Ann Small

Executive Assistant to President at First Foundation Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Orange County, California, United States, US

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5.0

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Christine Buckley

I had the privilege of working with Ann for over 20 years. She is a dedicated, professional, and organized individual who is motivated to do amazing work. She is an expert in her field and any employer would be lucky to have her. Our interactions were always pleasant and successful in completing the tasks at hand.

Steve W. Martin

I have had the privilege to study thousands of top business leaders. I have written about their attributes and characteristics extensively in my books and teachings at USC. Ann is a true leader who leads by example and has earned the respect of her peers. She has all the qualities I admire in a business professional. Moreover, she is clever, polished, and person with an infectiously personality. I predict great things are ahead in her future.

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Experience

    • United States
    • Financial Services
    • 300 - 400 Employee
    • Executive Assistant to President
      • Oct 2019 - Present

    • United States
    • Wellness and Fitness Services
    • 400 - 500 Employee
    • Executive Assistant to Chief Medical Officer
      • Dec 2018 - Apr 2019

      Provided administrative support to the Chief Medical Officer (“CMO”) who is a physician author of three books on the Best Sellers list for this personalized lifestyle healthcare company. • Functioned as the point of contact and gatekeeper for this busy CMO by managing their calendar, unique projects, scheduling videoconferences, business and personal matters. • Traveled with the CMO from time to time to help handle details related to book signings, speaking engagements, video tapings, tradeshows and special events. • Coordinated complex domestic and international travel itineraries. • Managed expenses reconcile monthly credit card statements and submit expense reports. • Performed basic office tasks and order supplies. • Managed unique projects for the CMO. Coordinate tasks, activities and events with other staff members, outside vendors, partners and stakeholders. • Prepared, proofread and mail correspondence on behalf of the CMO. Show less

  • Young's Market Company LLC
    • Tustin, California
    • Executive Assistant
      • May 2016 - Jul 2018

      Provided administrative support for $3 billion, 131-year-old family-owned business and purveyor of fine wine and spirits. Reported directly to the Executive Vice President, Human Resources; Executive Vice President/General Counsel and Associate General Counsel. • Served as the administrative and functional point person for the Human Resources Leadership Team, Legal department and the Executive Suite to ensure smooth functioning of activities and processes in multiple lines of business, with minimal direction at the highest level in a fast paced and changing environment. • Accurately maintained executives heavy appointment schedules by planning and scheduling meetings, conferences, teleconferences and travel. • Received and screened communications including telephone calls while using independent judgement to determine those that required priority attention; channeled and facilitated communication from customers and associates and redirected them to appropriate department/field representatives for resolution and assistance. Triaged the company’s external Communication in-box daily. • Administered The Underwood Family Foundation, the company’s newly formed 501(c)(3) charitable organization that handled the numerous employee hardship requests. This included setting up PayPal donation sites, reconciling foundation funds, coordinating wire transfers and administrating grant fund requests to the employees. • Scheduled monthly meetings for the Diversity Council and Community Outreach Steering Committee. • Processed invoices in a timely manner from outside vendors, while making sure they were getting coded to the correct GL. • Coordinate holiday schedules company-wide, including Union black-out dates. Show less

    • United States
    • Medical Equipment Manufacturing
    • 700 & Above Employee
    • Executive Assistant
      • 2000 - 2015

      Provided administrative support for Fortune 500 large global cardiovascular medical-device heart-valve manufacturer. Reported directly to the Corporate Vice President of Strategy and Corporate Development and his staff. Managed heavy calendars and phones, coordinated meetings, prepared expense reports, arranged domestic and international travel, composed internal and external correspondence, coordinated major event planning for senior-level management, and exposed daily to highly confidential issues. • Interacted extensively with Executive Senior Management team and Board of Directors. Assisted with preparing detailed PowerPoint presentations for quarterly Board of Directors meetings as well as multi-annual Corporate Strategy meeting with the Board of Directors. • Ensured M&A activity flowed smoothly by acting as communication liaison for investment bankers, C-level executives of other major medical device manufacturing companies and outside counsel. This included highly-confidential meeting and travel setup for company due diligence that were carried out for several months prior to acquisition. • Served as back-up assistant to Corporate Vice President of Public Affairs, Special Counsel’s office, and Chairman’s office, gaining insights as to workings and roles and responsibilities of other company Corporate Officers and departments • Facilitated domestic and international candidate travel arrangements and complex interview schedules for open positions for Executive Vice President, Vice President, Director and Manager levels. • Daily triaging of Corporate Officer’s confidential emails. • Coordinate internal and external meetings including staff, outside investment banker meetings and client dinners. • Oversaw countless M&A deal recognition events for CEO, CFO, other corporate officers, investment bankers, and outside counsel, entailing planning, budgeting and execution of 1st-class parties. • Act as an extension of the Executive Office. Show less

    • United States
    • Medical Equipment Manufacturing
    • 700 & Above Employee
    • Executive Assistant
      • 1992 - 2000

      • Provided administrative support to the Vice President, Corporate Controller for this large world-renowned Fortune 500 medical supply company. • Provided daily support for one Corporate division attorney. • Extensive interface with senior leadership team and heads of international offices, including the out-of-state based CEO. • Liaised with the Vice Presidents of each division within the CardioVascular Group and their staff. • Coordinated extensive and detailed meeting agendas and travel itineraries, both domestic and international. • Managed heavy calendars, telephones, troubleshooting, composing, editing and proofing of internal and external correspondence. Show less

    • United States
    • Construction
    • 700 & Above Employee
    • Executive Assistant
      • 1980 - 1989

      Provided administrative support to the Vice President/Corporate Controller. Provided administrative support to the Vice President/Corporate Controller.

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