LISA VELASQUEZ
New Palestine,IN
Summary
Executive Assistant/Project Coordinator with extensive experience in the planning,
organizing, and execution of large-scale meetings and events while supporting daily
operational functions in a highly confidential environment.
Overview
23
23
years of professional experience
Work History
Senior Executive Assistant
Elevance Health
Indianapolis, IN
01.2024 - Current
- Provided administrative support to the Chief Human Resource Officer and the HR Leadership Team.
- Facilitated communication between the executive team and various departments
- Prepared agendas for meetings in consultation with the executive team to ensure all necessary materials were available prior to each meeting.
- Assisted with event planning by coordinating catering services, reserving venues, ordering supplies.
- Managed multiple projects simultaneously while ensuring deadlines were met without compromising quality standards.
- Participated in frequent communication with other administrative team members, human resources and finance department on special projects and events.
- Approved travel expenses and reimbursement requests from managers and other administrative support professionals.
- Monitored budgets related to projects assigned by senior executives while also providing feedback on ways to reduce costs where possible.
- Wrote and distributed executive meeting agendas and minutes to department heads and executive team members.
- Processed executive subscriptions, license renewals, continuing education requirements, and membership renewals.
- Maintained company confidence and protected business operations by keeping sensitive information confidential.
Executive Assistant
Complete College America
Indianapolis, IN
02.2023 - 01.2024
- Reports directly to the President and provides support to the President, Board of Directors, Executive Team, and HR.
- Serves as primary contact for internal and external constituencies on all matters pertaining to the President
- Organize and coordinate executive outreach and external relations efforts; and overseas special projects, as requested.
- Assists the President with daily administrative duties and completes a broad variety of administrative tasks that include managing an active calendar of appointments; completing expense reports; composing and preparing correspondence; arranging complex and detailed travel plans, itineraries and agendas and compiling documents for meetings.
- Communicates clearly, honestly, accurately, and directly on behalf of the President with Board members, donors, foundation staff, and others on matters related to programmatic initiatives as directed
- Supports President in his/her external commitments related to CCA, including service on external boards, committees, and other groups.
- Processes CCA’s memberships with other organizations.
Network Coordinator
High Alpha
Indianapolis, IN
04.2022 - 12.2022
- Track and update documentation, systems, and profiles for potential co-founder candidates (founder coordinator)
- Own the overall project management portion and process of “Co-Founder Recruiting” while partnering with the VP, Network along the way
- Coordinate and plan co-founder onsite visits to High Alpha to ensure a world-class, consistent experience
- Manage perks and multiple software tools such as Orbiit
- Coordinate, work cross-functionally & schedule calls with co-founder candidates, investors and partners
- Manage communications as the main contact for all candidates
Executive Assistant
MetaCX
Indianapolis, IN
11.2021 - 04.2022
- Provide Administrative support to CEO and Executive Team
- Manage schedules and travel arrangements for CEO and Executive Team
- Manage reimbursement processes for CEO and Executive Team
- Assist with special projects/events for Executive Leaders and their respective teams.
Project Coordinator
IU Health, Analytics
Indianapolis, IN
01.2018 - 11.2021
- Maintaining and monitoring project plans, project schedules, work hours, budgets and expenditures
- Maintaining project schedules and meetings by managing deadlines and adjusting workflow as needed
- Documenting and following up on important actions and decisions from meetings
- Providing administrative support as needed
- Undertaking project tasks as required
- Working with team to develop project strategies
- Work with project owners and team members to meet goals and deadlines
- Liaised between departments, facilitating communications and keeping appropriate parties updated on project developments
- Managed schedules, events and travel plans for conferences, meetings and seminars, as well as domestic and international trips for executives and various team members
Executive Assistant/Project Coordinator
AAA Hoosier Motor Club
Indianapolis, IN
12.2015 - 11.2018
- Report to and support the CEO
- Prepare meetings, events, and travel for Hoosier Motor Club CEO, Board of Directors, and Executive team
- Plan the scope of the meeting/event, including time, location, and cost
- Inspect venues to ensure that they meet necessary requirements
- Coordinate meeting/event services such as rooms, transportation, and food/beverage service
- Review event bills and approve payment
- Prepare and distribute all meeting/event materials
- Prepare and handle confidential material pertaining to AAA Hoosier Motor Club
Executive Assistant to CEO/President
500 Festival, Inc
Indianapolis, IN
03.2012 - 10.2015
- Report to and support the CEO; in addition to supporting the 500 Festival Board of
- Directors and 500 Festival Foundation Board of Trustees
- Prepare meetings and events for 500 Festival Board of Directors and 500 Festival
- Board of Trustees
- Review contracts and negotiate pricing with appropriate vendor(s)
