Kimberlie Moore
Fresno,CA
Summary
Dynamic strategic administrator and disciplined microcap trader, recognized for transforming chaos into clarity across high-stakes projects. Expertise in optimizing executive workflows, navigating volatile markets with technical precision, and crafting compelling narratives that resonate deeply. As the founder of Ivy Digital Ventures, a proven track record demonstrates confidential support, resilient execution, and emotionally intelligent leadership across diverse environments, including trading platforms and creative spaces. Committed to driving impactful results through a unique blend of analytical acumen and empathetic communication.
Overview
17
17
years of professional experience
Work History
Self-Directed
Independent Microcap Trader
12.2024 - Current
- Execute conviction-driven trades in microcap equities, maintaining disciplined risk-to-reward ratios and emotional neutrality
- Engineer custom scan routines aligned with liquidity, tape structure, and personal bandwidth to increase trade selectivity and reduce burnout
- Document trades in real time, integrating psychological cues and technical metrics to refine strategy and emotional cadence
- Interpret market catalysts and volume surges to identify high-probability setups, improving entry precision and exit clarity
Executive & Personal Assistant to the VP / Office Manager / Property Manager
B.A.S.S., Inc.
03.2018 - 10.2024
- Orchestrated VP’s complex portfolio of responsibilities, exercising strategic judgment and maintaining confidentiality across financial, client, and personal domains
- Supported 30+ staff across three departments, streamlining operations and resolving competing priorities with proactive systems and event execution
- Directed full-cycle property management, including tenant relations, security protocols, and vendor oversight; implemented digital filing system to enhance lease accuracy and retrieval speed
- Spearheaded contractor partnerships to lead office remodels and residential upgrades, increasing property value and staff functionality through design-forward buildouts
Portfolio Administrator / Executive Assistant to the CEO
KCM Investment Advisors
01.2015 - 02.2018
- Partnered with Portfolio Managers and CEO to drive client acquisition and strategic growth, contributing to a 20% increase in investment and financial planning accounts
- Oversaw 6,500+ accounts across multiple platforms, conducting rigorous control checks to ensure reporting accuracy and resolve system discrepancies
- Collaborated cross-functionally with Trading, Management, and Investment Specialists to identify error sources and restore portfolio performance integrity
- Executed open orders and allocations across client portfolios, maintaining compliance with NASD regulations and ensuring seamless trade execution
- Forecasted daily cash requirements to optimize investment of excess balances and fund project deficits; processed corporate actions, transfers, and deposits with precision
Executive Assistant to CEO & CFO
Mogo Marketing & Media
09.2013 - 12.2014
- Delivered high-level executive support, managing calendars, billing, and action items with precision and discretion
- Liaised with external IT teams to oversee systems rollout, user setup, and application implementation, improving operational efficiency
- Spearheaded onboarding and CRM-driven lead generation; produced Capability Decks, Media Recs, newsletters, blog posts, and press releases that expanded client engagement
Executive Administrator to CEO
Steinberg Architects
06.2012 - 08.2013
- Orchestrated sensitive initiatives blending personal, financial, and cultural elements for the CEO, ensuring seamless execution and confidentiality
- Designed marketing materials for business development and PR outreach, contributing to increased visibility and client acquisition
- Supported Senior Architects in proposal development, contract management, and client follow-up, accelerating project timelines
Executive Assistant
Lawrence Berkeley National Laboratory
05.2011 - 05.2012
- Supported the Molecular Foundry Director and three scientists in restructuring operations and implementing workflow solutions for a high-volume research environment
- Coordinated scientific workshops and outreach programs, managing logistics across travel, staffing, budgeting, and space planning
- Led onboarding and career review processes in collaboration with HR; prepared grant-related presentations and technical publications
Executive & Marketing Assistant / Office Manager
Westrust Ventures
08.2008 - 05.2011
- Provided comprehensive executive support to Managing Partners; organized company and community events to strengthen stakeholder engagement
- Negotiated supplier/vendor contracts and created promotional media that attracted sponsorships and elevated brand visibility
Education
Bachelor of Arts - English and Comparative Literature
Columbia University
New York, NY01.2003
Skills
- Detail-oriented professional with expertise in strategic support, Workflow optimization, and confidential executive coordination
- Proficient in data integrity, process refinement, and adaptive communication across remote teams
- Demonstrated ability to manage high-volume tasks with precision, emotional neutrality, and deadline awareness
- Skilled in documentation systems, vendor relations, and cross-functional collaboration in dynamic environments
- Self-directed mindset
- Data entry
- Computer skills
- Multitasking
- Task prioritization
Networking
Problem resolution
Active listening
Analytical
Written communication
Microsoft Word
Customer service
Timeline
Self-Directed
Independent Microcap Trader
12.2024 - Current
Executive & Personal Assistant to the VP / Office Manager / Property Manager
B.A.S.S., Inc.
03.2018 - 10.2024
Portfolio Administrator / Executive Assistant to the CEO
KCM Investment Advisors
01.2015 - 02.2018
Executive Assistant to CEO & CFO
Mogo Marketing & Media
09.2013 - 12.2014
Executive Administrator to CEO
Steinberg Architects
06.2012 - 08.2013
Executive Assistant
Lawrence Berkeley National Laboratory
05.2011 - 05.2012
Executive & Marketing Assistant / Office Manager
Westrust Ventures
08.2008 - 05.2011
Bachelor of Arts - English and Comparative Literature
Columbia University
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