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SKILLS SUMMARY
- 19 years small business owner
- 32 plus years of relevant business experience
- 6 years experience as a self-employed investment broker
- 7 years experience as a sales and marketing assistant, office manager and support leader to senior investment brokers in finance and marketing
- Coordinating meetings within various financial departments and regional management
- Organized hundreds of records and managed filing system containing confidential information
PROFESSIONAL EXPERIENCE
2009 to Present Deputy Probate Clerk for Parker County Clerk, Jeane Brunson
- Responsible for managing all probate and guardianship files for Parker County
- Maintain filing system for all old probates for use by land researchers, creditors, and genealogists
- Prepare files and legal documents for Court docket
- Accounting responsibilities for court registry for probate and guardianship funds
- Work with local and out of town attorneys regarding court matters
- Process all files after Court docket, including legal documents
- Conduct researches upon request
2003 to 2009 Investment Centers of America, Inc.
- Self-employed Investment Broker
- Successfully tested for Series 7 investment license.
- Assumed business matters and responsibilities of Investment Centers of America, Inc. upon the death of owner, Gary Carroll
- Met with each client to review and reorganize their portfolio
- Conducted investment seminars for clients and the general public
- Attended numerous investment seminars and training classes
- Built successful bond portfolios for wealthier clients
- Officed from home in Weatherford and at Liberty Bank in North Richland Hills, Texas
- Oversaw all compliance regulations including preparation for all detailed audits by Investment Centers of America, Inc. and bank examiners.
- Developed retirement strategies for clients
- General office management which included supervising full-time sales/marketing assistants
1996 to 2003 Gary Carroll Investments
- Senior sales and marketing assistant and office manager
- Point of contact for Company to provide clients with professional service
- Primary organizer of the Women and Investing seminar series sponsored by Gary Carroll Investments hosting over 125 participants each year
- Responsible for layout and design of all marketing material
- Scheduled and coordinated all meetings with clients and outside speaking engagements
- Obtained Series 63 investment license
- Obtained Series 6 investment license
- Obtained Group One insurance license
- Maintained all confidential material and filing system for office
- Managed office employees
EDUCATION
- 1970 graduate of Arlington Heights High School
- 1973 graduate from TCJC-NE, Applied Science in Child Development
- 1992-1996- continuing education courses, Texas College of Probate Judges
- 120 hours real estate courses from Weatherford College
- 2010-2012 continuing education courses, Texas College of Probate Judges
- Series 7, 6, 63 and Group One Investment and Health Insurance Licenses
- Leadership Northeast 2007
- 13 years of continuing education courses on investments
ACCOMPLISHMENTS
| 2007 | Northeast Tarrant County Leadership Program |
| 2003 | Weatherford Chamber of Commerce, Athena Award |
| 2001 | Sales Assistant of the Year, Investment Centers of America, Inc. |
| 2001 | Weatherford Chamber of Commerce, Business Staff Person of the Year |
| 2000 | Weatherford Chamber of Commerce, Ambassador of the Year |
| 1999 | Weatherford Chamber of Commerce, 1st Recipient, Sam Walton Business Leader Award |
| 1999 | Weatherford Business and Professional Women’s Organization, President of the Year |
| 1998 | Weatherford Business and Professional Women’s Organization, District Director of the Year and Outstanding Club Woman of the Year |
OTHER COMMUNITY INVOLVEMENT
- Former Board of Director Northeast Chamber of Commerce
- Former Board of Director Weatherford Chamber of Commerce
- Former Northeast Tarrant Diplomat
- Former Board Member Girl Scouts of America, Nominating Committee
- Former Co-Chair, City of Weatherford’s Planning and Zoning Board
- Former Board Member Pecan Valley Mental Health Mental Retardation
- Past President Bush Legacy Republican Women
