Member

• Jul 2021 - Present

Chief Of Staff to the CEO

• Jul 2019 - Present

As a trusted thought partner to the CEO and member of executive team, partner on strategic planning and initiatives to scale Cosaic’s business selling best-in-class fintech software to blue chip and retail clients in the financial industry. ♦ Deal team Project Manager for capitalization efforts. Responsible for liaising with banking advisors, counsel, and interested parties on pitch materials through to due diligence and closing docs. ♦ Collaborate with the C-suite to design and execute operational excellence projects including bifurcating business units. ♦ Force multiplier: Increase the CEO’s capacity by reliably managing tactical execution of CEO’s key initiatives and projects, serving as a conduit for information flow into, within, and out from the executive team. ♦ Develop an integrated rhythm of business, including internal communications, meetings, and reporting cadences. ♦ Drive Board governance activities, including agenda planning, presentation preparation, consents, and minutes. ♦ Provide human resources guidance, advising on HR strategy, employee relations matters, executive recruitment. ♦ Lead project teams to publish Business Continuity Plan, major revision to Security Policy, and ESG reporting; all essential for risk management, client procurement criteria, and investor due diligence. ♦ Contribute to Cosaic’s Diversity, Equity, and Inclusion working group by providing high-level input into workplace and culture conversations and initiatives to make qualitative and measurable improvements. ♦ Mentor and coach employees to support their professional development and career growth. ♦ Secured a large trade show program grant from the VEDP International Trade Division. ♦ Helped the company win the 2022 from the Charlottesville Business Innovation Council Employer of the Year award. Show less

Election Officer

• Nov 2018 - Present

Facilitate fair and lawful elections in a courteous and respectful manner. Facilitate fair and lawful elections in a courteous and respectful manner.

Senior Associate

• Mar 2017 - Dec 2020

Provided senior level administrative services to help connect high-net worth individuals, family offices, and successful entrepreneurs with opportunities to invest in early-stage companies located primarily in Central Virginia. Provided senior level administrative services to help connect high-net worth individuals, family offices, and successful entrepreneurs with opportunities to invest in early-stage companies located primarily in Central Virginia.

Executive Assistant to VP and Chief Human Resources Officer

• Jul 2017 - Jun 2019

Provided senior-level administrative and project management support for the VP and CHRO in tandem with the Sr. Director of Strategic Initiatives during a multi-year reorganization of the HR function and migration to new enterprise software. ♦ Collaborated with pan-institution leadership representatives regarding highly sensitive projects. ♦ Provided meeting planning, facilitation, and action item accountability for the senior leadership team. ♦ Facilitated a year-long digital fluency program for administrators to increase Microsoft skills and improve efficiency. ♦ Contributing team member in helping the department win the 2018 HR Excellence Award from the College and University Professional Association for Human Resources (CUPA-HR). Show less

Development Associate (temporary assignment)

• Apr 2017 - May 2017

Helped drive fundraising excellence for the Jeffersonian Grounds Initiative by providing senior level administrative support for four Development Officers including the Director of Development. ♦ Utilize Advance databases for prospecting research and reporting that drives progress towards campaign goals. ♦ Organize and manage event logistics and communications for Board and alumni events. ♦ Liaise with high level donors, University executives, and colleagues while providing exemplary solutions for the daily challenges of fundraising. Show less

Executive Personal Assistant

• Sep 2016 - Nov 2016

Supported the Principal in day-to-day activities during a trial role that ended with the Principal deciding not to add an EPA to the Principal’s staff. Collaborated closely with family office and multi-residence staff during reorganization. ♦ Responsible for interior design budget tracking for new residential construction. ♦ Managed complex calendar of social and philanthropic events. ♦ Coordinated private aviation travel, luxury reservations, and personal shopping. Supported the Principal in day-to-day activities during a trial role that ended with the Principal deciding not to add an EPA to the Principal’s staff. Collaborated closely with family office and multi-residence staff during reorganization. ♦ Responsible for interior design budget tracking for new residential construction. ♦ Managed complex calendar of social and philanthropic events. ♦ Coordinated private aviation travel, luxury reservations, and personal shopping.

Executive Personal Assistant to Executive Vice President, Women's Design

• May 2016 - Aug 2016

Provided heavy scheduling coordination, gatekeeping, and concierge services in team environment for this influential executive. ♦ Assisted with personal correspondence, personal finances, wardrobe management, travel planning, art collection management, insurance portfolio management, fine dining and luxury lifestyle reservations, and party planning. ♦ Oversaw domestic staff and contractors across three residences. Provided heavy scheduling coordination, gatekeeping, and concierge services in team environment for this influential executive. ♦ Assisted with personal correspondence, personal finances, wardrobe management, travel planning, art collection management, insurance portfolio management, fine dining and luxury lifestyle reservations, and party planning. ♦ Oversaw domestic staff and contractors across three residences.

