Overview
Work History
Timeline
BusinessAnalyst
KATHLEEN LOBOS

KATHLEEN LOBOS

Costa Mesa,CA

Overview

12
12
years of professional experience

Work History

Executive and Personal Assistant

Sweet James
Newport Beach, CA
08.2024 - Current
  • Expertise in organizing event planning and execution
  • Successfully organizes intimate dinners, large-scale gatherings, and luxury trips for UHNW individuals, ensuring flawless execution and memorable experiences
  • Planned and executed a 3-day corporate retreat for 300 employees at the Waldorf Astoria in Dana Point, overseeing all aspects, including guest list management, invitations, RSVPs, catering coordination, ballroom décor, and entertainment vendor collaboration
  • Coordinates domestic and international travel arrangements, including liaising with private jet pilots, managing catering services, booking accommodations, creating detailed itineraries, and securing dining reservations
  • Oversees routine and emergency repairs across six luxury properties, ensuring timely resolutions and maintaining high standards
  • Building and maintaining strong relationships with vendors and contractors for landscaping, plumbing, electrical, and other essential services
  • Manages property budgets, invoices, and expense tracking to optimize operational efficiency and cost-effectiveness
  • Demonstrate a professional yet personable approach when interacting with high-profile guests, ensuring their needs and preferences are consistently met
  • Deliver seamless hospitality experiences by anticipating guest needs and providing tailored solutions
  • Expertly manage event budgets, overseeing expenses for catering, décor, entertainment, and travel to ensure quality and cost alignment
  • Ensure meticulous execution of every event aspect, from table settings and menu selections to guest list accuracy and on-the-ground logistics
  • Coordinate all ticketing for Intuit Dome concerts and basketball games, ensuring VIP-level experiences
  • Manage all charitable donations ranging from $1,000 to over $100,000, ensuring contributions aligned with organizational goals and values

Chief of Staff / Executive Assistant to CEO

National Nephrology Alliance
Newport Beach, CA
05.2022 - 02.2024
  • Identified inefficiencies and implemented cost-saving measures through strategic vendor negotiations, resulting in over $250,000 in annual savings for the company's new operations
  • Procured negotiations on behalf of the company for advantage of securing optimum deals
  • Orchestrated a strategic sourcing plan for a $600,000 reduction, bolstering company profitability
  • Secured $1,500,000 in sponsorship revenue for our annual Physician Leadership Forum
  • Managed the CEO's calendar, scheduled meetings and coordinated appointments to ensure efficient time management while arranging complex travel itineraries
  • Liaison between physicians and CEO with communication, coordination, and providing critical support
  • Directed the development and execution of operational processes, leading to an overall enhancement of organizational performance across all practices
  • Audited expense reports for all executives, ensuring compliance with company policies
  • Created comprehensive manual training procedures and provided training to directors on their use

Senior Executive Assistant

Semaphore
Irvine, CA
01.2020 - 09.2021
  • Maintained CEO's schedule, meetings and provided support for Executive Team
  • Communicated with all eight companies and coordinated all meetings for Executive Staff
  • Reconciled corporate expense reports for all eight companies and monitored staff expenses
  • Worked as sales support to CEO as interviewer of potential clients
  • Developed workflow management systems via Trello for clients as reports and salesforce
  • Created SOP's, organized and maintained all sales reports for (potential clients
  • Negotiated brand partnership with content development/distribution/syndication of product licensing and brand building
  • Took meeting notes for Board Meetings

Executive Liaison / Operational Support

Vantari Genetics
Irvine, CA
05.2013 - 02.2018
  • Oversaw design, construction and transfer to n55,000 sq
  • Foot Genetics Lab to consolidate
  • Managed personal and professional property portfolios for the CEO, oversaw maintenance, vendor coordination, and financial management for both residential and commercial properties
  • Served as interim VP of Sales, managed the major shift from 20 inside sales reps to all Vantari services being sold by contract employees and distributors
  • Vantari revenue increased from $100 million to $150 million annually from 2015 to 2016
  • Established department budgets, goals, and marketing strategy to create accountability
  • Living Trust and Legal Coordination: Managed the family's Living Trust with attorneys appointment scheduling
  • Estate Management: Oversaw the smooth operation of multiple residences with household staff
  • Managed household budgets, expenses, and financial transactions related to the estate
  • Maintained an inventory of household items, including furniture, art, and valuables and arranged for appraisals and insurance coverage as needed and handled all security systems
  • Planned and coordinated events hosted at CEO's home
  • Arranged travel itineraries, including restaurants, transportation, excursions, and flights
  • Automobile Management to include: Registrations; DMV visits; and maintenance
  • Managed personal errands
  • Directly developed Partnership's w/Quest Diagnostics, Foundation Laboratory, Miratech Laboratory, and smaller laboratories
  • Sales orders creation, logistics, and customer service support of B2B genetics testing services with private clinics and manage B2C sales through corporate website
  • Handled standard process (accessioning) of up to 250 genetics testing samples daily pre and post results entry, and lab transfer

Quality Assurance Manager

St. Joseph Health
Beverly Hills, CA
02.2018 - 08.2018

Timeline

Executive and Personal Assistant

Sweet James
08.2024 - Current

Chief of Staff / Executive Assistant to CEO

National Nephrology Alliance
05.2022 - 02.2024

Senior Executive Assistant

Semaphore
01.2020 - 09.2021

Quality Assurance Manager

St. Joseph Health
02.2018 - 08.2018

Executive Liaison / Operational Support

Vantari Genetics
05.2013 - 02.2018

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KATHLEEN LOBOS