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Catalina Florez
Kansas City,KS
Summary
Executive Assistant to founders and C-suite leaders in wealth management, healthcare, and global professional services, with a strong foundation in structured communication, executive coordination, and information flow management. Recognized for precision, analytical thinking, and the ability to translate complex priorities into clear, organized execution across teams and stakeholders. Brings a background in marketing, internal communications support, and event production, combined with Lean Six Sigma Yellow Belt training in process improvement and operational efficiency. Bilingual in Spanish and English, with strong adaptability across multicultural and cross-functional environments. Known for reliability, discretion, and high-quality execution in structured, detail-oriented work, with a growing focus on internal communications, messaging clarity, and organizational alignment.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Executive Assistant
Falcon Wealth Advisors
Mission Woods, Kansas
01.2025 - Current
- Manage the CEO’s complex calendar, travel arrangements, expense reporting, and meeting coordination to optimize time management and support daily operations.
- Manage executive communications and information flow between the CEO, advisors, internal teams, and clients to support alignment, collaboration, and operational efficiency across the firm.
- Support strategic initiatives and cross-functional projects by tracking priorities, coordinating stakeholders, and ensuring timely execution across teams.
- Create newsletters and client communications using HubSpot, including campaign setup, workflows, audience segmentation, and email distribution to support client engagement, lead generation, and prospect outreach initiatives.
- Lead planning and execution of client appreciation, employee appreciation, and educational events, overseeing vendor management, budgeting, logistics, communications, and event execution.
- Customize Salesforce dashboards and reports to improve visibility into business activity and performance metrics while maintaining CRM data integrity and accurate client data.
- Research and prepare materials for meetings, presentations, and executive initiatives while contributing process improvements to enhance collaboration and operational effectiveness.
Executive Assistant
Integrated Psychiatric Consultants
Overland Park, Kansas
05.2024 - 01.2025
- Managed executive calendars, travel arrangements, and high-level communications.
- Prepared presentations, reports, and data analyses to support strategic decision-making.
- Oversaw recruitment, onboarding, and employee training initiatives, including creating a talent management system to streamline HR operations.
- Planned and executed conferences and company events, ensuring seamless coordination and impactful outcomes.
- Maintained HubSpot CRM data integrity and created actionable performance reports to drive business insights.
- Managed projects for executives, ensuring alignment with organizational goals and timely completion of key initiatives.
Executive Assistant to Chief Executive Officer
Lean Solutions Group
Remote
01.2023 - 05.2024
- Manage the CEO’s complex calendar, travel arrangements, expense reporting, and meeting coordination to optimize time management and support daily operations.
- Manage executive communications and information flow between the CEO, advisors, internal teams, and clients to support alignment, collaboration, and operational efficiency across the firm.
- Support strategic initiatives and cross-functional projects by tracking priorities, coordinating stakeholders, and ensuring timely execution across teams.
- Create newsletters and client communications using HubSpot, including campaign setup, workflows, audience segmentation, and email distribution to support client engagement, lead generation, and prospect outreach initiatives.
- Lead planning and execution of client appreciation, employee appreciation, and educational events, overseeing vendor management, budgeting, logistics, communications, and event execution.
- Customize Salesforce dashboards and reports to improve visibility into business activity and performance metrics while maintaining CRM data integrity and accurate client data.
- Research and prepare materials for meetings, presentations, and executive initiatives while contributing process improvements to enhance collaboration and operational effectiveness.
Client Specialist
Lean Solutions Group
Bogota, Colombia
06.2021 - 12.2022
- Built an automated system for travel requests, improving efficiency and reducing processing time by 40%.
- Trained a team of three for the concierge department, delivering exceptional client experiences.
- Arranged and hosted travel and events for U.S.-based clients at the company’s satellite offices in Colombia.
- Planned events and training sessions, enhancing client engagement and knowledge transfer.
- Managed client inquiries, ensuring timely and accurate resolutions to enhance satisfaction.
- Developed strong client relationships through effective communication and active listening.
Digital Marketing Manager
ISN Expo
Remote
10.2015 - 06.2021
- Developed and executed marketing strategies for both digital and traditional media, driving brand visibility and engagement.
- Hired and led a team of marketing coordinators, streamlining workflows and improving campaign effectiveness.
- Designed and maintained the company website, enhancing user experience and functionality.
- Managed public relations initiatives and organized events, including college fairs and webinars, to foster industry connections.
- Oversaw email marketing initiatives, increasing open rates through targeted segmentation strategies.
- Developed and executed A/B testing strategies to optimize campaign performance.
- Continuously monitored digital trends to identify new opportunities for leveraging emerging technologies in strategic marketing efforts.
- Managed social media campaigns across multiple platforms, increasing engagement and reach.
Event Planning and Print Traffic Coordinator
Festival Internacional de Cine de Cartagena de Indias (FICCI)
Cartagena
01.2008 - 03.2013
- Planned and coordinated events, screenings, and panel discussions, hosting internationally renowned filmmakers.
- Secured and negotiated sponsorships, ensuring financial support for the festival’s initiatives.
- Managed logistics for 50+ venues, including scheduling, volunteer coordination, and guest accommodations.
- Established the print traffic department from the ground up, creating processes and standard operating procedures (SOPs) to ensure timely delivery and quality control of all media materials.
- Coordinated logistics for film screenings, ensuring timely delivery and setup of equipment.
Education
AAMS - Finance
College of Financial Planning
Online09.2025
Master of Science - Interactive And New Media Marketing
IEBS
Online01.2015
Bachelor of Arts - Radio And TV Production
Universidad Autonoma Del Caribe
Barranquilla, Colombia12.2006
Skills
- Executive support
- Project management
- Marketing strategy development
- Strategic planning
- Customer Service-oriented
- Content development
- Press releases
- Speech writing
- Calendar management
- Event planning
- Excellent communication
- Teamwork and collaboration
Certification
- Lean Six Sigma Yellow Belt
- Accredited Asset Management Specialist or AAMS Professional Designation
- Trusted Paycor Administrator Certification
- Series 65
Languages
Spanish (Native or Bilingual)
English (Native or Bilingual)
Timeline
Executive Assistant
Falcon Wealth Advisors
01.2025 - Current
Executive Assistant
Integrated Psychiatric Consultants
05.2024 - 01.2025
Executive Assistant to Chief Executive Officer
Lean Solutions Group
01.2023 - 05.2024
Client Specialist
Lean Solutions Group
06.2021 - 12.2022
Digital Marketing Manager
ISN Expo
10.2015 - 06.2021
Event Planning and Print Traffic Coordinator
Festival Internacional de Cine de Cartagena de Indias (FICCI)
01.2008 - 03.2013
AAMS - Finance
College of Financial Planning
Master of Science - Interactive And New Media Marketing
IEBS
Bachelor of Arts - Radio And TV Production
Universidad Autonoma Del Caribe