Lori Paulson
Livermore,California
Summary
I have over 23 years of experience providing comprehensive support to C-level executives in industries such as high-tech, finance, law, and engineering. I possess advanced knowledge of medical, financial, legal, and technical terminology and a strong aptitude for project management, managing complex schedules, coordinating global travel, organizing logistics, technical maintenance, database management, and financial software programs. I am skilled in developing new processes to ensure secure electronic and physical data access. I am interested in utilizing my creative project management and development skills to their fullest potential. My skills are highly advanced, and I require minimal training.
Overview
17
17
years of professional experience
Work History
Private Contractor Sr. Executive Assistant
SVEATech
Pleasanton, California
04.2019 - Current
- Senior Executive Assistant for C-level management
- Extensive complex calendaring and scheduling exclusive events
- Detailed domestic and international travel arrangements
- Expense and accounts receivables
- Purchase orders and facilities maintenance
- Social media management
- Dashboard creation for snapshot views of high-level revenue reporting
- Telepresence and WebEx, Zoom, and Skype meetings and agendas
- Office management and supply requisition
- Reliable, timely, loyal, confidential, and exquisite integrity.
Paulson Photography: Freelance Photography and Media
Pleasanton, California
01.2016 - Current
- Special events and social media photographer
- Edited monthly articles and news releases
- Technical assistance and services to charitable organizations
- Photoshop and digital resources
- Science art creating digital images
- Photography using Sony DLSR imaging and synthesis photography
- Computer-generated imagery using the application of analog and digital photography
- Adobe Visual Arts & photo imaging and editing
- Production and digital camera video for live streaming.
HR & Operations Assistant
Horizon Services, Inc.
Hayward, California
02.2022 - 06.2022
- Excellent professional verbal and written communication
- Follow up to ensure testing and other HR documentation
- Conduct new hire orientations/Exit Interviews
- Benefits/Cobra reports and correspondence accordingly
- HR Reports and recruiting
- Technical support and QR coding
- Schedule and coordinate meetings with executives via Teams/Webex/Zoom
- HR and Operation projects
- Coordinate new hire workshops, volunteering events, picnics, and holiday parties
- Update and organize electronic employee files
- Professional email correspondence
- IT support as needed.
Executive Assistant to Director of Engineering
Cisco Systems
San Jose, California
08.2021 - 11.2021
- Executive Assistant support to Sr
- Director, Software Engineering Sector
- Heavy complex calendaring and global scheduling, multiple time zones
- Prepared slide decks and agendas for executive meetings
- Coordinate WebEx meetings and correspondence through WebEx teams
- Direct support to team leads, and direct report personnel for the Engineering & Architect Dept
- Collaborate with other EAs supporting VP's, EVPs, SVPs, and Senior Directors
- EA support to EVP and SVP with scheduling conflicts and resolution.
Executive Assistant to Chief of Staff
Cisco Systems
San Jose, California
06.2016 - 09.2016
- Lead administrator for Chief of Staff of CDO (Chief Digitization Org)
- Lead administrator for two Senior Directors, of BD
- Prepared weekly expense reports using Concur
- Setup department meetings using WebEx and Telepresence
- Complex multi-time zone calendaring
- Directly supported project managers for CDO
- International travel arrangements CTN software
- Advanced development in SPARK, Cisco Live, and GSX
- Collaboration with SVP, CDOs EAs resulting in seamless execution
- Edited and set up Cisco Jive site
- Setup and direct CDO interns with meetings via telepresence with global VPs off-site and on-site
- Catered for monthly OPS and conferences including special events.
Executive Administrative Assistant to Director of Learning Services and VP of LS
Cisco Systems
San Jose, California
08.2014 - 10.2015
- Project coordinator to the Business Development Manager and Senior Director of Technical and Learning Services
- Prepared monthly/quarterly financial reports representing the department's revenue and bookings
- Profit and loss statements weekly
- Lead weekly department meetings setup and direct WebEx
- Heavy Outlook calendaring in multiple time zones
- Heavy Meeting Scheduling for executives in multiple countries
- Planned and coordinated events for meetings, and department events Schedule and coordinate in several different time zones
- Travel and hotel arrangements international and domestic Utilize and research global network through Cisco Systems
- Prepared PowerPoint presentations and slide decks
- Executive Assistant support to Vice President, GM.
