Josh Schwartz
Peoria,United States
Summary
Professional with deep expertise in delivering exceptional customer service and personalized experiences. Adept at anticipating and addressing client needs with strong focus on discretion and confidentiality. Proven ability to lead and collaborate within team, ensuring seamless operations and consistently high standards. Skilled in problem-solving, communication, and adaptability to dynamic environments.
Knowledgeable Executive Assistant with proven background in providing exceptional personalized service to high-profile clients. Demonstrated ability to coordinate and manage complex schedules, ensuring seamless experiences. Utilized strong problem-solving and communication skills to enhance client satisfaction and loyalty.
Experienced with delivering unparalleled service and personalized attention to high-profile clients. Utilizes exceptional organizational skills to manage and coordinate complex schedules and requests. Track record of fostering strong client relationships through excellent communication and problem-solving abilities.
Overview
11
11
years of professional experience
Work History
Executive Concierge
PwC
04.2022 - 10.2024
- As an Executive Concierge at PwC, I provided comprehensive administrative support to internal teams and senior executives, ensuring the smooth execution of day-to-day operations
- My role involved managing a wide range of tasks to optimize efficiency and enhance the overall executive experience
- Key responsibilities included:
- - Scheduling: Coordinating meetings, booking meeting rooms, and managing out-of-office notifications to ensure seamless scheduling
- - Travel: Organizing all aspects of executive travel, including itineraries, accommodations, car services, and related logistics
- - Expenses: Reconciling and processing expense reports, filing timesheets, and assisting with billing and invoicing
- - Documents: Preparing, organizing, and maintaining important documents and reports, as well as ordering office supplies to meet operational needs
- - Events: Overseeing event logistics, including reserving venues, arranging catering, sending invitations, and managing attendee responses
- In this role, I also had the privilege of building and maintaining strong relationships with senior leaders across multiple industries, including Microsoft, Costco, Union Pacific, IFS, Google Alliance, and Eos, further enhancing my ability to work with high-level stakeholders and navigate complex business environments
Operations Manager
Lotus Club
04.2021 - 04.2022
- As the gym Operations Manager I played a crucial role in ensuring the overall efficiency and success of the gym
- I was responsible for managing day-to-day operations, overseeing staff, enhancing member experience, and driving business growth
- Key Responsibilities:
- - Operational Management: Oversee daily gym operations, ensuring a smooth and efficient workflow
- Develop and implement operational policies and procedures
- Monitor performance metrics to optimize operational efficiency and member satisfaction
- - Staff Leadership: Recruit, train, and manage staff, including trainers and administrative personnel
- Conduct performance evaluations and facilitate ongoing training
- Create a positive and motivating work environment
- - Member Services: Ensure high levels of member satisfaction through excellent customer service
- Address member inquiries and feedback in a timely manner
- Organize events and programs to engage members and foster community
- - Financial Oversight: Assist in budgeting and financial planning, monitoring expenses and revenues
- Implement strategies to maximize profitability
- Oversee billing processes and manage membership renewals
- - Facility Management: Ensure the gym is clean, safe, and well-maintained
- Coordinate maintenance and repairs as needed
- Manage inventory of equipment and supplies
UPS Package Handler
UPS
10.2020 - 04.2021
- Work with team to assemble, seal, and load packages into correct trucks
- Read and comprehend labels to ensure proper processing
- Follow safety rules at all times
- Lift parcels that weigh up to 75 lbs
- Use scanners to track parcel information, such as receipt or condition
- Sort items according to the destination
- Ability to work with hand tools and loading equipment
- Work efficiently to meet client and company expectations
Bud Tender
Nirvana Cannabis Company
06.2020 - 09.2020
- Provided customers with detailed explanations of different marijuana strains while following laws and regulations for selling retail cannabis
- Created an online portfolio of all our products with detailed descriptions of the effects and usage of different marijuana strands for certain health needs
- Offered exceptional customer service while promoting the company brand and educating customers on the company's mission and values
Chief Financial Officer / Personal Trainer
SUMMA WELLNESS
05.2019 - 06.2020
- CFO and Co-Owner, overseeing all day to day operations, running all social media content, engaging targeted client base to generate active lead process
- Over-saw all merchant account and bank setups
- Dealt with all financial transactions regarding client programming purchases
