Experience

NBTV

• United States
• Entertainment Providers
• 1 - 100 Employee

• Executive / Personal Assistant to CEO

  • Jan 2021 - 3 years

  New York, New York, United States Performed all administrative and personal tasks for the CEO, CTO, and President as needed. • Heavy calendar management (20+) - scheduled domestic and international travel for any employee. Set all Zoom meetings for entire company as requested. • Dealt in depth with CEO’s personal life and needs; purchasing flowers, gifts, party planning, children’s document execution, etc. • Worked with VP of Finance during Series B regarding closing documents and communication with current and new… Show more Performed all administrative and personal tasks for the CEO, CTO, and President as needed. • Heavy calendar management (20+) - scheduled domestic and international travel for any employee. Set all Zoom meetings for entire company as requested. • Dealt in depth with CEO’s personal life and needs; purchasing flowers, gifts, party planning, children’s document execution, etc. • Worked with VP of Finance during Series B regarding closing documents and communication with current and new investors. • Assisted with onboarding new employees, updating records, handling ever changing COVID protocols etc. • Registered any and all employees for events, made donations, signed documents on behalf of the CEO through DocuSign and DocSend. Coded invoices for payment when asked. • Handled all company outings from start to finish and meetings with investors/ clients, such as, arranging cars, hotels, reservations for dinners or tours. • Edited and reviewed decks for potential investor and client meetings. • Went to the office when needed to set-up meetings, send and receive items, sort mail. • Helped any other employee with ad hoc projects. • Was available via text, call, email, Slack, WhatsApp 24/7. Show less



Rialto Capital

• United States
• Real Estate
• 100 - 200 Employee

• Executive / Personal Assistant

  • Jan 2019 - Jun 2020

  New York, New York • Performed all administrative tasks for two Executive Managing Directors. Assisted CEO and President as needed. • Heavy calendar management - scheduled domestic and international travel and handled personal affairs. • Input clients into Angus security portal. Greeted clients, screened phone calls, and created large expense reports, along with ordering supplies for the office. • Assisted with onboarding new employees including, but not limited to, submitting human resources forms… Show more • Performed all administrative tasks for two Executive Managing Directors. Assisted CEO and President as needed. • Heavy calendar management - scheduled domestic and international travel and handled personal affairs. • Input clients into Angus security portal. Greeted clients, screened phone calls, and created large expense reports, along with ordering supplies for the office. • Assisted with onboarding new employees including, but not limited to, submitting human resources forms, scheduling meet and greet videoconferences, and forwarding office documents. • Registered Managing Directors and others for events, made donations, signed documents on behalf of Managing Directors through DocuSign. Coded invoices for payment through Concur. • Assisted with the coordination of interviews, lunches, and company outings and meetings. • Printed, bound, and shipped pitch books for overseas investor meetings. Assisted visiting Executive Managing Directors, Managing Directors, Directors, and co-workers as needed. Show less



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Executive Secretary

  • May 2018 - Oct 2018

  New York, New York, United States Executive receptionist on the CEO floor. I greeted high-end clients and liaised with admins throughout the building assisting with meetings when needed. Input guests through Triga and worked closely with all departments including hospitality, maintenance, facilities, audio-video, security, and IT. Maintained and high level and confidentiality and professionalism.



AION Partners

• United States
• Real Estate
• 1 - 100 Employee

• Corporate Real Estate Paralegal / Investor Relations

  • Jul 2017 - Mar 2018

  New York, New York, United States After the underwriting phase is complete, we send requests for capital, track commitments and deposits to reach our goal amount. Interface daily with investors either helping them through their IMS Portal profile or retrieving documents that they request. Filing and submitting LLC Agreements for our investors, uploading and distributing K1 documents, handling loan documents. Created spreadsheets on Excel in order to better understand where our capital is coming in from. Coordinating… Show more After the underwriting phase is complete, we send requests for capital, track commitments and deposits to reach our goal amount. Interface daily with investors either helping them through their IMS Portal profile or retrieving documents that they request. Filing and submitting LLC Agreements for our investors, uploading and distributing K1 documents, handling loan documents. Created spreadsheets on Excel in order to better understand where our capital is coming in from. Coordinating meetings with clients and greeting them as they walked in. Facilitate the quarterly changes to our PowerPoint decks along with adjusting the website when necessary. Contact the registered agent when certain documents or properties need to be dissolved, formed, or filed. Due to the nature of the information that is handled, a high level of confidentiality is required, but a rapport with each investor was established. Show less



Kramer Kozek

• United States
• Legal Services

• Matrimonial Paralegal

  • Jun 2016 - Jul 2017

  White Plains, New York Draft pleadings and correspondence for high-end clients. File motion papers, screened calls, receive documents from the Supreme, Family, and Appellate Courts, and monitor two attorneys’ calendars, which included enrolling them in Continuing Legal Education courses. Became familiarized with electronic filing for many of the cases. Assisted in legal research when required to do so, scheduled meetings and depositions with clients and opposing counsel. Put together uncontested divorce packages… Show more Draft pleadings and correspondence for high-end clients. File motion papers, screened calls, receive documents from the Supreme, Family, and Appellate Courts, and monitor two attorneys’ calendars, which included enrolling them in Continuing Legal Education courses. Became familiarized with electronic filing for many of the cases. Assisted in legal research when required to do so, scheduled meetings and depositions with clients and opposing counsel. Put together uncontested divorce packages and filed away a multitude of client’s personal and confidential documentation. Show less



Law Offices of Brian J. Mongelluzzo, LLC

• United States
• Law Practice
• 1 - 100 Employee

• Social Security Disability Paralegal

  • Jul 2015 - Jun 2016

  Waterbury, CT Promoted to the sole paralegal in charge of the Social Security Department. Assist attorneys with executive and legal duties to include answering phones, filing, organization of personal files, notating client files using legal software, respond to emails on behalf of the attorney, and schedule depositions and important events on attorney’s calendar. Answer questions from potential new clients. Correspond with Social Security Administration, maintain and organize clients’ digital and… Show more Promoted to the sole paralegal in charge of the Social Security Department. Assist attorneys with executive and legal duties to include answering phones, filing, organization of personal files, notating client files using legal software, respond to emails on behalf of the attorney, and schedule depositions and important events on attorney’s calendar. Answer questions from potential new clients. Correspond with Social Security Administration, maintain and organize clients’ digital and physical files, wrote letters and requests for documents/medical records/questionnaires to clients on behalf of the attorney and manage various medical and non-medical communications. Perform deposition preparation and Spanish translation for attorneys and clients as needed. Conducted legal research, which resulted in implementing new policies saving the firm money. Began as their Client Relations Liaison. Coordinated delivery service for clients post-surgery and follow-up on their well-being. Managed heavy phone calls and took detailed messages for 15 plus paralegals. Created excellent rapports with clients and opposing counsel. Assisted paralegals in drafting medical requests and organizing binders for court. Show less



Imperial Electronic Assembly

• Office Assistant/Human Resources Assistant/SMT Operator

  • Dec 2007 - Jul 2015

  Brookfield, CT Responsible for general office duties including human resources, filing, data processing, accounts receivable entry, reception, etc. Assisted Human Resource Manager with filing, open enrollment, scheduling employee meetings, distribution of confidential information, and all other human resource duties. Later assisted other departments which included manufacturing assembly as needed.