Experienced executive assistant adept at delivering high-level support to executives. Proven track record of enhancing office efficiencies and excelling in event planning and investor relations. Proficient in Microsoft Office Suite, utilizing technology to streamline operations. Acknowledged for exceptional organizational and communication skills, enabling smooth executive operations and driving successful strategic marketing initiatives.
Directed impactful marketing initiatives, including website development, social media strategy, promotional materials, and press releases
Chaired the External Brand Management Committee, Internal Advisory Council Committee, and Compliance Committee; actively contributed to the DEI Educational Subcommittee
Negotiated national hotel contracts for traveling executives and played a central role in conference planning and logistics
Managed complex travel arrangements for domestic and international trips for company leaders
Organized and executed high-profile investor events, including exclusive ski trips to Vail, CO
Prepared detailed acquisition and disposition summaries for fund investors and coordinated projects with the CIO and managing partners
Executive Assistant / Associate
Pearlmark Real Estate Partners, Inc. / Transwestern Realty Finance Partners
Denver, Colorado
01.2006 - 01.2013
Provided executive support to the managing partner, leading all marketing, staffing, and administrative functions, including press releases, transaction reporting, and team communication
Managed onboarding activities, ensuring new hires experienced a smooth transition
Collaborated with the Denver Ritz Carlton (owned by Pearlmark) to host successful conferences and client events
Participated in national conference calls to monitor ongoing transaction developments
Handled administrative responsibilities related to asset management, equity management, loan origination, and due diligence processes
Led the coordination of space planning, construction, and setup for a new Denver office, partnering with architectural firms and property management
Spearheaded investor conferences hosting 200+ attendees and organized team-building events
Executive Assistant / Office Manager
MMA Realty Capital, Inc. (formerly MONY Realty Capital, Inc.)
Denver, Colorado
01.1994 - 01.2006
Directed office operations while serving as executive assistant to the President/CEO for asset management, equity management, and loan origination functions
Managed the CEO's calendar, coordinated travel, handled high-level correspondence, and supported financial management
Prepared detailed expense reports and contributed to the reconciliation of monthly financial statements
Recruited, trained, and managed administrative staff while ensuring high standards of team performance
Planned and organized nationwide company conferences and corporate events
Served as National Chairperson for United Way campaigns, leading company-wide social initiatives and events
Assisted loan originators in scheduling and managing Investment Committee calls for loan approvals
Executive Assistant to CEO & Senior Managing Directors
Deutsche Finance America
Denver, Colorado
11.2022 - 6 2023
Orchestrated daily office operations while providing vital legal assistant functions, including document preparation and transaction closing support
Led the onboarding process for new employees, ensuring seamless integration and a smooth start
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Processed travel expenses and reimbursements for executive team and senior management group.
Organized and coordinated conferences and monthly meetings.
Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
Self-motivated, with a strong sense of personal responsibility.
Excellent communication skills, both verbal and written.
Education
Completed coursework towards - Business Administration
Eastern Montana College
Billings, MT
Skills
Executive Support
Certification
Colorado Brokers License, Currently In-Active
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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References
References available upon request
Timeline
Executive Assistant to CEO & Senior Managing Directors