- Responsible for managing all the company's finances, including financial planning, management of financial risks, record-keeping, and financial reporting
- Kept all sectors and channels fluid for consistent cash flow
- Head personal trainer and Wellness Educator Guided clients interested in weight loss, muscle building and increasing their fitness levels in the appropriate modes of action
- I work with clients to create individualized plans for achieving their fitness goals through wellness education
- Using facts based science and simple programming
- I help my clients create their transformative journey for full body alignment mentally and physically achieving a better quality of life
- Conducted studio tours to all prospects
- Enroll members via contract, explained membership details, obtain signature, photo, payment and provide member handbook
- Assist in member direct mailing, calls, and all other marketing pieces used to procure memberships and retain existing members
- Overseeing desk interactions including; guest registrations, and fees, student, college, guest passes, private training, appointment check ins, reviewing and acting on member feedback and comments
- Accepting and returning lost and found items
- At all times strived to represent the gym in a professional, courteous and enthusiastic manner
Head Instructor
Megaton Brazilian Jiu-jitsu
01.2017 - 04.2019
- Head coach for the kids program under the guidance of Professor Megaton Dias
- I strive on teaching my students my motto of 'quality over quantity.' Building on the foundation of higher quality training and drilling which produces results in successful outcomes for the overall team
- I'm very strong-minded on the ideal of discipline and the positive growth that develops with it
- My students all share the same mindset of overcoming adversity and building self-esteem and confidence that comes from the training room
Personal Trainer
Anytime Fitness
07.2017 - 10.2017
- As a Certified Personal Trainer (CPT), my primary focus was to help all members 'get to a healthier place.' I brought a comprehensive skill set, including the knowledge and ability to design and implement safe and effective exercise programs for a wide range of participants
- My role involved not only fitness program design and instruction, but also guiding members through behavior change, providing education, and offering the support needed to achieve their personal health and fitness goals
- In addition to traditional 1-on-1 training, I offered Fitness Consultations, Small Group Training, and specialized programming tailored to individual needs
- However, my contributions went beyond these conventional responsibilities
- I built strong relationships with each member, fostering a welcoming environment that encouraged consistency and long-term commitment to their fitness journeys
- I strived to provide an exceptional, personalized experience with every client, demonstrating above-average customer service and a passion for helping others succeed
- As part of my duties, I also maintained the general upkeep of the facility, including re-racking weights and ensuring all fitness equipment was organized and in good condition
- When I joined the club during my onboarding, I began with six clients, and by the peak of my tenure, I had successfully grown my client base to over 20, reflecting my commitment to both professional development and the satisfaction of those I served
Group Fitness Instructor
Knockout Fitness
02.2017 - 07.2017
- I taught multiple fitness classes each week, typically leading 5 sessions with 20-30 participants in each class
- These classes were held at various locations across the valley, where I leveraged my passion for kickboxing and fitness to create engaging, dynamic workouts
- My focus was on building stamina, burning calories, and fostering an interactive environment that motivated participants to push their limits
- I consistently aimed to create a high-energy, safe space for each attendee, promoting both physical results and an enjoyable experience
- Through a combination of kickboxing techniques and strength-building exercises, I helped participants improve flexibility, develop lean muscle, and achieve their fitness goals-all while ensuring that the workout remained both challenging and fun
Parts Department Manager
Reeds Trailer Sales
10.2016 - 12.2016
- As Parts Manager, I was responsible for overseeing the receiving, shipping, and internal movement of parts, including RV and electronics components
- I developed and implemented efficient strategies and systems for managing inventory, ensuring the movement of parts was streamlined without compromising profitability
- I established and enforced control parameters to maintain inventory accuracy and conducted reconciliations at the end of each quarter to ensure proper stock levels
- Additionally, I researched and evaluated vendors and parts suppliers to identify opportunities for reducing overhead costs and increasing profit margins
- I managed multiple accounts with values ranging from $500,000 to $100,000,000, ensuring customer satisfaction by directly handling warranty and replacement part orders
- My focus was on maintaining high levels of service while optimizing operations and maximizing financial outcomes
