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Work experience

Oct 2008Mar 2009

Computer Operator / IT Administrator

Ford Mays Wealth Management
  • Maintained client database, including file review, data entry and task delegation.
  • Prepared and sent out mass-mailings via USPS mail and e-mail for prospecting and client retention.
  • Prepared annual financial reviews for existing clients.
  • Set up and maintained the company's computer network (Microsoft Small Business Server 2003).
  • Took on special design projects including templates for newsletters, PowerPoint presentations and an updated annual review format. Created a design, professional in appearance, which incorporated the colors of the company logo for a more "branded" and consistent appearance with company stationery.
  • Served as a back-up for processing life insurance and investment applications and paperwork.
Jan 2005Aug 2008

Investment Service Specialist and IT Administrator

Financial Designs
  • Processed all individual investment client paperwork for a financial planner including new account set up, modifications or additions to existing accounts and processing account transfers.
  • Assisted clients with account related questions via phone or in person.
  • Dealt with customer service with a number of different product companies which we represented.
  • Worked with multiple product types including mutual funds from several different fund companies, brokerage accounts and variable annuity contracts.  Also had some experience working with 401(k) products.
  • Maintained the company's network, upgraded systems and implemented a new computer encryption system as required by our home office.
  • Designed and updated PowerPoint presentations and handouts for clients.
  • Filled in on the receptionist's and executive assistant's duties during times when there was a lack of sufficient staff.  Tasks included ordering office supplies, maintaining kitchen supplies, picking up and sorting mail, answering phones, etc.
Oct 2001Dec 2004

Receptionist / Administrative Assistant

Financial Designs
  • Answered phones and greeted clients.
  • Picked up mail from the post office and distributed to individual mailboxes.  Opened mail for my boss and distributed to the appropriate parties.
  • Distributed faxes via email.
  • Filed investment account statements and other account paperwork.
  • Prepared all outgoing mail and entered each outgoing item into an Access database log I created.
  • Logged all incoming money into a Checks Received Access database I created.
  • Prepared daily deposits and took the deposits to the bank.
  • Assisted the Office Manager with filing invoices.
  • Designed and updated PowerPoint presentations and other graphical materials to be used as handouts and presented to clients.
  • Ordered and maintained office supplies.
  • Performed miscellaneous support functions for a staff varying in size from 12 to 15 employees.  Made copies, answered incoming phone calls, delivered outgoing packages to drop-boxes and proof-read letters for staff members upon their request.
  • Assisted co-workers with computer questions such as how to use certain functions in Microsoft Office programs.
Feb 2001Jun 2001

Web Designer

BSF Technologies (Contractor for Ericsson)
  • Maintained the Site Services Department website.  Designed new pages to expand the existing website.
  • Took photos around Ericsson's facilities to incorporate into various pages of the website.
  • Coded large amounts of information from Material Safety Data Sheets into HTML code, also utilizing PHP and CSS.


Sep 1996May 2000

Bachelor of Arts

Sweet Briar College
  • Graduated Magna Cum Laude
  • Student Government Assosciation Day Student Representative, 1998 to 1999


Computer Hardware and Software
Troubleshooting software and operating system issues. Troubleshooting computer hardware issues. Disassembly and reassembly of computer hardware for replacement of parts.
Adobe Illustrator
Microsoft Small Business Server 2003
Adobe Photoshop
Microsoft Office Suite


Diane Garmey

Patsy Holt

Ford Mays


I have eight years of experience working in a financial services environment. During these years I supported several financial planners.  Through this, I was able to gain experience in a variety of areas including general office administration, investment account service, IT administration and graphic design.


To obtain employment with a quality company where I may utilize my skills to provide unique value.


Outside of work, I enjoy working out, photography, art and music.  I am active in my church where I have been the pianist since I was a teenager.  I have a lot of curiosity so I always enjoy learning about new things.