Experience

MiddleGround Capital

• United States
• Venture Capital and Private Equity Principals
• 100 - 200 Employee

• Administrator

  • Feb 2022 - Present

  Provides administrative support and facilitates day to day office and onsite operations of the Lexington office Provides administrative support and facilitates day to day office and onsite operations of the Lexington office



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Business Execution Consultant

  • Aug 2017 - Feb 2022

  * Provide executive administrative support to the Head of Corporate & Investment Banking (CIB) Operations including handling confidential documents, scheduling meetings, coordinating calendars, and effectively prioritizing work for time sensitive projects* Coordinate Town Halls that are live streamed to four countries* Plan Executive Leadership offsite meetings including preparation of presentation materials and all logistics* Arrange complex travel arrangements (foreign and domestic), itineraries, agendas, and travel documents* Create and submit all travel expenses in CONCUR; review and approve expense reports for all senior leaders in CIB Operations* Prepare presentation materials, attend and capture action items for weekly Senior Leadership meeting* Onboard and offboard team members including seating, ordering equipment including hardware, software, voice, peripherals etc.* Worked with Corporate Communications to design a collaborative SharePoint site for Operations* Build strategic work relationships across multiple levels of management and diverse groups throughout company* Manage facilities initiatives and space planning for CIB Operations* Managed the Administrative Support Team for CIB Operations (5 employees through 3/19). Interviewed, trained and coached administrative staff. Developed process improvement plans and goals for the team.

• Administrative Assistant IV

  • Sep 2015 - Aug 2017

  * Acted as an information source on departmental/business unit policies and procedures* Trained new hire Administrative Assistants* Event planning including research of locations, travel, booking confirmations, food orders and audio/visual set up* Scheduled and managed calendars for senior mangers - including confirming meetings, preparation of meeting agendas and conference room reservations* Coordinated and booked travel for team* Tracked and processed expense reports* On-boarded and off-boarded new staff members* Managed team SharePoint site



Bank of America

• United States
• Banking
• 700 & Above Employee

• Business Support Manager

  • Nov 2010 - Apr 2015

  Mortgage Technology Business Enablement* End to end coordination of Mortgage Technology Monthly Business Reviews and Senior Leadership meetings including scheduling, pre-meeting preparation, data collection and documentation* Partnered with Business Support Managers to define processes and procedures for obtaining Senior Leadership materials (accomplishments, showcases, bios, org charts etc) and ensure accurate and timely delivery* Provided support for the Business Managers in the areas of communication, ACR, workspace issues, distribution list management and confidential document management and repository coordination for senior leadership* Conducted training sessions for the (Mortgage Technology) Technology Executive teams on how to write executive level communications (including weekly highlights and accomplishments which are escalated to division and enterprise level)* Coordinated with the Employee Engagement team to provide senior leader presentation materials and logistic support for quarterly All Hands meetingsMortgage Technology Workspace Team* Developed and recommended workplace optimization strategies for assigned areas* Interacted with senior management and teams in support of workplace activities (new space requirements, moves, site closings, re-stacks, etc.)* Represented HL & LAS Technology in Corporate Workplace and facilities related forums* Implemented standard processes and routines for management of workplace initiatives (floor-plans, headcount analysis, eC1 - facilities system of record, etc.)* Managed the implementation and ongoing enrollment for My Work and Contractor Flex programs* Created and executed various meeting and management routines* Coordinated special projects

• Operations Team Manager

  • Jun 2005 - Oct 2010

  * Provided day-to-day management for the Global Banking and Markets (GBAM) Expense Review Team* Oversaw and Developed content for GBAM Travel and Expense Policy* Provided consulting expertise, work direction and guidance to Business Support Managers on Policy, Corporate Card reconciliation, invoice payment, CONCUR functionality and Reporting* Developed ongoing Policy, CONCUR and Ariba/eRequest training for Administrative Assistants and Business Managers* Worked with Campus Recruiting to provide training for Summer Interns on Policy, Seamless Web and Expense Reimbursement* Managed the escalation process with Payment Compliance for all exceptions to the GBAM policy* Provided management with expense management efforts for GBAM and production of monthly exception reports for the Head of GBAM and the COO office* Partnered with Corporate Card Services to ensure associates’ cards are reconciled in a timely manner* Liaised with GBAM Management teams regarding all Merrill Lynch expense transition issues including Policy consolidation, invoice payment and training* Management duties including interviewing, training, performance planning and coaching

• Administrative Assistant

  • Sep 2003 - Jun 2005

  * Organized travel, managed dual-city coverage for Head of Debt Capital Markets* Monitored, organized and reconciled executive expenses



Central Baptist Hospital

• Lexington, Kentucky Area

• Health Unit Coordinator-Neonatal Intensive Care Unit

  • Sep 1999 - Jul 2003

  * Liaison for patients, families and visitors with physicians and nurses * Entered patient orders and scheduled procedures * Monitored visiting hours for the Neonatal Intensive Care Unit * Liaison for patients, families and visitors with physicians and nurses * Entered patient orders and scheduled procedures * Monitored visiting hours for the Neonatal Intensive Care Unit



University of Kentucky

• United States
• Higher Education
• 700 & Above Employee

• Administrative Coordinator

  • 1999 - 2003

  Special Events Coordinator for the Cancer Center (Relay for Life, Open House, New Employee Orientation)-Coordinated recruitment activities for prospective faculty and staff-Typed medical transcription; scheduled patient appointments and surgeries-Served as liaison between the Cancer Center and the public including physicians, patients and families, pharmaceutical representatives and outside vendors-Coordinated annual cancer screening for the national Prostate Cancer Education Council-Content editor for the Cancer Center weekly newsletter-Manager of the Tumor Board program and CME credit office

• Operations Manager

  • Aug 1995 - Sep 1999

  *Managed 15 employees in the Physical Plant department*Trained staff on new materials and hospital policies*Analyzed orders and specifications, purchasing and inventory control*Liaison with outside companies to review and oversee contracted work for the Medical Center

• Patient Representative

  • Dec 1993 - Aug 1995

  * Oversaw complaint management (at a 473 bed facility) between patients, families and healthcare professionals* Conducted patient rounding to meet with patients and their families to discuss any concerns or relay positive feedback to staff* Reviewed customer satisfaction survey results and followed up with patients and staff* Assisted Human Resources with onboarding new employees by conducting hospital tours and assisting with orientation

• Patient Clerical Assistant

  • Aug 1990 - Dec 1993

  * Liaison for patients, families and visitors with physicians, nurses and administrative staff* Entered patient orders and scheduled tests* Monitored visiting hours for the Intensive Care Units* General clerical duties including answering phones and filing