Paulette Echols
Dallas
Summary
Dedicated and highly responsible professional with over 30 years of experience across financial management, real estate operations, and private healthcare. Proven expertise as a designated Fiduciary, managing government-allocated funds with strict regulatory compliance and audit accuracy. Exceptional background in private client services, offering a unique blend of administrative precision, financial oversight, and long-term professional reliability.
Overview
34
34
years of professional experience
Work History
Fiduciary Financial Manager
Private Human Services
11.2019 - Current
- Serve as a designated Fiduciary, managing government-allocated funds with strict adherence to state and federal regulations.
- Direct all financial operations, including monthly budgeting, expense tracking, and fund disbursement.
- Maintain comprehensive financial documentation for annual government audits to ensure 100% reporting accuracy.
- Oversee regulatory compliance to ensure all financial resources are managed according to legal standards.
Business Operations & Asset Manager
Private Real Estate Holdings
01.2012 - Current
- Managed a residential rental property, including tenant relations and lease agreements.
- Handle all property expenses, bill payments, and maintenance repairs.
- Manage Investment portfolios including Stocks, Bonds, and IRAs
- Represented the business in legal proceedings, including evictions and court appearances.
Certified Nursing Assistant
Private Client Services
12.1991 - 01.2012
- Managed comprehensive one-on-one patient care for private clients, specializing in long-term health management and daily living support.
- Coordinated directly with families and physicians to implement care plans and monitor health progress.
- Maintained strict confidentiality and professional boundaries while working within private residential settings.
- Handled all Scheduling, supply management, and medical record-keeping for individual caseloads.
Education
High School Diploma -
Chattahoochee Technical College
Dallas, GA10-2001
Certified Nursing Aide (CNA) - Nursing
Career Training Services
2000 E/W Conn. Austell, GA01-1992
Skills
- Fiduciary Management
- Regulatory Compliance
- Financial Oversight
- Asset & Property Management
- Record Keeping
- Audit Preparation
- Budgeting & Expense Tracking
- Confidentiality & Privacy
- Strategic Planning
- Client Relations
Timeline
Fiduciary Financial Manager
Private Human Services
11.2019 - Current
Business Operations & Asset Manager
Private Real Estate Holdings
01.2012 - Current
Certified Nursing Assistant
Private Client Services
12.1991 - 01.2012
High School Diploma -
Chattahoochee Technical College
Certified Nursing Aide (CNA) - Nursing
Career Training Services