Pennie Lewis
Salt Lake,UT
Summary
Driven and resourceful administrative professional with 10+ years of experience assisting with work of high-achieving c-level executives. Strong planner and problem solver who readily adapts to change, works
independently and exceeds expectations. Successfully manages high-volume workloads in rapidly changing environments without compromising quality.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Executive Assistant to CEO & CFO
Mercato Partners
09.2022 - Current
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Proactively identified areas requiring attention or improvement aligning priorities effectively in line with executive preferences.
- Maintained employee fund carry contracts accurately while maintaining strict confidentiality.
- Coordinated all events for staff, and served as the project manager to make sure a venue was secured, swag, a team building activity, and there was an event quarterly.
- Implemented an event committee for large investor events to ensure the events ran seamlessly to create a lasting impact for attendees.
- Entrusted with the accounts payables for the company and each of the funds. Which led to QuickBooks certifications 1 & 2.
- Streamlined executive communication by managing emails for both executives, and scheduling appointments.
- Processed expense reports for both executives on Concur.
- Point of contact to verify wire instructions for capital calls for all funds.
Chief of Staff
Black Oak Capital Partners
12.2017 - 09.2021
- Oversaw the day-to-day operations of the firm and ensured licensing and insurance were up to date and active.
- Managed the travel schedules of the CEO, the staff, and the CEO’s family.
- Supervised staff and participated in hiring, training and performance evaluations to establish and enforce policies and procedures for business functions.
- Provided comprehensive support to the CEO, enabling him to focus on critical decision-making and leadership tasks.
- Coordinated the logistics of the board meetings for the firm’s 19 portfolio companies.
- Delivered exceptional high-touch service to the firm’s investors.
- Planned VIP events for the firm’s investors, and the firm’s annual conference.
- Onboarded all new hires with insurance documentation, parking pass, building pass, laptop, phone, and email.
Education
Bachelor of Science - Accounting And Business Management
Western Governors University, United States
07.2026
Skills
- Expense Reporting
- Business Administration
- Office Management
- Advanced MS Office Suite
- Conference planning
- Extensive Calendar Management
- Resourceful
- Project Management
Certification
- Six Sigma Yellow Belt
- QuickBooks Online Advanced Certification
- Notary Public - State of Utah
Timeline
Executive Assistant to CEO & CFO
Mercato Partners
09.2022 - Current
Chief of Staff
Black Oak Capital Partners
12.2017 - 09.2021
Bachelor of Science - Accounting And Business Management
Western Governors University, United States