Holly Gregory
Murrayville,IL
Summary
Dedicated Executive Assistant & Client Concierge with professional appearance and demeanor who expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills. Detail-oriented having superb people-skills and public relations experience. Business-savvy with excellent decision-making skills. Organized and dependable successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Executive Assistant & Client Concierge
Anthology Financial Partners
01.2024 - Current
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Assisted in development of company policies and procedures, contributing to more organized work environment.
- Maintained strict confidentiality of sensitive information, upholding company's privacy policies and ethical standards.
- Updated and maintained confidential databases and records.
- Assisted in training new concierge team members, instilling best practices for delivering outstanding customer service.
- Handled simple check processing, client paperwork, minimum distributions and digital services.
Self-Employed
Ebay Sales
09.2002 - Current
- Manage monthly/annual budget, purchase items from auctions for resale, manage accounts payable/receivable, maintain accurate purchase/sales records.
Executive Assistant & Client Concierge
Brian Barstead, Private Wealth Advisor
11.2021 - 01.2024
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Screened calls and emails and responded accordingly to support executive correspondence.
Event Manager/Co-Venue Manager
Hamilton's Catering Service, Inc.
10.2014 - 03.2021
- Provide quality service to guests/clients, prioritize/supervise service at events, set up of banquets/bars, open/close bar as well as bartend, manage multiple events, supervise all event staff, organize supplies/load vans, inventory/liquor order, maintain venue, collect payment/adjust invoices.
- Collaborated closely with clients throughout planning process to ensure their vision was accurately reflected in final event layout.
- Ensured smooth transitions between program elements at live events through effective stage management techniques.
- Coordinated florists, photographers, and musicians for events.
- Led cross-functional teams to streamline event planning processes, enhancing efficiency and productivity.
- Trained and supervised event staff to complete tasks on time.
- Evaluated existing plans, processes and events planning services to identify opportunities for improvement.
- Implemented contingency plans to address last-minute changes or unforeseen events.
- Enhanced customer satisfaction with excellent communication, problem-solving skills, and timely resolution of issues.
- Supervised events from start to finish using effective crowd control methods.
- Implemented and enforced safety policies and procedures to manage risks and prevent accidents and mishaps.
- Implemented inventory control measures for venue supplies and equipment to reduce waste and improve cost management.
- Inspected facility daily for overall cleanliness and to check supply quantities for reordering and restocking.
- Conducted regular venue maintenance checks and oversaw repairs as needed, maintaining safe and visually appealing environment for guests.
- Increased repeat business by consistently providing exceptional customer service to clients throughout planning process, event execution, and post-event followup.
- Optimized space utilization within venue by designing flexible floor plans that could accommodate various types of events ranging from intimate gatherings to large-scale functions.
- Coordinated with cross-functional teams to ensure seamless event execution, leading to positive guest experiences and strong client relationships.
- Ensured smooth execution of events by coordinating logistics, catering, audio-visual equipment, and other essential services.
- Established positive working relationships with local authorities such as police departments and licensing boards to ensure compliance with regulatory requirements.
- Facilitated seamless transitions between events by efficiently managing setup and breakdown processes for each engagement held at venue.
- Interacted well with customers to build connections and nurture relationships.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Trained and guided team members to maintain high productivity and performance metrics.
Education
Program For The Series 7 - Series 7
Kaplan Career Institute
Online02.2024
Certificate of Completion - Certified Financial Planner
Boston Institute of Finance
Boston, MA05.2021
Associates of Applied Science - Computer Information Systems
Springfield College
Springfield, MO07.2002
Diploma - General Curriculum
Ava Senior High
Ava, MO05.1983
Skills
- Administrative Support
- Office Management
- Strong Problem Solver
- Detail Oriented
- Customer Service
- Interpersonal Communication
- Document Preparation
- Resourceful
- Staff Management
- Invoice Processing
- Phone Etiquette
- Business Correspondence
- Time Management
Certification
- SIE (Security Industry Essentials) Finra 09/2023
- Financial Planning Certificate, Bryant University/Boston Institute of Finance, Smithfield, RI, 05/01/21
- Real Estate Salesperson License (Inactive), Professional School of Real Estate & Insurance, Springfield, MO, 03/01/93
- Economic Survey of Apartment Management Certification, Apartment Assoc. of Central Oklahoma, Oklahoma City, OK, 04/01/92
Awards
- President’s List Springfield College
- Best 'Rent Collection' Role Play Wilhoit Properties, Inc.
References
Personal references furnished upon request.
Specialinterests
- School Board Member, Franklin CUSD #1, 04/01/07, 03/01/11
- Jr. High Cheerleading Coach, Franklin CUSD #1, 01/01/09, 01/01/11
Timeline
Executive Assistant & Client Concierge
Anthology Financial Partners
01.2024 - Current
Executive Assistant & Client Concierge
Brian Barstead, Private Wealth Advisor
11.2021 - 01.2024
Event Manager/Co-Venue Manager
Hamilton's Catering Service, Inc.
10.2014 - 03.2021
Self-Employed
Ebay Sales
09.2002 - Current
- SIE (Security Industry Essentials) Finra 09/2023
- Financial Planning Certificate, Bryant University/Boston Institute of Finance, Smithfield, RI, 05/01/21
- Real Estate Salesperson License (Inactive), Professional School of Real Estate & Insurance, Springfield, MO, 03/01/93
- Economic Survey of Apartment Management Certification, Apartment Assoc. of Central Oklahoma, Oklahoma City, OK, 04/01/92
Program For The Series 7 - Series 7
Kaplan Career Institute
Certificate of Completion - Certified Financial Planner
Boston Institute of Finance
Associates of Applied Science - Computer Information Systems
Springfield College
Diploma - General Curriculum
Ava Senior High
Similar Profiles
Laney PruittLaney Pruitt
Logistics Coordinator at Advocate Financial PartnersLogistics Coordinator at Advocate Financial Partners
Lucas KirkhamLucas Kirkham
Assistant Controller at Venturity Financial PartnersAssistant Controller at Venturity Financial Partners
Samuel ShortenSamuel Shorten
PODCAST PRODUCER/EDITOR at Paragon Financial PartnersPODCAST PRODUCER/EDITOR at Paragon Financial Partners