Professional executive assistant with strong meeting planning skills and experience. Well versed in managing multiple calendars and contacts, and multi-tasking abilities. Committed to customer needs and commitments. Creative with managing all aspects of event planning including logistics, venue selection and budgeting.
Overview
31
31
years of professional experience
Work History
Warranty Analyst/Exec Assist/Meeting Planner
Caterpillar, Inc.
10.2013 - Current
Adjudicated Caterpillar Dealer Warranty claims for Caterpillar's Large Electric Power Division; processing Switchgear, Automatic Transfer Switches and Aftermarket Retro Fits claims. Processing approx. 125-150 claims annually.
Reviewed, researched and performed due diligence on claim forms and other records to determine insurance coverage/payments and to deliver solutions and resolve problems.
Managed and administered product serial numbers/database for Cat Swgr. Approx 1500-2000 entries added annually, with a 35% YOY annual increase.
Managed and implemented logistics of event planning, event booking, and event promotions. Negotiated with venues, vendors and suppliers to obtain best rates and services. Developed creative themes for events and created related activities to engage attendees.
Developed detailed event reports, documenting all aspects of each event.
Handled day-to-day administrative tasks to maintain information files and process paperwork.
Organize and coordinate monthly meetings/customer events/training classes and any employee functions. Supporting business and hospitality needs of corporate partners and staff during meetings and company events.(Approx. 6- 12 events monthly)
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Training Marketing/Survey Coordinator
PKF Holdings, Inc.
06.2012 - 10.2013
Global network of approx. 200+ accounting firms, representing 150+ counties presenting the best of the best subject matters.
Prepared training course surveys to evaluate content of material presented in training classes. Established metrics to fully evaluate surveys to establish accurate data and measurements for all aspects of accounting; tax; legal; finance; business solutions; and legal subject matter presented in the courses.
Followed local, regional and national surveying guidelines.
Rebate Program Mgr/Event Coordinator
JVC Kenwood Communications
06.2007 - 06.2012
Processed day to day operations of customer rebates submitted for two way public safety radios; both for public and private sector usage utilizing digital and analog communications.
Marketed product in public safety, government, education, healthcare, utilities, business and industrial markets.
Coordinated national tradeshow (IWCE in Las Vegas) schedules and timelines for events. Managed event logistics and operations from booth displays to operational set up.
Performed event coordination for company meetings/gatherings. Both for domestic and international groups providing support for logistics and travel accomodations.
Event coordination for Hamvention, one of the largest amateur radio conventions in the world. for approx. 35K attendees. Handled event logistics on site and managed trade show leads.
Coordinated regional tradeshows in US for B2B radios, supporting all logistics of day to day union activities for booth set up.
Executive Assistant/Meeting Event Planner
GE Capital/Healthcare/Industrial/Power Systems
09.1992 - 06.2007
Initially hired as Executive Assistant for Sourcing Department of GE Capital TMS. Handled confidential and sensitive information with discretion and tact. Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Added responsibility for management of event logistics and operations. Coordinated high end GE Capital Corporate events for Senior Management.
During GE career, continued to be responsible for multiple National Sales Meetings thoroughout the US. and International. Performed event coordination for larger parties and business gatherings, company picnics, amusement parks.
Handled RSNA logistic coordination/Dinearounds with Healthcare Customers.
Organized and coordinated conferences and monthly meetings.
Updated numerous spreadsheets and databases to track, analyze, and report on performance and sales data, as well a conference leads.
Transcribed meeting minutes to support sales, business development and senior management teams.