SUMMARY:

• 10+ years as a polished, high - level executive assistant supporting C-suite executives and high-profile individuals within financial services, legal and tech. Core skills include:
• Strategically managing multiple executives’ calendars including all aspects of travel - domestic and international - and meeting/event coordination & oversight, always protecting and maximizing executives’ time and efficiency
• Exceptional communication skills (verbal & written) including cross-organizational/functional communications and client relationship management - known for discretion, diplomacy and strict confidentiality with sensitive information; collaborative team player with expertise in building relationships of trust and respect with internal and external stakeholders
• Self-starter with ability to see the “bigger picture;” including implementing processes and providing executives’ with valuable insight/ solutions to drive business development
• Highly effective in anticipating needs of executives and “managing up”; project management from inception to completion
• Perform seamlessly & professionally in fast-paced, high-pressure environments - thrive in ambiguity
• Analytical, resourceful problem-solver with a broad scope of organizational and business development experience/understanding & application of theory - ability to execute with sound judgment, a calm demeanor & and a sense of humor

PROFESSIONAL EXPERIENCE:

Confidential, San Francisco CA

Executive Assistant

• Provided full administrative support to three top-tier finance executives and their respective teams/reports, including complex calendar management - vetting, prioritizing and providing recommendations to maximize time and efficiency
• Managed all travel coordination including air and ground transportation, hotel reservations, security visas and other travel documentation
• Maintained an efficient flow of information between all levels including internal and external contacts on a wide spectrum of plans and priorities
• Drafted internal and external communications on behalf of executives
• Filed ll expense reports and tracked reimbursements; Assisted team with budgets, invoices and resolving any AP or AR issues, including the annual budget and headcount planning
• Managed projects, internal and external meetings and large-scale events from budget planning through logistical coordination / Ensured execution of space planning directives
• Attended team staff meetings, tracked agenda and teams’ project list and goals and assisted Executives in keeping their teams on course

Confidential

Executive Assistant III

• Provided full administrative support to three top-tier executives and respective teams/reports, including but not limited to: strategically managing three separate extremely complex calendars, anticipating executives’ needs at all times and with great care, and proactively serving as “gatekeeper” - accommodating shifting priorities and high-level requests with a sense of urgency and confidence
• Managed all aspects of domestic and international travel & expense reporting (Expensify & Concur), coordinated & executed internal and offsite events
• Managed the flow of highly-confidential, sensitive information with discretion and diplomacy

Confidential

Executive Assistant

• Supported founding team (CEO, CPO, CSO & CTO), primarily working alongside CEO to solve challenging problems and act as a cultural stewardess in a rapidly-growing, tech startup environment
• Oversaw onboarding and ongoing training and support during period of rapid-growth
• Served as primary POC for all press inquiries and PR related items
• Managed all executive calendars strategically and with precision, including all aspects of domestic and international travel from start to finish including complex meeting/even/roadshow/conference planning and organization
• Presented clear, solution-minded plans to executives surrounding the daily oversight and prioritization of multiple calendars, press requests, business development and resource allocation; Required excellent verbal and written communication skills and confidence in making decisions independently and quickly

Confidential

Executive Assistant & Investor Relations Consultant

• Worked alongside CEO to prioritize specific US and European opportunities, including initiating and managing investor relationships and coordinating and attending corresponding meetings; “Face of the Firm” - first POC for potential and existing investors; provided valuable insight to CEO aiding in business development
• Coordinated complex calendar for CEO and Executive Director in multiple time zones, anticipating and addressing logistical and administrative needs to optimize executives’ time and resources; Oversaw 12 weeks of travel for CEO internationally across seven countries including accommodations, personal security, entertainment, press, and client meetings throughout Europe and Asia
• Drafted on-brand investor presentations; Created culturally-sensitive marketing initiatives/material targeting potential investors and partners (PowerPoint)

Confidential, San Clemente, CA

Executive Legal Assistant

• Provided full support to private attorney; Integral to management of high-profile clientele in a high-volume environment, billing over 3,000 hours per year and up to 12 closings a week
• Managed all billing, travel, and scheduling; liaised with clients and service providers ensuring quality experience, timely responses and tailored attentiveness to individual client needs
• Drafted initial loan documents, purchase and sale agreements, leases and lease amendments; prepared and filed entity formation documents for clients and closing documents

Confidential, New York, NY

VIP Marketing & Client Services Manager

• Provided direct support to Executive Team in prioritization of resources and time
• Developed and implemented strategic sales plan from the ground up for high-ticket clientele
• Scaled, trained and managed client services team from 4 to 20+ in 2 years
• Initiated and coordinated dozens of successful events and led sales for packages of 10k+ minimum, resulting in ~$1M in sales
• Managed celebrity clientele including counsel and media exposure

Confidential, San Francisco, CA

Finance Recruiter

• Utilized tactful sales, recruiting, account development and relationship management skills to grow revenue, hit targets and retain clients