Experience

Intellectus Partners, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Executive Assistant To Chief Executive Officer

  • May 2021 - 2 years 8 months

  San Francisco, California, United States -Managed heavy schedules for 4 C-Level executives -Orchestrated comprehensive travel plans, including flights, hotels, client engagements, conferences, and dining reservations -Prepared and reconciled expense reports -Fielded and screened calls directed to the CEO, acting as the crucial first point of contact -Captured and distributed internal meeting minutes, facilitating clear follow-up actions -Spearheaded the planning and execution of company events -Oversaw daily office… Show more -Managed heavy schedules for 4 C-Level executives -Orchestrated comprehensive travel plans, including flights, hotels, client engagements, conferences, and dining reservations -Prepared and reconciled expense reports -Fielded and screened calls directed to the CEO, acting as the crucial first point of contact -Captured and distributed internal meeting minutes, facilitating clear follow-up actions -Spearheaded the planning and execution of company events -Oversaw daily office operations, ensuring a pleasant work environment -Arranged client gifts and thank you notes, fostering vital relationships and company goodwill Show less



CHASE LAY MD ASSOCIATES, INC

• United States
• Medical Practices
• 1 - 100 Employee

• Business Manager

  • Jun 2020 - Dec 2020

  - Overhauled scheduling, patient charting, and inventory systems to boost efficiency in core processes -Successfully negotiated deals with product representatives to lower office overhead (up to 33% for a single product) -Organized in-office promotional events for team and patients to boost morale and social media presence -Directed a rotating clinical team of 9, including Doctors, Nurses, Medical Assistants, and Media Coordinator -Facilitated high volume of patient appointments… Show more - Overhauled scheduling, patient charting, and inventory systems to boost efficiency in core processes -Successfully negotiated deals with product representatives to lower office overhead (up to 33% for a single product) -Organized in-office promotional events for team and patients to boost morale and social media presence -Directed a rotating clinical team of 9, including Doctors, Nurses, Medical Assistants, and Media Coordinator -Facilitated high volume of patient appointments, inquiries, consultations, and follow-ups for 4 providers across multiple channels -Monitored and guaranteed patients' satisfaction post treatments and surgeries Show less



Coolisys Technologies Inc.

• Executive Assistant

  • Aug 2017 - Jun 2020

  Fremont, California - Engaged and guided customers and investors through phone and email -Generated expense reports using NetSuite -Planned and executed team events such as holiday parties, baby showers, potlucks, and birthdays -Tracked upcoming deadlines for events, projects, and daily activities -Managed CEO's frequent travel arrangements, including flights, meetings, and hotels -Coordinated executive-level meetings and distributed records to participating members -Issued company-wide… Show more - Engaged and guided customers and investors through phone and email -Generated expense reports using NetSuite -Planned and executed team events such as holiday parties, baby showers, potlucks, and birthdays -Tracked upcoming deadlines for events, projects, and daily activities -Managed CEO's frequent travel arrangements, including flights, meetings, and hotels -Coordinated executive-level meetings and distributed records to participating members -Issued company-wide announcements regarding event and news -Welcomed and accommodated the company's visiting guests Show less



Coolisys Technologies Corp.®

• United States
• Electrical/Electronic Manufacturing
• 1 - 100 Employee

• Marketing Coordinator

  • Aug 2017 - Jun 2020

  Fremont, California, United States - Designed collateral including logos, technical datasheets, capabilities brochures, and product highlights - Organized bi-monthly email marketing campaigns targeting over 13,000 customers and reps - Arranged trade show participation semi-annually with booth design, product sample selection, and print collateral - Collaborated with third-party coding team to redesign multiple brand websites - Prepared presentation materials for sales and executive team including slides and… Show more - Designed collateral including logos, technical datasheets, capabilities brochures, and product highlights - Organized bi-monthly email marketing campaigns targeting over 13,000 customers and reps - Arranged trade show participation semi-annually with booth design, product sample selection, and print collateral - Collaborated with third-party coding team to redesign multiple brand websites - Prepared presentation materials for sales and executive team including slides and videos - Photographed 1,000+ product samples to update records and collateral for distribution Show less



TOMS

• United States
• Retail Apparel and Fashion
• 300 - 400 Employee

• Sales Team Member

  • Jun 2014 - Aug 2014

  San Francisco Bay Area - One of first team members of pilot program for TOMS sunglasses/optics - Helped define and execute sales process for a new line of products - Held highest sales metric month-to-month and overall on team - Actively promoted TOMS vision of corporate responsibility and philanthropy



Revolution Prep

• United States
• Education Administration Programs
• 100 - 200 Employee

• Administrative Assistant and Test Proctor - Ivy Insiders Program

  • Jun 2011 - Sep 2012

  San Francisco Bay Area - Owned data entry and data clean initiatives in CRM system - Leveraged CRM data to run marketing campaigns - Processed many lead sources, including a mail campaign generating more than 1000 leads - Marketed summer SAT prep courses to local high school students - Contributed to a monthly branch revenue of $18,000 - the department's peak



Baskin Robbins

• Restaurants
• 700 & Above Employee

• Shift Leader

  • May 2010 - May 2011

  San Francisco Bay Area - Prepared ice cream and treat in a high customer traffic environment - Oversaw a shift team of 2 people with a focus on customer satisfaction - Tracked store inventory and daily revenue