CAROLINE SEGALL
Lone Tree,CO
Summary
Forward-thinking Executive Assistant accomplished in aiding company leaders with key functions. Gifted at managing busy schedules, organizing projects and providing stellar administrative support to executive team. Analyzes, prioritizes and completes tasks with professionalism and sound judgment.
Overview
17
17
years of professional experience
Work History
Executive Assistant to Chief Pharmacy Officer
CommonSpirit Health
11.2022 - Current
- Manage complex scheduling & calendars for C-Suite Level Executives in multi-time zone calendars
- Coordinate travel arrangements and accommodations
- Expertise in coordinating on and off site events and visits
- Expense report management & travel budget
- Prepare Agendas & Slide Decks for weekly/monthly/quarterly executive & leadership meetings
- Maintained highest level of discretion with highly sensitive information
- Mission oriented, honest & believe in personal integrity
Executive Assistant to Regional President
Bay Equity Home Loans
01.2022 - 11.2022
- Schedule and coordinate virtual and in person meetings, events, travel and appointments for leadership team
- Organize & manage sensitive data input in extensive excel spreadsheets for weekly, monthly and quarterly reporting
- Expenses and Invoicing management
Loan Processor
Bay Equity Home Loans
01.2022 - 11.2022
- Gathering information & documents on for loan application
- Evaluating credit and income calculation
Lead Designer
Pottery Barn Williams Sonoma
Littleton, CO
07.2019 - 10.2022
- Virtual and In-Home Client Consultatio Experience
- Management Team – clerical and personnel management
Head of Fundraising and Annual Auction
WHEE Preschool
08.2019 - 05.2020
Benefits Specialist
Kapnick Insurance Group
Ann Arbor, MI
01.2013 - 11.2013
- Created Marketing Material for 80+ customers surveying company insurance packages supporting sales team of 10
Financial and Pricing Specialist
Integrated Research
Denver, CO
11.2010 - 09.2012
- Responsible for all product pricing proposals for 35+ member sales team
- Managed post sale process from receipt of purchase order to creation of software and billing of sale
- Awarded Fiscal Year 2011 Teamwork Award for the North & South American Regions
Senior Credit Manager
Wells Fargo Financial
Denver, CO
08.2007 - 11.2010
Education
Art History, Sociology
Colorado State University
05-2007
Colorado College, American University
08.2003
Skills
- Microsoft Suite
- Google Suite
- Concur
- Teams
- Zoom
- SalesForce
- Encompass
- Floify
- Ensemble
Interests
HOBBIES
, Family Time with my 2 children
Volunteering at my children’s schools
Volunteering at Bessie’s Hope
Hiking
Reading
Cooking
Pilates & Yoga
Timeline
Executive Assistant to Chief Pharmacy Officer
CommonSpirit Health
11.2022 - Current
Executive Assistant to Regional President
Bay Equity Home Loans
01.2022 - 11.2022
Loan Processor
Bay Equity Home Loans
01.2022 - 11.2022
Head of Fundraising and Annual Auction
WHEE Preschool
08.2019 - 05.2020
Lead Designer
Pottery Barn Williams Sonoma
07.2019 - 10.2022
Benefits Specialist
Kapnick Insurance Group
01.2013 - 11.2013
Financial and Pricing Specialist
Integrated Research
11.2010 - 09.2012
Senior Credit Manager
Wells Fargo Financial
08.2007 - 11.2010
Art History, Sociology
Colorado State University
Colorado College, American University
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