Office management professional skilled in optimizing administrative functions, coordinating executive schedules, and ensuring seamless daily operations. Mindful, resourceful, and proactive while always maintaining a 24/7 mentality. Skilled in office software (IT), resource management, and event planning. Recognized for reliability, adaptability, and strong organizational skills in dynamic environments.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Executive Assistant and Fundraising Coordinator
NewsGuard Technologies
New York, NY
03.2023 - Current
Managed executive calendars, expenses, financial documents, notary services, and file systems for co-CEOs and leadership team.
Proactively protect the executive's time to ensure it aligns with high-level company priorities.
Act as gatekeeper to ensure effective communication among executives, senior leadership, and stakeholders.
Proactively gather agendas, prepare briefings, and arrange necessary AV or catering.
Act as the primary point of contact for clients, investors, board members, and staff.
Fundraising Lead: Supporting the CEOs by identifying and vetting venture capital firms and other investors, and initiating first contact with them.
Supported the executive team by drafting and proofreading contracts and proposals.
Coordinated in-person and virtual roadshows, investor meetings, and group events. Managed all logistics, including cars, hotels, and comprehensive domestic and international air travel for company management.
Process corporate credit cards, compile receipts, and file expense reports.
Assist with planning company retreats, off-sites, and stakeholder events.
Managed office budget and supplies. Ensured timely entry and processing of expense reports and invoices; addressed and resolved delinquent payments.
Maintained organized systems for client and internal documentation, ensuring CRM data was current and accurate.
Drafted and proofread executive communications, including contracts, memos, emails, and presentations.
Handle highly sensitive company financials, personnel changes, and strategic pivots with absolute tact.
Prepare board materials and coordinate logistics for board of director meetings.
Temporary Contract Position
Executive Assistant and Contract Compliance Auditor
The Agency (Residential/Commercial and Investment Real Estate)
New York, NY
01.2019 - 03.2023
Managed calendars for General Counsel and executive team, coordinated travel, and processed expense reports.
Managed office budget and supplies. Ensured timely entry and processing of expense reports and invoices; addressed and resolved delinquent payments.
Worked with building facilities and security to maintain functional and a safe working environment.
Analyze and review contracts to understand terms and conditions, identify key provisions, and highlight potential risks or opportunities.
Assess risks to identify and document potential legal, financial, and operational risks within contracts and transactions.
Ensure that agreements comply with relevant legal requirements and internal company policies.
Draft new contract clauses and negotiate terms to protect the company's interests.
Analyze contract provisions, costs, and legal implications to prevent misunderstandings and potential exploitation of the organization.
Oversaw the contract lifecycle from creation through ongoing management, renewal, and reporting, ensuring control and visibility at each stage.
Assistant Asset Controller/Executive Assistant to CFO
The Morgan Group, LLC
Torrance, CA
08.2013 - 11.2018
Organized and streamlined complex executive calendars, schedules, emails, and meeting logistics to prioritize appointments effectively.
Oversaw phone coverage and promoted efficient communication between executives, senior leadership, and stakeholders.
Reviewed contracts, drafted memos and emails for management, and proofread presentations.
Managed comprehensive travel arrangements, itineraries, and flights for both international and domestic trips.
Coordinated the setup of conference rooms, agendas, and required documents for internal meetings while also taking notes and compiling action items for follow-up.
Worked directly with Portfolio Managers to construct and update wealth management deliverables.
Performed monthly reviews of cash flow plans and statements of net worth.
Education
Bachelor of Science - Statistics
San Diego State University
San Diego, CA
Skills
Concur: Travel, Logistics and Expense Management
Salesforce: (CRM) Management
Google and Microsoft Office Suites
Electronic (and paper) file management
Proficiency in Slack, Zoom, and Teams
Project Management
Budgeting, Cost and Data Analysis
Customer and client relations
Apollo: Accounting/Invoicing
Certification
New York State Notary
Timeline
Executive Assistant and Fundraising Coordinator
NewsGuard Technologies
03.2023 - Current
Executive Assistant and Contract Compliance Auditor
The Agency (Residential/Commercial and Investment Real Estate)
01.2019 - 03.2023
Assistant Asset Controller/Executive Assistant to CFO