Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Leah Bedi

Naples,FL

Summary

Highly skilled Executive Assistant with a proven track record of supporting C-suite executives and managing complex, high-stakes operations within fast-paced environments. Expertise in calendar management, domestic and international travel coordination, and the execution of large-scale corporate events, all while maintaining exceptional attention to detail and confidentiality. Demonstrates a strong ability to streamline processes, implement cost-saving initiatives, and foster effective communication between executives and key stakeholders to drive organizational success. Adept at handling sensitive information and ensuring smooth operations at the highest levels of leadership.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Executive Assistant

Toll Brothers
11.2024 - Current
  • Provide high-level administrative support to the Division President and senior leadership, ensuring the seamless operation of daily office functions and strategic initiatives.
  • Manage complex executive calendars, prioritize meetings, and proactively resolve scheduling conflicts to optimize leadership productivity
  • Coordinate intricate domestic and international travel logistics, including flights, accommodations, and ground transportation
  • Draft, proofread, and refine high-impact reports, executive presentations, and internal/external correspondence
  • Create and distribute executive-level communication, ensuring clarity and professionalism
  • Develop meeting agendas, record detailed minutes, and track follow-up on key action items
  • Plan and facilitate leadership team meetings and offsite sessions
  • Monitor project timelines, deliverables, and budget adherence to support operational goals
  • Serve as liaison between project managers, vendors, and subcontractors to streamline communication and project execution
  • Support department budgeting by preparing reports, tracking expenses, and processing reconciliations and invoices
  • Oversee onboarding process for new hires, ensuring smooth integration into division operations
  • Coordinate staff schedules, manage logistics for training sessions, and support performance management processes
  • Champion employee engagement initiatives, fostering a positive and connected workplace culture

Executive Assistant III

Net Health
04.2024 - 09.2024
  • Delivered comprehensive executive and event support with a focus on efficiency, cross-functional collaboration, and operational excellence.
  • Acted as a key liaison between executives and internal/external stakeholders, facilitating timely communication, alignment, and execution of strategic initiatives
  • Proactively managed complex calendars and coordinated high-priority meetings, leveraging exceptional organizational and time management skills to ensure optimal scheduling
  • Planned and executed detailed travel itineraries for domestic and international travel, anticipating logistical needs and resolving potential conflicts
  • Provided end-to-end logistical support for major corporate events and projects, including agenda development, content preparation, and presentation design for numerous high-visibility engagements annually
  • Supported high-level meetings with both in-person and virtual logistics, including documentation, pre-read material preparation, and follow-up on critical action items
  • Maintained the highest standards of confidentiality while handling sensitive, executive-level and proprietary information
  • Tracked and reported departmental budgets, monitoring travel and event expenditures to identify variances and ensure fiscal responsibility

Executive Assistant II

ACAMS
01.2022 - 01.2024
  • Provided high-level administrative support to the Chief Operating Officer and her leadership team, while serving as a trusted liaison across executive functions.
  • Oversaw day-to-day operations for the COO and her six direct reports, acting as a strategic gatekeeper to prioritize demands and optimize executive time
  • Served as interim Executive Assistant to the CEO, delivering onboarding support and ensuring continuity during transitional leadership periods
  • Coordinated complex domestic and international travel arrangements, including itineraries, visas, accommodations, and logistical support
  • Managed expense reporting for eight senior executives, ensuring accuracy, compliance, and timely reimbursement
  • Planned, scheduled, and executed high-impact internal and external meetings, including Advisory Board sessions, customer meetings, Senior Leadership Team meetings, and all-company Town Halls
  • Partnered with Human Resources during the recruitment and hiring of a new CEO and CFO, supporting a seamless and professional candidate experience
  • Worked independently on confidential projects and initiatives on behalf of the Executive Leadership Team
  • Actively contributed as a member of the Employee Engagement Committee, organizing and hosting over 40 virtual and in-person events annually to strengthen workplace culture

