Office Manager / Finance Assistant
Raymond James – Englewood, CO
Oct 2019 – May 2026
- Manage daily office operations and support Financial Advisors
- Schedule client appointments and coordinate meetings
- Onboard, update, and maintain client accounts in CRM
- Process client contributions, distributions, and service requests
- Maintain accurate, compliant, and confidential client records
- Run daily financial and operational reports
Executive Assistant to the Director
Star Center – Greenwood Village, CO
Aug 2018 – Oct 2019
- Provide administrative and operational support to Executive Director
- Manage calendars, meetings, agendas, and minutes
- Assist with daily operations and internal communications
- Create and update procedural documentation
Communications & Programs Coordinator
Chamber of Commerce of Highlands Ranch – Highlands Ranch, CO
Apr 2015 – Aug 2018
- Plan and execute programs and events
- Manage logistics, budgets, and on-site coordination
- Promote programs through member and marketing channels
- Maintain member memberships
Office Manager / Assistant to the President
Lone Tree Chamber of Commerce – Lone Tree, CO
Feb 2013 – Apr 2015
- Oversee office operations and executive support
- Handle bookkeeping, financial records, and reporting
- Coordinate member communications and events
Financial Technical Writer
Envestnet – Denver, CO
Feb 2009 – Sep 2013
- Research, write, and maintain mutual fund fact sheets
- Coordinate with financial institutions to ensure data accuracy
- Meet strict regulatory and production deadlines
Technical Writer
Dish Network – Littleton, CO
May 2002 – June 2003
- Create training manuals for new hire employees
- With closely with departments to ensure all training materials are current
- Continuously review materials for accuracy and efficiency
Assistant Store Manager
Mike’s Camera – Lone Tree, CO
Aug 2001 – May 2002
- Assist with the day-to-day operations of the store
- Hire and train new employees
- Manage the employee schedule, payroll, and inventory
