C-Level Executive Assistant, Strategic Partner, and Project Professional with experience in Banking, Tech & Start-Up Environments.
Seven years experience supporting C-Level Executives in a strategic, organizational, and streamlined capacity.
Excellent communication, organizational, and critical thinking skills with progressive leadership and responsibility within each position held.
Ten years combined experience in customer service, project management, high-level executive support, and high production environments.
Overview
6
6
years of professional experience
Work History
Executive Assistant to Chief Revenue Officer
Equifax
11.2022 - Current
Directly supporting the CRO in every aspect as it relates to the Sales & Marketing organization
Handle highly confidential, sensitive and/or critical information
Manage / coordinate ever-changing calendars
Coordinating heavy travel needs and arrangements, domestic and international
Creating correspondence, reports, presentations and other specialized documents
Tracking expenses and administer expense reports
Responsible for coordination and completion of all aspects of special projects, as assigned and directed by the C-level Executives including research, planning, implementation, and reporting
Initiating communication with external C-level executives to coordinate meeting schedules and logistics
Establish and maintain effective working relationships with the executive team and all levels of administration
Executive Assistant to the Chairman and CEO
Documo Inc
05.2022 - 10.2022
Supporting the CEO in every aspect of the business
Assisting with board meeting preparation and meeting material
Acting as a gatekeeper for sensitive information
Keeping important notes and documents in Executive meetings
Assisting with policy creation and rollout
Company wide communication strategy
Acting as liaison between the C-Level and entry level
Coordinating all travel arrangements, from beginning to end, for the executive team for quarterly meetings and offsite events
Ad hoc duties and projects that aren’t in the per view on a daily basis
Processed travel expenses and reimbursements for executive team and senior management group
Transcribed meeting minutes to support sales, business development and senior management teams
Conducted research and analyzed data to provide detailed reports on various business topics
Updated and maintained confidential databases and records.
Wrote reports, executive summaries and newsletters.
Screened calls and emails and responded accordingly to support executive correspondence.
Handled confidential and sensitive information with discretion and tact
Worked with senior management to initiate new projects and assist in various processes
Coordinated events and worked on ad hoc projects
Streamlined operations and prioritized tasks, allowing senior staff to increase productivity
Organized and coordinated conferences and monthly meetings
Executive Assistant to the Chief Financial Officer
Solid State Operations
11.2021 - 04.2022
(Lost job along with 100% of staff due to company closure)
Directly providing high level support to the CFO & CPO as well as the rest of the C-Suite team
Creating systemized processes that directly benefit the executives and their teams. Included are internal communication policies/strategies, organizational reporting structures, extensive research on current market share and competitor data used to benefit us when creating and selling our product
Acting as a executive surrogate for internal and external meetings, events and communications
Reporting back information and findings for use
Taking part in weekly C-Suite strategy sessions where company objectives, initiatives, budgets and projects were defined and rolled out
Acting as a liaison and buffer between employees and the executive team to ensure efficiency and clear communication
Facilitating company All Hands and Executive/Director meetings
This includes creating agendas, gathering reporting data and collecting information that is relevant to company strategy and goals
Upheld strict timetables by maintaining accurate, balanced calendars
Supported business and hospitality needs of corporate partners and staff during meetings and company events
Volunteered to help with special projects of varying degrees of complexity
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time
Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders
Senior Executive Assistant
Clearwater Analytics
03.2021 - 09.2021
(Job displaced due to corporate restructuring during the IPO process)
Directly responsible for supporting two C-Suite executives.(CFO & CHRO)
Heavy meeting, travel, expense and project management as directed
Helping direct and support projects in both departments including, recruiting outreach, editing and overview of policies and financial documents, transformational initiatives, workforce/headcount planning and forecasting, generation of new pay bands, among others
Preparation of highly sensitive material for executive and board meetings
Coordinate, arrange and execute a variety of executive communications(internal and external)
Assist the organization and planning of meetings and events for the C-level team
Liaison between C-Level and Managerial Level
Acted as gatekeeper for all things related to CFO & CHRO
Private documents, meetings, IPO Preparation, etc
Updated spreadsheets and created presentations to support executives and boost team productivity
Project Coordinator/Executive Assistant
Wells Fargo Service Center
10.2018 - 02.2021
Responsible for performing complex administrative tasks for upper-level management, including managing multiple calendars, creating complex organizational charts, onboarding and off-boarding hire/ release tasks, managing center-wide email communication, and expense reporting
Successfully lead and coordinated a multi-department reorganizational move by partnering with vendor relations, Corporate Properties, IT, and senior management, resulting in a seamless transition for more than 80 existing, new, and out-of-state employees and consultants
Collaborate with senior leadership to organize and execute multiple site visits from the head of Wholesale Banking and the head of Operations, Process, and Transformation
Specific activities included planning meeting agendas, overall meeting schedules, site tours, travel coordination, and on-site logistics
Serve as main point of contact for Corporate Properties Group, vendors, and internal customers for all site issues/conflicts
IT project, planning and coordination for up to 300 employees
This includes coordination of install, imaging, shipping and receiving
Assisted with onboarding newly hired staff members and coached on task prioritization
Managed competing demands and professionally adapted to frequent change, delays and unexpected events
Executive Assistant
Walgreens Area Office
09.2017 - 09.2018
Responsibilities included general office duties, conducting research, compiling data, and preparing reports for executives, committees, and district managers
Acted on behalf of upper level management to convey all business objectives and communications to more than 1,000 store employees, which included a focus on financial goals and transformation metrics
Held all district leaders accountable for a six-month period to transformational initiative metrics that included employee engagement, morale, leadership effectiveness, and diversity/inclusion
This was done by conducting random surveys to store employees and managers
Then compiling the information and reporting results on a monthly basis
Organized a two-day conference held by the senior vice president of Operations for all area leaders
Planned and executed all logistics and meeting details, including travel, food, conference guest speakers, agenda, and post-conference survey responses
Acted as IT support for store and office employees
This includes basic troubleshooting
Complex issues handled by vendor, in which I would coordinate from beginning to end
Created and managed office systems to efficiently deal with documentation
Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations
Updated and maintained confidential databases and records
Handled incoming and outgoing mail, email and faxes