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Work Background
LAG ServicesVirtual Assistant
Oct. 2024Provide comprehensive virtual assistant services, including administrative support, scheduling, email management, and data organization. • Coordinate meetings, events, travel, and marketing campaigns to streamline client workflows and boost productivity. • Manage social media, conducted market research, and created customized processes to enhance client operations. • Maintain confidentiality while building strong relationships and delivering accurate transcription and document management services.
IDEA AnalyticsExecutive Assistant to Chief Executive Officer
Sep. 2022 - Dec. 2024Phoenix, AZ• Provides multi-faceted administrative support and assistance ensuring the effective use of CEO’s time and productive interactions with staff and the public. • Handles a wide range of administrative and support tasks and independently initiated and implements processes to manage projects, information, and people.
• Manages CEO’s schedule, meeting preparations, follow-up tasks, and complex travel arrangements. • Responsible for monitoring and responding to busy CEO’s multiple email accounts.
• Manages email campaigns and promotions.
• Conducts research and information gathering on behalf of the CEO and prepared summaries and reports. • Develops positive and strategic relationships at all levels of the organization and clients.
• Uses discretion, judgement, and knowledge of the organization to facilitate the CEO’s activities while maintaining confidentiality and discretion.
• Responsible for the direction and deployment of support staff or other resources. • Management of client database as well as creating and refining workflows and strategies.
• Meticulos planning and coordination of meetings, conferences and virtual training.
• Creates and monitors CEO’s Social Media platforms.
– Ducharme, McMillan & AssociatesBusiness Development Coordinator
Nov. 2019 - Jun. 2022Phoenix, AZ• Conducted market research to identify new business development opportunities
• Coordinated and arranged client events, meetings, appointments and conferences
• Assisted with the preparation of presentations
• Wrote and distributed agendas, proposals, briefing documents for internal and external meetings
• Created and maintained client databases and mail lists
• Created, submitted and tracked proposals and agreements
• Created and generated production, opportunity, agreements/proposal, marketing campaign reports
• Updated business development materials such as email templates, brochures, agreements
• Provided effective administrative support to entire sales team, i.e., expense reports, calendar and management, travel arrangements
Institute of International EducationProject Analyst Infrastructure and Administration – Remote Employee
May. 2018 - Oct. 2019New York, New York, United States• Developed project strategy plans based on logical framework approaches
• Maintained project timeframes, objectives and communications
• Created and managed documentation and reports for projects
• Identified the goals and requirements of each project
• Verified data and information and analyzed it to suit the direction of projects
• Tracked, forecast and reported on project progress including metrics and challenges
• Collected the necessary information required to start projects
Institute of International EducationExecutive Assistant office of the Executive Vice Presidents
Apr. 2013 - May. 2018New York, New York, United States• Managed two Executive Vice President’s domestic and international calendars
• Screened calls and correspondence and responded independently • Served as the “go-to” person for the Office of the EVP ensuring that both internal and external inquiries were handled in a timely manner
• Composed and prepared confidential correspondence, reports and other complex documents. Prepared memoranda outlining and explaining administrative procedures and policies and monitored compliance
• Arranged complex and detailed travel plans and itineraries, compiled documents for travel-related meetings
• Prepared complex expense reports for EVPs and performed initial review of expense of EVP’s direct reports
• Arranged meeting and conference logistics including travel for guest/staff, facilities, catering, issuing invitations and coordinating speakers. Traveled independently to set up conferences, ensuring that all administrative details were in place and provided administrative support for executives
• Corresponded with members of the Board of Trustees and assisted with Board Committee meetings, including the preparation of board materials and logistics
• Corresponded with government/other sponsors and various outside organizations and acted as liaison between senior executive and other IIE staff
• Provided supplementary support to the Office of the President, including phone coverages, assistance with president’s calendar and meeting preparations and general administrative support
• In efforts to improve consistency across the organization held monthly best practice meetings with administrative staff and provided training for new administrative hires
Software Guidance & AssistanceExecutive Administration
Sep. 2012 - Mar. 2013• Responsible for managing all aspects of Partner’s daily activities including scheduling, travel arrangements, correspondence, messaging and communications with internal and external contacts
• Monitored and evaluated account manager’s activity weekly, monthly and quarterly to ensure overall team efficiency
• Facilitated and maintained relationships between consultants and hiring managers
• Prepared and administered new hire paperwork, handled on-boarding logistics
• Researched new networking opportunities in different business sectors
MetLifeSenior Support Assistant
Jun. 2009 - Aug. 2012Tempe, AZ• Directly responsible for maintaining the schedule, travel and agendas for all activities performed by the Senior Vice President
• Created and Maintained reports regarding sales activity throughout assigned region, assisted all reps with insurance licensing, maintained performance review statistics for managers, coordinated and participated in regional meetings, performed travel arrangements, created PowerPoint presentations, created spreadsheets for statistical analysis of performance for sales operations in the West
• Coordinated complex conferences including facility negotiations, developing agendas and managing each detail to completion • Designed and distributed Associates Satisfaction and Town Hall Surveys. Compiled and evaluated the results for roll up to the senior leadership teams
• Facilitated programs associated with business effectiveness that included: Business continuity and pandemic plans, required CORE training, procurement and technology management and governance
• Coordinated department's administrative activities and recommended improvements to procedures
• Oversaw associate related programs such as Rewards and Recognition, L&D meetings to drive employee engagement
Sage Software Solutions Pvt LtdExecutive Assistant to Senior Vice President of Sales -
Jul. 2007 - Apr. 2009Scottsdale, AZ• Extensive worldwide travel arrangements with detailed foreign exchange calculated expense reports, establish scheduling priorities while maximizing time efficiency for the executive; screen calls, visitors and mail, provide information and assistance in confidential employee matters and maintain communication with internal and external levels of management
• Coordinated large meetings and conferences including facility negotiations, travel arrangements, communicating meeting objectives, developing agendas and tracking results. • Collected, compiled and analyzed sources for quarterly and annual reports used for governmental funding programs.
Gary Goldberg Financal ServicesExecutive Assistant to Chief Executive Officer
Aug. 2002 - Aug. 2006Suffern, New York, United States• Assisted in preparation of client quarterly and annual reviews, collect client data and compile portfolio snapshots using Morningstar software, draft client correspondence.
• Served as liaison with various financial institutions to ensure completion of all client transactions, serve as a client service representative to ensure all service-related questions are answered and processed completely. • Coordinated and hosted successful client seminars, creating invitations and promotional materials, booking venues and guest speakers.
Salomon Smith Barney Holdings Inc.Executive Sales Assistant
Mar. 1999 - Jul. 2002Purchase, New York, United States• Performed Gate Keeping duties by screening, prioritizing and organizing calls, email and written correspondence; handle executive calendars and travel arrangements and prepare expense reimbursements
• Daily interaction with high level executives and critical clients; prepare sales presentations for new clients as well as organize and produce quarterly financial letters
Fin Atlantic Securities Inc.Sales Assistant / Office Manager
Sep. 1994 - Mar. 1999Purchase, New York, United States• Managed daily operations of brokerage house; processed, reviewed and distributed all incoming and outgoing correspondence. Processed all new business, prepared and reviewed new account documentation, answered phones, managed administrative duties including supply inventory / purchases, mail distribution and other administrative duties; responsible for all personnel duties and entrusted with confidential employee records
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