Experience

GreatPoint Ventures

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Executive Assistant

  • Oct 2023 - 3 months

  San Francisco, California, United States GreatPoint Ventures is an early-stage venture capital firm founded by entrepreneurs and operators who've built companies cumulatively worth $300 billion. We invest between $250k and $20m into Seed, A, and B rounds, most often leading Series As. Our mission is to partner with entrepreneurs solving big problems across enterprise, healthcare, bio-tech, and food. At GPV we make fewer than 10 new investments per year so we have time to fight in the trenches with every team we back.



Guild Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Executive Assistant to Chairman/Founder & Managing Partner

  • Jan 2023 - Oct 2023

  Los Angeles, California, United States Guild Capital is an early-stage venture capital firm. Founded in 2009 by Iain Shovlin, Guild typically backs founders as their first institutional investor, actively partnering with them to assist in crafting growth strategies, architecting high-performance teams, creating distinctive brands, and embracing metric-driven management. The company invests in Chicago, Los Angeles, and New York in the USA, and in Mumbai and Pune in India. http://www.guildcap.com



B Capital

• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Executive Assistant to Co-Founder & Managing General Partner

  • Dec 2021 - Jan 2023

  Los Angeles, California, United States B Capital is a multi-stage global investment firm that partners with extraordinary entrepreneurs to shape the future through technology. With $6.3 billion in assets under management across multiple funds, the firm focuses on seed to late-stage venture growth investments, primarily in the enterprise, financial technology and healthcare sectors. Founded in 2015, B Capital leverages an integrated team across eight locations in the US and Asia, as well as a strategic partnership with BCG, to… Show more B Capital is a multi-stage global investment firm that partners with extraordinary entrepreneurs to shape the future through technology. With $6.3 billion in assets under management across multiple funds, the firm focuses on seed to late-stage venture growth investments, primarily in the enterprise, financial technology and healthcare sectors. Founded in 2015, B Capital leverages an integrated team across eight locations in the US and Asia, as well as a strategic partnership with BCG, to provide the value-added support entrepreneurs need to scale fast and efficiently, expand into new markets and build exceptional companies. For more information, visit https://www.bcapgroup.com/. Show less



Venbrook Companies

• United States
• Insurance
• 100 - 200 Employee

• Executive Assistant to CEO & Founder, CFO, COO, CHRO, CIO and EVP of Strategy & Special Projects

  • Mar 2021 - Dec 2021

  Los Angeles, California, United States Venbrook Group, LLC owns and operates a portfolio of privately held insurance organizations that are engaged in business with the four major platforms of the insurance marketplace including retail brokerage, wholesale & general agent, underwriting, and reinsurance.



International Vitamin Corporation

• United States
• Manufacturing
• 300 - 400 Employee

• Administration Manager

  • Sep 2019 - Feb 2021

  Irvine, CA - Led and managed the Administration department with four direct reports across multiple locations (CA, PA, SC).

• Executive Assistant to President/CEO, CFO, COO, CHRO, & EVP of Sales

  • Feb 2019 - Feb 2021

  Irvine, CA



AutoGravity

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Executive Assistant

  • Apr 2018 - Jan 2019

  Irvine, CA - Managed the day-to-day business activities of CFO and VP of Lender Network. Reviewed and managed CFO’s incoming emails to facilitate timely follow up. Ensured email is used as a key relationship building tool for the CFO. Drafted email correspondence and strategic communications in CFO’s voice. - Managed multiple calendars within several global time zones to schedule meetings, conferences, and teleconferences with extreme detail. Arranged airline, hotel, and ground transportation… Show more - Managed the day-to-day business activities of CFO and VP of Lender Network. Reviewed and managed CFO’s incoming emails to facilitate timely follow up. Ensured email is used as a key relationship building tool for the CFO. Drafted email correspondence and strategic communications in CFO’s voice. - Managed multiple calendars within several global time zones to schedule meetings, conferences, and teleconferences with extreme detail. Arranged airline, hotel, and ground transportation reservations for both domestic/international travel. - Prepared and submitted expense reports on behalf of executives in a timely manner. - Organized and executed staff meetings, executive meetings, all-hands meetings, board of directors meeting, company off-sites, company holiday party, and team building events. - Created visual PowerPoint presentations, charts, tables, graphs and business plans as needed. - Researched, prioritized, and followed up on incoming issues and concerns addressed to the CFO, including those of a sensitive or confidential nature. Determined appropriate course of action, referral, or response. - Assisted with basic technology functions to support Executive meetings, such as: video conferencing, AV equipment setup, visual presentation, etc. - Conducted research and gathered information from public sources across multiple industries; synthesized and packaged results (assisted on special projects as required). Show less



Helium 10

• United States
• Software Development
• 100 - 200 Employee

• Executive Assistant

  • Jul 2017 - Apr 2018

  Irvine, CA - Worked closely and effectively with the CEO/Founder and CFO to keep them well informed of upcoming commitments, responsibilities, projects, deadlines, and ensured changes to schedules are thoroughly communicated. - High-volume calendaring; coordinating all appointments and meetings, managing conflicts and working around personal commitments. - Organized and booked domestic and foreign travel, accommodation, and transportation. - Communicated on behalf of the executive team to… Show more - Worked closely and effectively with the CEO/Founder and CFO to keep them well informed of upcoming commitments, responsibilities, projects, deadlines, and ensured changes to schedules are thoroughly communicated. - High-volume calendaring; coordinating all appointments and meetings, managing conflicts and working around personal commitments. - Organized and booked domestic and foreign travel, accommodation, and transportation. - Communicated on behalf of the executive team to clients, investors, partners, and team managers. - Organized expenses that includes light company accounting via QuickBooks online. Informed CFO of any discrepancies in accounting and resolve the issue. - Acted as a gatekeeper to ensure executives’ time is spent on the highest priority issues. - Actively maintained the highest level of discretion and trustworthiness. - Implemented an organized central electronic filing system of company documents and data, including products, legal, marketing, client management, and new business information. - Recommended innovative approaches, policies, and procedures to effect continual improvements in efficiency of department and services. - Processed payroll for all employees/contractors and maintain appropriate reports and records. - Developed, recommended, and implemented personnel policies and procedures, prepared and maintained Employee Handbook.

