Barbara Faron
Executive Assistant at Heritage Financial Services, LLC- Claim this Profile
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Spanish Professional working proficiency
Topline Score
Bio
Carl Novotny
I have known Barbara Faron for over 20+ years and she worked with and for me directly in three separate businesses that we built together. When Barbara joined our then small sales and marketing company (Affinity Partners) in the mid-1990s she helped us develop a following with major credit card issuers interested in expanding their customers via marketing partnerships with Affinity Groups (non-profits and for-profit organizations). Barbara was instrumental in helping establish business partnerships, support internal sales efforts, develop state-of-the-art sales databases and tracking systems, working with our FileMaker Pro consultants on "user-friendly" support for our 45 person sales team (in a "pre-Salesforce.com" era). She served as our PR Person, HR person, Administrative expert, and a key, key liaison with our single most important customer, First USA Bank. When purchased and later merged with JP Morgan Chase, she was instrumental in helping prepare the due diligence material that one must provide in a major M&A transaction. Her sense of "confidentiality" and insight helped me immensely in our negotiations to sell the company. Because of her strategic business importance to me personally, I asked Barbara to help me form a Venture Capital firm called Venture Capital Fund of New England where she particularly helped us administratively deal with our Limited Partners (including the Small Business Administration and its SBIC Program). She served the important role of fielding inquiries from companies interested in attracting our firm as an investor, and in all cases, provided a "face" for the organization that was most professional and effective for us. Barbara was discreet, insightful, inquisitive, and strategic in dealing with the people side of the business in particular. If ever unsure of about a potential entrepreneur, we would turn to Barbara for her inputs and perceptions of the character of the folks we were evaluating. Barbara works equally well in either a small or larger office setting. She was one of our earliest employees at Affinity Partners, helped us manage growth to about 90 employees before selling to our major bank partner. She continued to effectively help us launch our Venture Capital Fund and interface with our 25+ portfolio companies. As we wound down our investment company and moved to a semi-retired status, Barbara continued on to a more growth-oriented environment within the insurance industry. I know that she is admired and extremely well thought of by all that interact with her. I can wholeheartedly recommend Barbara Faron as a trustworthy business person - kind, loving and an extremely effective business professional.
Jenny Reks
I have known Barbara for a number of years and have worked with her on both professional and volunteer projects. Barbara is a very talented human being! She approaches her work with intelligence, personal responsibility and collaboration. Working alongside her is truly a pleasure. I like her work ethic and commitment to getting any job done well. What is important to Barbara is to understand the big picture / mission / purpose so that she can manage the details. Highly recommend!
Carl Novotny
I have known Barbara Faron for over 20+ years and she worked with and for me directly in three separate businesses that we built together. When Barbara joined our then small sales and marketing company (Affinity Partners) in the mid-1990s she helped us develop a following with major credit card issuers interested in expanding their customers via marketing partnerships with Affinity Groups (non-profits and for-profit organizations). Barbara was instrumental in helping establish business partnerships, support internal sales efforts, develop state-of-the-art sales databases and tracking systems, working with our FileMaker Pro consultants on "user-friendly" support for our 45 person sales team (in a "pre-Salesforce.com" era). She served as our PR Person, HR person, Administrative expert, and a key, key liaison with our single most important customer, First USA Bank. When purchased and later merged with JP Morgan Chase, she was instrumental in helping prepare the due diligence material that one must provide in a major M&A transaction. Her sense of "confidentiality" and insight helped me immensely in our negotiations to sell the company. Because of her strategic business importance to me personally, I asked Barbara to help me form a Venture Capital firm called Venture Capital Fund of New England where she particularly helped us administratively deal with our Limited Partners (including the Small Business Administration and its SBIC Program). She served the important role of fielding inquiries from companies interested in attracting our firm as an investor, and in all cases, provided a "face" for the organization that was most professional and effective for us. Barbara was discreet, insightful, inquisitive, and strategic in dealing with the people side of the business in particular. If ever unsure of about a potential entrepreneur, we would turn to Barbara for her inputs and perceptions of the character of the folks we were evaluating. Barbara works equally well in either a small or larger office setting. She was one of our earliest employees at Affinity Partners, helped us manage growth to about 90 employees before selling to our major bank partner. She continued to effectively help us launch our Venture Capital Fund and interface with our 25+ portfolio companies. As we wound down our investment company and moved to a semi-retired status, Barbara continued on to a more growth-oriented environment within the insurance industry. I know that she is admired and extremely well thought of by all that interact with her. I can wholeheartedly recommend Barbara Faron as a trustworthy business person - kind, loving and an extremely effective business professional.
