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Work Background
Clever Investor, LLCC-Level Executive Administrative Assistant
Apr. 2021Tempe, Arizona, United States Comprehensive management, planning and coordination of multiple businesses, brands, large scale conferences, pod casts and keynote speaking.
Booking and relationship building of high-profile celebrity entertainers, authors, musicians, athletes, keynote speakers. Executive calendar management including finance, national and international travel coordination, hotel accommodations and coordinating with drivers, pilots and personal travel coordination for CEO, CEO’s family and corporate team.
Answer and respond to hundreds of weekly emails, phone calls and internal requests on behalf of CEO and communicating messages and emails to the executive while facilitating tasks downward to all staff.
High level customer support, overseeing more than 1,000 students.
Event coordination, planning and executing for events ranging from 50 attendees to 3500 attendees, including keynote speakers, caterers, entertainment, party rentals, vendors, sponsors, audio-visual teams, volunteers and event staff.
Coordinating events with luxury hotels and casinos (MGM, Virgin, Omni, Resorts World, Bellagio, Mariott, Talking Stick).
Plan, track and document all expenses for multiple companies, brands and for the CEO’s personal finances. Maintain security of all web assets, online courses, training portals, social media, payment gateways for utilities, rents, mortgages and additional/miscellaneous expenses.
Take meetings and facilitate pre-screenings on behalf of the CEO, acting as initial point of contact for all parties.
Maintain relationships with high level business partners, associates and personal friends of the CEO including but not limited to planning birthday celebrations, dinners, researching and sending personal gifts, party planning, travel, accommodations and more.
LUX Event Specialist
Apr. 2021Scottsdale, Arizona, United StatesAccomplished Event Planner with over 15 years of experience orchestrating all event types from your backyard BBQ to high-profile events for celebrities and elite clientele. I have exceptional organizational skills, creative vision, and a keen ability to manage complex logistics while maintaining the highest standards of confidentiality and discretion. Proven track record of delivering unforgettable events that exceed client expectations and garner widespread acclaim.
Total Customized Revenue ManagementC-Level Executive Assistant
Oct. 2018Scottsdale, Arizone• • Manage the day-to-day business activities of the executive
• Coordinate complex executive calendar schedule(s) by planning and scheduling meetings, conferences, teleconferences, and travel plans • Receive, interpret and evaluate the level of significance of information requests, take the appropriate responsive action, and determine when the executive or other staff should be notified or involved. In the executive’s absence, ensure requests for action or information are distributed to the appropriate staff members
• Independently compose, respond, and assign correspondence on behalf of executive as needed. Maintain current knowledge and understanding of technical matters, business strategy, and the executive’s views and philosophy
• Exercise discretion and judgment to ensure applicable private/proprietary business information, data, transactions, and correspondence are kept confidential
• Coordinate projects, conduct research, compile data, and prepare information for consideration and presentation to executives
• Complete quality checks for administrative work done by others, such as goal and commission tracking
Versant Capital Management, Inc.Executive Assistant to Chief Executive Officer
Dec. 2017 - Jun. 2018• Heavy calendar management and appointment scheduling on both internal and external calendars for the CEO as well as two Senior Wealth Advisors
• Researched, arranged and coordinated travel, transportation and accommodations for the CEO and several Wealth Advisors • Efficiently and effectively handled initiatives, tasks and projects assigned by executive’s team members • Maintained company and client information with a detailed focus on security, confidentiality, and discretion
• Worked independently and as a team while prioritizing multiple projects to enhance executive effectiveness • Coordinated day-to-day logistics and other internal services to ensure overall office functionality
OPES Financial SolutionsC-Level Executive Administrative
Jun. 2017 - Nov. 2017• Provided a broad range of supportive responsibilities, including calendar management for EVP, SVP and PVP and their respective team members • Worked with insurance providers and agents to ensure processes and procedures were completed in a timely manner to have policies approved • Assisted with entering & securing any required documentation from insurance providers and ensuring that data is handled with the utmost confidentiality and discretion
• Understands and utilizes computer programs and systems for the tracking and processing of insurance policies with various providers
• Ensure that necessary disclosures (state, federal and company specific) are provided to clients
• Made all preparations for bi-weekly Business Organization Meeting to ensure the most successful team training and aided in recruiting efforts to grow the company
KeyserC-Level Executive Assistant
Oct. 2016 - Jun. 2017Scottsdale• Managed the schedules and enhanced the effectiveness of the CEO/executive team by planning and coordinating meetings and teleconferences as well as handling phone calls and email correspondence • Scheduled, planned, and coordinated travel arrangements – both professional and personal - being mindful of flight, hotel, transportation, and restaurant preferences
• Researched client/company information to prepare in-depth pre-meeting notes, updated database with details of all business correspondence and followed-up accordingly to ensure success of CEO and executive team • Prepared and distributed internal and external meeting materials, communication, and agendas
• Organized, scheduled, and worked with vendors for social outings, team building events, executive luncheons, as well as successfully headed the largest annual client appreciation event to date • Oversaw administrative office duties which included, taking inventory, placing supplies orders, coordinating with vendors, all office maintenance, and IT support when needed • Coordinated CEO’s personal/family calendar, events, appointments, travel arrangements and errands as needed
• Handled both company and personal information with confidentiality and the upmost discretion
ZuzaExecutive Assistant/ Head of Operations
Oct. 2014 - Nov. 2016Scottsdale, AZ• Handled confidential and non-routine company information and prepared legal documents
• Liaison between new & existing Partners, Resellers, Sales Agents & Merchants • Point person for all escalated customer service issues • Scheduled & Organized calendars, travels arrangements, meetings for President/CEO • Learned, tested and implemented new software
• Worked directly with President and programmers on website development • Managed Account billing documents, projects and company spreadsheets
• Headed, managed & executed various projects
CBPTC-Level Executive Assistant/ Operations Manager
Aug. 2011 - Oct. 2014• Supervised all administrative and human resource functions pertaining to but not limited to recruitment, newly hired staff, client contracts, payroll & disciplinary actions
• Managed 4 regional markets, ensuring that each client agreement is being serviced above customer standards • Responsible for new employee training and development, data entry & maintenance of employee status changes and terminations. • Audited over 40 national locations, collected data and headed company stat sheets • Coordinated with Corporate Office & CEO for the opening of each new location
• Work closely with the Vice President & Regional Manager to resolve any staff or customer service issues in a timely manner.
CBPTSocial & Media Director
Jul. 2010 - Aug. 2011• Managed all Custom Built marketing events and social media sites • Worked directly with the Vice President to create and implement marketing strategies
• Updated all client testimonials and trainer biography’s/photo’s for the Custom Built Website
• Created all promotions & specials for clients
Prince LionheartC-Level Executive Assistant
Mar. 2009 - Jun. 2010Santa Barbara, California, United States• Worked directly with CEO, CFO, Head of Sales, Design & Order Entry Dept.
• Managed 12 National Sales and Account Representatives • Handled communications and workflow between headquarters, managers and accounts
• Worked directly with mega-retailers on specific product placement, orders and item inquiries • Created mid-month and monthly sales reports • Assisted in overall product development, product profiling and demographic specific marketing campaigns
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