Experience

Millwright Holdings

• United States
• Advertising Services
• 1 - 100 Employee

• Director of Operations

  • Sep 2022 - Present

• Executive Assistant to CEO at Millwright Holdings

  • Mar 2022 - Sep 2022



Everest

• United States
• Insurance
• 700 & Above Employee

• Executive Assistant

  • Apr 2020 - Dec 2021

  • Provided outstanding executive support to the Chief Investment Officer and SVP, Treasurer • Managed heavy outlook calendar with regularly shifting schedules and priorities • Created multiple PowerPoint presentations monthly for board and investor committee meetings • Managed executive outlook inbox, sorted emails and generated rules to manage high volume • Managed domestic travel and expense reporting • Managed multiple high priority projects and followed up with team to ensure… Show more • Provided outstanding executive support to the Chief Investment Officer and SVP, Treasurer • Managed heavy outlook calendar with regularly shifting schedules and priorities • Created multiple PowerPoint presentations monthly for board and investor committee meetings • Managed executive outlook inbox, sorted emails and generated rules to manage high volume • Managed domestic travel and expense reporting • Managed multiple high priority projects and followed up with team to ensure deadlines are met • Proactively anticipated executives needs to ensure performance efficiency • Facilitated onboarding new hires, managed remote work spaces and created schedules • Affirmed daily trades via online portal and assisted with back-office duties as needed • Worked with internal technology services to resolve issues in a timely manner • Acted as liaison between departments to facilitate communication at the executive level • Maintained high level of confidentiality and support at all times Show less



The MCJ Amelior Foundation

• Executive Assistant to Executive Director

  • Jan 2016 - Nov 2019

  Morristown, NJ • Provide outstanding executive support to the Executive Director & President • Manage heavy outlook calendar for Executive Director & President • Manage board and investment committee meetings, presentations, catering, scheduling, travel • Manage and track dinners and special events from guest lists and invitations to tracking status • Compose all declination letters, draft correspondence on behalf of Executive Director • Proactively anticipate executive’s needs to ensure… Show more • Provide outstanding executive support to the Executive Director & President • Manage heavy outlook calendar for Executive Director & President • Manage board and investment committee meetings, presentations, catering, scheduling, travel • Manage and track dinners and special events from guest lists and invitations to tracking status • Compose all declination letters, draft correspondence on behalf of Executive Director • Proactively anticipate executive’s needs to ensure performance efficiency • Compile weekly reports and work closely with executive staff following up on all action items • Screen and route calls and incoming mail • Prepare presentations and meeting materials • Greet VIP guests in professional, attentive manner • Act as liaison between departments to facilitate communication at the executive level • Maintain high level of confidentiality and support at all times • Manage domestic travel and expense reporting Show less



Blackwater Capital Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Operations & Back office / Executive Assistant / Office Manager

  • May 2011 - Sep 2015

  Morristown, NJ • Provided executive support to the company principals (2) • Reconciled daily trade accounts • Ran proprietary trading allocation systems and issued daily trade recaps to managed accounts • Communicated with executing and clearing brokers regarding daily trade activity • Managed month-end financial responsibilities, reports and billing • Prepared investor presentations and meeting materials • Coordinated international travel and logistics • Managed office move from… Show more • Provided executive support to the company principals (2) • Reconciled daily trade accounts • Ran proprietary trading allocation systems and issued daily trade recaps to managed accounts • Communicated with executing and clearing brokers regarding daily trade activity • Managed month-end financial responsibilities, reports and billing • Prepared investor presentations and meeting materials • Coordinated international travel and logistics • Managed office move from start to finish including new space design, build out and move Show less



Reed Elsevier Technology Services

• Executive Assistant to CTO

  • Dec 2008 - Sep 2010

  New Providence, NJ • Provided 24/7 support to the Chief Technology Officer • Managed heavy Outlook calendar and personal appointments • Coordinated and executed extensive domestic and international travel arrangements and logistics • Meticulously maintained, tracked and followed expenses and expense reporting • Greeted guests and visitors in a professional attentive manner



MarCap Investors

• Executive Assistant to President & CEO

  • Feb 2007 - Nov 2008

  Summit, NJ • Provided executive and personal support to the President/CEO and family • Screened calls and mail, prepared investor presentations and meeting materials • Greeted VIP investors and maintained high level of confidentiality and support • Managed office building of three floors and coordinated services with outside vendors/landlord • Managed and maintained large monthly expense reporting