Engie Khalil Heidelberg

• Coordinated extensive weekly travel scheduling (Domestic, International) for CEO.
• Supported, streamlined operations for a team of 55 - 60
• Streamlined communication by managing correspondence between the CEO and external stakeholders.
• Optimized scheduling efficiency by coordinating meetings, appointments, and travel arrangements for the CEO.
• GSuite, Google Workspace, Slack, Zoom, Concur, AMEX Travel, Quickbooks, SalesForce, Microsoft365,
• Created decks for client workshop/associate presentations
• Recorded minutes and distributed to board members
• Managed CEO's schedule and consultant's in the West Region
• Provided support to founder and managed 3MM Portfolio
• Point of contact for Fortune 500 clients
• Reviewed proposals to ensure contract obligations are fulfilled
• Managed expenses, account via QuickBooks
• Coordinated all workshops per contract
• Managed travel and event budget
• Liaison to legal team
• Obtained licensing for intellectual property, trademarks

• Managed CEO's schedule including complex domestic and international travel.

• Strategized growth and method of contact with Business Development Managers

• Outlook, Quickbooks, Apptivo, Salesforce

• Liaison between Microsoft, T-Mobile and Duke Energy

• Managed timeline of contract agreements

• Maintained relationships with past and existing clients/partners

• Regulation A and 3 (10) b filing, stock operation licensing

• Communicated with shareholders, adhering to OTC regulations

• Drafted and reviewed proposals

• Created and presented Investor decks

• Supported CFO with QuickBooks, financial bookkeeping for dual companies

• Managed manufacturing status with Taiwan employees

• Liaison with city officials for Beta Smart Neighborhood testing in Las Vegas, NV

• CES Convention preparation, oversaw booth build out, coordinated shipping of materials/furniture, screened new hires for convention, marketing and project management

• Managed travel (domestic/international) and schedules for four C-Level Executives (CEO, CFO and VP of Compliance)

• Coordinated travel arrangements (domestic/international)• Streamlined wholesale pharmacy process and produced licenses in various states.

• Project manager for pharmacy buildouts, conventions and events.

• FBN filing, tax preparations, maintaining lines of communication

/liaison between executives and attorneys.

• Oversaw screening of potential candidates, associate coaching

Maintained employee personnel files and implemented new filing system

• Facilitated orientation with with VP of Compliance new sales representatives

• Presented biweekly status updates to board members

• Created and maintained a client database with requests, prescriptions, changes in condition/medication.

• Strategized and obtained leads for new clients for Co-CEOs in an unfamiliar market

• Extensive daily scheduling of three C-level executives

•Arranged travel (domestic/International), including private jet travel arrangements

• Managed convention collaboration and conducted property tours for investors

• Created and presented project decks to city officials such as mayors, council members, city attorneys and lobbyists of various Southern California cities

• Prepared and obtained conditional use permits and regulatory safety permits

• Utilized CRM software: Apptivo, Salesforce to manage client and investor databases.

• Calculated and managed financial project projections, QuickBooks, budget monitoring and project expense reconciliation.

• Created MailChimp Campaigns

• Tracked investor contributions/reimbursements.

• HR accountability: payroll, performance reviews, interview process, hiring, operations training, coaching.

• Conducted State and Federal compliance checks at all storefronts and backend locations.

• Drafted press releases (LA Times, Forbes, Wall Street Journal), coordinated news media interviews via phone conference and in person (LA Business Journal, Channel 7 Eyewitness News, The Adam Corolla Show)

• Identified compliant real estate properties through zoning ordinances

• Organized seminars to educate the impact of new City and State regulations

• Reviewed purchase sales agreements

• Liaison with the legal team regarding various addendums pertaining to each property

• Monitored complex due diligence dates, ensured option agreements, as needed, and coordinated property risk assessment/condition reports completion

• Assessed client needs and developed plans to adequately address current and future objectives.
• Addressed and resolved customer complaints and issues to improve satisfaction.
• Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes.
• Recommended new products to clients and maintained solutions-oriented problem-solving for long-term client relationships.
• Ensured accounts were set up with accuracy and fitting the needs of clients.

•Conducted ongoing training sessions for enterprise retail job functions, which includes
systems, products, processes and procedures, and effective needs-base selling training
courses and programs
•Facilitated face to face and virtual led training and virtual for South Orange County Sales and
Service teams
•Maintained training calendar that incorporated local and organizational wide sessions
•Assisted with assessing associate onboarding training effectiveness
•Maintained records on all training provided
•Tracked, measured, and evaluated the progress and performance throughout training
courses, provided feedback to directors
•Developed teaching aids and submitted for final approval, edited as necessary
• Co-Led new system "MERLIN" rollout and training