Executive Assistant

• Feb 2022 - Present

Executive Assistant

• Nov 2017 - Feb 2022

Business Development Support • Create and maintain the deal tracker for the Endeavor Fund with daily review of multiple VC and PE newsletters, Pitchbook, and Salesforce Executive Assistant • Organize and manage calendars, expense reports, and contacts, book weekly travel according to preferences and policy, and assist with Salesforce entries for Principal-level executives • Interface directly with internal and external C-suite executives and third-party vendors • Plan… Show more Business Development Support • Create and maintain the deal tracker for the Endeavor Fund with daily review of multiple VC and PE newsletters, Pitchbook, and Salesforce Executive Assistant • Organize and manage calendars, expense reports, and contacts, book weekly travel according to preferences and policy, and assist with Salesforce entries for Principal-level executives • Interface directly with internal and external C-suite executives and third-party vendors • Plan, coordinate, and provide onsite and offsite support for multiple board meetings and offsite events Show less Business Development Support • Create and maintain the deal tracker for the Endeavor Fund with daily review of multiple VC and PE newsletters, Pitchbook, and Salesforce Executive Assistant • Organize and manage calendars, expense reports, and contacts, book weekly travel according to preferences and policy, and assist with Salesforce entries for Principal-level executives • Interface directly with internal and external C-suite executives and third-party vendors • Plan… Show more Business Development Support • Create and maintain the deal tracker for the Endeavor Fund with daily review of multiple VC and PE newsletters, Pitchbook, and Salesforce Executive Assistant • Organize and manage calendars, expense reports, and contacts, book weekly travel according to preferences and policy, and assist with Salesforce entries for Principal-level executives • Interface directly with internal and external C-suite executives and third-party vendors • Plan, coordinate, and provide onsite and offsite support for multiple board meetings and offsite events Show less

Event Coordinator

• Sep 2016 - Nov 2017

• Planned, managed, and provided support for over 60 professional development, C-suite, and client engagement events per year, both domestically and internationally, with attendance ranging from 15 to 450 executives • Designed registration websites and various communications while formatting and updating marketing and event materials to maintain integrity of company branding • Reviewed and utilized best practices by providing site recommendations, negotiating contracts with hotels… Show more • Planned, managed, and provided support for over 60 professional development, C-suite, and client engagement events per year, both domestically and internationally, with attendance ranging from 15 to 450 executives • Designed registration websites and various communications while formatting and updating marketing and event materials to maintain integrity of company branding • Reviewed and utilized best practices by providing site recommendations, negotiating contracts with hotels, production teams, and other third-party vendors, developing and tracking event budgets, setting implementation plans and timelines, and analyzing target audiences to choose appropriate content delivery strategies • Conducted post-event surveying to measure effectiveness of events, then compiled data to present to executives and individuals within organization to determine ROI and accomplishment of event objectives Show less • Planned, managed, and provided support for over 60 professional development, C-suite, and client engagement events per year, both domestically and internationally, with attendance ranging from 15 to 450 executives • Designed registration websites and various communications while formatting and updating marketing and event materials to maintain integrity of company branding • Reviewed and utilized best practices by providing site recommendations, negotiating contracts with hotels… Show more • Planned, managed, and provided support for over 60 professional development, C-suite, and client engagement events per year, both domestically and internationally, with attendance ranging from 15 to 450 executives • Designed registration websites and various communications while formatting and updating marketing and event materials to maintain integrity of company branding • Reviewed and utilized best practices by providing site recommendations, negotiating contracts with hotels, production teams, and other third-party vendors, developing and tracking event budgets, setting implementation plans and timelines, and analyzing target audiences to choose appropriate content delivery strategies • Conducted post-event surveying to measure effectiveness of events, then compiled data to present to executives and individuals within organization to determine ROI and accomplishment of event objectives Show less

Paraclerk, Real Estate Development and Investments; Marketing Support

• Aug 2013 - Sep 2016

Marketing Support • Assisted marketing manager with planning, budgeting, and executing firm business development and charitable events • Generated event themes, evaluated potential venues, and initiated and moderated meetings with other marketing support personnel Paraclerk • Trained and supervised support personnel to perform legal research, create time-reports for invoices, prepare and release liens, record documents, draft demand letters, and maintain status reports for over… Show more Marketing Support • Assisted marketing manager with planning, budgeting, and executing firm business development and charitable events • Generated event themes, evaluated potential venues, and initiated and moderated meetings with other marketing support personnel Paraclerk • Trained and supervised support personnel to perform legal research, create time-reports for invoices, prepare and release liens, record documents, draft demand letters, and maintain status reports for over 75 HOAs • Coordinated and negotiated with homeowners to develop financial arrangements for past due balances, and prepared foreclosure and litigation pleadings and exhibits when necessary Show less Marketing Support • Assisted marketing manager with planning, budgeting, and executing firm business development and charitable events • Generated event themes, evaluated potential venues, and initiated and moderated meetings with other marketing support personnel Paraclerk • Trained and supervised support personnel to perform legal research, create time-reports for invoices, prepare and release liens, record documents, draft demand letters, and maintain status reports for over… Show more Marketing Support • Assisted marketing manager with planning, budgeting, and executing firm business development and charitable events • Generated event themes, evaluated potential venues, and initiated and moderated meetings with other marketing support personnel Paraclerk • Trained and supervised support personnel to perform legal research, create time-reports for invoices, prepare and release liens, record documents, draft demand letters, and maintain status reports for over 75 HOAs • Coordinated and negotiated with homeowners to develop financial arrangements for past due balances, and prepared foreclosure and litigation pleadings and exhibits when necessary Show less

Undergraduate and Master Program Teaching Assistant

• Aug 2011 - May 2013

• Evaluated major financial analysis projects and assisted with instruction for financial courses in the Master of Science in Technology Commercialization Program and the undergraduate finance program • Evaluated debates and graded major writing assignments for an undergraduate signature course • Evaluated major financial analysis projects and assisted with instruction for financial courses in the Master of Science in Technology Commercialization Program and the undergraduate finance program • Evaluated debates and graded major writing assignments for an undergraduate signature course