Experience

Medical Informatics Corp.
• United States
• Hospitals and Health Care
• 1 - 100 Employee
• Executive Assistant to Chief Executive Officer

  • Mar 2023 - Present


NorthStar Wealth Management Inc

• United States
• Financial Services
• 1 - 100 Employee

• Senior Executive Assistant to President

  • May 2022 - Mar 2023

  • Senior Executive Assistant to a busy entrepreneur and President of three fast paced financial companies, also acts as EA to in office Attorney. • Oversees the financial and operational business needs of multiple business entities. • Assisted in establishment and implementation of two new companies- NorthStar Estate Planning and Pyxis Capital Inc. o FINRA registration and licensing o State registration o Established and secured business baking accounts and lines of credit o Worked with graphic designer to create company logos and establish brand. • Responsible for securing agency license for company. • Acts as gate keeper to President, serves as link between President and clients. • Established strong relationships with several large local banking institutions and lenders. • Headed up company transition to an RIA (registered investment advisory firm). • Acts as compliance manager- ensures all aspects and functions of company were up to legal/financial compliance standards. • Heavy calendar management for President and Estate Planning Attorney. • Oversees two other administrative office employees. • Handles large amounts of confidential client/financial information with discretion. • Performs multiple financial tasks for clients such as move money requests, trades, account liquidation, ect. • Built strong professional relationships with over 200 insurance partners. • Strong working knowledge of several financial custodians including, TD Ameritrade, Fidelity, Charles Schwab • Approves and processes company payroll. • Monitors all business and personal bank accounts for President. • Created and managed multiple company SharePoint sites. • Strategized and implemented several cost saving initiatives. • Planned and hosted several weekly/monthly company client-facing events: o Educational workshops o Financial seminars • Assisted in recruiting, hiring and onboarding of new employees. • Handles all client correspondence; in person, email, phone/mail. Show less



OakBend Medical Center

• United States
• Hospitals and Health Care
• 200 - 300 Employee

• Executive Assistant to CNO

  • Mar 2020 - May 2022

   Responsible for supporting the CNO/Hospital Administrator, CFO and two AVP’s for a large community hospital with several campus locations. o Support the CEO as needed.  In charge of supporting CNO’s direct reporting staff across three hospital campuses and four surgery center locations.  Heavy calendar management for multiple C-suite executives. o In charge of maintaining all aspects of calendar, ensuring that executive’s time is appropriately spent and well protected.  Act as liaison between C-suite executives and hospital staff across all locations.  Manage the reconciling, coding and submitting expense reports for multiple executives.  Responsible for reconciling and submitting multiple hospital invoices for on-time payment.  Oversee time management for sixteen hospital staff members.  Head of hospital policy committee –in charge of ensuring that all hospital policies are valid and up to date per governing body standards.  Plan and schedule monthly Board of Directors meetings, responsible for recording and transcribing minutes.  Liaison between hospital governing body and C-suite executives.  Responsible for several hospital wide reports.  Oversee all day-to-day office functions- supply ordering, office services, customer service, ect.  Manage six hospital phone lines.  Ensure all hospital and state licensures are up to date and current per county and state standards.  Act as link between hospital and state and local government agents.  Responsible for screening aperspective candidates for both clinical and administrative positions.  In charge of planning and overseeing several state and government accreditation surveys.  Responsible for the review and execution of multiple hospital contracts and affiliation agreements.  Work with hospital departments in order to update and streamline various hospital processes. Show less



Majestic Steel USA

• United States
• Mining
• 200 - 300 Employee

• Senior Executive Assistant/ Office Manager

  • Dec 2017 - Nov 2019

  • Manager of multiple office locations and liaison to multiple Executives in charge of three fast paced and challenging steel sales offices with a staff of fifteen. • In charge of all day to day office functions- such as ordering supplies, working with building maintenance and cleaning staff, etc across multiple office locations. • Heavy calendar management, experience scheduling meetings across varying time zones. • Booked conference rooms, planned meetings, created agendas and acted as minute keeper- distributed pertinent meeting notes/action items. • Coordinated all executive and staff travel both domestic and international. • Managed and coded all office/executive related expenses per company standards using Concur. • Supported sales staff by creating and developing visual client presentations and proposals. • Researched and assisted in the generation of new leads for sales staff. • In charge of all customer related projects- swag, customer appreciation projects, company presentations, one pagers, trade-shows, corporate events, ect. • Initiated and created new value add propositions with a proven track record of efficiency and cost savings. • Participated in contract drafting and formatting, experience preparing client proposals and addendums per company and legal standards. Show less



TLC Engineering Inc.

• United States
• Mechanical Or Industrial Engineering
• 1 - 100 Employee

• Executive Assistant To Chief Executive Officer

  • Aug 2011 - Nov 2017

  • Responsible for supporting the Chief Executive Officer of a fast paced engineering company. • Responsible for managing calendar, scheduling meetings, speaking engagements, company events, etc. • In charge of all email distribution and reports from CEO’s office. • Handled all of the CEO’s personal and company related expenses using Concur. • Managed and monitored spend according to set company budgets. • Handled all travel coordination, including international and domestic travel. • Produced documents including reports, memos and correspondences in keeping with a professional and accurate manner. • Participated in both short-term and ongoing company projects at the request of the CEO and staff. • Worked in tandem with the CEO to develop new cost saving and value-add initiatives. Show less