Executive Director, of Corporate Services and Assistant to EVP Retirement Solutions
Amegy Bank (Investment Banking)
May 2013 - Feb 2024 (10 years 10 months)
• Quarterly client invoicing approximately $1.1 Million in annual revenue. • Investment Review for all clients. Proficient with Fi360. • Client minutes on a quarterly basis. • Provided general administrative duties including customer service with strong atention to detail. • Responsible for client Plan Review books (365 quarterly). • Maintain all atendance records through payroll system. • Back up support to the Wealth Management division including wire transfers, and over-drafts. • All travel arrangements and expense reports for ERS group. • Heavy calendar scheduling and extensive event planning.