Katelin Moore

Executive Assistant at Tidemark
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Experience

    • United States
    • Software Development
    • 1 - 100 Employee
    • Executive Assistant
      • Sep 2023 - Present

      Menlo Park, California, United States

    • Philippines
    • Technology, Information and Internet
    • 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

    • 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

    • 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

    • 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

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

    • 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

    • 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

    • 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

Education

  • California Polytechnic State University-San Luis Obispo
    BS, Agribusiness Finance and Appraisal
    2003 - 2008

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