Driven and resourceful Executive Assistant with over a decade of experience providing high-level support within fast-paced finance industry. Known as a deeply loyal and trusted extension of my executives, I have extensive C-Suite visibility and the proven autonomy to make strategic decisions on their behalf. My expertise lies in orchestrating complex, ever shifting calendars and coordinating detailed travel logistics. I pride myself on staying in tune with my firm and executives priorities, allowing me to anticipate needs before they arise. When unexpected challenges hit, I remain calm and adaptable, bringing creative solutions to high stress situations to keep operations running smoothly.
Work History
Executive Assistant
2 Years 6 Months
Paine Schwartz Partners | 04.2024 - Current
Provide executive support to the Chief Investment Officer & Managing Partner as well as the Chief Finance Officer & Accounting Team.
Maintains an extensive calendar and travel management with a high degree of precision and confidentiality, delivering white-glove support for international and domestic travel plans.
Serves as primary liaison between senior leadership and internal/external stakeholders to support transparent communication and coordinated execution across departments and portfolio companies.
Partners closely with Head of Business Development to maintain our DealCloud CRM, turning pipeline statistics into polished presentations for leadership, and managing action items and various ad-hoc projects.
Manages planning and coordination of 24+ Board of Director meetings to support meeting readiness, including catering materials, travel logistics, communications, and board dinners.
Co-manages operational logistics for firm events and C-suite offsites for 15–175 attendees to support seamless vendor management, venue sourcing, and travel coordination.
Supported the core Investment Executives by scheduling meetings, coordinating travel (domestic and international) arrangements, preparing crucial documents and increasing daily productivity for Executives by 25%.
Developed and maintained successful relationships with vendors, suppliers and internal departments.
Ensured accurate record-keeping in CRM with diligent data entry and database management for vital company and deal information.
Organized and submitted extensive expense reports with appropriate receipts for 5 Executives (~$200K - $400K annually per person).
Managed yearly office and team build budget in partnership with HR/Finance.
Assisted in recruitment process for admin team, conducting interviews and onboarded all new employees to promote a seamless integration into our team dynamic.
Supported cross-functional onboarding of new hires (confirm laptops, wfh equipment, onboarding schedule, I-9 verification, activate internal and building security badges, activate corporate accounts, etc.)
Handled sensitive information with discretion and poise, maintained confidentiality of company documents and personnel records.
Managed all net-30 accounts to ensure timely payments for the California office.
Owned day-to-day operations and needs for the Menlo Park, CA office. This included leading any local ad-hoc projects directed from HR, IT, Facilities, Security etc.
Catering Manager/Administrative Bookkeeper
1 Year 9 Months
Guckenheimer | 06.2017 - 03.2019
Developed strong vendor relationships, securing cost-effective contracts and improving overall service quality.
Organized daily catering schedule for over 60 daily deliveries across a 12 building campus.
Planned and executed high profile events such as: board dinners, award ceremonies, all hands meetings, conferences with over 500 people.
Mentored junior team members, fostering professional growth and enhancing overall team performance.
Conducted post-event evaluations with clients, identifying areas for improvement and implementing changes accordingly.
Reduced financial discrepancies by diligently reconciling accounts, identifying errors, and making timely adjustments.
Maintained high levels of accuracy in all aspects of bookkeeping, reducing risk and improving overall financial health.
Optimized payroll processing by staying current on labor laws and maintaining updated employee records, ensuring accurate payments.
Improved efficiency of accounts payable processes by regularly reviewing vendor invoices for accuracy before issuing payment approvals.
Events Administrative Assistant
1 Year 1 Month
Steins Beer Garden | 04.2016 - 05.2017
Streamlined event registration processes for improved efficiency and seamless guest experience.
Collaborated with 4 cross-functional teams to plan and execute memorable events that met organizational objectives.
Spearheaded internal communication efforts, keeping team members informed of event details and updates.
Provided exceptional customer service to event attendees, fostering a welcoming atmosphere and addressing concerns promptly.
Managed inventory of event supplies, ensuring timely replenishment as needed while minimizing waste.
Education
- Credits Towards An AA in Business Administration
Mission College | Santa Clara, CA | 01-2009
Skills
Executive support
Master Calendar Management
Adaptability
Problem Solving
Resourcefulness
Logistics Coordination
Event Coordination
Confidentiality
Certification
CNP - Certified Notary Public
PACE, American Society of Administrative Professionals - November 2021
Timeline
Executive Assistant
Paine Schwartz Partners
04.2024 - CurrentRead More
Executive Assistant
Elliott Management, Private Equity
03.2019 - 04.2024Read More
Catering Manager/Administrative Bookkeeper
Guckenheimer
06.2017 - 03.2019Read More
Events Administrative Assistant
Steins Beer Garden
04.2016 - 05.2017Read More
Mission College
from Credits Towards An AA in Business Administration