Executive Personal Assistant to the Founder

• Feb 2015 - Jan 2016

Coordinated residential project management firm, interior designer, security firm, and staff of 11+ to ensure proper security, care, maintenance, and decorating of a world-class residence in NYC and a summer home on Long Island. ♦ Provided direct support to the UHNW principal and his wife, including maintaining complex calendars, serving as gatekeeper, and protecting their privacy. Provided concierge services for exclusive reservations and luxury lifestyle appointments. Ensured coordinated driver and child care coverage daily. ♦ Coordinated with residential project management firm, interior designer, security firm, and staff of 11+ to ensure proper security, care, maintenance, and decorating of a world-class residence in NYC and a Summer home in the Hamptons. ♦ Coordinated frequent acquisitions and sales of fine art, jewelry, and furnishings with interior designers, auction houses, consignment houses, independent dealers, and white glove storage facilities. Ensured proper insurance coverage and tracked full details of all collections, including vehicles. ♦ Coordinated extensive travel in conjunction with dedicated luxury travel agency for one-of-a-kind experiences, planning 12 months ahead and revising continuously. Personally handled all private aviation (jet and helicopter) bookings, planned in-flight catering, arranged security services, and leveraged 24/7 global telemedicine services. ♦ Solicited & approved proposals and invoices for estate & personal expenses. Meticulous A/P record keeping. ♦ Managed the solicitation of donations and disbursements of funds for a large, private foundation. Show less

Small Business Consultant

• May 2007 - Feb 2015

Provided strategic and operational services to arts and tech entrepreneurs to increase revenue and profits. ♦ Helped clients gain meaningful insight into business and accounting operations. ♦ Overhauled bookkeeping practices to capture and track revenue by client & project for improved business analysis and planning. ♦ Implemented effective policies and procedures to support increased revenue and profits. SELECTED CLIENTS LIST: TechDynamism.com, OurLocalCommons.com, AndreaHubbell.com, and CramerPhoto.com. Show less

Business Manager

• Nov 2004 - May 2013

Served on the leadership team and as trusted right hand to the CEO of management and technology consulting firm, managing human resources, finance, and operations. ♦ Developed scalable internal procedures to support staff growth of 400% and revenue growth of 300%. ♦ Developed effective HR policies and led systems implementations for payroll, self-service benefits, and time tracking. ♦ Researched and obtained best-in-class employee benefits packages while reducing cost by $30K. ♦ Championed community service involvement for employees, highlighting staff members’ passion projects. ♦ Key team member in achieving Employer of Choice and Community Awards. Show less

Business Manager and Personal Assistant

• Aug 1998 - Nov 2004

Managed personal affairs, business operations, and two luxury residences for an entrepreneurial couple with ventures in Internet strategy and design, furniture design and fabrication, and real estate investment. ♦ Business manager: Recruited creative professionals to grow Internet design firm from 4 to 19 employees. Created competitive benefits and HR policies to support a fun, positive workplace culture. ♦ Real estate: Coordinated design and construction projects. Conducted due diligence on commercial and residential real estate acquisitions and development projects. Tenant relations. ♦ Family office: Created operations procedures and manuals. Optimized insurance coverage and premiums. Managed fleet of personal and farm vehicles. Supervised estate staff. Planned international travel. Show less

Record Label Operations Manager

• Sep 1994 - Aug 1998

Provided executive assistance to General Manager, coordinated extensive domestic travel, managed calendar, and contributed to strategically important label operations projects. ♦ Compressed CD / Tape / Vinyl production lifecycle to enable 150% output capacity, significantly increasing ROI. ♦ Developed dynamic database of licensed and owned assets, generating a more competitive usage of IP. Provided executive assistance to General Manager, coordinated extensive domestic travel, managed calendar, and contributed to strategically important label operations projects. ♦ Compressed CD / Tape / Vinyl production lifecycle to enable 150% output capacity, significantly increasing ROI. ♦ Developed dynamic database of licensed and owned assets, generating a more competitive usage of IP.

Administrative Assistant

• Feb 1994 - Sep 1994

Provided administrative support to senior executives. ♦ Organized files, managed correspondence, coordinated calendars, and scheduled appointments ♦ Managed incoming / outgoing phone calls. ♦ Received and welcomed guests. Provided administrative support to senior executives. ♦ Organized files, managed correspondence, coordinated calendars, and scheduled appointments ♦ Managed incoming / outgoing phone calls. ♦ Received and welcomed guests.

Label Manager

• Jun 1993 - Jan 1994

Oversaw the production and release of five records, while providing simultaneous administrative support for the Label President and David Byrne of The Talking Heads. ♦ Served as gatekeeper for executives, including managing incoming / outgoing correspondence. ♦ Conducted pre-production review of records. ♦ Created marketing plans and provided support for PR campaigns. ♦ Supervised interns. Oversaw the production and release of five records, while providing simultaneous administrative support for the Label President and David Byrne of The Talking Heads. ♦ Served as gatekeeper for executives, including managing incoming / outgoing correspondence. ♦ Conducted pre-production review of records. ♦ Created marketing plans and provided support for PR campaigns. ♦ Supervised interns.

Operations Manager / Artist Support

• May 1992 - Jun 1993

Worked closely with President of a Jazz booking agency while coordinating tour details for the artists. ♦ Arranged extensive domestic & international travel planning for tours. ♦ Reviewed and enforced contract administration. ♦ Performed artist support and management, including communication with record labels. ♦ Processed Accounts Receivable. Worked closely with President of a Jazz booking agency while coordinating tour details for the artists. ♦ Arranged extensive domestic & international travel planning for tours. ♦ Reviewed and enforced contract administration. ♦ Performed artist support and management, including communication with record labels. ♦ Processed Accounts Receivable.