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Work Background
KTATX Ventures, Inc.Co-Founder, AdderLock
Oct. 2020Austin, Texas Metropolitan AreaWe strive to increase accessibility to developing fit bodies and healthy minds by challenging and improving archaic fitness and wellness practices through innovation. Our first product is the AdderLock, a new barbell collar to help all lifters change weight plates faster and incrementally boost their training weight. The AdderLock reduces risk of injury and improves rest time for weightlifters at every level. Launched at the Founder Institute.
DellAdministrative Analyst
Oct. 2009 - Feb. 2014Provided full administrative support for VP/GM and Executive Director in US Mid-Market Commercial and Public space, including extensive calendaring, US & international travel, communications, event & high-performance meeting planning, expense reporting, recognition programs and org charts for a Sales team that grew from 300 to 1,200. Represented Executives in a professional manner, always keeping the organization’s interests and goals in mind. - Coordinated and ran quarterly All Hands on Deck meetings and weekly trainings, assessing appropriate platform depending on participants and meeting structure and goals. Managed all details: meeting announcements/invitations, logistics, webinar facilitation, reporting, replay. - Completed expense reports for Executives and audit reports submitted by Sales team. Served as contact point for travel and administrative policies. Provided training when needed. - Transitioned teams to SharePoint collaboration for quarterly Ops reviews, weekly deal reviews, daily tasks and organizational reference. Launched, maintained & linked several SharePoint sites - Oversaw a successful facilities move of 350 employees in 3 separate organizations across 2 buildings - Launched all administrative aspects of new Mid-Market Acquisition team over 3 weeks: org charts, Outlook distros, high-performance recurring meeting schedule, AHOD launch meetings - Provided field team support (onboarding, business cards, supplies) and implement process and efficiency improvements for remote employees when possible. Collaborated with vendor to establish a customer giveaways website in-line with requirements for Public customers. - Led weekly hunger-relief volunteer effort for sales team, resulting in 1,000 volunteer hours during 2012-2013 school year
Tiburon Research GroupOperations Manager
Nov. 2005 - Apr. 2009- Office Manager: Maintained efficient and professional office environment and conducted all administrative support for boutique Equity Research firm focused on retail sector. Served as primary contact for building management and all external vendors. Managed firm’s essential business registrations and filings and maintained investment advisory client contracts. - Human Resources: Jump-started conversion to ADP payroll and implemented firm’s health insurance plan. Administered payroll and retirement plan. Identified potential candidates through online resources and recruiters and managed entire new hire process for following positions: Institutional Sales, Jr. Equity Research Analysts, Web Developers & Designers, Administrative Assistants, and Interns. Researched pre-hire profile testing options (e.g., Previsor, Brainbench). - Bookkeeping: Processed all client invoicing, A/P, A/R, converted firm’s accounting from Quicken to QuickBooks. - Website & Technical Liaison: Oversaw redesign of firm’s website and research archive library to improve functionality and user experience. Worked with IT support to increase firm’s productivity through hardware and software upgrades. Managed firm’s data backup procedures, monitored server performance reports, and performed basic troubleshooting and provided first-level technical support. - Blog Strategy and Launch: Researched and implemented Delaware LLC Business Registration for anonymous finance blog. Researched platform, design, and development options. Worked with development firm to launch blog. Ensured site’s anonymity (per President’s requirements), edited posts, and maintained blog post-launch. - Research: Utilized Thomson One Analytics, StreetEvents, StreetSight, and 10K Wizard to provide quantitative and qualitative research support to team of Equity Research Analysts. Implemented process improvements to increase Analysts’ efficiency. Maintained research data on firm’s research library extranet.
ADPExecutive Assistant
Jan. 1999 - Jan. 2005- Arranged complex travel and maintained daily schedules - Increased procedural efficiencies and improved reporting for Sales Operations team. Developed 7 comprehensive sales reports for monthly distribution. - Created visual, engaging internal and external PowerPoint presentations - Produced status reports for distribution to Executive Committee and processed highly confidential information across various departments - RFP proofing and production for Marketing team - Meeting and Event Planning - Created Service Review presentations for top tier clients and guided management team on content and approach to presentations - Trained and mentored administrative staff in Client Services department - Initiated and oversaw Administrative Support meetings with division’s administrative team of 12 assistants - Provided administrative support to 5 managers and a client-facing department - Created templates and tracked stats for call center enterprise (5 call centers in 4 states) - Oversaw department purchases using Ariba e-Procurement system - Tracked budget, expense, training, and vacation information - Arranged meetings and travel, and trained associates to use ADP’s Travel website - Processed highly confidential information across various departments - Produced monthly reports for distribution to Executive Committee
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