Executive Assistant to CEO | Executive Assistant to CMO

ASG Technologies | Rocket Software
01.2016 - 01.2022
  • Delivered high-impact executive support and enterprise-wide coordination, driving operational excellence, cross-functional alignment, and large-scale event success.
  • Provided executive-level administrative support to the CEO, CFO, CMO, CSO, and CHRO, ensuring seamless coordination across critical business functions and executive operations
  • Managed complex calendar and scheduling logistics for senior leadership, including international travel, board engagements, and high-stakes internal and client-facing meetings
  • Led onboarding efforts for the Chief Marketing Officer and Marketing Leadership Team during the acquisition of ASG Technologies by Rocket Software, ensuring a smooth leadership transition and accelerated integration
  • Directed the planning and execution of major internal and external events, overseeing all aspects of logistics, budgeting, vendor negotiations, travel coordination, and on-site management to ensure flawless execution
  • Successfully scaled the company’s mid-year sales event, increasing participation from 40 to over 600 attendees between 2016 and 2020, demonstrating strong project leadership and event management capabilities
  • Designed and implemented a streamlined corporate credit card reconciliation process, reducing monthly expenses by over $5,000 and enhancing financial accountability

Executive Assistant to CMO

ACI Worldwide
01.2013 - 01.2016
  • Supported the EVP of Sales and was promoted to support the Chief Marketing Officer by managing daily operations, including scheduling, travel coordination, and communication, while assisting in the execution of marketing initiatives to ensure seamless alignment with business objectives.
  • Delivered exceptional administrative support to the Chief Marketing Officer, Marketing Leadership Team, and Chief Revenue Officer.
  • Managed complex calendars, domestic and international travel arrangements, expense reconciliations, and presentation development.
  • Organized and executed client and executive meetings, including venue booking and food and beverage management.
  • Coordinated multiple large company events and employee engagement activities, providing post-event analysis for future improvements.

Senior Case Manager | Executive Assistant

CAPITAL WEALTH ADVISORS/5 BROKERAGE
01.2010 - 01.2013
  • Initially hired as an Executive Assistant to the Chief Operations Officer. Delivered sophisticated administrative and business support that resulted in being promoted to Senior Case Manager after just 90 days, with the responsibility of assisting the Director of Underwriting in managing retail life insurance business and driving business growth.
  • Championed and coordinated several annual seminars from inception to completion with accountability for venue reservation, managing invitations, confirming attendees, coordinating marketing materials, and lead follow-up.
  • Played a key role in the founding and establishment of the 5 Brokerage Underwriting department tasked with promptly managing cases for more than 20 new agents in a 2-month period.
  • Improved staff performance and retention by training members of the Director of Underwriting and Senior Case Management team in the use of a proprietary CRM.
  • Increased operational efficiency by developing and implementing an on-boarding process for new agents to include drafting training materials and creating business submission manuals.

Administrative Assistant III

WILSONMILLER, INC.
01.2007 - 01.2010
  • Provided quality administrative support to the SVP & VP of Landscape Architecture with 30 other staff members matrixed in. Planned and coordinated domestic and international conference events. Managed travel arrangements for an executive who traveled 60% of the time. Drafted and administered contracts to include writing multiple proposals each month.
  • Saved the department more than $4K annually by meticulously completing a full analysis of shipping costs and identifying and communicating cost saving opportunities.
  • Secured a multi-million-dollar contract for the company by researching trends and providing insight in the preparation of an extensive PowerPoint presentation.
  • Prepared final design books for company clientele leveraging expertise and skills acquired from completed courses in Adobe InDesign software.

Education

Associates - Medical Assisting

Western School of Health and Business
Pittsburgh, PA

Skills

  • C-Suite Executive Support
  • Complex Calendar Management
  • Domestic & International Travel Coordination
  • High-Level Event Planning & Execution
  • Strategic communication
  • Confidential Information Management
  • Budget Management & Expense Reporting
  • Vendor Negotiation & Contract Management
  • Process Improvement & Cost-Saving Initiatives
  • Onboarding & Executive Team Integration

Certification

  • Certified Word Specialist
  • Florida Notary

Timeline

Executive Assistant

Toll Brothers
11.2024 - Current

Executive Assistant III

Net Health
04.2024 - 09.2024

Executive Assistant II

ACAMS
01.2022 - 01.2024

Executive Assistant to CEO | Executive Assistant to CMO

ASG Technologies | Rocket Software
01.2016 - 01.2022

Executive Assistant to CMO

ACI Worldwide
01.2013 - 01.2016

Senior Case Manager | Executive Assistant

CAPITAL WEALTH ADVISORS/5 BROKERAGE
01.2010 - 01.2013

Administrative Assistant III

WILSONMILLER, INC.
01.2007 - 01.2010

Associates - Medical Assisting

Western School of Health and Business

Similar Profiles

CREATE PROFILE
Leah Bedi