Experience

Momentus Capital

• Financial Services
• 1 - 100 Employee

• Executive Assistant to Chief Executive Officer

  • Dec 2021 - Present

  San Diego, California, United States Serve as a proactive thought-partner who is highly responsive to a full range of internal and external requests on behalf of the CEO. Gather, review and prepare materials for meetings, speaking engagements, and events. Own and drive the complex calendar of the CEO, prioritizing and anticipating needs. Act as strategic manager of and gatekeeper for CEO’s time. Represent the CEO in all interactions and ensure high level of responsiveness, support, and… Show more Serve as a proactive thought-partner who is highly responsive to a full range of internal and external requests on behalf of the CEO. Gather, review and prepare materials for meetings, speaking engagements, and events. Own and drive the complex calendar of the CEO, prioritizing and anticipating needs. Act as strategic manager of and gatekeeper for CEO’s time. Represent the CEO in all interactions and ensure high level of responsiveness, support, and sensitivity. Build effective relationships with internal and external stakeholders. Support the preparation of materials and communication, including emails, letters, presentation decks, meeting agendas, etc., coordinating with other departments. Support all levels of preparation for CEO-driven meetings. Plan and coordinate corporate and executive events, retreats, and conferences. Coordinate end-to-end travel needs, including car, flight, hotel, etc., anticipating pivotal details. Manage and maintain the master calendar for the organization. Process timesheets and expenses for the CEO accurately and expediently Show less



CDC Small Business Finance

• United States
• Financial Services
• 100 - 200 Employee

• Executive Assistant

  • Jul 2016 - Present

  Greater San Diego Area Provide direct support to executives of small business loan provider; manage daily schedules and calendars, confirm and coordinate meetings with internal and external stakeholders, prepare travel arrangements, and track expenses. Provide oversight assistance for team of administrative assistants, focus trainings on office operations, customer assistance, and company finances; able to onboard staff quickly and improve quality of work and overall response times. Manage and track… Show more Provide direct support to executives of small business loan provider; manage daily schedules and calendars, confirm and coordinate meetings with internal and external stakeholders, prepare travel arrangements, and track expenses. Provide oversight assistance for team of administrative assistants, focus trainings on office operations, customer assistance, and company finances; able to onboard staff quickly and improve quality of work and overall response times. Manage and track expenses for executive team. Upload reports into Certify online accounting database. Serve as liaison with various stakeholders across local, state, and federal governments, improve advocacy efforts through new and expanded relationships with key individuals and organizations; project manage specific policy projects; partner with internal teams, executives, and Congressional staff to establish project outcomes. Responsible for leading corporate events, including layout, food and beverage, audio/visual set up, and entertainment, and partner with finance departments to finalize budget; oversee logistics, including coordination of event committees, invite lists, timeline and check lists, staffing, and vendors; events have garnered additional leads and sales while improving industry awareness of company. Serve as Office Facilities Project coordinator, develop move plans, manage communication between EVP of Administration, project stakeholders, and vendors, and keep all teams on deadlines; ensure smooth transition to new offices and other large facilities projects, and closely adhere to budgets. Led transition of company's phone system to new provider, partnered with vendor stakeholders to address previous telecom and IT issues, and developed and led company-wide trainings on new system. Retained Corporate Training duties for CDC University and other training projects as needed. Won 2016 Integrity Award Of the Year due to delivering multiple projects with excellency and integrity.

• Corporate Training Associate

  • Oct 2013 - Jul 2016

  Greater San Diego Area Retained all responsibilities of administrative assistant role and added the following corporate training responsibilities and projects. Tasked by management to create new corporate university; worked with executives to pinpoint educational opportunities, develop course outlines, design trainings, workshops, and manuals, and recruit SME’s to host classes. Designed course offerings that furthered professional development, cross training, and awareness of company’s mission… Show more Retained all responsibilities of administrative assistant role and added the following corporate training responsibilities and projects. Tasked by management to create new corporate university; worked with executives to pinpoint educational opportunities, develop course outlines, design trainings, workshops, and manuals, and recruit SME’s to host classes. Designed course offerings that furthered professional development, cross training, and awareness of company’s mission, products, and services; lead internal marketing efforts that drove voluntary staff participation to 40%. Provided live, virtual, and trainings to staff in company-wide software app, focus trainings on Google Suite, corporate intranet, payroll software, desk phones, and operational improvements; developed competent and knowledgeable staff while improving job and technology engagement.

• Administrative Assistant

  • Mar 2010 - Oct 2013

  Greater San Diego Area Central point of contact for all office locations for general, administrative, and facilities issues. Screened and routed calls at front desk using multi-line system. Ordered supplies for all offices. Managed all mail and overnight deliveries. Executed and prioritized short and long-term projects for several SVPs and C-Suite executives. Provided facilities oversight for corporate office and liasioned for facility issues with satellite offices. Managed… Show more Central point of contact for all office locations for general, administrative, and facilities issues. Screened and routed calls at front desk using multi-line system. Ordered supplies for all offices. Managed all mail and overnight deliveries. Executed and prioritized short and long-term projects for several SVPs and C-Suite executives. Provided facilities oversight for corporate office and liasioned for facility issues with satellite offices. Managed multiple calendars and scheduled events for staff and management. Assisted executive assistants with coordinating company-wide events. Managed and administered multiple software for company- intranet, Webex, benefits & HR portals. Won 2012 Team Player Of the Year Award due to contributions to multiple projects.