Ana Gutierrez

• Provided multifaceted services to CEO by managing mail, scheduling appointments and other administrative tasks.
• Experienced with productivity tools such as Slack, Zoom, Google Docs and Sheets, MS Excel.
• Documented and distributed meeting notes to identify, analyze and improve workflows.
• Communicated with internal departments, vendors and contractors to discuss schedules, project requirements and upcoming appointments.
• Research, propose and implement vendors for personal services and property maintenance of the household and specialty projects.
• Identify areas of improvement for processes and implementing strategies for cost cutting

• Scheduled patient appointments and placed reminder calls to deliver exceptional customer experience.
• Documented patient medical information, case histories and insurance details to facilitate smooth appointments and payment processing.
• Collected payments and entered charges into computer system.
• Advised office manager of problems and concerns and assisted with problem-solving.
• Prepared and maintained accurate digital health records for patients.
• Greet patients and visitors to determine appropriate access to specific individuals or doctors.

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• Provided trusted advisor relationship to high net worth family principal and delivered exceptional client service.
• Oversaw personal and professional calendars and coordinated appointments for future events.
• Arranged domestic and international travel plans and itineraries.
• Used discretion when handling confidential information.
• Served as point of contact between principal, family, guests, and additional staff
• Provided general administrative support including scheduling meetings, making travel arrangements, managing documentation and personal errands.

• Managed day-to-day business operations.
• Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
• Interview, hire and training new employees.
• Manage customer service: handling customer questions, complaints, and issues.
• Analyzed sales reports.
• Responsible for data entry on orders as well as tracking completion and changes.
• Allocated store space, supplies, and merchandise.