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Work Background
Knight FrankOperations and Exec Support Associate
Jun. 2023New York City Metropolitan AreaAs an International Marketing & Operations Associate in the commercial real estate division, I excel at managing and optimizing various systems and processes to support global operations. I am responsible for entering and extracting data, recording changes, and utilizing an Excel-based financial reporting system to track referral transactions worldwide. This enables me to develop comprehensive monthly and year-end reports, including business line breakdowns and country analyses. Additionally, I handle ad-hoc requests and provide valuable insights using internal financial system data. In partnership with the London office, I oversee an Excel-based reporting system for Asia Pacific transactions. This involves gathering and confirming essential information, as well as raising invoices. Another key aspect of my role is managing and optimizing our team's preliminary CRM database system through Microsoft Access. By recording potential business opportunities, I contribute to the identification and pursuit of new ventures. I also actively engage with international and local teams, communicating regularly to clarify data, request information, and foster collaboration. Furthermore, I play a pivotal role in developing and executing our team's internal marketing initiatives and business development content. This includes compiling and formatting content for e-blasts and newsletters using a UK-based Content Management System in collaboration with the corporate marketing team. I curate and distribute bi-monthly email bulletins, featuring international and national news stories, completed transactions, and ongoing pursuits. Additionally, I update various marketing collateral, such as international presentations, leasing comparison documents, and operational protocol decks, ensuring they align with branding guidelines. I proofread all team marketing materials, brochures, flyers, and e-blasts prior to distribution.
Searchlight Capital PartnersExecutive Assistant
Sep. 2021 - Jun. 2023New York, New York, United StatesExecutive Assistant at a prestigious financial firm, providing high-level administrative support to executives and senior management. Highly organized and detail-oriented, I excel at managing complex calendars, coordinating travel arrangements, and orchestrating meetings and events. With a strong understanding of the financial industry, I am adept at handling confidential information, preparing financial reports, and conducting research and analysis to support decision-making. Skilled in streamlining processes and optimizing efficiency, I contribute to the smooth operation of the organization by anticipating needs, proactively solving problems, and maintaining effective communication with stakeholders. As a trusted partner to executives, I ensure their time is maximized, enabling them to focus on strategic priorities and driving business success.-Support for a Partner and Managing Director of Value Creation and 3 Private Equity Principals
HPProject Manager
May. 2019 - Mar. 2021Barcelona Area, SpainProject Manager specializing in HP 3D Machine installations and operations, adept at coordinating and overseeing projects across the United States and Europe. Skilled in organizing installations and ensuring smooth operations of HP 3D machines for diverse customers. Collaborates closely with Engineers to provide comprehensive training and troubleshooting support to clients and partners. Facilitates onboarding and training of new HP users and Partner engineers, ensuring their proficiency in operating the equipment. Proficient in updating weekly Smartsheet's with pertinent information and serving as a liaison between Clients, Partners, and Engineers. Conducts regular meetings to provide updates on services, including Installations, Part Quality/Ramp Up, and Training for 3D printers. Committed to delivering excellent project outcomes and driving customer satisfaction.
W1 Investment GroupClient Relationship Manager
Oct. 2018 - Apr. 2019Spain | Switzerland | London, United KingdomAs a Client Relationship Manager at W1, my primary goal was to deliver exceptional financial services and change the common misconceptions of offshore advisors. W1 was founded by Chartered Advisors who were dissatisfied with the quality of Financial Services abroad, and we are determined to set new industry standards.
As a Client Relationship Manager, I specialize in a wide range of financial services, including savings plans, lump sum and offshore investments, pension and retirement planning, UK SIPPS, inheritance tax planning, education fee planning, life insurance/assurance, and legal services. By understanding the unique needs and goals of our clients, I strive to build strong relationships and provide tailored solutions that ensure their financial success.
Moelis & CompanyExecutive Assistant/Personal Assistant
Oct. 2015 - Jun. 2018New Yor, New YorkResponsible for providing comprehensive support to the lead Managing Director for the M&A Sponsor Team. This entails managing and prioritizing a wide range of tasks, including administrative support for a team of nineteen individuals, consisting of one Vice President, four Associates, and fourteen Analysts. I handle various responsibilities such as coordinating and scheduling internal and external business meetings, making necessary arrangements, and ensuring the smooth execution of these events. Additionally, I manage complex travel arrangements, both domestic and international, adapting to frequently changing schedules and ensuring all logistical aspects are in place. Furthermore, I provide extensive personal assistance to the Managing Director and his family, extending my support beyond regular working hours, including weekends. My role also involves overseeing the management of expense reports for a team of seven, ensuring accuracy and timely submission on a monthly basis. Attention to detail and organizational skills are crucial to effectively handle this responsibility. I work diligently to maintain confidentiality and professionalism in all aspects of my role, especially when handling sensitive information. With a focus on efficiency and proactivity, I strive to anticipate the needs of the Managing Director and the team, providing them with the necessary support to excel in their roles and contribute to the overall success of Moelis and Company.
American ExpressExecutive Assistant in Global Corporate Payments
Apr. 2014 - May. 2015New York, New YorkAs an Executive Assistant at American Express, I provided invaluable support to two Vice Presidents and their direct reports. My role involved extensive interaction with senior executive management, business partners, vendors, and consultants. I effectively managed complex calendars, prioritizing time according to the needs of the Vice Presidents. Additionally, I coordinated frequent domestic and international travel, ensuring detailed itineraries for seamless trips. One of my key responsibilities was preparing meeting agendas and logistics for local and out-of-town meetings, ensuring smooth operations and facilitating productive discussions. I also excelled at reconciling and completing Concur expense reports for corporate card accounts, meticulously reviewing departmental corporate purchasing card expenses. Moreover, I played a pivotal role in preparing documents for monthly global team meetings, contributing to the efficient functioning of the organization. In addition to my executive support responsibilities, I took charge of office management tasks, including managing human resource inquiries and onboarding new hires. I ensured that new employees were fully equipped to start their roles by scheduling orientation appointments and providing necessary resources. I also prepared presentations for executive meetings, utilizing my organizational and communication skills to deliver impactful materials. Furthermore, I maintained the inventory of office supplies and technology, guaranteeing a well-equipped workspace. As the primary back-up contact for the team's conference room scheduling, I ensured seamless coordination and efficient use of resources.
CBREExecutive Assistant/ Bluework Concierge
May. 2013 - Apr. 2014New York, New YorkAs a Real Estate Concierge at CBRE, I had the privilege of overseeing eleven American Express BlueWork floors within the prestigious 3 WFC Building. My role focused on providing executive support and ensuring that all BlueWork floors operated in a safe and clean work environment. I worked closely with American Express Real Estate, conducting weekly meetings to address any concerns and coordinate monthly meetings with business unit liaisons to enhance work productivity for BlueWork employees. One of my key responsibilities was to collaborate with the Occupancy Planning team on upcoming BlueWork capital projects, ensuring seamless coordination and successful execution. I also played a vital role in optimizing desk and office utilization, running reports on the RESERVE system and analyzing data to maximize efficiency. By reserving desks and offices for BlueWork employees, I contributed to their seamless and productive work experience. In addition to my core responsibilities, I served as a point of contact for American Express employees and visitors, facilitating tours and addressing any inquiries related to BlueWork. I actively participated in BlueWork table events, providing support and fostering change management for transitioning employees. Moreover, I extended my assistance to the Conference Services and Events teams, contributing to their daily activities and ensuring successful event execution.
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