Organized Team Leader builds positive rapport, inspire trust and guide teams toward achievement of organizational goals. Strong facilitator adept at working cross-departmentally with co-management and top-level leadership. Excellent trainer and mentor.
Overview
24
24
years of professional experience
Work History
Merchandising Service Team Lead - OSLG
LOWES HOME IMPROVEMENT
04.2020 - 12.2024
Merchandised, staged and maintained quality of trees, outdoor & indoor plants, exotic flowers and succulents
Communicated with vendors regarding deliverables
Ordered new product as needed
Instructed team on projects required for following day
Provided written status reports to Manager
Proactive learning new products and services
Excellent customer service skills
Trained new team members by relaying information on company procedures and safety requirements.
Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
Coached team members in techniques necessary to complete job tasks.
Executive Assistant / Volunteer Coordinator
QUEENS WITH GOALS, Inc.
09.2016 - 02.2020
Company Overview: Non-Profit Organization 501(c)(3)
Researched funding and non-profit grants
Created Annual Fundraising Events
Coordinated and participated in volunteer activities
Communicated with donors and staff via email, phone, and social media regarding project status
Provided administrative support to Founder/CEO
Non-Profit Organization 501(c)(3)
Executive Assistant to Sr Management Teams
CAPITAL GROUP COMPANIES
02.2015 - 08.2015
Provided executive support to seven executives within the Long Beach and Los Angeles offices
Managed Executives complex calendars (via Outlook), reports, correspondence and expenses
Generated reports utilizing Excel
Coordinated and processed extensive international and domestic travel
In addition to coordination of air and hotel, also provided itineraries, agendas, meeting materials, boarding passes, ground transportation, maps and currency conversion
Tracked deadlines and recorded/transcribed minutes as needed for executive meetings
Office Management support; maintained office and customer lists, ordered and maintained inventory office supplies/equipment
Coordinated various projects as required
Reason for Leaving: Contract Assignments
Screened calls and emails and initiated actions to respond or direct messages for managers.
Organized and coordinated conferences and monthly meetings.
Processed travel expenses and reimbursements for executive team and senior management group.
Event Planner/Consultant
EVENTS OF ENCHANTMENT
09.2013 - 07.2014
Provided event planning and management to new and former clients
Executive Assistant to four Portfolio Managers
PAYDEN & RYGEL INVESTMENT MANAGEMENT
04.2012 - 07.2013
Prepared and distributed Client Quarterly Reports
Processed incoming and outgoing communication and correspondence to ensure proper dissemination of information
Compiled data and prepared reports
Recorded, transcribed and distributed Best Execution Committee meeting minutes
Generated reports via Excel inserting graphs, charts and text
Coordinated and processed extensive international and domestic travel
In addition to coordination of air and hotel, also provided itineraries, agendas, meeting materials, ground transportation, maps and currency conversion
Monitored travelers’ logistics
Ensured Client Distribution Funds request were properly and accurately processed
Processed expense reports and reconciled corporate credit card charges to ensure timely and accurate reimbursement
Implemented special projects as required
Reason for Leaving: Reduction in Forces
Office Manager/Executive Assistant to Managing Director
CANTOR FITZGERALD INVESTMENT BANKING
12.2010 - 03.2012
Created and modified documents, invoices, reports, memos, spreadsheets and correspondence utilizing MS Word, PowerPoint, Excel and other proprietary software
Maintained department files - physical and electronic
Ordered and maintained supplies for the department; coordinated repairs/replacement of equipment
Conducted research, compiled data and prepared papers for consideration and presentation
Prepared agendas, meeting materials, A/V, food and beverage for internal/external meetings
Coordinated extensive international and domestic travel for Managing Director and team
Collected and maintained inventory of office equipment and supplies
Interfaced with clients, vendors and guests
Prepared expense reports for Managing Director and team
Reason for leaving: Parent company closed West Coast Investment Banking Division
Event Planner/Consultant
EVENTS OF ENCHANTMENT
12.2008 - 07.2010
Consulted with clients to determine objectives and requirements
Coordinated various services including: facilities, accommodations and transportation, catering, signage, displays, A/V, and special needs requirements
Developed event topics
Evaluated and coordinated service providers in accordance with client requirements
Inspected event facilities to ensure conformity with clients’ specifications
Maintained event records
Organized registration of event participants
Planned and developed programs, agendas, budgets, and services according to client requirements
Conducted post-event evaluation
Developed strategic marketing and outreach campaigns targeting desired demographics
Seized opportunity to further my knowledge in marketing via Small Business Administration sponsored courses
Reason for leaving: Economy downturn
Executive Assistant to President
MAG FADAL
06.2006 - 11.2008
Company Overview: Manufacturer of vertical machinery and rotary tables
Recorded, transcribed and distributed meeting minutes
Conducted research, compiled data and prepared papers for consideration and presentation by President
Coordinated meetings for President and Executive Team
Arranged extensive international and domestic travel including itineraries, last minute passports, visas, letters of invitation, required inoculations, hotels, meeting materials, air / ground transportation, per-diem
Read and analyzed incoming memos, submissions, and reports to determine their significance; planned and executed distribution of same
Manufacturer of vertical machinery and rotary tables
Reason for leaving: Plant moved to Hebron, KY
Executive Assistant to President and Medical Director
GREAT-WEST HEALTHCARE
04.2001 - 11.2005
Company Overview: National Health insurance Carrier
Prepared reports, memos, correspondence, presentations and supplementary documents
Arranged international and domestic travel
Recorded, transcribed and distributed Physician Advisory Committee meeting minutes
Assembled documentation essential for creating quarterly Board of Directors reports
Liaised with committee members to ensure accurate and timely resolution to any open issues
Processed expense reports
Responded to emails in timely manner
National Health insurance Carrier
Reason for leaving: Corporate downsizing
Education
Liberal Arts -
Pierce College
Skills
MS Office Suite
PowerPoint
Excel
Word
Outlook
Oracle
QuickBooks
Visio
Lync
Internet Research
Access
Donor Perfect
Concur
Sage/ACT
Work assignment delegation
Trend tracking
Performance monitoring
Workflow management
Client communication
Attention to detail
Employee engagement
Workplace safety
Coaching and mentoring
Employee training
Relationship building
Invoice verification
Volunteerprograms
Volunteer, worked on the coordination of the launch of a non-profit organization, Queens with Goals, Inc.
Volunteer, committee member and mentor with Penny Lane Foundation, a full-service wrap-around program for at risk children and young adults.
Volunteer, Pediatric AIDS Foundation and Caring for Babies with AIDS.
Timeline
Merchandising Service Team Lead - OSLG
LOWES HOME IMPROVEMENT
04.2020 - 12.2024
Executive Assistant / Volunteer Coordinator
QUEENS WITH GOALS, Inc.
09.2016 - 02.2020
Executive Assistant to Sr Management Teams
CAPITAL GROUP COMPANIES
02.2015 - 08.2015
Event Planner/Consultant
EVENTS OF ENCHANTMENT
09.2013 - 07.2014
Executive Assistant to four Portfolio Managers
PAYDEN & RYGEL INVESTMENT MANAGEMENT
04.2012 - 07.2013
Office Manager/Executive Assistant to Managing Director
CANTOR FITZGERALD INVESTMENT BANKING
12.2010 - 03.2012
Event Planner/Consultant
EVENTS OF ENCHANTMENT
12.2008 - 07.2010
Executive Assistant to President
MAG FADAL
06.2006 - 11.2008
Executive Assistant to President and Medical Director