Experience

Morgan Samuels Company

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Administration Manager

  • Nov 2022 - Present

• Executive Assistant To Chief Executive Officer

  • Dec 2021 - Nov 2022

  -Actively manage the CEO’s e-mails to prioritize the urgency of each message and ensure timely and effective responses. -Proactively prioritize meetings across his day-to-day schedule.-Maintain travel arrangements, including itinerary, organizing flights and hotel accommodations, as well as coordinating all logistics for the CEO.-Proactively schedule internal and external meetings’ managing logistics to include video and/or phone conferences.-Enter new business development opportunities and updates into Dynamics 365.-Correspond with clients on behalf of CEO to sustain communication efforts.-Record and manage phone calls/text messages as appropriate using GONG and Zoom. -Keep contact lists, internal or through LinkedIn, organized, clean, and meaningful.-Support business development initiatives including securing and coordinating meetings. -Act as a thought partner with the internal team by creating and reviewing client correspondence, proposal letters, and references for new and existing business opportunities. -Project work that is focused on quality and process improvement, including projects related to business development, research, marketing, and recruiting.-Actively leading the organization to build upon the current team-oriented culture. -Work cross functionally, driving results, and ensuring consistency in execution.-Handle and submit all expense needs using Expensify. -Manage scheduling and coordinating personal tasks.

• Executive Assistant

  • May 2021 - Dec 2021

  -Assisting in ensuring job searches are conducted at a best-in-class level and exceed our client’s expectations. -Maintaining schedule and travel arrangements, including itinerary, organizing flights, and hotel accommodations, as well as coordinating all logistics for candidate travel on searches. -Proactively schedule internal and external meetings; managing logistics to include video and/or phone conferences and meeting rooms as needed. -Serve as thought partner to Partner(s) supported. -Management of multiple internal and external calendars both domestically and internationally. -Supporting business development initiatives, including securing and coordinating meetings, following up with prospective clients, and preparing required materials. -Creating and reviewing client correspondence and proposal letters, status reports, and references. -Project work that is focused on quality and process improvement (including projects related to business development, research, marketing, and recruiting). -Acting as a thought partner with the internal team and preparing presentation materials using PowerPoint, Excel, and other appropriate tools to develop a presentation deck.



Lincoln International

• United States
• Investment Banking
• 700 & Above Employee

• Executive Assistant

  • Dec 2017 - May 2021

  -Directly support 15 senior investment bankers, multiple deal teams, and our Marketing Department-Manage active calendars of appointments for senior bankers to ensure their time is focused on critical, strategic issues -Perform accounting activities such as junior and senior banker expense reports through Concur -Coordinate domestic and international travel for junior and senior bankers-Maintain CRM database and create reports through Salesforce -Assist with processing highly confidential M&A deals by tracking potential investors in Salesforce-Mentor and train fellow employees and collaborate with colleagues on updating training manuals to ensure a fluid onboarding process -Assist with office reorganization and renovation projects -Coordinate meetings and business development events both internally and externally in an effort to strengthen relationships with employees, and current and prospective clients -Responsible for organizing strategic and tactical reviews internally prior to new business pitches -Ensure and maintain confidentiality of all communications and documentation -Conduct additional administrative tasks as needed such as answering phones, material preparation, UPS mailing, and maintaining electronic files



Coyote Logistics

• United States
• Transportation, Logistics, Supply Chain and Storage
• 700 & Above Employee

• Enterprise Operations Coordinator

  • Jul 2015 - Nov 2017

  -Coordinate and schedule approximately 100+shipments per day for multiple customers’ accounts to ensure that they are executed efficiently -Create daily and quarterly reports to analyze production and areas of improvement -Handle daily customer inquiries regarding order status -Coordinate global shipments with customs brokers, specialized internal teams, and international customers -Utilize market knowledge and industry best practices to strategically price freight in an effort to increase revenue-Participate in customer visits to gain a better relationship and generate continued business -Use critical thinking to resolve issues both internally and externally in a timely manner -Mentor and train both employees and prospective candidates-2015 Recipient of the Broker of the Year Award



Fairmeadows Home Health Center Inc.

• Office Administrative Assistant

  • Jun 2011 - Aug 2013

  -Compiled daily patient information through propriety medical software-Utilized Excel tracking spreadsheets for product merchandise-Data entry-Redesigned medical filing system-Adhered to stringent rules and regulations regarding patient privacy and HIPAA -Compiled daily patient information through propriety medical software-Utilized Excel tracking spreadsheets for product merchandise-Data entry-Redesigned medical filing system-Adhered to stringent rules and regulations regarding patient privacy and HIPAA