Stefanie Limpo

Work History

LPL Financial

06.2017 - 04.2023

Provided detailed administrative support to multiple senior executives including EVPs and Managing Director
Handled very fluid calendars via Outlook
Extensive travel arrangements through Concur
Orchestrated seamless execution of multiple concurrent projects, ensuring adherence to deadlines, resulting in a 20% increase in overall team productivity and successfully delivering all projects within scope and budget
Organized complex events for executive staff, ensuring all details were accurately managed
Prepared expense reports for executive staff in accordance with company policy – Concur
Utilized strong interpersonal skills to effectively interact with clients, vendors and other business partners
Streamlined meeting processes by creating well-structured agendas and capturing detailed minutes, resulting in improved team communication and accountability; reduced meeting duration by 30% and increased actionable outcomes by 50%
Managed confidential information with discretion
Handled the All-Employee Engagement Events and Town Halls for 300+ associates and vendor research
Designed and updated numerous SharePoint sites for Employee Resource Groups
Served as the executive point of contact person for my working manager(s).

Capital Bank

04.2014 - 04.2016

Coordinated executive calendar by scheduling meetings with appropriate parties and confirming availability
Demonstrated strong organizational skills in coordinating multiple projects simultaneously while meeting deadlines
Reviewed incoming emails, correspondences, and other requests to determine their significance and plan appropriate responses or distribution
Acted as a liaison between the President's office, staff members, customers, and other external contacts
Processed expense reports for approval prior to reimbursement submission
Created agendas for meetings and took detailed minutes
Utilized excellent communication skills to liaise between internal departments, external partners and clients as needed
Conducted research, collected and analyzed data to prepare reports and documents.

Bank of America

09.2009 - 03.2014

Supported multiple SVP’s simultaneously
Responsible for ensuring the daily administrative operations of the office
Extensive calendaring and travel arrangements (both domestic and international)
Expense reporting – Concur
Worked on follow through of all discussed items from leadership and staff meetings
Created HR checklist, interviewed and onboarded new hires.