I am a forward-thinking professional who continues to exceed goals and expectations. Instrumental in developing and implementing best practices, standard operating procedures, process for improvement, and analyzing data to see where efficiencies can be improved. Strong attention to detail, interpersonal skills, time management, as well as excellent organizational skills, and able to maintain effective relationships with internal and external clients.
Overview
11
11
years of professional experience
Work History
Executive Assistant
Tri Pointe Connect
Remote
02.2020 - 01.2026
Managed President's calendar, travel, meetings, and board engagements efficiently.
Prepared agendas, briefing materials, presentations, and executive communications for leadership.
Tracked and distributed action items from leadership meetings to ensure accountability.
Acted as liaison among President, executive leadership, branch managers, investors, and vendors.
Anticipated executive needs while maintaining strict confidentiality at all times.
Produced daily, weekly, and monthly operational reports to inform decision-making.
Developed dashboards for loan production, pipeline performance, revenue, and expenses.
Coordinated company events including sales kickoffs, leadership retreats, and recognition events.
Executive Assistant
Fidelity
Morrisville
08.2019 - 02.2020
Delivered comprehensive administrative support to Head of Talent Management.
Managed complex calendars, adapting to frequent changes efficiently.
Organized and governed SharePoint sites and web pages for streamlined access.
Scheduled and coordinated meetings, including agenda creation and technical support.
Created detailed reports and high-quality presentations using Excel and PowerPoint.
Coordinated travel logistics and processed expenses for over 20 roadshows.
Assisted in larger initiatives such as year-end pay cycles and talent roadshows.
Provided guidance on company-wide creative documents for effective distribution.
Executive Assistant
Lenovo
Morrisville
01.2019 - 07.2019
Served as primary point of contact for executives and clients, ensuring effective communication.
Coordinated meetings, appointments, and reminders, managing corporate calendar of all events.
Handled requests and feedback professionally, addressing inquiries promptly.
Arranged executive travel, including accommodations and dining options, as required.
Took dictation and meeting minutes, ensuring accurate documentation and distribution.
Monitored office supply levels and reordered items as necessary to maintain operations.
Maintained strong relationships with customers and partners to enhance collaboration.
Produced professional reports, presentations, and briefs to support executive decision-making.
Project Management Assistant
Global Bankers Insurance Group
Durham
05.2018 - 01.2019
Direct all backend operations
In charge of and responsible for maintaining all supply management
Assist Director with business procurements and business decisions
Handle Director's calendar and travel plans
Attend construction and design meetings for new office buildings and buildings to be renovated
Analyze and research vendors for best company options
Manage invoice process for various departments
Coordinate with vendors and make decisions on Director's behalf
Manage employee badge system (Avigilon System)
Administrative support to the Director of Facilities and executives
Build effective rapport with vendors and wholesalers as well as internal Directors and Executives
Coordinate all office moves locally and globally
Direct all office openings and closures; open and end business processes locally and globally
Filing and record keeping for all worldwide Global Bankers companies
Order and maintain inventory of office supplies
Building management for three local campuses and multiple other office spaces throughout the country
Monitor and act upon all projects internally and externally with all Global Bankers company campuses worldwide
Travel for office visits worldwide as needed
Review all building leases and contracts
Executive Assistant/Human Resource Director and Senior Recruiter
UMC Direct
Cary
05.2015 - 05.2018
Conducted interviews and managed recruitment processes, ensuring compliance with regulations.
Oversaw intern program, facilitating skill development and integration.
Organized weekly leadership meetings to align company objectives and strategies.
Assisted in employee relocations and negotiated terms for new office space.
Maximized social media presence and corporate communication tools for brand visibility.