ROXANNE REED
San Jose,CA
Summary
Results-driven professional with a proven track record of driving strategic initiatives, fostering cross-functional relationships, and leveraging process improvements to enhance organizational efficiency. Skilled in supporting senior leaders and teams across various industries, including tech, finance, and law, with expertise in business operations, project management, stakeholder engagement, and executive-level communications. With a strong background in administration, operations, and client relationship management, adept at delivering exceptional support to leadership teams, navigating complex timelines, and adapting to evolving business requirements.
Overview
9
9
years of professional experience
Work History
Executive Administrative Partner, Life@ Benefits
Meta
10.2021 - Current
- Enhances organizational alignment through business operations support and advances leadership initiatives through effective communication, collaboration and cross-functional relationships.
- Optimizes Benefits Leadership team's efficiency by managing calendars, prioritizing tasks, and preparing key materials.
- Ensures timely decisions with accurate record-keeping of leadership meeting notes, action items and follow-up tasks.
- Leads logistics and content orchestration for org events, managing high-level stakeholders, ensuring seamless execution and strategic alignment with leadership priorities.
- Designed and delivered high-impact development workshops, increasing team connection sentiment by +18% across Total Rewards Organization.
- Advances "Winning in AI" goal by conducting training workshops that enhance team utilization and understanding.
- Crafts narratives on behalf of senior leaders to distill complex information into clear content for various audiences.
- Develops and implements optimized project management tools, driving efficiency and regulatory adherence.
Sr. Administrative Assistant, Health Care Investment Banking
Raymond James & Associates
06.2019 - 09.2021
- Provided executive-level administrative support to Co-Head of Health Care Investment Banking, serving as main point of contact for executives, cross-functional teams, and clients.
- Coordinated high-profile events, overseeing logistics, vendors, and marketing materials to deliver successful outcomes.
- Improved operational effectiveness by introducing new expense processes and systems that streamlined financial management, improved accuracy, and reduced administrative burdens.
- Orchestrated launch of new Investment Banking office in partnership with senior management, meeting aggressive timelines and ensuring seamless operational setup.
- Leveraged DealCloud to provide administrative support for deal pipeline tracking and analysis, updating 10-20 records per day.
Wealth Management Professional, Analyst
Goldman Sachs & Co. LLC
02.2018 - 06.2019
- Spearheaded strategic support to PWM team overseeing $20 billion in assets, leveraging expertise to drive business growth, strengthen client relationships, and deliver exceptional wealth advisory services.
- Coordinated advisory business implementation, rebalancing, and cash management for high-net-worth clients, including directing cash flow internally and externally via various channels.
- Facilitated new account onboarding process, ensuring smooth client integration.
- Utilized Salesforce to enhance business operations and streamline client relationship management.
Administrative Assistant
Goldman Sachs & Co. LLC
05.2017 - 02.2018
- Provided administrative support to three senior Goldman Sachs employees, managing calendars, meetings, and travel arrangements.
- Assisted PWM teams with client tribute journals, charitable contributions, and account paperwork.
- Planned special events and managed expense submissions.
- Managed secure processing and documentation of sensitive financial materials, including stock certificates and checks.
Administrative Assistant
Belsky & Associates
06.2016 - 05.2017
- Supported calendar needs for five attorneys, coordinating weekly conferences, mediations, depositions and ensured seamless scheduling.
- Coordinated travel arrangements, team meetings, and staff events to support attorney productivity and office operations.
- Facilitated communication with clients, external counsel, and vendors to exchange critical information and documentation.
- Prepared and organized legal correspondence, including billing requests, evaluations, and letters.
Education
Bachelor of Arts - Political Science | English
University of San Diego
San Diego, CA05.2016
Skills
- Business operations
- Meeting preparation & management
- Project coordination & management
- Organization engagement
- Leader communications
- Stakeholder management
- Presentation & content creation
- Written communication
- Calendar development
- Event planning
Timeline
Executive Administrative Partner, Life@ Benefits
Meta
10.2021 - Current
Sr. Administrative Assistant, Health Care Investment Banking
Raymond James & Associates
06.2019 - 09.2021
Wealth Management Professional, Analyst
Goldman Sachs & Co. LLC
02.2018 - 06.2019
Administrative Assistant
Goldman Sachs & Co. LLC
05.2017 - 02.2018
Administrative Assistant
Belsky & Associates
06.2016 - 05.2017
Bachelor of Arts - Political Science | English
University of San Diego
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