Office Administrator: Sr. Executive Assistant
Vavrinek, Trine, Day & Co., LLP CPA's
Pleasanton, California
08.1998 - 12.2013
- Hired and trained new administrative staff, facilitated human resource documentation and onboarding processes
- In charge of maintaining access database for tax clients
- Created policies and procedures to ensure quality control
- Quality control maintenance for statistical financial reports
- Created financial reports and proformas for new GASB 34/35
- Edited annual audit reports related to governmental agencies
- Processed tax returns using current software programs
- Point person for computer operations & software programs, contracts, proposals, accounts payable and accounts receivable, preparation of payroll quarterly taxes, and financial reporting
- Marketing and in charge of brochures, board-meeting presentations using PowerPoint software, scheduling conferences, outside/inside seminars, and training programs
- Heavy scheduling, air/private car travels, lodging, multiple calendaring for CFO and Partners within the firm.
Legal Assistant-Public Relations
Buckley, LeChavallier LLP, Law Offices
Lake Oswego, Oregon
02.1996 - 06.1998
- Executive secretarial support to business attorneys
- Specialized in real estate, probate, land use, and business
- Case management, transcription, client correspondence, scheduling, research development, document production, file closure, legal form maintenance, and technical support
- CLE compliance reporting, scheduled, CLE classes for attorneys, lead person for the development and implementation for our ADMS
- Marketing chairperson, and firm newsletters editor utilizing graphics/publishing software
- Lead office receptionist, seminar coordinator, operate and train colleagues on digital phone system, and troubleshooting computer software system issues.
Education
SUD Counselor Registered with CCAPP -
California State University East Bay (CSUEB)
Medical Terminology + Medical Coding -
California State University East Bay (CSUEB)
Business Management - B.A. Degree Pending -
University of Phoenix
License Realtor #01701601 -
CDR Real Estate Certificates -Allied Business School
Linkedinprofile
https://www.linkedin.com/in/lori-paulson-4245284/
Technicalattributes
- Salesforce
- SharePoint
- Adobe
- Visio
- Cisco Systems Software
- Epic medical software
- EMR
- MS Office
- MS Windows OS
- Complex Outlook Calendaring
- Logistics and Relocation
- Records Specialist and Documentation
- Forms Creation
- B2B Business Strategies and Support
- Conflict Resolution
- Budget Forecasting
- Time Management
- Client Database Management
- Dashboards
- Fieldglass
- Social Media Team Expert
- Concur
- SAP
- DAX
- Workday software
- Social Media Editor
- Dashboard Development
- WebEx
- Telepresence
- Outlook
- WebEx Meetings
- PowerPoint
- Excel
- Word
- Access
- EPace
- Corel Draw
- Lacerte (tax programs)
- Mas 200 (billing program)
- Peachtree
- Presentation Software
- Quicken
- QuickBooks
- Westlaw
- CAD programs
- ProSytems FX
- Cisco Sonexis IP Phone System
- Tax Software
- Citrix
- EVO POS systems and website content and development including other artistic and digital media programs
- Jazz HR software
- Teams
- Zoom expertise
Volunteer Experience
- Crosswinds Church, www.crosswinds.org, Tech Team, Media and Camera, Livestream Camera Feed
- Shepherd's Gate Battered and Homeless Women and Children's Assistance, http://www.shepherdsgate.org, paulsonphotoshoot@gmail.com
- Second Harvest Food Bank - Sponsored by Cisco Systems Silicon Valley, https://www.shfb.org
- Multiple Sclerosis (walk for MS), https://msfocus.org, paulsonphotoshoot@gmail.com
Timeline
HR & Operations Assistant
Horizon Services, Inc.
02.2022 - 06.2022
Executive Assistant to Director of Engineering
Cisco Systems
08.2021 - 11.2021
Private Contractor Sr. Executive Assistant
SVEATech
04.2019 - Current
Executive Assistant to Chief of Staff
Cisco Systems
06.2016 - 09.2016
Paulson Photography: Freelance Photography and Media
01.2016 - Current
Executive Administrative Assistant to Director of Learning Services and VP of LS
Cisco Systems
08.2014 - 10.2015
Office Administrator: Sr. Executive Assistant
Vavrinek, Trine, Day & Co., LLP CPA's
08.1998 - 12.2013
Legal Assistant-Public Relations
Buckley, LeChavallier LLP, Law Offices
02.1996 - 06.1998
SUD Counselor Registered with CCAPP -
California State University East Bay (CSUEB)
Medical Terminology + Medical Coding -
California State University East Bay (CSUEB)
Business Management - B.A. Degree Pending -
University of Phoenix
License Realtor #01701601 -
CDR Real Estate Certificates -Allied Business School