Dynamic professional with extensive experience at numerous customer service-based businesses, excelling in legal documentation and financial reconciliation. Proven track record in team leadership and project coordination, successfully launching over 250 recreational programs. Adept at multitasking and fostering positive client relationships, ensuring operational excellence and client satisfaction.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Fiduciary Assistant
San Pedro Fiduciary Services
02.2014 - Current
Enforced written language for legal Trusts, Probates, POA, Guardianships, and Conservatorships.
Drafted Probate documents and Powers of Attorney with precision.
Completed inventories for financial and physical properties in legal contexts.
Scheduled caregivers to ensure client support and well-being.
Managed client daily tasks including bill payments and mail sorting.
Coordinated CSR activities for business operations involving agents and future clients.
Reconciled bank, annuity, investment, and credit card accounts accurately.
Provided payroll assistance when necessary.
Circle K Store Manager (Duel Manager Jan 2017 – May 2022)
04.2014 - 01.2024
Oversaw daily retail operations to ensure compliance with company policies and standards.
Monitored sales, labor, and inventory metrics to evaluate overall store performance.
Implemented employee development programs through training sessions and performance evaluations.
Developed weekly schedules to enhance staffing efficiency and operational productivity.
Secured a safe and profitable workplace by enforcing strict policies.
Ensured exceptional customer service in all store interactions, enhancing customer satisfaction.
MIT Circle K AZ
01.2014 - 04.2014
Training initiative for Store Manager position.
Delivery Manager
Pizza Hut of AZ, Inc, Sierra Vista Bistro
11.2011 - 01.2014
Managed daily delivery operations for food service and customer satisfaction.
Restaurant General Manager (RGM)
Pizza Hut of AZ, Inc, Flagstaff, AZ
09.2006 - 11.2011
Responsible and accountable for ALL restaurant operations relating to training and development of staff, tracking and reporting financial status, development and execution of restaurant standards, and profitability.
Development of annual budget.
Review and Approval of weekly schedule.
Implement standards into culture of restaurant providing a safe and secure workplace for employees.
Develop and deliver local marketing strategies
Track and report on restaurants financial performance (Quarterly annual reviews, period ends, and weekly one on one’s)
Properly train and develop all Restaurant personnel.
POC: Pat McKinney (520) 886-5271
Assistant Manager
Pizza Hut of AZ, Inc, Sierra Vista, AZ
10.1997 - 09.2006
Responsible for managing all aspects of delivery service to include: report analysis of individual drive times and unit on-time percentages, development and implementation of delivery techniques and policies, hiring/training/coaching of delivery staff, handling customer complaints related to delivery services, and completing the weekly schedule for delivery personnel.
Designed delivery grid and assembled delivery map books to enhance overall delivery statistics.
Reduced average drive times as a unit by 4 minutes and increased on-time percentage by 15% within 6 months after promoted to delivery manager.
Competently directed shifts on numerous occasions (accountable for overall store performance, administrative paperwork and money deposits).
POC: Kevin Adams (520) 249-4043
Recreation Leader III
City of Sierra Vista, Parks and Leisure
06.1989 - 11.1996
Developed and operated numerous recreational sports programs, overseeing staff hiring and training.
Completed financial proposals and requisitioned equipment through purchase orders and warehouse requests.
Created and distributed marketing flyers and public service announcements to promote programs.
Secured sponsorships by cultivating business relationships through in-person engagement.
Authored and enforced rules and regulations for various leagues and programs.
Facilitated organizational meetings to ensure alignment among stakeholders.
Successfully launched 35 programs annually over three years, totaling over 250 programs in six years.
Managed operations at Teen youth center for an eight-month period.
Delta Airlines, Tucson International Airport
Completed manual labor consistent with baggage loading of aircraft. Worked all different aspects of this function, bag room/ramp loading/ interior cabin service. Also maintained employment with City of Sierra Vista on a part time basis (two days a week).
Education
Bachelors of Science - Business Management
University of Phoenix
Sierra Vista, AZ
01.2006
Associates of Arts -
Cochise College
Sierra Vista, AZ
01.2004
Skills
Verbal and written communication
Office oversight
Team collaboration
Administrative duties
Positive and professional
Report generation
Multitasking and organization
Decision-making
Project coordination
Team leadership
Customer service
Legal documentation
Financial reconciliation
Staff training
Inventory management
Certification
Certifications through Circle K training to include HUMAN RESOURCES, P & L STATEMENTS, ALCOHOL TRN, HIRING, SCHEDULING, TRAINING, FUEL, Etc). Coherent in Radiant POS and Back Office. Comprehensive of PDI back office. Expert certified in SUS, FMS, and POS restaurant and retail store operating systems. Proficient in Windows based systems and Microsoft office to include Word, PowerPoint, and Excel. Other training includes LAR (Leading A Shift) Certification (PHAZ, 2001), High Impact Coaching Certification (PHAZ, 2002), LAR (Leading A Restaurant) Certification (PHAZ, 2003), Operations Management Certification (PHAZ, 2006) and ARL (Above Restaurant Leadership) Certification (PHAZ, 2008), EMS storage certified (SPFS, 2024)
Trust Administrative Assistant/Certified Notary Public at San Pasqual Fiduciary Trust CompanyTrust Administrative Assistant/Certified Notary Public at San Pasqual Fiduciary Trust Company
Program Analyst at DISA - JSO/J8/Office of the Chief Financial Officer/EII/JITC Fin DivProgram Analyst at DISA - JSO/J8/Office of the Chief Financial Officer/EII/JITC Fin Div