Results-driven professional with extensive experience supporting C-suite executives in dynamic business environments, specializing in operations management and entrepreneurial ventures. Proven ability to streamline processes, enhance productivity, and drive strategic initiatives that align with organizational goals. Adept at managing complex schedules, facilitating cross-functional collaboration, and optimizing resource allocation to support business growth. Recognized for building strong relationships with stakeholders, clients, and team members, while maintaining the highest standards of confidentiality and professionalism, leveraging a proactive approach and entrepreneurial mindset to deliver innovative solutions that enhance operational efficiency and foster business success.
Provided high-level administrative support to financial advisor, optimizing schedules and prioritizing tasks.
Served as primary contact for high-net-worth clients, addressing inquiries and resolving issues promptly.
Managed incoming and outgoing calls, ensuring financial advisor received urgent messages and key communications.
Prepared and organized client presentations and financial reports, ensuring accuracy and regulatory compliance.
Coordinated client meetings, managing logistics for virtual conferences and in-person appointments.
Tracked expenditures related to client services and office operations, maintaining accurate budget reporting.
Processed client transactions, ensuring compliance with firm policies and industry regulations.
Organized exclusive client events, overseeing logistics and materials to enhance engagement.
Functioned as Chief of Staff, managing the CEO's daily schedule, prioritizing high-impact meetings, and ensuring timely follow-ups on critical business decisions, while serving as the primary point of contact for VIP clients, and handling escalations.
Negotiated and secured a merchant services agreement to optimize transaction fees, enhancing cash flow management, while overseeing the seamless migration of 500 clients to a new payment processing portal through detailed planning and client communication.
Developed and implemented a client request tracking system that reduced response times by 50%, and created comprehensive training materials for new hires, improving team efficiency in administrative operations and customer inquiries.
Acted as the primary liaison for a high-profile entertainment family, managing complex schedules across time zones with discretion, while coordinating all travel logistics, including last-minute changes and luxury accommodations.
Oversaw household operations, managing staff, and liaising with vendors to ensure the property was maintained to exacting standards.
Handled sensitive communications with UHNW contacts and business managers, serving as the first point of contact for emergencies.
Managed complex calendars for A-list talent, ensuring seamless coordination of coaching sessions and industry meetings, while maintaining confidentiality.
Served as the primary contact for high-profile clients and talent agencies, facilitating bookings, and enhancing coaching experiences.
Oversaw private studio operations, managed rehearsal spaces and video equipment, and provided real-time technical support for remote coaching sessions.
Issue resolution and problem-solving
Interpersonal skills
Client relations and customer service
Deadline management
Attention to detail
Professionalism under pressure
Reliability and self-motivation
Adaptability
Series 7 Series 63/65
Microsoft Office (Excel, PowerPoint, Word, Outlook) Salesforce Concur