Khamphin 'Kelli' Smith

Executive Assistant to CEO & Chief Compliance Officer at Hixon Zuercher Capital Management
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Location
Findlay, US

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Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Executive Assistant to CEO & Chief Compliance Officer
      • Aug 2023 - Present

      Findlay, Ohio, United States I serve as a dual-role Executive Assistant to the CEO and support the Chief Compliance Officer, Director of Wealth Management. I provide comprehensive administrative support, manage multiple complex calendars, arrange meetings, and coordinate extensive travel itineraries for C-level executives. I act as a central point of contact for internal team members and external clients and prospects. I am the liaison between the executive team and various departments across the firm, fostering… Show more I serve as a dual-role Executive Assistant to the CEO and support the Chief Compliance Officer, Director of Wealth Management. I provide comprehensive administrative support, manage multiple complex calendars, arrange meetings, and coordinate extensive travel itineraries for C-level executives. I act as a central point of contact for internal team members and external clients and prospects. I am the liaison between the executive team and various departments across the firm, fostering seamless communication and alignment. I am responsible for maintaining efficient organizational systems and streamlining processes to optimize executive’s workflow and productivity. I assist in the preparation of reports, presentations, and documentation crucial to the executive decision-making processes.

    • Executive Assistant to the CEO, Adam Zuercher | Marketing LMA
      • Nov 2020 - Jul 2023

      Findlay, Ohio, United States

    • Oil and Gas
    • 700 & Above Employee
    • Administrative Assistant
      • Dec 2019 - Nov 2020

      Findlay, Ohio, United States

    • United States
    • Non-profit Organizations
    • Sales & Marketing Event Manager
      • Apr 2017 - Nov 2019

      Findlay, Ohio

    • Sales & Marketing Coordinator
      • Feb 2016 - Mar 2017

      Findlay, OH

    • Sales & Marketing Assistant
      • Aug 2015 - Jan 2016

      Findlay, Ohio

    • United States
    • Translation and Localization
    • Staffing Specialist
      • Mar 2013 - Aug 2015

      Findlay, OH

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Customer Service Representative
      • Oct 2010 - Feb 2013

      Bowling Green, Ohio

    • United States
    • Consumer Goods
    • 200 - 300 Employee
    • Office Manager
      • Apr 2009 - Jun 2010

      Northwest Ohio

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Hostess/Hostess Lead & Trainer
      • Nov 2005 - Mar 2009

      Findlay, Ohio

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