- Negotiate appropriate venues for events such as; Annual Dinner, Past Chairman's
- Dinner, Rookie Reception, Board Retreat, and VIP/Hospitality areas
- Work as a liaison to external vendors and the 500 Festival
- Coordinate venue management, caterers, designers, contractors, and equipment hire
- Ensuring insurance, legal, health, and safety obligations are adhered to
- Prepare agendas and appropriate collateral materials for Board and Foundation meetings
- Handle paying invoices and keep track of budgets and prepare expense reports
- Provide calendar management and travel logistics for the CEO
- Coordinate Board and Foundation meetings and prepare necessary documents and materials to be distributed in the meeting
- Work as a liaison to the Board and 500 Festival event staff on all pertinent month of
- May communications.\
Executive Assistant
Buckingham Companies
Indianapolis, IN
08.2009 - 01.2012
- Calendar various daily, weekly, and monthly meetings/appointments for Executive
- Team members
- Make necessary travel arrangements and accommodations for Executive Team members
- Provide general support to the Executive Team members and elevate questions or needs to the appropriate individual when needed
- Build relationships with vendors and suppliers and maintain regular communication as needed
- Aid with management of applications, renewals, etc
- For various business needs
- Plan and prepare for company events, meetings, and outings
- Manage miscellaneous projects as needed for Executive Team members
- Reserve and prepare meeting rooms for client meetings including setting up conference room equipment and catering needs
Inside Sales Representative
McKesson Specialty Company
Nashville, TN
10.2007 - 01.2009
- Serve as the central reference point for customers to learn about and maximize the complete McKesson Specialty portfolio of pharmaceutical products and services
- Provide customer service and support to Account Managers by planning travel, creating mass emails sent to clients, tracking and updating calendars, data entry, and supporting new and existing customers
- Assist Account Managers in prospecting new and existing customers in order to share company and product information, and meet predetermined productivity and gross revenue goals
- Assist Account Managers in developing sales including new business, incremental growth within customer base and protect current customer base by forming strong relationships and top of mind awareness within all points of contact in accounts
- Articulate the features and benefits of all various products, services, programs, and promotions to new and existing customers
Promotion Director
Cumulus Media- ESPN
Nashville, TN
08.2005 - 10.2007
- Develop, create, and implement marketing solutions for all radio stations
- Execute marketing/promotional plans for the station and a variety of clients
- Work on marketing campaigns for radio stations, such as direct mail pieces, billboards, mass emails, and on-line database
- Effectively track on-line listener database
- Coordinate and direct on-air promotional and contesting fulfillment
- Collaborate and assist with account executives to prospect new businesses for advertising and promotion dollars
- Develop and create client-based advertising and promotion campaigns
- Prepare event recaps for client feedback
- Secure promotional partners, plan and concept assessment, proposal development, proposal presentation and fulfillment
- Provide customer service and support to existing and new clients
Assistant Marketing Director
Emmis Communications
Indianapolis, IN
05.2001 - 08.2005
- Execute sales and station promotions
- Attend sales calls with account executives to develop marketing objectives based on client needs and budget
- Coordinate and execute station promotional appearances/live broadcasts and client events
- Assist in the development of marketing opportunities for audience development and sales opportunities
- Serve as the main contact throughout client events
- Execute marketing/promotional plans for the station and a variety of clients
- Compose business letters, proposals, and prepare press releases
- Coordinate contest efforts of the station
- Supervise interns
Education
Bachelor of Arts - Communication Arts and Sciences
Indiana University
Bachelor of Arts - Communication/Event Planning Management, Communication Arts and Sciences/Event Planning Management
Indiana University/Purdue University
Skills
- Effective Communicator
- Effective Time Management
- Meeting and Event planning
- Travel Coordination
- Adaptive Time Management
- Proactive Outlook
- Strong Detail Orientation
- Maintains Composure Under Stress
- C-Suite Executive Support
References
References
REFERENCES AVAILABLE UPON REQUEST
Timeline
Senior Executive Assistant
Elevance Health
01.2024 - Current
Executive Assistant
Complete College America
02.2023 - 01.2024
Network Coordinator
High Alpha
04.2022 - 12.2022
Executive Assistant
MetaCX
11.2021 - 04.2022
Project Coordinator
IU Health, Analytics
01.2018 - 11.2021
Executive Assistant/Project Coordinator
AAA Hoosier Motor Club
12.2015 - 11.2018
Executive Assistant to CEO/President
500 Festival, Inc
03.2012 - 10.2015
Executive Assistant
Buckingham Companies
08.2009 - 01.2012
Inside Sales Representative
McKesson Specialty Company
10.2007 - 01.2009
Promotion Director
Cumulus Media- ESPN
08.2005 - 10.2007
Assistant Marketing Director
Emmis Communications
05.2001 - 08.2005
Bachelor of Arts - Communication Arts and Sciences
Indiana University
Bachelor of Arts - Communication/Event Planning Management, Communication Arts and Sciences/Event Planning Management
Indiana University/Purdue University
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