Security Professional
Barbier Security Group
03.2016 - 09.2016
- I was responsible for securing premises and personnel through proactive patrols, monitoring surveillance systems, and conducting regular inspections of buildings, equipment, and access points to prevent unauthorized entry
- I ensured the safety and security of high-profile clients, including dignitaries and executives, by providing tailored security services for both plainclothes and uniformed duties at events and public engagements
- In addition, I collaborated with local law enforcement agencies to help reduce and prevent crime within the municipal area, contributing to community safety efforts
- My role required a high level of vigilance, discretion, and the ability to respond swiftly to emerging security challenges
Cashier
Whole Foods Market
11.2015 - 03.2016
- I provided exceptional customer service by giving each customer immediate and focused attention, ensuring all questions and requests were addressed promptly
- My goal was to consistently 'surprise and delight' customers by delivering outstanding service and creating a positive shopping experience
- I assisted supervisors in managing customer flow and reducing wait times, helping to maintain smooth operations even during busy periods
- I followed proper procedures for customer checkout, including handling tenders, using scales, selling alcoholic beverages, and processing sales through PLUs and UPCs, while adhering to strict cash handling protocols
- I consistently met and exceeded the regional Cashier Variance Policy (CVP) to ensure accuracy and accountability
- Additionally, I maintained the cleanliness, organization, and stocking of the Customer Service department, regularly performing tasks such as changing register tapes and ribbons, sweeping floors, and keeping sweep logs
- I followed all health and sanitation procedures, ensuring compliance with safety standards
- I was also responsible for reporting any errors in retail pricing or signage and supporting the execution of global, regional, and store-level programs
- I managed department telephone calls and pages with professionalism, responding quickly and courteously to provide excellent service at all times
Operations Manager
City Club Sports Management
08.2015 - 11.2015
- As a member services representative at City Sports Club, I was responsible for greeting, checking in, and assisting both members and guests
- I provided exceptional customer service while updating member accounts using various computer systems
- My role required me to be assertive, enthusiastic, and punctual to ensure a positive and welcoming experience for all visitors
- I handled all point-of-sale (POS) transactions and membership agreements, addressing any issues or concerns raised by club members in a timely and professional manner
- Additionally, I managed a team of 20 operations staff, overseeing their performance and ensuring smooth daily operations
- I developed and implemented key staff procedures, including daily cleaning logs, equipment maintenance, and safety drills, to ensure a safe and efficient gym environment for all members
Assistant Coach
Esteem Brazilian Jiu JItsu
09.2013 - 07.2015
- I assisted in leading three different levels of children's classes, with class sizes ranging from 10 to 25 students, aged 4 to 16 years old
- My responsibilities included organizing and leading a variety of games, activities, and team exercises designed to engage and challenge students
- I focused on reinforcing important values such as helpfulness, self-discipline, and respect, both inside and outside the academy
- In addition, I emphasized the importance of perseverance, a skill that students could carry with them beyond the classroom
- I worked to foster a strong work ethic, a positive attitude, and a genuine passion for the Jiu Jitsu lifestyle, helping students develop not only their athletic abilities but also their personal character
Education
High School Diploma -
Montgomery High School
07-2006
Skills
- Hospitality industry experience
- Event planning proficiency
- Customer service expertise
- Exceptional communication
- Advanced problem solving
- Detail-oriented approach
- Efficient scheduling
- Superior organization
- Resourceful thinking
- Tech-savviness
- Proactive planning
References
Matt Joe - matt.joe@pwc.com
Saurabh Mohanty - saruabh.mohanty@pwc.com
Eva Ng - eva.ng@pwc.com
Quinn Solomon - quinn.solomon@pwc.com
Jim Berres - jim.berres@pwc.com
Timeline
Executive Concierge
PwC
04.2022 - 10.2024
Operations Manager
Lotus Club
04.2021 - 04.2022
UPS Package Handler
UPS
10.2020 - 04.2021
Bud Tender
Nirvana Cannabis Company
06.2020 - 09.2020
Chief Financial Officer / Personal Trainer
SUMMA WELLNESS
05.2019 - 06.2020
Personal Trainer
Anytime Fitness
07.2017 - 10.2017
Group Fitness Instructor
Knockout Fitness
02.2017 - 07.2017
Head Instructor
Megaton Brazilian Jiu-jitsu
01.2017 - 04.2019
Parts Department Manager
Reeds Trailer Sales
10.2016 - 12.2016
Security Professional
Barbier Security Group
03.2016 - 09.2016
Cashier
Whole Foods Market
11.2015 - 03.2016
Operations Manager
City Club Sports Management
08.2015 - 11.2015
Assistant Coach
Esteem Brazilian Jiu JItsu
09.2013 - 07.2015
High School Diploma -
Montgomery High School