Experience

vWise, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Client Implementation Manager & Communications Specialist

  • May 2021 - Present

• Operations Manager

  • Dec 2019 - May 2021

• Senior Executive Assistant

  • Mar 2017 - May 2021

  Aliso Viejo, CA Provides exceptional administrative and personal support for the CEO & CFO.  Coordinate and manage heavy travel arrangements for CEO and select VP’s. Ensured bookings adhered to schedule and personnel preference while maximizing cost-efficiencies.  Coordinate meetings and heavy calendaring for CEO and multiple executives.  Ensures CEO is on schedule at all times.  Review and prioritize all incoming correspondence. Determine actions required and follow through to completion. … Show more Provides exceptional administrative and personal support for the CEO & CFO.  Coordinate and manage heavy travel arrangements for CEO and select VP’s. Ensured bookings adhered to schedule and personnel preference while maximizing cost-efficiencies.  Coordinate meetings and heavy calendaring for CEO and multiple executives.  Ensures CEO is on schedule at all times.  Review and prioritize all incoming correspondence. Determine actions required and follow through to completion.  Make day to day administrative and operational decisions on behalf of the CEO and CFO when needed and appropriate.  Establish strong relationships with client gatekeepers to gain support and effectively achieve results.  Manage project tracking and contracts out to prospects including budgets and time lines.  Coordinate onsite and offsite quarterly business and performance review meetings.  Coordinate and run bi-weekly sales meeting keeping sales staff and support team on track with revenue goals.  Track departmental expenses against budgetary constraints in various categories. Generate reports in expense tracking system (Expensify)  Assist in the formatting and editing of powerpoint presentations to ensure clean effective design.  Prioritize and assist in the preparation of meeting materials.  Correspond with Investors and Board members; delivering documents while maintaining absolute confidentiality.  Serve as point person for Leadership team, managers, sales teams worldwide, clients, and vendors to ensure proper lines of communication.  Perform facilities management and general office duties like ordering supplies and scheduling maintenance.  And for a little bit of the fun side…Planned and coordinated annual Summer BBQ and annual company holiday celebrations.

• Sales Support and Executive Assistant

  • Apr 2016 - Mar 2017



Telogis, A Verizon Company

• United States
• Software Development
• 1 - 100 Employee

• Executive Assistant

  • Mar 2014 - Apr 2016

  Aliso Viejo, CA Provide support for four VP’s: VP of Sales, West; VP of Sales, East; VP Commercial OEM Business, and VP Hino Business with a demonstrated ability to improvise, improve procedures, and meet demanding deadlines.  Coordinate all travel arrangements with extensive attention to detail for both International and Domestic travel.  Coordinate meetings and heavy calendaring for multiple executives.  Process monthly expense reports reflecting supporting documents and budget codes and submit… Show more Provide support for four VP’s: VP of Sales, West; VP of Sales, East; VP Commercial OEM Business, and VP Hino Business with a demonstrated ability to improvise, improve procedures, and meet demanding deadlines.  Coordinate all travel arrangements with extensive attention to detail for both International and Domestic travel.  Coordinate meetings and heavy calendaring for multiple executives.  Process monthly expense reports reflecting supporting documents and budget codes and submit within a timely fashion.  Prepare Weekly Forecast reports reflecting Sales for each region. Show less



Barth Calderon, LLP

• Executive Assistant & Marketing Coordinator

  • Sep 2010 - Jan 2014

  Orange, CA Worked directly with the Managing Partner.  Responsible for scheduling client appointments, client communications, client follow-ups to obtain new business, tracking and maintaining Pipeline report with 250+ projects.  Management of ILIT Trustee matters including drafting Crummey Notices, maintaining bank accounts, and making premium payments.  Assisting clients with offshore billing matters and wire transfer transmissions.  Involved in soliciting groups for marketing and… Show more Worked directly with the Managing Partner.  Responsible for scheduling client appointments, client communications, client follow-ups to obtain new business, tracking and maintaining Pipeline report with 250+ projects.  Management of ILIT Trustee matters including drafting Crummey Notices, maintaining bank accounts, and making premium payments.  Assisting clients with offshore billing matters and wire transfer transmissions.  Involved in soliciting groups for marketing and speaking engagements as well as arranging travel and lodging to and from said engagements.  Responsible for over-seeing Corporate and Estate planning departments.  Supervise multiple legal assistants and marketing assistants.  Develop and maintain firm/relevant website and social media marketing. Show less