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Work Background
SF Bay GoodwillExecutive Assistant to Chief Executive Officer and Executive Director
Apr. 2024San Francisco Bay AreaThrough its network of stores and warehouses, one of the US’ major poverty alleviation organizations providing low-income individuals with key 21st-century employment skills where I: • Provided extensive advisory and administrative support to the organization’s former President and CEO, now assisting the Executive Director with management of leadership responsibilities.
• Maintained responsibility for CEO’s inbox, responding on their behalf to answer inquiries and meeting requests, flagging time-sensitive correspondence, and eliminating all spam emails.
• Process and handle large volumes of sensitive information, exhibiting utmost confidentiality and complying with all privacy and information security guidelines. • Compile meeting and attendee briefs and reports to allow the Executive Director to prepare for appointments with stakeholders and community partners.
• Direct and manage expense reporting, verifying adherence to corporate spending budgets and regulatory reporting guidelines.
• Serve as liaison with staff, executives, senior leaders, and CEO regarding organization climate, employee well-being, project updates, proposals, and planning.
• Organize all aspects of business meetings and special event details such as venue, lodging, expenses, décor, entertainment, and food and beverage services. • Serve as the key point of contact for the Board of Directors. Organize quarterly board meeting materials, assemble and distribute the Board packet and corresponding communication pre-and post-meetings, and record attendance and meeting minutes.
• Act as CEO’s timekeeper, orchestrating their daily schedule and coordinating local and national travel.
JPMorgan Chase & Co.Executive Assistant
Dec. 2023 - Apr. 2024San Francisco Bay AreaLeading all corporate administrative management activities; establishing performance standards and demonstrating an ability to anticipate and react to the leadership team’s requirements, I successfully: • Managed corporate travel, and event planning; developing strategic alliances with select corporate travel management services.
• Delivered extensive administrative management support to multiple and concurrent C-level officers; overseeing expense report reconciliation, management team scheduling, and corporate calendars.
Alpine RewardsExecutive Assistant
Feb. 2023 - Aug. 2023San Francisco Bay AreaSpearheaded employee offsite events, ensuring seamless planning and execution. Oversaw monthly billing and invoicing to guarantee precise client charges and prompt revenue collection. Efficiently governed four Managing Directors' calendars, optimizing their schedules. Collaborated with the team to actively administer to project overflow, ensuring the team's smooth operations. Proactively resolved any issues and exercised tact, diplomacy, and discretion while handling deadline pressures. • Developed forward thinking strategies to enhance process efficiencies. • Assisted in researching and implementing a customer relationship management (CRM) tool.
• Utilized available resources to address conflicts in a timely manner.
• Aided account managers in developing Statements of Work (SOW) and Independence Letters.
ForgeExecutive Assistant to CLO, CTO and CCO
Feb. 2022 - Jan. 2023San Francisco Bay AreaSupported CLO Johnathan Short, CTO Vidya Eashwer, and CCO Frank Lennox. Managed constantly fluctuating calendar appointments across multiple time zones. Administered expenses via Abacus promptly. Coordinated high-level conference calls, board and management meetings, special events, and travel arrangements for top executives. • Handled sensitive and confidential information with the utmost discretion, maintaining a high level of trust and professionalism. • Forged relationships with partners and stakeholders to ensure healthy business relations and information exchange.
• Streamlined executive's schedule by implementing an efficient calendar management system, resulting in a 20% increase in productivity.
Russell Reynolds AssociatesExecutive Assistant / Project Coordinator
Jun. 2016 - Mar. 2022San Francisco, CAWorked extensively with Partner & Executive Director, Michael Feldman. Managed travel arrangements, accommodations, and itineraries for consultant and candidates. Streamlined candidate interviews and meeting schedules. Expertly handled expense reimbursements via Concur for consultants and candidates. Diligently tracked client invoice receivables. Independently produced impactful weekly status memos, candidate reports, engagement letters, and deliverables for Potential New Business meetings. • Created workflow/process improvements, boosting employee productivity by 22%.
• Coordinated meetings with both internal and external partners, ensuring all parties were well-prepared and engaged.
• Ensured data privacy compliance and verified academic degrees.
EHDDExecutive Assistant
Apr. 2015 - May. 2016San Francisco, CAPartnered with Principals Marc L’Italien and Scott Shell, COO George Powell & Associate Principal Phoebe Schenker. Orchestrated intricate global travel arrangements for Principals and associated project teams. Collaborated on project budgets, proposals, contracts, invoices, and personal expenses.
• Acted as the gatekeeper to Principals’ busy schedules, prioritizing and arranging meetings, conference calls, and all other appointments across multiple time zones. • Served as a liaison between Principals and partners, facilitating effective communication and fostering positive working relationships.
• Proactively ensured all state and USGBC licensing requirements were met and renewed on a timely basis.
• Expertly handled weekly timesheets.
On SabbaticalSabbatical
Sep. 2014 - Apr. 2015
Mosaic Financial PartnersOffice Manager and Executive Assistant
May. 2012 - Aug. 2014San Francisco, CASupported CEO Norman Boone, CCO Geoff Zimmerman, and COO Sabrina Lowell. Partnered closely with the executives to keep them informed of commitments. Handled office operations in San Francisco and Lafayette. Managed all clerical and administrative staff. Oversaw IT support. Adept in accounts payable, payroll, and HR functions.
• Implemented cost-cutting strategies and budgets, reducing office expenses by 20%.
• Trained employees in the company's CRM program, Junxure.
• Instrumental in renegotiating the leased office equipment and reducing costs by 50%.
• Maximized productivity rates by proactively providing feedback on operational issues.
• Created and maintained the company's policies and procedures manual, ensuring compliance with laws.
• Organized team-building events, client appreciation events, and annual holiday parties.
RMAOffice Manager / Executive Assistant to Partner, Michael Potter
Aug. 2005 - Jan. 2012San Francisco, CAAssisted Partner & Managing Director, Michael Potter, by providing comprehensive support and coordinating various tasks. Managed all interoffice benefits administration services, offering guidance and resolving claim-related inquiries for staff. Skilfully prepared monthly distributions and capital calls.
• Proficiently handled QuickBooks reconciliation for 10 distinct entities.
• Successfully organized and facilitated multiple office relocations.
• Efficiently facilitated the generation of quarterly and annual reports, distributions, and correspondence to investment partners.
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