May 29, 2015

Position:

  • Administrative Assistant

Years of Experience:

  • Thirty-Two

Education:

  • Heald Business College, Sacramento

Experience:

  • 29 years of administrative experience at three local CPA firms

Responsibilities:

  • Administrative Assistant to Shareholders Thomas Gilbert, Darla Colson and Peggy Vande Vooren
  • Firm calendar
  • Ballot counts
  • Power Point presentations
  • Client informational surveys
  • Maintain confidential list of members for state-wide agricultural client
  • Administrative support for firm in-house training
  • Audit report production
  • Tax return assembly
  • Notary Public
  • Administrative Assistant for Gilbert Financial Services, LLC, since its inception in 2002.  Responsible for all compliance and support functions for advisor Darla Colson.