Experience

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  UPSIDE Foods

  • Berkeley, California, United States

  • Executive Assistant to CEO and Founder, Uma Valeti, MD

    • Jun 2021 - Feb 2024
    • Berkeley, California, United States

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  Grounded and Kendall Jackson Wines

  • Executive Assistant to Julia Jackson

    • Aug 2020 - Feb 2021

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  Shepard Carrier Partners

  • San Francisco Bay Area

  • Consultant, Chief of Staff/Operations Manager

    • Mar 2019 - Jun 2020
    • San Francisco Bay Area

    • Consultant for initial phase of family office build-outs. Was responsible for needs assessments, hiring, onboarding and offboarding, data retention, vendor and client relationship management• Developed organizational strategy with principals in areas of client engagement and communication, HR compliance, process and procedural documentation• Served as liaison on behalf of principals to attorneys, tax accountants, insurance brokers, benefit administrators, IT consultants, recruiters, property managers• Was responsible for internal team planning and operations; led weekly leadership team meetings, distributed notes, ensured timely follow through of projects, set agendas for team retreats and functions• Provided new office operations leadership; assisted with build out and implementation of Bay Area office, benefit administration, provided high level executive management and mentorship to growing team

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  Howard Properties/Commercial Real Estate Business

  • San Francisco Bay Area

  • Office and Operations Manager

    • May 2017 - Dec 2018
    • San Francisco Bay Area

    • Supported the administrative, operational, and business needs of a ten member family office focused on acquiring and managing commercial and residential real estate in the Bay Area• Processed AP/AR on a weekly basis for 120+ vendor accounts from 26 internal entities. Further streamlined this process by moving from paper to electronic payments for everything from monthly utility bills to tax payments online• Managed and recorded deposits and distributions for $30M+ invested capital spread across over 150 investments• Successfully took care of all office and family related tasks such as team calendaring, retreat and event planning, greeting visitors and answering the phones, meeting documentation, credit card and medical payment authorizations, foundation grant support• Business restructuring led to a lay off in December 2018

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  CHS Management LLC

  • San Francisco Bay Area

  • Senior Administrative Associate and Office Manager

    • Oct 2016 - Mar 2017
    • San Francisco Bay Area

    • Managed the administrative and operational affairs of a two generation family office. Provided high level support to the executive director, six family office staff, household employees, and members of the family• Coordinated, scheduled, and organized team meetings and events; processed all incoming and outgoing mail; maintained the office suite; and acted as the IT liaison• Implemented and maintained physical and electronic filing systems• Created emergency procedure manuals for principals, guests, and staff• Provided executive and personal support for prominent family member whose office and business locations were based in Southern California

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  Pi Advisors LLC

  • San Francisco Bay Area

  • Chief of Staff, Executive and Personal Assistant

    • Aug 2011 - Sep 2016
    • San Francisco Bay Area

    • Was the principal's "trusted counsel" and provides strong emotional intelligence, focus, and flexibility to an active, behind-the-scenes role• Handled the professional and personal affairs of an extremely busy executive who serves as the principal of the family office, the chief compliance officer of a hedge fund, founding member of a foundation, co-owner of three businesses, trustee of a private school, and matriarch of a large and involved family• Ensured projects progress smoothly and in line with principal's and stakeholders' expectations. Identify potential concerns and implement effective and resourceful solutions• Coordinated logistics and plan business meetings, conference calls, professional and personal events, social gatherings for staff and their families, weekend trips, and vacations• Assisted in hiring and managing employees including internal staff, vendors, and client advisors• Received, reviewed, and approved invoices• Maintained records on all properties, vehicles, and vendors associated with four homes, thirteen vehicles, and two boats• Was the first hire of the chief operating officer in 2011. Brought administrative order to a new family office and assisted in developing routines and procedures for a dynamic, complex, and rapidly growing family office.

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  Rogers Family Office LLC

  • San Francisco Bay Area

  • Manager of Family Services

    • Aug 2005 - Aug 2011
    • San Francisco Bay Area

    • Supported the numerous social, domestic, and personal needs of a multi generational family of high net worth. Oversaw all operational, technological, and human resource related concerns for a team of 15 internal members and 20 employees in satellite locations• Provided administrative assistance to the general manager—duties included drafting correspondence, HR, and approving and processing expenses

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  UC Berkeley--Corporate & Foundation Relations/Office of International Relations

  • Berkeley, CA

  • Senior Administrative Analyst/EA to Assistant Vice Chancellor

    • Sep 2002 - Aug 2005
    • Berkeley, CA

    • Managed the operational duties of two directors, one associate director, and three administrative staff. Engaged with various levels of constituents on campus, within the community and internationally.• Authorized the overall goals and objectives of campus corporate and foundation solicitation clearances. • Assisted all units on campus with solicitations of corporations and foundations; 30% of private funding to UC Berkeley in 2004 was attributed to our team.• Researched, analyzed and composed briefings and correspondence for the chancellor, vice chancellor of university relations and department directors.• Planned UC system wide retreat and international symposiums.• Arranged domestic and international travel, coordinated meetings, screened phone calls for the assistant vice chancellor and a team of five.

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  Moore, Iacofano, Goltsman, (MIG) Inc.

  • Berkeley, CA

  • Associate, Service Area Administrator, and Assistant to the Principal

    • Sep 2000 - Apr 2002
    • Berkeley, CA

    • Served as executive and personal assistant to the principal of a multimillion dollar consulting firm • Managed project budgets totaling over $5 million in yearly revenue • Trained in graphic note taking and meeting facilitation• Coordinated and conducted numerous high-profile projects with diverse clientele

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  Institute for Education and Social Policy, New York University

  • Greater New York City Area

  • Executive Assistant, Research Associate

    • 1998 - 2000
    • Greater New York City Area

    • Assisted in the three-year evaluation of New York’s citywide school based budgeting initiative• Responsible for administration and analysis of surveys to 248 recipients in 40 schools • Served on a strategic planning team and a retreat committee• Recipient of Dean’s Scholarship, full graduate tuition and internship awarded