Summary
Overview
Work History
Education
Skills
Timeline
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STEPHANIE YUAN

STEPHANIE YUAN

San Francisco,CA

Summary

Self-motivated Operations Manager, detail-oriented professional with extensive experience managing operations, streamlining administrative processes, and providing high-level executive support. Proven ability to optimize workflows, manage budgets, coordinate complex schedules and travel, and enhance cross-team communication. Recognized for anticipating needs, maintaining confidentiality, and delivering exceptional support to senior leadership in fast-paced, high-volume environments.

Overview

21
21
years of professional experience

Work History

Operations Manager & Executive Assistant

CUSHMAN & WAKEFIELD
Palo Alto, CA
01.2017 - Current
  • Serve as Executive Assistant to the Managing Principal, managing complex calendars, coordinating domestic and international travel, organizing meetings, and ensuring priorities are aligned with business objectives.
  • Anticipate leadership needs, streamline workflows, and handle high-volume, time-sensitive communications with discretion and accuracy.
  • Partner with leadership to provide forecasting insights, oversee P&L, and manage budgets to support informed decision-making and accurate earnings projections.
  • Lead administrative operations across my offices, ensuring leadership, brokers, and staff receive consistent, high-quality support.
  • Step in to coach and mentor administrative staff, bridging performance gaps and fostering a culture of engagement, growth, and efficiency.
  • Collaborate cross-functionally with Deal Desk, Marketing, Research, and IT to identify operational challenges and implement scalable solutions that improve productivity.
  • Manage invoice and vendor relationships, optimizing service quality and cost-effectiveness.
  • Recognized for proactively identifying inefficiencies and operational gaps, developing solutions, and deploying process improvements that enhance team and leadership performance.

Insurance Agent

Broad Spectrum Insurance Services
San Francisco, CA
08.2019 - 12.2024
  • Build and maintain client relationships, assess insurance needs, and recommend appropriate coverage options.
  • Process applications, renewals, and policy changes while ensuring compliance with industry regulations.
  • Provide ongoing client support, including claims assistance, policy reviews, and issue resolution.

Office Service Supervisor

CBRE
San Francisco, CA
01.2015 - 12.2016
  • Managed onboarding, facilities, vendor relationships, special events, and business continuity planning.
  • Supervised office staff workflow, ensuring adherence to quality and timelines.
  • Partnered with IT to address technology needs and with management on training initiatives.
  • Directed operations for 250+ employees, improving efficiency.
  • Implemented recruitment management tool (Taleo) and created best practices adopted company-wide.
  • Coordinated events for up to 300 attendees and managed major infrastructure transitions.

Assistant Vice President / Assistant Manager (2011–2014) | Teller Operations Specialist (2007–2011) | Teller / Sales & Service Specialist (2005–2007)

BANK OF AMERICA
San Francisco, CA
01.2005 - 12.2014
  • Managed branch operations, risk, compliance, and sales productivity.
  • Led branch initiatives to improve customer satisfaction and adopt new technologies.
  • Ranked in top 5% nationwide for performance.
  • Increased branch customer satisfaction scores by 35 points.
  • Improved employee retention through incentive programs and morale-building initiatives.

Education

University of Phoenix

Skills

  • Office Operations Management
  • Executive Calendar & Travel Coordination
  • Budgeting & Expense Management
  • Vendor & Contract Management
  • Meeting & Event Planning
  • Workflow Optimization & Process Improvement
  • Document Preparation & Management
  • Confidential Correspondence Handling
  • Team Leadership & Staff Training
  • Cross-Functional Communication
  • Strategic Project Coordination
  • Client Relationship Management
  • Process improvement

Timeline

Insurance Agent

Broad Spectrum Insurance Services
08.2019 - 12.2024

Operations Manager & Executive Assistant

CUSHMAN & WAKEFIELD
01.2017 - Current

Office Service Supervisor

CBRE
01.2015 - 12.2016

Assistant Vice President / Assistant Manager (2011–2014) | Teller Operations Specialist (2007–2011) | Teller / Sales & Service Specialist (2005–2007)

BANK OF AMERICA
01.2005 - 12.2014

University of Phoenix

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