-level plan design and implementation with real financial impact.

I have extensive operations experience where I’ve consistently worn multiple hats to ensure that every aspect of the business—from fieldwork to back-office systems—runs smoothly and efficiently. In a fast-paced, small business environment, I handled everything from sales and lead generation to in-person estimates, which I eventually created independently without the need for oversight. I built and managed company websites, designed logos and marketing materials, and led the implementation of branding strategies that supported long-term growth.

Operationally, I established our QuickBooks system, managed bookkeeping, processed payroll, maintained employee files, and ensured timely tax filings and billing cycles. I selected, implemented, and maintained our CRM platform, integrated cloud-based filing systems, and set up email and communication tools to streamline our internal processes. I stayed on top of compliance, administrative documentation, and financial organization to keep our business running smoothly and legally sound.

On the ground, I also served as a working manager—coordinating daily schedules, leading field crews, and ensuring projects stayed on time and on budget. I maintained all company vehicles, including scheduling regular maintenance, renewing tags and licenses, handling insurance policies, and tracking vehicle-related expenses.

This experience has made me highly resourceful, organized, and hands-on. I thrive in environments where I can take initiative, solve problems quickly, and ensure that no detail—whether operational, financial, or logistical—is ever overlooked.