Jenny Reks
I have known Barbara for a number of years and have worked with her on both professional and volunteer projects. Barbara is a very talented human being! She approaches her work with intelligence, personal responsibility and collaboration. Working alongside her is truly a pleasure. I like her work ethic and commitment to getting any job done well. What is important to Barbara is to understand the big picture / mission / purpose so that she can manage the details. Highly recommend!
Carl Novotny
I have known Barbara Faron for over 20+ years and she worked with and for me directly in three separate businesses that we built together. When Barbara joined our then small sales and marketing company (Affinity Partners) in the mid-1990s she helped us develop a following with major credit card issuers interested in expanding their customers via marketing partnerships with Affinity Groups (non-profits and for-profit organizations). Barbara was instrumental in helping establish business partnerships, support internal sales efforts, develop state-of-the-art sales databases and tracking systems, working with our FileMaker Pro consultants on "user-friendly" support for our 45 person sales team (in a "pre-Salesforce.com" era). She served as our PR Person, HR person, Administrative expert, and a key, key liaison with our single most important customer, First USA Bank. When purchased and later merged with JP Morgan Chase, she was instrumental in helping prepare the due diligence material that one must provide in a major M&A transaction. Her sense of "confidentiality" and insight helped me immensely in our negotiations to sell the company. Because of her strategic business importance to me personally, I asked Barbara to help me form a Venture Capital firm called Venture Capital Fund of New England where she particularly helped us administratively deal with our Limited Partners (including the Small Business Administration and its SBIC Program). She served the important role of fielding inquiries from companies interested in attracting our firm as an investor, and in all cases, provided a "face" for the organization that was most professional and effective for us. Barbara was discreet, insightful, inquisitive, and strategic in dealing with the people side of the business in particular. If ever unsure of about a potential entrepreneur, we would turn to Barbara for her inputs and perceptions of the character of the folks we were evaluating. Barbara works equally well in either a small or larger office setting. She was one of our earliest employees at Affinity Partners, helped us manage growth to about 90 employees before selling to our major bank partner. She continued to effectively help us launch our Venture Capital Fund and interface with our 25+ portfolio companies. As we wound down our investment company and moved to a semi-retired status, Barbara continued on to a more growth-oriented environment within the insurance industry. I know that she is admired and extremely well thought of by all that interact with her. I can wholeheartedly recommend Barbara Faron as a trustworthy business person - kind, loving and an extremely effective business professional.
Jenny Reks
I have known Barbara for a number of years and have worked with her on both professional and volunteer projects. Barbara is a very talented human being! She approaches her work with intelligence, personal responsibility and collaboration. Working alongside her is truly a pleasure. I like her work ethic and commitment to getting any job done well. What is important to Barbara is to understand the big picture / mission / purpose so that she can manage the details. Highly recommend!
