Seasoned executive assistant and project manager with expertise in strategic planning and organization. Provides high-level support to C-Suite Leaders, Partners, and top executives.
Overview
21
21
years of professional experience
Work History
Project Manager
Summit Leadership Partners
Charlotte, NC
08.2022 - Current
Effectively manage complex calendars of 10 partners and principal consultants within a fast-paced environment, allocating resources according to current and upcoming project demands
Scope projects and create SOWs in collaboration with clients and consultants, negotiating contracts with third-party vendors when necessary
Create and manage project plans for Internal, External, and Development Assessments; Due Diligence; Value Creation Plan Accelerators; and Organization Design, while identifying potential risks associated with projects and developing mitigation strategies
Serve as a liaison between clients and key stakeholders, including Private Equity firm partners, CEOs, C-Suite leaders, and consultants
Work collaboratively with consultants in the development of comprehensive final report presentations
Coordinate travel and content for off-site client sessions, providing support to consultants during executive leadership development team sessions
Executive Assistant
Peoples Bank NC
Newton, NC
01.2018 - 08.2022
Managed and prioritized executive calendars for business partner meetings, trainings, conventions, and travel
Managed and supervised internal and external vendors throughout the upfit phase and opening of new branches
Assisted in preparing for board meetings, shareholder meetings, and bank events
Effectively communicated and maintained confidentiality with partners at a high level.
Prepared and managed check requests, expense reports, lease, and invoice payments.
Capital Markets Risk and Control Analyst
JP MORGAN CHASE
Jacksonville, FL
01.2008 - 12.2017
Completed regulatory, pre-implementation and risk-based audits to achieve business objectives
Monitored new trends and technologies as they applied to audit areas
Planned and executed operational audits of various business areas using risk-based audit methodology
Tested the design and effectiveness of internal controls by completing walk-throughs of complex business processes
Verified company controls were in compliance with established policies
Created and executed line of business policies and procedures.
Administrative Assistant/Intern Copywriter
EVERBANK
Jacksonville, FL
01.2004 - 01.2007
Created and maintained spreadsheets using advanced Excel functions and calculations to develop reports and lists
Handled all media and public relations inquiries
Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences
Planned meetings and prepared conference rooms
Received and screened a high volume of internal and external communications, including email and mail.
Education
BACHELOR OF SCIENCE - COMMUNICATIONS/PUBLIC RELATIONS
University of North Florida (UNF)
Jacksonville, FL, United States
01.2005
Skills
Project Management
Project development
Risk Management expertise
Schedule Management
Highly Analytical
Detail-Oriented
Excellent time management skills
Excels in team leadership
Zip
28037
State
NC
City
Denver
Timeline
Project Manager
Summit Leadership Partners
08.2022 - Current
Executive Assistant
Peoples Bank NC
01.2018 - 08.2022
Capital Markets Risk and Control Analyst
JP MORGAN CHASE
01.2008 - 12.2017
Administrative Assistant/Intern Copywriter
EVERBANK
01.2004 - 01.2007
BACHELOR OF SCIENCE - COMMUNICATIONS/PUBLIC RELATIONS
University of North Florida (UNF)
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