Strategic executive partner with 15+ years of experience driving organizational excellence through sophisticated board management, investor relations, and executive support. Proven track record of modernizing operations, securing investment funding, and serving as a trusted liaison between C-suite, board members, and key stakeholders. Known for exceptional project management and ability to streamline complex administrative processes.
Overview
17
17
years of professional experience
Work History
Executive Assistant (Chief of Staff)
Steeped Coffee
01.2021 - Current
Act as a strategic partner to the CEO, providing thoughtful input on business decisions and helping drive the company’s vision
Oversee the CEO's calendar, inbox, and communications to enhance organization, reduce scheduling conflicts, promptly address critical issues, and draft executive correspondence for effective leadership
Organize and manage all aspects of travel arrangements for the CEO
Manage investor relations by utilizing Carta, AngelList, and Streak CRM to ensure accurate record-keeping
Spearheaded investor campaigns, playing an instrumental role in securing $7M through targeted outreach, relationship-building, and investor follow-up
Managed multi-phase investor data projects, ensuring seamless document integration and signature collection
Directed logistics for Good Housekeeping’s 2022 Kitchen Gear & Coffee Award win
Executive Assistant
YMCA of NWNC
12.2019 - 01.2021
Provided member support by addressing inquiries, resolving concerns, and connecting them with the appropriate departments for further assistance
Scheduled internal meetings across 20 different calendars
Coordinated board and committee meetings for 27 directors by preparing agendas and briefing materials
Recorded and distributed minutes for the meetings, arranged catering, and followed up on all actionable items
Enhanced governance with BoardEffect, improving document access and tracking
Acted as liaison between the CEO and board, ensuring clear information flow
Responsible for collecting, formatting, and following up on monthly reports from 14 branch managers for upload to the intranet for organizational visibility
Successfully communicated on behalf of the CEO to both internal and external stakeholders
IP Legal Assistant
Vorys
03.2019 - 11.2019
Assisted with preparing and filing patent applications, prosecution, and post-registration documents with the USPTO using EFS-web, which required strong proofing skills
Maintained a perfect record in managing and meeting all domestic and international legal deadlines for a team of three attorneys
Prepared correspondence to clients and foreign associates regarding status updates, deadlines, filing requirements, and maintenance fees
Executive Coordinator
Goodwill Industries of NWNC
03.2017 - 03.2019
Supported the CEO and executive team, overseeing operations and security protocols
Assisted customers by answering questions, addressing issues, and directing them to the right departments for additional help
Coordinated and executed monthly store manager meetings of 50+ employees
Handled a high volume of confidential documents, maintaining the security of sensitive information
Orchestrated complex logistics for board meetings and a multi-day event, including catering, hotel accommodations, and meal reservations for 24 board members
Compiled, transcribed, and distributed board and committee meeting minutes
Modernized board document distribution, transitioning to a paperless system
Maintained and updated personnel changes to security alarm system for 50+ retail stores and facilities in the territory
Planned travel arrangements for 6 executives and staff
IP Legal Assistant
The Webb Law Firm
06.2008 - 02.2017
Assisted with preparing and filing patent and trademark applications, prosecution, and post-registration documents with the USPTO using EFS-web, which required strong proofing skills
Created high-quality formal patent drawings using Adobe Professional
Performed USPTO searches and managed case data in PerfectLaw software
Prepared correspondence to clients and foreign associates regarding status updates, deadlines, filing requirements, and maintenance fees
Education
Bachelor of Arts - Public Relations
Westminster College
New Wilmington, PA
Paralegal Certificate -
Duquesne University
Pittsburgh, PA
Skills
Executive support
Organizational development
Client communication
Strong problem solver
Tech-savviness
Schedule & calendar planning
Collaborative mindset
Meeting coordination
Accomplishments
Secured $7M in convertible note investments via end-to-end investor relations campaigns, including strategic outreach and relationship management.
Modernized board operations for Goodwill's 24-member Board with a paperless system, reducing overhead, ensuring accurate record-keeping and timely distribution of critical documents.