Carl Novotny
I have known Barbara Faron for over 20+ years and she worked with and for me directly in three separate businesses that we built together. When Barbara joined our then small sales and marketing company (Affinity Partners) in the mid-1990s she helped us develop a following with major credit card issuers interested in expanding their customers via marketing partnerships with Affinity Groups (non-profits and for-profit organizations). Barbara was instrumental in helping establish business partnerships, support internal sales efforts, develop state-of-the-art sales databases and tracking systems, working with our FileMaker Pro consultants on "user-friendly" support for our 45 person sales team (in a "pre-Salesforce.com" era). She served as our PR Person, HR person, Administrative expert, and a key, key liaison with our single most important customer, First USA Bank. When purchased and later merged with JP Morgan Chase, she was instrumental in helping prepare the due diligence material that one must provide in a major M&A transaction. Her sense of "confidentiality" and insight helped me immensely in our negotiations to sell the company. Because of her strategic business importance to me personally, I asked Barbara to help me form a Venture Capital firm called Venture Capital Fund of New England where she particularly helped us administratively deal with our Limited Partners (including the Small Business Administration and its SBIC Program). She served the important role of fielding inquiries from companies interested in attracting our firm as an investor, and in all cases, provided a "face" for the organization that was most professional and effective for us. Barbara was discreet, insightful, inquisitive, and strategic in dealing with the people side of the business in particular. If ever unsure of about a potential entrepreneur, we would turn to Barbara for her inputs and perceptions of the character of the folks we were evaluating. Barbara works equally well in either a small or larger office setting. She was one of our earliest employees at Affinity Partners, helped us manage growth to about 90 employees before selling to our major bank partner. She continued to effectively help us launch our Venture Capital Fund and interface with our 25+ portfolio companies. As we wound down our investment company and moved to a semi-retired status, Barbara continued on to a more growth-oriented environment within the insurance industry. I know that she is admired and extremely well thought of by all that interact with her. I can wholeheartedly recommend Barbara Faron as a trustworthy business person - kind, loving and an extremely effective business professional.
Jenny Reks
I have known Barbara for a number of years and have worked with her on both professional and volunteer projects. Barbara is a very talented human being! She approaches her work with intelligence, personal responsibility and collaboration. Working alongside her is truly a pleasure. I like her work ethic and commitment to getting any job done well. What is important to Barbara is to understand the big picture / mission / purpose so that she can manage the details. Highly recommend!
Experience
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Heritage Financial Services, LLC
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United States
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Financial Services
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1 - 100 Employee
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Executive Assistant
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Dec 2018 - Nov 2022
Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to affluent families for more than 25 years. We meticulously coordinate and manage all aspects of our clients’ wealth, retirement, and financial security, working closely as a team with their other trusted advisors to offer straightforward solutions. Our ultimate goal is to build lifetime relationships with our… Show more Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to affluent families for more than 25 years. We meticulously coordinate and manage all aspects of our clients’ wealth, retirement, and financial security, working closely as a team with their other trusted advisors to offer straightforward solutions. Our ultimate goal is to build lifetime relationships with our clients by helping to simplify, organize, and instill confidence in their often-complex financial lives. Show less Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to affluent families for more than 25 years. We meticulously coordinate and manage all aspects of our clients’ wealth, retirement, and financial security, working closely as a team with their other trusted advisors to offer straightforward solutions. Our ultimate goal is to build lifetime relationships with our… Show more Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to affluent families for more than 25 years. We meticulously coordinate and manage all aspects of our clients’ wealth, retirement, and financial security, working closely as a team with their other trusted advisors to offer straightforward solutions. Our ultimate goal is to build lifetime relationships with our clients by helping to simplify, organize, and instill confidence in their often-complex financial lives. Show less
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The Norfolk & Dedham Group
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United States
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Insurance
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100 - 200 Employee
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Internal Auditor & IT Project Leader
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Mar 2015 - Aug 2018
