Dynamic executive assistant skilled in managing complex schedules and facilitating executive communications. Proven ability to align priorities and foster cross-functional collaboration to drive strategic initiatives. Committed to maintaining confidentiality and enhancing team efficiency in high-pressure environments.
Overview
15
15
years of professional experience
Work History
SENIOR EXECUTIVE ASSISTANT TO PATRICK FINN, CORPORATE SERVICES TECHNOLOGY AND DANIEL LUTZ, FINANCIAL MANAGEMENT TECHNOLOGY WITHIN CST
FIDELITY
DURHAM, USA
03.2023 - Current
Collaborated with senior leadership to address daily operational needs and proactively resolved emerging issues
Communicated effectively with internal and external colleagues within Fidelity to facilitate collaboration and information flow
Managed extensive calendar activities with attention to detail, including arranging internal and external meetings, coordinating catering, securing room space, and verifying functionality of video conferencing materials
Prepared agendas for meetings and managed the daily schedule of supported leaders.
Accurately use CONCUR to reconcile expenses for Senior leaders
Confer with other EAs to ensure schedules coincide and do not conflict
Collaborates daily with Strategy & Planning to align schedules and presentations
EXECUTIVE ASSISTANT/CHIEF OF STAFF
CARE SERVICES, LLC
RALEIGH, USA
07.2022 - 02.2023
Work closely with the CEO to keep them informed and ensure they are prepared for commitments
Proactively coordinate the CEO's calendar with an understanding of priorities
Manage inbox and draft correspondence
Elevate upcoming deliverables to ensure CEO is on top of deadlines
Coordinated executive and Board of Directors meetings, documenting key takeaways and follow-ups to support strategic decision-making
Manage Monthly Board Meeting process by working closely with the CEO to craft an agenda, gather inputs, distribute materials, and monitor follow ups
Managed Monthly Business Review process, overseeing reporting, gathering inputs, documenting meeting notes, and ensuring follow-up actions
Independently lead special projects initiated by the CEO
Facilitated cross-functional activities, coordinating efforts to support executive team in achieving strategic initiatives
Drafts, crafts, and edits a wide variety of presentations, documents, and communications
Partners with the CEO on development of a variety of agendas including the Board of Directors meetings and All Hands meetings
Managed meeting logistics to facilitate smooth operations and effective communication.
Arrange travel and submit expense reports for the CEO
Coordinated onsite events to ensure smooth execution
EXECUTIVE ASSISTANT TO SENIOR ASSOCIATE DEANS OF COLLEGE OF ARTS & SCIENCES
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
CHAPEL HILL, USA
03.2020 - 09.2021
Oversaw daily calendar management for Senior Associate Deans' schedules.
Coordinated timely meetings with senior leadership, faculty, and staff to facilitate effective communication and collaboration
Interacted regularly with senior associate deans, faculty, staff, students, and visitors to foster a cohesive academic environment
Excellent communication skills in order to accurately maintain Senior Associate Deans' daily schedules and accommodate immediate needs as they arise
Works directly with other executive assistants and staff to coordinate meetings via Zoom/Microsoft Teams and interconnectability via the College computer sources
Prepare materials for monthly Chair meetings/Finance meetings and Leadership meetings
Executed expense reports and arranged travel to support senior associate deans' operational needs
Managed Post-Tenure Reviews for faculty in accordance with University guidelines.
EXECUTIVE ASSISTANT TO THE CHIEF NURSING OFFICER
EMERSON HOSPITAL
CONCORD, USA
07.2018 - 03.2020
Extensive calendar management for high level C-suite executive team including CEO, COO as well as Nursing Directors
Oversaw daily management of the Chief Nursing Officer, Associate Chief Nursing Officer, and Directors of Nursing Unit.
Coordinated Leadership meetings, including Committees, Patient Care Management Council, JCAHO mock surveys, and Root Cause Analysis follow-up, enhancing decision-making processes
Facilitated direct communication among Leadership group, Nursing Managers, Educators, and staff, ensuring alignment and clarity in operations
Constant interaction with hospital employees, nursing staff as well as physicians and leaders from surrounding other healthcare organizations
Monitored invoices for Agency Nursing staff, ensuring payroll, timekeeping, and timely payments for services rendered.
