Kathy D. Bourgeois
737 Pine Valley Drive
Pearl, MS 39208
Registered Associate and Branch Manager’s Assistant with over 23 years of experience in assisting Management Team, Financial Advisors and clients with maximum administrative and operational support. Wrote and created manuals and reports for Division and Region supervisors.
Pearl Public School District, Pearl, MS 2010-2011
Elementary Assistant for 4th and 5th grade lower-tier students. One-on-one tutoring, testing and skill- building in Reading, Language and Math.
Morgan Stanley Smith Barney LLC, Jackson, MS 1999 - 2010
Branch Manager’s Assistant/Registered Associate
Assisted Branch Manager with administrative functions, including the review of monthly P&L to control budget and resolve discrepancies. Maintained computer system, including upgrades and staff training. Mastered and presented new technology to management. Created and prepared monthly statistical reports, representing Financial Advisor revenue and performance. Strong facility and understanding of Microsoft Office Systems, including Excel, Word, Power Point and contact management systems. Resolved all rent, facility, office maintenance and cleaning/security issues. Coordinated 2nd physical branch move. Coordinated all branch activities, including charity projects and social functions. Established relationships with Branch Manager’s clients, delivering excellent client service.
Smith Barney, Inc., Jackson, MS 1996 - 1999
Vice President/Investments/Operations Manager
Supervised all operations for 4 branches in Mississippi with assets under management in excess of $1.3 billion and $14 million in annual gross revenue. Supervised and maintained an operations staff of 18, including human resources, benefits, and orientation for newly hired staff.
Regulated compliance activities and participated in annual audits.
Smith Barney, Inc., Jackson, MS 1986 - 1996
Sales Assistant, Manager’s Asst., Branch Administrator
Maintained full knowledge of the Firm’s operations systems. Assisted Financial Advisors in providing excellent client service. Interacted with Operations Staff to address issues and problems. Coordinated 1st branch move. Assisted in training of new staff and Financial Advisors.
Hinds Community College (Magna *** Laude), Jackson, MS 2000 - 2002
Associates Degree in Culinary Arts
Activities: Delta Epsilon Chi; Intl. Career Development Conference 1st Place Winner, Salt Lake City, UT, 2002 Outstanding Student of the Year
Hinds Community College (Honors), Raymond, MS 1978-1980
Associates Degree in Legal Secretarial Science
Activities: Phi Beta Lambda, Chorus
PROOFREADING & COPYEDITING Course completed January, 2012. Universal Classes.
Bourgeois Bakery Present
Contract baking – specialty cakes, cookies, and other desserts
Carol Daily (Viking Range Corporation, Everyday Gourmet) 2006
Make travel arrangements and coordinate schedule, prepare correspondence, pay bills, prepare reports, etc.
Someone’s in the Kitchen 2002
Sous Chef (internship)