Internal Auditor: Prepared audit reports for CEO documenting work performed; when audit findings were identified, provided recommendations to address the issues. Recommended improvements for the effectiveness of risk management by evaluating internal controls. Assisted in the development of audit programs for financial, operational and compliance audits and executed testing accordingly. Project Leader: Managed development and deliverables for external, internal, regulatory and… Show more Internal Auditor: Prepared audit reports for CEO documenting work performed; when audit findings were identified, provided recommendations to address the issues. Recommended improvements for the effectiveness of risk management by evaluating internal controls. Assisted in the development of audit programs for financial, operational and compliance audits and executed testing accordingly. Project Leader: Managed development and deliverables for external, internal, regulatory and statistical reporting working with onshore and offshore developers. Developed project plans for annual placement of catastrophe reinsurance and other reinsurance for personal and commercial business units. Show less Internal Auditor: Prepared audit reports for CEO documenting work performed; when audit findings were identified, provided recommendations to address the issues. Recommended improvements for the effectiveness of risk management by evaluating internal controls. Assisted in the development of audit programs for financial, operational and compliance audits and executed testing accordingly. Project Leader: Managed development and deliverables for external, internal, regulatory and… Show more Internal Auditor: Prepared audit reports for CEO documenting work performed; when audit findings were identified, provided recommendations to address the issues. Recommended improvements for the effectiveness of risk management by evaluating internal controls. Assisted in the development of audit programs for financial, operational and compliance audits and executed testing accordingly. Project Leader: Managed development and deliverables for external, internal, regulatory and statistical reporting working with onshore and offshore developers. Developed project plans for annual placement of catastrophe reinsurance and other reinsurance for personal and commercial business units. Show less
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Executive Assistant to Managing Director
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Aug 2001 - Mar 2015
Managed extensive personal and professional calendar details and travel for managing partner. Handled highly confidential and sensitive material and correspondence. Responsible for IT, telecommunications, equipment, and security operations on site. Screened and responded to all inquiries for potential venture funding. Reviewed invoices of vendors and processed for payment. Prepared quarterly reports for limited partners. Prepared and coordinated materials for annual audit with the Small… Show more Managed extensive personal and professional calendar details and travel for managing partner. Handled highly confidential and sensitive material and correspondence. Responsible for IT, telecommunications, equipment, and security operations on site. Screened and responded to all inquiries for potential venture funding. Reviewed invoices of vendors and processed for payment. Prepared quarterly reports for limited partners. Prepared and coordinated materials for annual audit with the Small Business Administration and annual meeting with limited partners. Researched and negotiated vendor agreements resulting in a cost savings of 25-50% on service contracts. Managed initial construction build out of office space and set up of 50 offices in a three-story building including furniture, filing system, and communication options. Show less Managed extensive personal and professional calendar details and travel for managing partner. Handled highly confidential and sensitive material and correspondence. Responsible for IT, telecommunications, equipment, and security operations on site. Screened and responded to all inquiries for potential venture funding. Reviewed invoices of vendors and processed for payment. Prepared quarterly reports for limited partners. Prepared and coordinated materials for annual audit with the Small… Show more Managed extensive personal and professional calendar details and travel for managing partner. Handled highly confidential and sensitive material and correspondence. Responsible for IT, telecommunications, equipment, and security operations on site. Screened and responded to all inquiries for potential venture funding. Reviewed invoices of vendors and processed for payment. Prepared quarterly reports for limited partners. Prepared and coordinated materials for annual audit with the Small Business Administration and annual meeting with limited partners. Researched and negotiated vendor agreements resulting in a cost savings of 25-50% on service contracts. Managed initial construction build out of office space and set up of 50 offices in a three-story building including furniture, filing system, and communication options. Show less
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Executive Assistant to CEO & Manager Sales Administration
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Oct 1998 - Jul 2001
Provided exclusive support to CEO by coordinating and scheduling all personal and private meetings and events. Managed seven administrative assistants and developed procedures to establish professionalism and office policies. Responsible for training, defining individual goals, and conducting annual reviews. Provided exclusive support to CEO by coordinating and scheduling all personal and private meetings and events. Managed seven administrative assistants and developed procedures to establish professionalism and office policies. Responsible for training, defining individual goals, and conducting annual reviews.
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Affinity Partners
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Investment Management
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Executive Assistant to CEO
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Oct 1995 - Oct 1998
Provided administrative support to CEO with calendar management and travel coordination. Prepared and processed expense reports, correspondence, and monthly sales pipeline reports. Established uniform correspondence procedures and style practices. Developed an effective filing system to track work flow. Prepared highly sensitive and confidential PowerPoint presentations during company acquisition and assisted employees during change of management initiatives. Provided administrative support to CEO with calendar management and travel coordination. Prepared and processed expense reports, correspondence, and monthly sales pipeline reports. Established uniform correspondence procedures and style practices. Developed an effective filing system to track work flow. Prepared highly sensitive and confidential PowerPoint presentations during company acquisition and assisted employees during change of management initiatives.
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Education
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Simmons University
Bachelor of Arts, Communications and Spanish -
Barrington High School
Community
