Executive Personal Assistant to CEO/End of Life Management
Aesthetic Design
05.2023 - 11.2024
Managed all aspects of end of life management for CEO of Aesthetic Design, including property sales, international travel, and personal trust accounting
Coordinated medical needs, personal demands, and business affairs to ensure a high quality of life and successful project execution
Assisted newlywed couple with various tasks, from passport applications to auction sales, maintaining household functionality
Healthcare Consulting: Internal Medicine, Aesthetics and Wellness Practice Management
Medical Wellness Center
Palm Desert, California
04.2017 - 05.2023
Led the transformation of Medical Wellness Center by rebranding, renegotiation of all business contracts, restaff/train, managing HR, payroll, finances, and marketing, resulting in a substantial increase in revenue and profit
Implemented strategies to reduce liabilities and improve business performance
Orchestrated a remarkable business transformation leading to a 54.96% leap in revenue and a 136.18% boost in profits
Accounting and Human Resources
Lodi Winegrape Commission
Lodi, California
08.2015 - 03.2017
Managed all financial and HR functions at Lodi Winegrape Commission, including accounts payable, receivable, payroll, audits, insurance, and taxes
Oversaw Visitor Center financial operations and ensured compliance with personnel records, retirement, health insurance, and employee handbook
Achieved cost savings through efficient financial management and streamlined HR processes
Office Manager, Full- Charge Bookkeeping, Tax Preparation and Assistant to CEO
Oversaw QuickBooks for six companies, bookkeeping, reconciliation and year end closing, ensuring accurate accounting and compliance
Handled written correspondence with clients and tax authorities, providing timely information
Heavy phone communication with IRS and clients
Practice Manager Medical Office, Executive Assistant to MD
Medical Center at Indian Wells
Indian Wells, CA
01.2007 - 01.2012
Managed staff and daily operations at Medical Center at Indian Wells, ensuring seamless communication between patients, practitioners, and insurance companies
Handled medical billing, coding, collections, and accounts payables/receivables to optimize financial processes
Developed key policies to enhance employee performance and satisfaction
Chief Operating Officer, Senior Vice President - Healthcare Staffing
Readylink Healthcare
Palm Desert, California
01.2000 - 01.2007
Managed day-to-day operations and led a team of 500+ staff members at a travel nurse staffing firm, achieving a 45% gross margin for all contracts
Negotiated rates and contract terms with hospitals nationwide, resulting in over $10 million in staffing revenue annually
Developed recruitment and hospital contracting departments to establish and maintain client relationships nationwide
Executive Administrative, Personal, Traveling Assistant to UHNWI - CEO
CBA Industries - Harold Matzner
New York City
01.1997 - 01.2000
Managed travel arrangements, calendar, and correspondence for UHNWi CEO, Harold Matzner, including high-level event planning and creation of powerpoint presentations
Acted as a point of contact between Chairman and executive management/attorneys, overseeing five homes and housekeeping staff, and manage private aviation administration of a Westwind Jet
Assisted in the development of Spencer's Restaurant, Palm Springs, and coordinated annual book luncheon for renowned authors
Assisted in activities for the Palm Springs Film Festival as the assistant to the long standing Chairman
Senior Executive Assistant to UHNWI - CEO
Vornado Realty Trust - Steven Roth
New York, New York
04.1995 - 08.1997
In my role as a Senior Executive Assistant to a UHNW CEO in Real Estate Investment, I provided comprehensive support in managing day-to-day activities, coordinating schedules, and facilitating stock purchases/sales
I played a key role in developing and managing the Roth Center for Jewish Life at Dartmouth College, ensuring smooth operations and successful outcomes in a fast-paced environment
Managed funds for Daryl and Steven Roth Foundation
Greeted and supported high-level executives, politicians, and celebrity guests
Summary
Detail-oriented administrative professional with superb people-skills and public relations experience.
Business-savvy with excellent decision-making skills. Reliable Personal Assistant with track record of initiative and accuracy.
Highly organized and consistently anticipates needs of clients.
Skilled multitasker proficient in Microsoft Office Software and correspondence management.
Thorough team contributor with strong organizational capabilities.
Experienced in handling numerous projects at once while ensuring accuracy.
Effective at prioritizing tasks and meeting deadlines.
Skills
Strong interpersonal skills
Perform well in high-demand, fast-paced environments
Resourceful
Administrative support specialist
Professional and mature
Problem resolving
Fast learning
Travel administration
Coordination skills
QuickBooks expert
Event planning experience
Stock maintenance
Errands
Travel booking management
Accurate and detailed
Personal calendar oversight
Professional phone etiquette
Advanced computer skills
Critical thinker
Education
Bachelor of Science - Business Administration Marketing
Seton Hall University
South Orange, NJ
09.1988 - 05.1992
Bachelor of Science - Business Administration Healthcare And Human Resources
Central Christian College of Kansas
McPherson, KS
02.2013 - 06.2015
MBA - Project Management
New England College
Henniker, NH
06.2017 - 06.2025
Timeline
Executive Personal Assistant to CEO/End of Life Management
Aesthetic Design
05.2023 - 11.2024
MBA - Project Management
New England College
06.2017 - 06.2025
Healthcare Consulting: Internal Medicine, Aesthetics and Wellness Practice Management
Medical Wellness Center
04.2017 - 05.2023
Accounting and Human Resources
Lodi Winegrape Commission
08.2015 - 03.2017
Bachelor of Science - Business Administration Healthcare And Human Resources
Central Christian College of Kansas
02.2013 - 06.2015
Office Manager, Full- Charge Bookkeeping, Tax Preparation and Assistant to CEO
Walters Tax and Financial
03.2012 - 08.2015
Practice Manager Medical Office, Executive Assistant to MD
Medical Center at Indian Wells
01.2007 - 01.2012
Chief Operating Officer, Senior Vice President - Healthcare Staffing
Readylink Healthcare
01.2000 - 01.2007
Executive Administrative, Personal, Traveling Assistant to UHNWI - CEO
CBA Industries - Harold Matzner
01.1997 - 01.2000
Senior Executive Assistant to UHNWI - CEO
Vornado Realty Trust - Steven Roth
04.1995 - 08.1997
Bachelor of Science - Business Administration Marketing
Senior Consultant and Owner at Accelerate Aesthetic Consulting/Aesthetic Practice PartnersSenior Consultant and Owner at Accelerate Aesthetic Consulting/Aesthetic Practice Partners
Head – Counselling and Client Relations at Cocoona Centre For Aesthetic Transformation/Day Surgical Centre, Multi Departmental Aesthetic ClinicHead – Counselling and Client Relations at Cocoona Centre For Aesthetic Transformation/Day Surgical Centre, Multi Departmental Aesthetic Clinic