L YNDSI T HIESSEN
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Amarillo, TX
h?ps://www.linkedin.com/in/lyndsithiessen
CORE STRENGTHS AND TECHNICAL SKILLS
Salesforce Administrator 201 CerIfied – Financial services, Human Resources, RecruiIng and Talent AcquisiIon experience, InformaIon technology iniIaIves–SaaS/CRM Analysis –API’s Database Management & Analysis – MicrosoZ Office/
Word, Outlook, Hubspot, Conga, Orion, G Suite, Smartsheet, Asana, Hootsuite— Excellent Excel skills including pivot tables / vlookup– ExecuIve administraIve support, Client RelaIons Skills, Excellent CommunicaIons Skills/Wri?en, Verbal– Organized & Detail Oriented
PROFESSIONAL OVERVIEW
CARSON WEALTH MANAGEMENT, SOUTHWEST– Amarillo, TX
TRANSFORMATION DATA MANAGER
INTERN / DIRECTOR OF FIRST IMPRESSIONS
2017-5/-
• Awarded top creator of Salesforce ad-hoc reports/dashboards at Carson Group Partners in 2019.
• Supervised the TransformaIon OperaIons Team account data onboarding process for 38 partner offices.
• Educated OperaIons and Client RelaIons Teams in-house and partner offices on the data conversion process and
tracking informaIon through various reports/dashboards.
• Monitored KPI’s performance for 38 partner offices’ with over 100+ stakeholders and combined assets of over $4Billion and reported to various Carson Group Partner organizaIon levels.
• Responsible for the implementaIon of quality control assurance iniIaIves internally and assisIng partner offices.
• Assisted the OperaIons and Client RelaIons Teams, with various administraIve tasks including managing travel, calendars, calls, and meeIngs including WebEx, GoTo, and Zoom.
• Developed OperaIons & Client RelaIons Teams workday processes, training materials, presentaIons, sales projecIons, capacity planning, and maintained client database informaIon.
MANNING LAND LLC– Amarillo, TX
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LANDMAN/RIGHT OF WAY AGENT
• Engaged in legal research of grantor/grantee indexes to determine ownership in minerals and surface rights.
• Reviewed acquired oil and gas leases to assure the purchase of valid leases and idenIfy obligaIons.
• Established and maintained accurate oil and gas contract record keeping to the Itle secIon in compliance with contract terms.
• Assisted C-suite execuIve administraIon in maintaining payroll and expense reports, and regulatory filing.
TEXAS TECH UNIVERSITY ATHLETICS DEPARTMENT– Lubbock, TX
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STUDENT ASSISTANT - ASSOCIATE ATHLETIC DIRECTOR/EVENT COORDINATOR
• Coordinated day of event logisIcs including check-ins, staff and visitor credenIals, and material resources required
for the Event OperaIons staff and daily operaIons.
• Integrated data record tracking system related to staff credenIals.
• Maintained appearance of the event sites, greeted and directed guests, and resolved any problemaIc issues.
• Conducted pre-event and post-event meeIngs, completed detailed reports, trained and managed event personnel,
and executed other tasks as assigned by supervisors.
E D U C AT I O N & C R E D E N T I A L S
MS, Finance and Economics (2017) – WEST TEXAS A&M UNIVERSITY
BBA, MarkeGng (2014) – TEXAS TECH UNIVERSITY