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Work experience

Oct 2013Present

Manager Member Services and Finance Support

Vision Source Canada | FYi Doctors
  • On board new members to Vision Source - add the new members to ACCPAC, set them up for Patient Pathway, add the new member to Vision Source website, notify the members of our current vendor programs 
  • Input vendor rebate information and track rebate deposits and distribution from vendors and the head office in Calgary
  • Using ACCPAC as a platform for accounting purposes 
  • Plan and organize yearly meeting for 300 members 
  • Provide yearly budget for Vision Source 
  • Provide analysis and reporting of rebate information
  • Financial practice analysis studies and reporting
  • Website management/updates/content/access via MS SharePoint
  • Tracking and management of finances for vendor sponsorship of events and meetings
  • Monitor financial reporting for members
  • Assist with member and vendor inquiries
  • Member territory management coordination for potential members in association with legal department at head office and Canadian Growth Vice President
  • Doctor and staff regional meeting scheduling and sponsorship management
  • Preparation of monthly AR reports for review for CFO and Vision Source VP
Feb 2012Oct 2013

Network Service Representative

Vision Source
  • Directly reported to President and Director of Operations
  • Managed vendor rebate information and tracked rebate deposits and distribution from vendors and head office in Houston
  • Provided analysis and reporting of rebate information
  • Filled and reported of expenses for President and Director of Operations
  • Completed financial practice analysis studies and reporting
  • Website management/updates/content/access via MS SharePoint
  • Tracked and managed finances for vendor sponsorship of events and meetings
  • Assisted Director of Operations with event planning  and budgeting including twice yearly Canadian and North American meetings
  • Monitored financial reporting for members
  • Assisted with member and vendor inquiries
  • Assisted in project to merge Canadian and US CRM systems
  • Professionally communicated with Canadian and US head office executive and staff
  • Printed, shipped and tracked of disclosure document and other documents as required
  • Coordinated member territory management for potential members in association with legal department at head office and Canadian Growth Director
  • Scheduled doctor and staff regional meeting and managed meeting sponsorship
  • Copied, filled, scanned organization and transmission of documentation
  • Prepared monthly report drafts for review by Operations Manager and President
  • Prepared and analyzed potential member savings by joining Vision Source 
Feb 2008Jul 2013

Leasing Co-ordinator

  • Negotiated and approved rental or lease of properties on behalf of property owner.
  • Ensured terms of lease agreements are met
  • Provided assistance to existing tenants with any issues they may have had and co-ordinated problem solving with the Property Manager
  • Conducted regular market research to track market trends and market lease rates and communicated the information to the owners
  • Received calls and conducted showings of available properties to prospective tenants.      
Nov 2010Oct 2011

Administrative Assistant


  • Performed administrative duties in a computer company that sells computer components and gaming consoles
  • Organized store display
  • Answered telephones, sent emails, faxed, scanned and copied  documents, maintained store inventory, sold components, set up store display, received computers for service, went to the bank on daily bases
Nov 2009Nov 2010

Provincial Judge Volunteer

DECA Ontario

Listened, analyzed and graded business case studies presented by emerging leaders and entrepreneurs in hospitality, marketing, law, finance, and management from high schools and post-secondary institutions across Ontario 

Nov 2009Feb 2010

Research Assistant

GMG Inc.

  • Searched and downloaded relevant articles in research databases, added and reorganized article references in software and updated any Microsoft Word and Excel documents with article summary details
Aug 2008Aug 2009

Student Athlete Advisory Committee (SAAC)

Washington State University

  • Washington State University Tennis Team Representative
Aug 2008Jun 2009

WSU Tennis Junior and Adult Camp

Washington State University

  • Developed coaching plan for children and teenagers ages 6-17
  • Taught technical tennis skills
  • Implemented policies and procedures to establish consistent, respectful behavior for all students and staff
  • Took students from residence to practice, lunch and dinner 
Aug 2008Jan 2009

Project Member Management Operations 491

Washington State University

  • Analyzed organization's current competitive position with respect to the key success factors of an industry and prepared a theoretically grounded set of strategic recommendations for enhancing competitive advantage that builds on the organization's core competencies
  • Prepared strategic recommendations that explicitly take into account ethical considerations
Aug 2008Jan 2009

Project-International Finance 481

Washington State University

  • Identified and analyzed foreign country’s risk factors such as monetary environment, trade situation, political environment, cultural, and military issues
  •  Measured interest rate and foreign exchange risk exposure as well as transaction, economic and translation exposure in the specific international investment choice
May 2004May 2005

Administrative Assistant

Ned's Electric

  •  Answered the phone and made sure customers received the service requested
  •  Faxed date/time for the inspection to come out and inspect the house
  •  Notified builders when the electricity was installed in the houses
  •  Ensured electricians completed the work on time and as requested by the home owners


Aug 2005Aug 2009

Business Administration

Washington State University

Double Major: Finance and International Business

Minor: Economics           


Various software programs, Microsoft Office (Word, Power Point, Access, Excel, Outlook) Utilize computer-based technologies to locate, access, store, retrieve information and to express ideas and communicate with others


  • To accomplish and  fulfill my desire to be happy in an environment where I can offer my experiences. To learn more as I grow in a company or with an employer who is willing to give me a chance to improve and use many other skills that I have and am willing to learn, if given the opportunity.

Athletic and Academic Honors

Student - Athlete, Washington State University Tennis, 2005 - 2009

  • Four Year Letter Award Winner: Washington State Women’s Tennis
  • WSU Athletics All-Academic Team,2005 - 2009
  • Pac-10 All Academic 2nd Team, 2008
  • Member of  National Collegiate Athletic Association (NCAA) Division I Team Qualifier, Spring 2008
  • Cougar Academic Top 50 Scholar Athlete, 2007
  • Pac-10 All Academic Hon men, 2007


Sports: Tennis, Soccer, Swimming



Community Service

Various Activities, WSU, 2005 - 2009

  • YMCA Adaptive Recreation Clinic, WSU Women’s Tennis
  • WSU Cougar Pride Days, WSU Campus Project
  • Free Tennis Clinic, WSU Women’s Tennis
  • Butch’s Holiday Bash, WSU Athletics
  • Adopt a Highway, Colfax, WA
  • Fundraising, WSU Athletics


  • WordPress 4.2.2 CMS Fundamentals Administration and Content Management Dynamics
  • The Heart of Coaching Workshop