Self-motivated Operations Manager and Executive Assistant successful in implementing and result driven for leadership. I am able to streamline and strengthen processes and control costs. Highly organized and detailed collaborator with solid record of accomplishment in meeting and exceeding business targets. Over ten years’ experience in venture capital, start-ups, and investment banking.
Overview
14
14
years of professional experience
Work History
Operations Manager & Executive Assistant
Riverpoint Capital, LLC / Sutter Hill Ventures
Newport Beach, CA
08.2022 - 10.2023
Managed a very complex calendar, travel arrangements and detailed itinerary, and monthly expense report
Completed general office management including maintaining database and file management, special projects as needed
Completed any person requests from the executive as needed whether for travel and/or family needs
Supported a team of five associates and completed heavy calendaring and meeting arrangements
Completed presentations on behalf of executive and team
Implemented and manage PEO system, all IT functions, vendor contracts and negotiations, and all items related to offices and remote offices
Managed all strategic projects
Oversaw and managed all contracts with portfolio companies, employees, NDA’s and etc
Onboarded all employees through the firms HR new hire policies; completed I-9’s, offer letters, benefits and etc
Oversaw all business operations, HR and compliance
Processed all payroll with bonuses and commissions
Forecasted monthly, quarterly, and annual operating costs for the firm
Managed monthly operating budget
Oversaw and managed operations through account payables system through bill.com and QuickBooks
Provide internal communication to staff as well as external.
Executive of Operations and Executive Assistant
Planned Career Break - Freelance (Remote)
07.2020 - 08.2022
Managed a very complex calendar, travel arrangements and itinerary
Completed general office management including maintaining database and file management, special projects as needed
Generated monthly, quarterly and annual reports
Oversaw and managed operations through account payables, vendor relations and regulatory items
Managed payroll
Hire, train, and onboarded new staff
Managed emails and social media accounts.
Executive Assistant
Harsch Investment Properties
Portland, OR
04.2019 - 07.2020
Generated a master calendar of the President’s meetings, events, and travel
Managed and tracked travel/meeting/conference expenses; worked closely with the finance and accounting group to ensure spending was aligned and within budget
Participated in weekly Leadership Team meetings; generated agenda, recorded minutes, and followed up on actionable items
Assisted in a broad range of personal items, oversaw six compounds, vehicles, domestic staff, and errands
Travelled with the President as requested
Assisted in all art exhibitions preparing book bags, interviews
Facilitated all Boards meeting, prepared Board materials, transcribed minutes, and tracked follow-up action items.
Executive Personal Assistant
702 Investment Holdings
Newport Beach, CA
02.2018 - 04.2019
Lifetime opportunity to travel the world doing market research, analytics, and regulatory items
General office management including maintaining database and file management, various personal answering phones, calendar management, special projects as needed and writing formal correspondence
Took notes and minutes of the meetings and translated them to actionable tasks
Facilitated meetings, tracked actionable tasks, followed through task completion
Supervised events and business meetings including offsite events.
Senior Assistant to Chairman and Managing Director
Pacific Investment Management Company
Newport Beach, CA
01.2014 - 01.2018
Completed a broad variety of administrative tasks for the Chairman including: managed an extremely active calendar of appointments; completed expense reports; composed and prepared correspondence that is sometimes confidential; arranged complex and detailed travel plans, itineraries, and agendas; and compiled documents for travel-related meetings
Completed as well as managed a broad range of personal: multiple estates, private aviation, vehicles, staff, family items, photo shoots, insurance, catering, shopping, and appointments
Served as the Chairman's administrative liaison to PIMCO Funds Board of Directors
Traveled to the New York office for Board preparation and meetings
Provided a 'gatekeeper' and 'gateway' role, creating win-win situations for direct access to the executive's time and office
Communicated directly, and on behalf of the Chairman, with Board members, ICI members, political figures, and others on matters related to the Chairman’s programmatic initiatives as directed too
Provided a bridge for smooth Communication between the executive office and internal departments; demonstrating leadership to maintain credibility, trust and support with senior management staff
Completed confidential projects assigned by the Chairman
Researched, prioritized, and followed up on incoming issues and concerns addressed to the Chairman, including those of a sensitive or confidential nature
Determined appropriate course of action, referral, or response as directed too.
Executive Assistant
702 Investment Holdings
Newport Beach, CA
12.2011 - 12.2013
Started as a part-time assistant for nights and weekends and then moved more to a full-time role
Supported the CEO and traveled between three offices, Portland, OR, Las Vegas, NV, and Corona Del Mar, CA
Managed all corporate and personal calendars and arranged all domestic and international travel arrangements
Acted as a liaison from the CEO to all corporate personnel and as the primary point of contact for all correspondence
Managed all social events in the CEO’s home
Researched new target markets in South America, as well as acquiring new properties and starting new venture.
Operations Assistant
Nikon Instruments, Inc.
Irvine, CA
04.2010 - 12.2011
Calendar and inventory management for the West coast.
Education
Associate in Liberal Arts -
Crafton Hills College
12.2005
Skills
Microsoft Office (Word, PowerPoint, Excel, Outlook, Teams, CRM)
QuickBooks
SAP
Bloomberg
Zoom
PEO Systems for TriNet and ADP
Salesforce
Slack
Adobe Creative Suite (Photoshop, Illustrator)
Concur
Asana
Mondaycom
Greenhouse
TriNet, ADP Payroll
Timeline
Operations Manager & Executive Assistant
Riverpoint Capital, LLC / Sutter Hill Ventures
08.2022 - 10.2023
Executive of Operations and Executive Assistant
Planned Career Break - Freelance (Remote)
07.2020 - 08.2022
Executive Assistant
Harsch Investment Properties
04.2019 - 07.2020
Executive Personal Assistant
702 Investment Holdings
02.2018 - 04.2019
Senior Assistant to Chairman and Managing Director
Pacific Investment Management Company
01.2014 - 01.2018
Executive Assistant
702 Investment Holdings
12.2011 - 12.2013
Operations Assistant
Nikon Instruments, Inc.
04.2010 - 12.2011
Associate in Liberal Arts -
Crafton Hills College
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