Experience

Trinity Fruit Company, Inc.

• United States
• Farming
• 1 - 100 Employee

• Executive Assistnat to Vice President and Office Manager

  • Mar 2018 - Present

  ➔ Strategically coordinate and resource VP’s many responsibilities based on the critical nature of each, exercising independent judgment in relieving her of administrative details while maintaining strict confidentiality with sensitive information, financial documents, client records, and personal matters. ➔ Provide administrative support to 30+ staff across 3 departments juggling competing priorities to deliver on all requests with urgency and accuracy, taking initiative on tasks relating to overall office functionality. Orchestrate functions and events taking on the heavy lifting of all details to show a true team approach. ➔ Hold bottom-line responsibility for end-to-end property management functions, including tenant relations, facility security/maintenance, and oversight of contracted services. Guide deployment of improved digital filing system to optimize management and accuracy of lease information. ➔ Forge and maintain relations with key contractors to spearhead the development and execution of innovative property build-outs, upgrades, and remodels of offices to enhance marketability and functionality for staff as well as to increase the value of residential properties. Show less



KCM Investment Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Administrator / Executive Assistant to Founder CEO / Assistant to Senior Portfolio Manager

  • Aug 2012 - Feb 2018

  ➔ Assisted Portfolio Managers and CEO in new client acquisition, market research for business growth, and account and client management. Produced and followed through on the implementation of marketing materials that increased the number of new investment and financial planning clients by 20 percent. ➔ Oversaw 6500+ accounts through multiple money managers and platforms performing daily, weekly, and monthly control checks and comparisons to ensure accuracy in reporting throughout systems as a measure to correct inconsistencies. ➔ Collaborated with Trading, Management, and Investment Portfolio Specialists to determine error sources and reinstate accounts at appropriate performance levels. ➔ Created open orders and executed allocations throughout portfolios. Input transactions for client accounts and monitored client files maintaining relevant compliance records in accordance with strict NASD rules and regulations. ➔ Calculated daily funding requirements (cash balance projections) to ensure investment of excess balances and funding of project deficits. Processed corporate actions, withdrawals, deposits, and transfers to ensure that all accounts traded accurately and efficiently. Show less



Berkeley Lab

• United States
• Research Services
• 700 & Above Employee

• Executive Assistant To The Director

  • Jul 2010 - Jul 2012

  ➔ Served as Executive Assistant to Molecular Foundry Department Director and three staff scientists and their teams by cleaning-up unstructured operations and setting-up processes and procedures to gain control of a neglected and heavy workload. ➔ Expertly orchestrated corporate and community events: established budgets and negotiated with suppliers, vendors, and entertainers to ensure best rates., soliciting donations and sponsorships through quality print, press, and social media ads to promote interest in the company’s sites and services. ➔ Orchestrated workshops and outreach events ensuring the availability and coordinated use of staff, space, and resources; prepared programs, arranged travel, and managed event budgets. ➔ Partnered with HR for New Hire onboarding and career reviews for staff scientists as well as managed procurement activities and department, equipment, and event budgets, and also prepared scientific-technical publications and presentations. Show less



DeLano Retail Partners

• San Rafael, California, United States

• Executive Assistant/Office Manager

  • Nov 2003 - Jul 2010

  ➔ Provided the full spectrum of confidential administrative support to three Senior Executives and Directors across five departments, demonstrating an innate ability to handle diverse competing priorities with responsibilities including calendar management, travel planning, agenda preparation, and minute taking. ➔ Functioned as Office Manager responsible for streamlining administrative processes to improve efficiency and productivity, significantly reducing operational costs. ➔ Directed recruitment, training, and staff development initiatives to maximize productivity and revenue potential. Successfully increased employee retention by creating a positive work environment. Coordinated background checks, drug testing, union packets, and change in relationship notices. ➔ Forged, strategic alliances with clients, vendors, and suppliers, providing the highest standards of service and support to ensure the best rates for services and products, enhancing the company profile. Also, developed a program to verify promised savings, bringing in more than 20k in recovered reimbursements. ➔ Served as hands-on support for external IT Team: Installed, monitored, and maintained computer systems, networks, and applications, troubleshot problems, diagnosed faults, and solved technical problems. Supported the roll-out of new applications; set up new users' accounts while managing passwords. ➔ Brought media design and development in-house for weekly newsletters, postcards, and flyers mass-mailed to the community and emailed to 20,000 subscribers, reducing costs by more than 50%. Show less



Columbia Executive Education

• New York, New York, United States

• Program Director / Executive Assistant

  • Oct 2001 - Oct 2003

  ➔ Meticulously provided administrative support while serving as Program Director responsible for collaboratively planning and preparing complex education programs to achieve team objectives. ➔ Seamlessly managed a complex workload recruiting, hiring, and evaluating professors, coordinated professor/client schedules, and provided confidential administrative support to senior management. ➔ Consistently completed comprehensive research on and proofing of course documents, faculty biographies, and evaluations demonstrating excellent time management and multitasking skills. ➔ Developed and implemented innovative online marketing materials that successfully promoted the company to the external community, improving bottom-line profitability and monthly revenue growth. Show less