Works directly and indirectly with employees, staff, co-workers and outside agencies and organizations to provide exceptional communication, support and confidentiality
Verified nursing staff compliance with credentialing and licensure standards, maintaining regulatory adherence and quality of care
EXECUTIVE ASSISTANT TO THE PRESIDENT & CEO OF THE PHYSICIANS ORGANIZATION
TUFTS MEDICAL CENTER
BOSTON, USA
03.2016 - 06.2018
Extensive calendar management for the Senior Team staff including Senior VP of Operations, Senior VP of Floating Hospital for Children, Chief Financial Officer as well as President & CEO
Managed travel logistics for conferences and leadership summits, ensuring seamless attendance for executives.
Prepares materials for meetings including but not limited to Monthly department Chair, Finance Committee, Senior Team and Board of Trustees
Schedule and coordinate quarterly Town Hall meetings for all staff throughout the organization
Organized yearly Leadership Summit for Department Chairs, overseeing marketing efforts and coordinating guest speakers.
Facilitated collaboration among hospital leadership, medical staff, and personnel as primary contact point.
Prepares itineraries for visiting physician interviews and staff.
Worked with Finance in resolving distribution invoice issues, vendor terms and other related distribution issues.
ADMINISTRATIVE ASSISTANT, CENTER FOR WOMEN & INFANTS CHAIRS, OB/GYN & PEDIATRICS GRADUATE MEDICAL EDUCATION COORDINATOR
SAINT VINCENT HOSPITAL
WORCESTER, USA
05.2011 - 02.2016
Administrative Assistant for the Center for Women and Infants, including Labor & Delivery, Post-Partum, Nursery, Level I and II, Childbirth Education and Midwifery
Managed schedules and calendars for both the Chiefs of OB/GYN & Pediatrics
Coordinated yearly moonlighting schedules for neonatology physicians and per diem midwives, ensuring optimal coverage and resource allocation.
Managed the on-boarding of OB/GYN & Pediatric physicians, midwives, and medical students.
Processed Kronos payroll bi-weekly for more than 100 staff members with accuracy and timeliness.
Worked with Finance for contract resolutions, payroll discrepancies and order resolution
Provided licensure and visa information to Commonwealth of Board of Registration in Medicine as well as Department of Homeland Security for both domestic and foreign medical students
Supported CWI leadership in organizing meetings, events, and annual conferences, including the Breastfeeding conference at St. Vincent Hospital, enhancing community engagement and professional development.
Maintained active participation in various committees, including forms, safety protocols, environment of care, and emergency preparedness.
Coordinated with Risk Management if needed to have department collaborate on safety issues/concerns
Co-Chaired the St. Vincent Hospital March for Babies walk sponsored by the March of Dimes (2014, 2015)
Education
High School -
Burncoat Senior High School
Worcester, MA
06-1986
Some College (No Degree) - pursuit of degree
Worcester State University
Worcester, MA
Skills
Calendar management
Event coordination
Travel coordination
Expense management
Kronos time management
Microsoft Office proficiency
Use of Apprise software
Strong written and verbal communication skills
Customer Service-communication skills
Business communication management
Manages business Internal and External
Team Building
Supporting and collaborating with other Executive Assistants across the entire entity
Strong employee engagement
conflict resolution
Expense management
Strategic planning
Travel logistics
Presentation preparation
Expense reconciliation
Problem solving
Attention to detail
Confidentiality maintenance
Team management
Task prioritization
References
Furnished upon request.
Timeline
SENIOR EXECUTIVE ASSISTANT TO PATRICK FINN, CORPORATE SERVICES TECHNOLOGY AND DANIEL LUTZ, FINANCIAL MANAGEMENT TECHNOLOGY WITHIN CST
FIDELITY
03.2023 - Current
EXECUTIVE ASSISTANT/CHIEF OF STAFF
CARE SERVICES, LLC
07.2022 - 02.2023
EXECUTIVE ASSISTANT TO SENIOR ASSOCIATE DEANS OF COLLEGE OF ARTS & SCIENCES
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
03.2020 - 09.2021
EXECUTIVE ASSISTANT TO THE CHIEF NURSING OFFICER
EMERSON HOSPITAL
07.2018 - 03.2020
EXECUTIVE ASSISTANT TO THE PRESIDENT & CEO OF THE PHYSICIANS ORGANIZATION
TUFTS MEDICAL CENTER
03.2016 - 06.2018
ADMINISTRATIVE ASSISTANT, CENTER FOR WOMEN & INFANTS CHAIRS, OB/GYN & PEDIATRICS GRADUATE MEDICAL EDUCATION COORDINATOR
Senior Executive Assistant - Global Technology & Services Practice at Heidrick & StrugglesSenior Executive Assistant - Global Technology & Services Practice at Heidrick & Struggles