Union BankExecutive Assistant to Chief Investment Officer
Sep. 2011 - Mar. 2015United States, San FranciscoI provided high-level executive support to the CIO, managing global travel, media requests, and complex calendars, while acting as a key liaison to streamline communication across leadership and staff. I planned and executed internal events, including holiday celebrations and executive retirements, with attention to detail and brand integrity. I supported a 16-person investment team by producing client presentations, institutional reports, and sales tracking dashboards, and regularly captured and presented policy committee meeting minutes to the Board—ensuring clarity, accuracy, and executive alignment.