Leeani Garcia
New York,New York
Summary
Driven and resourceful administrative professional with 20+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.
Overview
24
24
years of professional experience
Work History
Executive/Sales Assistant and Customer Relations Manager
Cell Line Genetics, Inc.
New York , NY
2010.10 - Current
- Provide administrative support to President, Chief Scientific Officer, Controller and Senior Laboratory Scientists as needed.
- Direct all administrative and project-support efforts.
- Create presentations and scheduled all executive-level meetings, travel and monthly T&E reporting.
- Coordinate 100% of trade and exhibitor conference events including travel, budgeting, marketing materials, logistics, and other needs for successful event.
- Responsible for all inquiries of current and potential customers, establish customer accounts and generate quotes.
- Perform all customer billing, credit card charges, bank deposits, collection processes and handle all billing discrepancies.
- Manage and maintain customer database and CRM.
- Implemented company policies, technical procedures and standards for preserving integrity and security of data, reports, and access.
- Collaborate with back-office team members to facilitate seamless business execution.
- Maintained positive relationships with top-tier clients, ensuring their needs were met and fostering long-term loyalty
- Drove process improvement initiatives within sales department, yielding increased efficiency across numerous functions
Executive/Personal Assistant and Investor Relations Administrator
ACI Capital Co., LLC
New York , NY
2005.05 - 2008.08
- Served as Executive and Personal Assistant to three Managing Directors, Advisory Director and other executives as needed.
- Executed multiple key investor-relations functions, addressing inquiries of current and potential investors, communicating with marketing department regarding investor-relations initiatives, and maintain investor database.
- Collaborated with CFO to oversee distribution of financial releases to investors.
- Successfully coordinated and hosted annual investor meetings, booking venues, catering, creating invitations and promotional materials for 400+ investors.
- Introduced new methods, practices, and systems to reduce turnaround time.
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Provided exceptional customer service to both internal and external stakeholders through prompt response times and thorough issue resolution efforts.
Executive Assistant/ Sr. Sales Assistant
National Securities Corp/Gunn Allen Financial
New York , NY
2001.01 - 2005.05
- Served as a trusted Executive Assistant to the VPs of Institutional Sales & Trading/Branch Managers, offering valuable insights and recommendations based on extensive knowledge of company policies and procedures.
- Coordinated logistics for high-level meetings, ensuring a seamless experience for all attendees.
- Maintained detailed records of client interactions, ensuring accurate information sharing across all relevant departments within the organization.
- Instituted structured follow-up processes with client's post-issue resolution, ensuring satisfaction and gathering valuable feedback for continuous service improvement.
- Optimized CRM software usage for better tracking of interactions between customers and company representatives.
- Administered many operational procedures for thirteen brokers: trade clearance, input of trade tickets (manual/automated), reported all trade commissions, etc.
- Maintained registration and renewal of brokerage licenses for all branch employees.
- Managed over 50 customer calls per day.
- Collaborated on special projects to improve overall business operations within the organization efficiently.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
Education
Associate of Applied Science - Business/Entrepreneurship, Business Management
Borough of Manhattan Community College of The City University of New York
New York, NY06.2025
Skills
- Advanced MS Office Suite
- 70 WPM typing speed
- Filing and data archiving
- QuickBooks expert
- Multi-line phone proficiency
- Conference planning
- Office management
- Expense reporting
- Schedule & calendar planning
- Project management
- Complaint resolution
- Customer and client relations
Languages
Spanish
Native or Bilingual
Timeline
Executive/Sales Assistant and Customer Relations Manager
Cell Line Genetics, Inc.
2010.10 - Current
Executive/Personal Assistant and Investor Relations Administrator
ACI Capital Co., LLC
2005.05 - 2008.08
Executive Assistant/ Sr. Sales Assistant
National Securities Corp/Gunn Allen Financial
2001.01 - 2005.05
Associate of Applied Science - Business/Entrepreneurship, Business Management
Borough of Manhattan Community College of The City University of New York
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