
Taylor Drapela
Office Assistant/Aircraft Detailer

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About me
Financial Advisor at Prota Financial
Education

Texas State University
2012 - 2014Bachelor of Business Administration - BBA FinanceActivities and Societies: Texas State Financial Management Association Financial Planning Association

Mclennan Community College
2010 - 2012
Experience

JAG Aviation
Jun 2009 - Aug 2011Office Assistant/Aircraft DetailerAt 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 2011Playroom Supervisor/Groomer AssistantSupervised 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 2012Front Desk Operations/Food and Beverage serverAt 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 2015Administrative AssistantPer 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 2023Executive AssistantAt 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 - nowFinancial Advisor
Licenses & Certifications

VITA/TCE Advanced
Internal Revenue ServiceDec 2013
Series 65
FINRA
Volunteer Experience
Student Volunteer
Issued by Financial Planning Association on Sept 2012
Associated with Taylor Drapela
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