• Project Manager

  • Jul 2017 - Apr 2018

  Irvine, CA - Worked closely with the CEO/Founder and CFO to grow the company and advised on operational business strategies. - Identified efficiencies in internal processes that were needed, established work plan, and developed timeline/roll-out. - Actively monitored, tracked, and managed project tasks, timelines, milestones, and overall quality of the project, handling any issues that arise. - Jumped in and assisted teams as needed to ensure the timely and successful delivery of our solutions… Show more - Worked closely with the CEO/Founder and CFO to grow the company and advised on operational business strategies. - Identified efficiencies in internal processes that were needed, established work plan, and developed timeline/roll-out. - Actively monitored, tracked, and managed project tasks, timelines, milestones, and overall quality of the project, handling any issues that arise. - Jumped in and assisted teams as needed to ensure the timely and successful delivery of our solutions according to customer needs and objectives. - Built an effective team through hands on employee relations, interviewed, hired, cross-trained, and communicated for both management and front-line hourly personnel. Set performance expectations, provide feedback, and recognize exceptional performance. - Maintained a positive and productive working environment within the team and on-board new hires. - Collaborated with other departments and executives to improve processes. Created SOP’s that will provide operational efficiencies and reduce cost. - Built and improved the service processes with customer satisfaction, operational efficiency, and compliance in mind. - Planned, communicated, and successfully executed high level Amazon conferences for the company.



Portfolio

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Sales & Marketing Administration Assistant

  • Jul 2013 - Jul 2017

  Lake Forest, CA - Assisted President/CEO, Chief Sales Officer, and Senior Vice President of Sales on projects assigned and weekly new dealer reports. - Assisted and/or took lead on any project assigned from Vice President of Sales & Marketing, Sales Administration Manager, Marketing supervisor, and Sales Supervisor such as contacting agent representatives regarding changes with forms or programs, updates, meeting production, compliance regulations, agreements, contracts, and etc. - Assisted field agents… Show more - Assisted President/CEO, Chief Sales Officer, and Senior Vice President of Sales on projects assigned and weekly new dealer reports. - Assisted and/or took lead on any project assigned from Vice President of Sales & Marketing, Sales Administration Manager, Marketing supervisor, and Sales Supervisor such as contacting agent representatives regarding changes with forms or programs, updates, meeting production, compliance regulations, agreements, contracts, and etc. - Assisted field agents and Managing Directors across the country as necessary with requests such as (but not limited to): supply orders, production reports, rates, claims, contracts, and general product or company questions. - Created Vehicle Service Contract rate charts for new dealers via Microsoft Excel. Ensured that all charts are implemented. - Created accurate proformas as requested by Managing Directors within 72 hours of the original request. - Follow up on any inquiries or issues, and ensure all questions and issues are fully resolved on a weekly basis. Built, developed, and strengthened rapport with agents and their dealers to meet and exceed their expectations daily. Show less



Bazil Chiropractic Health Center

• Wellness and Fitness Services
• 1 - 100 Employee

• Office Administrative Assistant

  • Jan 2013 - Jul 2013

  Huntington Beach, CA - Greet patients, scheduled appointments, answered multi line phone system, checked voicemails, take/relay messages on a timely basis, and followed up calls. - Processed outgoing mail, distribute mail, maintained copier, postage and fax machines for service and supplies - Updated conference room calendar, upkeep for meetings, and food orders. - Collect payments, co-pays, verified insurance, checked patients in/out, set up patients in physiotherapy modalities, and processed x-rays… Show more - Greet patients, scheduled appointments, answered multi line phone system, checked voicemails, take/relay messages on a timely basis, and followed up calls. - Processed outgoing mail, distribute mail, maintained copier, postage and fax machines for service and supplies - Updated conference room calendar, upkeep for meetings, and food orders. - Collect payments, co-pays, verified insurance, checked patients in/out, set up patients in physiotherapy modalities, and processed x-rays. - Data entry and file maintenance, attended to any patient/client needs, and assisted management personnel. - Scanned documents, record meeting notes/minutes, and ordered supplies. - Trained, interviewed, hired, on-board, and supervised employees. - Provided administrative support that includes but not be limited to: travel arrangements, expenses, meeting agendas, internal meetings, external events, running errands for executive staff, general office work, and aspects of project management. Show less



Identity Management Group. Entertainment and Events

• United States
• Entertainment Providers
• 1 - 100 Employee

• Marketing & Events Intern

  • Jun 2012 - Jan 2013

  Costa Mesa, CA - Administrative support and liaison at various events. - Coordination and project management to ensure event success. - On point coordinator for large talent events. - Clientele/international artists hospitality. - Travel arrangement between management. - Marketing research, planning, and communication. - Event planning, set up, logistics and follow-up activities. - Administrative office duties (phone calls, emails, data entry, filing, etc).