Adaptable and forward-thinking Executive & Personal Assistant adept at developing detailed administrative processes that reduce redundancy and achieve organizational objectives. Extensive experience providing 24/7 accessibility in fast-paced settings, judicious in maintaining confidentiality and possessing a "no task too small/big" attitude.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Executive / Personal Assistant to CEO’s/Founders
JUICE / Zurp
Remote (TTP)
11.2022 - 02.2023
Provided executive assistance to two Founders of marketing agency, JUICE and start-up company, Zurp
Assisted with recruiting efforts by searching LinkedIn for prospects, reaching out and scheduling intro calls with CEO
Personal tasks included coordinating birthday trips, making dinner reservations, arranging dog sitters, etc.
Executive/Personal Assistant to Co-CEO
Kensington Vanguard
Miami Beach, FL
05.2022 - 12.2022
Handled management of CEO’s home including scheduling contractors and utility services; liaised with house managers, housekeepers and other household staff for Miami and NY properties
Provided 24/7 accessibility for any urgent needs
Managed calendar, vetting meeting requests, and juggling ever-changing dinners and appointments
Coordinated business and personal travel via commercial and private planes; ensuring executive (and family/dog) have all travel documents
Tackled daily task list and action items for the executive; keep him abreast of important calls to make to stakeholders
Maintained relationship with executive’s clients/stakeholders and their assistants
Managed all credit cards: corporate, personal, and household Centurion Amex; reviewed monthly statements for any discrepancies or possible fraudulent charges
Responsible for managing household expenses which includes utilizing spreadsheet to track monthly bills, making invoice payments, worked with house managers to ensure projects were completed before payment
Completed ad hoc tasks for executive’s wife including assisting with securing event venues, placing shopping orders, researching activities for family trips, etc
Assisted with managing household and vehicle insurance, ensuring premium payments are made, coverage is updated with purchase of new property, car or watercraft
Acted as executive’s right-hand and gatekeeper, thinking ahead, and predicting his next move; assure I used every avenue to accomplish the impossible
After-hours assistance for events held at executive’s home.
Executive Assistant to Chief Product Officer & Chief Sales Officer
Syncron
Remote (TTP)
11.2021 - 05.2022
Provided 24/7 accessibility especially during global travel and for executive in Singapore and India
Extensive international and global travel coordination which includes researching visa and covid restrictions, ground transportation, lodging and making use of executive’s time by scheduling meetings with stakeholders/customers
Managed calendar and inbox, creating high-level internal and external emails on executive’s behalf, prioritizing meeting requests, proactively highlighting urgent issues and resolved scheduling conflicts
Scheduled and took minutes during meetings and uploaded onto wiki/Confluence site; utilized Microsoft Planner to monitor and track action items
Scheduled external and internal Teams meetings across multiple time zones, including facilitating and recording special organization-wide all-hands meetings
Coordinated team building events throughout Europe and USA, including Sales group trip to Crete, Greece in May 2022; this included liaising with hotel for room blocks, making dinner reservations, and researching local group activities
Managed time and expense reporting for executives via Workday
Created, managed and updated spreadsheets to track projects and tasks
Worked as a team with EA in Sweden to assist the CEO (based in Germany) while she was part-time.
Executive/Personal Assistant to Chairman and CEO
Third Lake Partners / TL Capital
Tampa, FL
02.2020 - 11.2021
High level executive support to Chairman and CEO of family office and investment/private equity firm
Provided 24/7 accessibility to CEO; ensured rapid responses to texts and emails; acted as true gatekeeper to executive
Personal assistant tasks such as: liaising with the house managers to ensure renovation and landscaping projects ran smoothly, coordinated personal/family travel via commercial and private aircraft, executed personal requests, helped with children's school scheduling, met with technicians/ contractors at the home, assisted wife with event planning, assisted with organizing and notarizing documents to purchase properties, registered vehicles, amongst many tasks
Calendar and inbox management to include fielding meeting requests and inquiries, resolved scheduling conflicts, prepared email correspondence and organized Outlook folders
Kept CEO abreast of meeting schedule and outstanding action items
Coordinated political hosting events; liaised with Secret Service contact to ensure property security measures were in place for events attended by high profile political figures; facilitated political contributions
Domestic and international travel planning via private jet, helicopter and commercial flights
Maintained relationships with ultra-high net worth individuals and their assistants
Completed investment subscription documents; facilitated wire transfers for capital call funding
Took minutes, prepared agenda, distributed Investment memos for weekly investment committee meeting
Compiled and prepared Chairman’s tax documents, sent to accountants prior to tax filing deadline
Managed renewals of executive’s business annual reports, DC and FL bar memberships, and travel documents
Reviewed, tagged and notarized lease agreements, addendums and other agreements for Chairman’s signature
Completed and submitted quarterly and annual compliance requirements, logging gifts, and volunteer work
Ensured Chairman was prepared for FL Board of Governors meetings to include accessing board materials, scheduled briefings, coordinated travel for meetings
Assisted COO with new hire onboarding including attending interviews, collecting new hire documents, liaise with IT to obtain equipment, and acted as first point of contact; maintained personnel files in iPaladin.
Executive Assistant to Senior Vice President & VPs, Marketing
NBA
New York, NY
05.2017 - 09.2019
Supported SVP and 3 Vice Presidents with calendar management, domestic/international travel, and expense reporting
Prepared confidential excel spreadsheets, reports, charts and tables to assist in viewership tracking
Provide back-up support to Chief Marketing Officer including handling charter flight travel, arranging meetings with the Commissioner and scheduling personal appointments
Organized monthly staff meeting which included setting up video conferencing for global team, compiling and PowerPoint decks and driving the presentation
Provided back-up support to Chief Marketing Office including handling travel on chartered flights, arranging meetings with the Commissioner and personal errands
Processed credential requests for staff and vendors, managing hotel and travel logistics at NBA events
Attended NBA events including All-Star, Finals, etc
To provide onsite support; accommodated and socialized with high profile guests in arena suites
Coordinated departmental team building events including selection of activity, organizing ground transportation, etc
Managed new hire on-boarding, arranging desk set-up, updating email distribution and contact lists
Tracked departmental marketing budget of $4.5 million for NBA, G-League and WNBA, accurately code invoices.