Experience

Tidemark

• Financial Services
• 1 - 100 Employee

• Executive Assistant

  • Sep 2023 - Present

  Menlo Park, California, United States



Qualified

• United States
• Software Development
• 100 - 200 Employee

• Executive Assistant

  • Feb 2022 - Feb 2023

  EA to President & COO, CRO, and Founder • Calendar management for 3 executives during high growth period • Strategic partner to the CRO including weekly staff meetings, quarterly business reviews, and org-wide events and activities • Maintained sales org personnel database, correspondence and new-hire materials • Assisted COO during a transition of health benefit offerings, human resource changes, and switching several vendors • Coordinated events for satellite office gatherings… Show more EA to President & COO, CRO, and Founder • Calendar management for 3 executives during high growth period • Strategic partner to the CRO including weekly staff meetings, quarterly business reviews, and org-wide events and activities • Maintained sales org personnel database, correspondence and new-hire materials • Assisted COO during a transition of health benefit offerings, human resource changes, and switching several vendors • Coordinated events for satellite office gatherings and team building events • Worked closely with marketing team when executives participated in conferences, customer events, podcasts, and other marketing events Show less



Owl Capital

• Venture Capital and Private Equity Principals

• Executive Personal Assistant

  • Jun 2021 - Aug 2021

  • Calendar management including scheduling for several Board of Director and Advisory Board commitments for globally recognized companies and foundations • Coordinated domestic and international travel on both private and commercial air travel with precise itineraries to navigate COVID-19 travel protocols • Account management for database of credentials for partner’s personal accounts • Point of contact for vendors at multiple estates • Worked closely with finance team to file and… Show more • Calendar management including scheduling for several Board of Director and Advisory Board commitments for globally recognized companies and foundations • Coordinated domestic and international travel on both private and commercial air travel with precise itineraries to navigate COVID-19 travel protocols • Account management for database of credentials for partner’s personal accounts • Point of contact for vendors at multiple estates • Worked closely with finance team to file and pay personal expenses Show less



Rocketship.vc

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Executive Assistant

  • Nov 2014 - Feb 2021

  Los Altos, California, United States • Provided high-level administrative support to Founding Partners that included calendar management, private and commercial travel coordination, and personal projects as needed • Chief-of-Staff for Managing Partners which included preparing agendas, recording and distributing meetings minutes, and tracking follow-up items and partner commitments • Coordinated off-site meetings, weekly team building events, designed all company branded merchandise and corporate gifts • Maintained… Show more • Provided high-level administrative support to Founding Partners that included calendar management, private and commercial travel coordination, and personal projects as needed • Chief-of-Staff for Managing Partners which included preparing agendas, recording and distributing meetings minutes, and tracking follow-up items and partner commitments • Coordinated off-site meetings, weekly team building events, designed all company branded merchandise and corporate gifts • Maintained website, social media, and in-house multimedia content • Identified, implemented, and maintained multiple databases used company-wide to organize portfolio investments, Investor Relations fund management, and track prospective investment companies • Assisted partner group with raising over $140M in capital by coordinating all meetings, investor presentations, data rooms, and follow-ups during entire fundraising periods • Worked closely with CFO and legal counsel to track all business related agreements, commitments, and legal documentation • Responsible for all Class-A office facilities, vendors, supplies, and security • Project managed complete office buildout and relocation from Palo Alto to Los Altos in 2017 Show less



Elementum

• United States
• Software Development
• 1 - 100 Employee

• Executive Assistant to CEO

  • May 2014 - Nov 2014

  Mountain View • Supported CEO with demanding meeting and travel schedule • Project managed custom buildout of 28,000sqft office space in under 6 months which included interior design and budget management • Implemented weekly company wide all hands gatherings and quarterly executive planning sessions • Worked closely with Board of Director group on scheduling and distributing documents with accuracy and discretion



Adobe

• United States
• Software Development
• 700 & Above Employee

• Executive Assistant to SVP & GM, Media and Advertising Solutions

  • Jan 2012 - Mar 2014

  San Jose • Managed complex calendar for executive with changing priorities and schedules • Coordinated travel and logistics with prepared summaries and itineraries • Facilitated executive off-sites, all-hands meetings, and team building activities • Recorded and distributed minutes for senior management meetings; tracked action items and follow-ups



Efficient Frontier

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Executive Assistant to CEO

  • Mar 2011 - Jan 2012

  • Maintained high level of support and confidentiality for CEO during hyper-growth period • Managed calendar for executive with 24 hour support • Coordinated travel and logistics with prepared itineraries and summaries • Big picture planning for CEO’s commitments including board/advisory seats and YPO membership • Drafted company wide emails, press releases, and other communications on CEO’s behalf • Experienced three M&A transactions while at Efficient Frontier (Context… Show more • Maintained high level of support and confidentiality for CEO during hyper-growth period • Managed calendar for executive with 24 hour support • Coordinated travel and logistics with prepared itineraries and summaries • Big picture planning for CEO’s commitments including board/advisory seats and YPO membership • Drafted company wide emails, press releases, and other communications on CEO’s behalf • Experienced three M&A transactions while at Efficient Frontier (Context Optional, Downstream Media, Adobe Systems, Inc.) • Liaison to Board members and investors Show less



Transpera

• United States
• Technology, Information and Internet

• Executive Assistant

  • Jul 2010 - Jan 2011

  Executive Assistant to CEO, COO and Founder • Managed calendars for multiple executives • Coordinated complex travel • Board of Director liaison: coordinated meetings, materials, contracts • Planned company events and assisted marketing with CTIA and CES events Human Resources • Coordinated on-boarding process • Acquisition logistics and preparation • Processed equity grants and maintained capitalization table • Executed all immigration H-1B and Green Card… Show more Executive Assistant to CEO, COO and Founder • Managed calendars for multiple executives • Coordinated complex travel • Board of Director liaison: coordinated meetings, materials, contracts • Planned company events and assisted marketing with CTIA and CES events Human Resources • Coordinated on-boarding process • Acquisition logistics and preparation • Processed equity grants and maintained capitalization table • Executed all immigration H-1B and Green Card documentation • Successfully recruited senior level engineers and managers Office Management • Coordinated office move including lease, LOC, and insurance documents Show less



Linden Lab

• United States
• Computer Games
• 100 - 200 Employee

• Administrative Assistant

  • Aug 2008 - Jun 2010

  Administrative Assistant to VP of Partnerships • Managed calendar, travel, reporting documents • Coordinated team meetings and correspondence • Acted as mentor to new employees and external business partners

• Reception & Travel Manager

  • Aug 2008 - Apr 2010

  Travel Manager • Managed complicated domestic and international travel • Coordinated logistics for international press tours and company wide seminars • Maintained financial ledgers and reports for all travel expenses Front Desk Manager • Main Reception; hosted all external guests • Program manager for technology program • Assisted with on-boarding process