Catherine Formella
Milwaukee,WI
Summary
Accomplished Executive Assistant at Northwestern Mutual, adept in strategic planning and interpersonal communication, significantly enhancing executive productivity. Proven track record in calendar management, travel coordination, and streamlining operations. Excel in relationship building and financial services, driving efficiency and fostering cross-departmental collaboration. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Executive Assistant to the Managing Partner
Northwestern Mutual
2023.11 - Current
- Supported decision-making processes for the Managing Partner by conducting research, preparing reports, and presenting concise findings on relevant industry trends.
- Contributed to a cohesive work environment by liaising between departments, fostering open communication channels, and addressing any conflicts or issues that arose promptly and professionally.
- Optimized time management for the Managing Partner by evaluating priorities, delegating tasks to appropriate teams, and monitoring progress to ensure timely completion.
- Facilitated successful events by coordinating logistics, managing budgets, securing venues, liaising with vendors, and providing on-site support during execution.
- Assisted with hiring processes for the Managing Partner''s team by screening resumes, scheduling interviews, and providing input on candidate selection.
- Implemented post-event evaluations to identify areas of improvement and drive continuous enhancement of future initiatives.
Office Manager
Northwestern Mutual
2023.06 - 2023.10
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
- Managed logistics for successful events, including venue selection, contract negotiation, and coordinating with vendors.
Retail Sales Associate
The Lemon Tree
2022.10 - 2023.05
- Greeted customers and helped with product questions, selections, and purchases.
- Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
- Assisted in managing inventory levels, accurately processing shipments, and restocking merchandise as needed.
- Developed strong relationships with repeat clients, leading to increased loyalty and return visits.
Substitute Teacher
Lumen Christi Catholic School
2022.03 - 2022.06
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Upheld classroom routines to support student environments and maintain consistent schedules.
- Developed strong rapport with students through consistent encouragement and support, fostering a positive learning atmosphere conducive to academic growth.
- Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
Retail Sales Associate
Burke Candy Ingredients
2022.04 - 2022.05
- Greeted customers and helped with product questions, selections, and purchases.
- Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
- Enhanced visual merchandising displays by arranging products strategically, attracting more customers to the store.
Food Server
Shully's Cuisine and Events
2022.04 - 2022.05
- Efficiently balanced multiple tasks, prioritizing responsibilities for optimal performance during busy shifts.
- Enhanced customer satisfaction by providing efficient and friendly food service.
- Engaged with customers to gather feedback, driving continuous improvement in service delivery.
- Communicated with kitchen staff clearly and accurately to deliver meals within desired timeframes.
Catering Associate
Miss Molly's Catering
2017.06 - 2020.06
- Provided friendly, courteous service to create memorable moments for guests.
- Helped chefs prepare and present food to event guests with strong attention to detail and presentation expertise.
- Developed strong relationships with clients through clear communication and proactive problem-solving skills.
- Collaborated with vendors to ensure timely delivery of supplies, maintaining consistent inventory levels for seamless event execution.
- Arranged linens and table settings according to seating plan and event theme.
- Served appetizers, delivered entrees, and refilled beverages for banquet guests.
- Collaborated with team members to execute seamless catering events for clients.
- Supervised and trained junior catering staff to carry out correct tasks and apply best practices.
- Assisted in the preparation and presentation of food, ensuring high-quality standards were maintained.
- Set up and broke down event spaces efficiently, ensuring timely completion of tasks while minimizing disruption to guests.
- Developed customized menus for clients based on dietary needs and preferences, resulting in positive feedback.
- Enhanced customer satisfaction by providing exceptional catering services at various events.
- Maintained professional demeanor under pressure during high-stress situations, contributing to overall success of catered events.
E-Filing Associate
Northwestern Mutual
2015.01 - 2016.01
- Improved case processing efficiency by streamlining workflow and implementing electronic filing systems.
- Completed data entry of legal documents into electronic filing systems.
- Maintained organized electronic filing systems for easy retrieval of client records, streamlining daily tasks.
Education
Bachelors Of Science - Education
Cardinal Stritch University
Milwaukee, WI06.2021
Saint Louis University
Saint Louis, MISkills
- Strong Problem Solver
- Relationship Building
- Interpersonal Communication
- Travel Coordination
- Meeting planning
- Strategic Planning
- Time Management
- Calender Management
Timeline
Executive Assistant to the Managing Partner
Northwestern Mutual
2023.11 - Current
Office Manager
Northwestern Mutual
2023.06 - 2023.10
Retail Sales Associate
The Lemon Tree
2022.10 - 2023.05
Retail Sales Associate
Burke Candy Ingredients
2022.04 - 2022.05
Food Server
Shully's Cuisine and Events
2022.04 - 2022.05
Substitute Teacher
Lumen Christi Catholic School
2022.03 - 2022.06
Catering Associate
Miss Molly's Catering
2017.06 - 2020.06
E-Filing Associate
Northwestern Mutual
2015.01 - 2016.01
Bachelors Of Science - Education
Cardinal Stritch University
Saint Louis University