Seasoned Senior Meeting Planner with background in planning, coordinating and executing high-level corporate meetings and events. Skilled in contract negotiation, budget management, and event marketing. Known for creating impactful experiences that meet organizational objectives while ensuring attendee satisfaction. Strong leadership abilities coupled with keen attention to detail make for seamless event execution from concept to completion.
Executive Support: Provide high-level administrative support to C-Suite executives, including calendar management, travel coordination, and meeting preparation, ensuring smooth daily operations and timely execution of executive tasks.
Strategic Communication: Serve as the primary point of contact for internal and external stakeholders, managing sensitive and confidential information with discretion and professionalism.
Project Management: Oversee and manage cross-functional projects, ensuring deadlines are met and priorities are aligned with executive objectives, resulting in enhanced workflow and efficiency.
Meeting & Event Coordination: Organize board meetings, company events, and executive retreats, handling all logistics from venue selection to agenda preparation, while ensuring seamless execution.
Document & Presentation Preparation: Draft, proofread, and edit executive communications, reports, and presentations, ensuring clarity, accuracy, and alignment with company goals and strategic priorities.
Problem Solving & Decision Support: Proactively identify operational challenges and offer solutions to streamline processes, contributing to the achievement of organizational objectives.
Budget & Expense Management: Oversee executive budgets, tracking expenses, processing invoices, and ensuring cost-effective resource allocation.
▪ Designed, coordinated, and managed all facets of quarterly luncheons for premier associates and
annual awards banquet for 300+ associates.
▪ Implemented a goal-tracking calendar to enhance agent retention, facilitating higher-level
financial discussions and ensuring agent loyalty at the Market Center.
▪ Created instructional videos during COVID-19 to meet agents' educational needs remotely.
Introduced a system for monitoring accounts receivable, resulting in 0 outstanding agent bills for
a continuous 36-month period, a significant improvement from the previous
average of $1K monthly.
Implemented the first-ever inventory record sheet and system for tracking materials sold to agents,
allowing for traceability and reporting efficiency.
Leveraged market updates and reports to craft a weekly narrative for agents, enabling them to
effectively educate and retain clients even during market shits.
▪ Created concise, 1-page reference sheets to reduce incoming query calls, ensuring guides were
readily accessible via email and office display.
▪ Streamlined commission checks daily processing of $10K+, achieving 25% reduction in
commission processing.