Taylor Drapela

Taylor Drapela

Office Assistant/Aircraft Detailer

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location of Taylor DrapelaWaco Area

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  • Timeline

  • About me

    Financial Advisor at Prota Financial

  • Education

    • Texas State University

      2012 - 2014
      Bachelor of Business Administration - BBA Finance

      Activities and Societies: Texas State Financial Management Association Financial Planning Association

    • Mclennan Community College

      2010 - 2012
  • Experience

    • JAG Aviation

      Jun 2009 - Aug 2011
      Office Assistant/Aircraft Detailer

      At Jag Aviation, Inc. I worked part-time assisting with many of the responsibilities around the office. This consisted of using QuickBooks to enter employee's times weekly, receiving inventory shipments daily, filing paperwork, cleaning and organizing. I was also responsible for the detailing of aircraft when the need arose.

    • Dogtopia

      Jun 2010 - Jan 2011
      Playroom Supervisor/Groomer Assistant

      Supervised off leash playrooms for multiple dogs at a time.Brushed, bathed, and clipped nails of dogs to assist the groomer.

    • Battle Lake Golf Course

      May 2011 - Aug 2012
      Front Desk Operations/Food and Beverage server

      At Battle Lake Golf Course I was responsible for managing the daily operations of the Pro Shop and front desk. This consisted of opening and closing the Pro Shop, scheduling tee-times and tournaments, maintaining the phones, and checking in golfers and pool members (when in season). I also promoted merchandise, golf course, and pool membership sales. Additionally, I prepared and served food and beverages to golfers on the course, in the Pro Shop, and members at the pool.

    • Per Stirling Capital Management

      May 2014 - May 2015
      Administrative Assistant

      Per Stirling Capital Management is an S.E.C.-registered investment advisory firm specializing in holistic financial planning, investment portfolio management, and other comprehensive wealth management services. While at Per Stirling I was responsible for many operations-related tasks. This consisted of opening and closing duties, answering telephones, greeting clients, sending and receiving emails and faxes, keeping supplies in stock, scheduling conference room meetings, planning and preparation of our monthly company-wide meetings and other duties that consist of the operations of an office. I also assisted 9 financial advisors. Duties included but were not limited to preparing paperwork for clients, processing paperwork with custodians, scheduling meetings with clients, helping keep advisors organized, generating reports, depositing checks, and entering or updating information into the Company’s CRM. Show less

    • JAG Aviation

      Jun 2015 - Oct 2023
      Executive Assistant

      At Jag Aviation I worked in several capacities. As an Accounts Receivable Specialist at Jag, I was responsible for maintaining the accounts receivable for the company. I handled client inquiries and clerical tasks related to accounts receivable, including preparing bi-monthly receivable statements, handling checks from initial receipt to deposit, posting payments to accounts, notifying or soliciting payment on accounts that are overdue, and maintaining accounts with running credit balances. I reported directly to the President and Vice President of Jag Aviation and served as an additional point of contact for all internal or external matters pertaining to their office. I also served department directors, organized and coordinated meetings, and oversaw special projects. Additionally, I led the detailing department of Jag Aviation where we specialized in detailing the interior and exterior of aircraft on and off the McGregor Executive Airport. Show less

    • Prota Financial

      Oct 2023 - now
      Financial Advisor
  • Licenses & Certifications

    • VITA/TCE Advanced

      Internal Revenue Service
      Dec 2013
    • Series 65

      FINRA
  • Volunteer Experience

    • Student Volunteer

      Issued by Financial Planning Association on Sept 2012
      Financial Planning AssociationAssociated with Taylor Drapela