Experience

PRC Group

• United States
• Real Estate
• 1 - 100 Employee

• Executive Assistant

  • Jul 2022 - Present

  ★ Onboarded to support and assist the Chairman of a Commercial and Residential Real Estate Development and Property Management company. • Provide support and assistance for a variety of business and personal matters. Ensure the successful planning, scheduling, and execution of meetings, travel, events, and projects. • Heavy calendar management between the Chairman, C-Suite staff, and clients, as well as coordinating personal meetings, reservations, and medical appointments. • Lead concurrent ad hoc projects, including project planning and managing deadlines, risks, and budgets. Coordinate with cross-functional teams and stakeholders to ensure successful and timely delivery. • Partner with internal team members to identify root causes, redundancies, bottlenecks, and opportunities, driving the continuous improvement of processes and procedures. • Manage personal finances, including investments, checking, and credit card accounts. • Reconcile personal credit card expenses ensuring all charges/credits are correctly recorded. • Oversee the maintenance of personal real estate properties in multiple states. Liaison between household staff and the Chairman. Process all monthly expenses ensuring they are paid in a timely matter. Review yearly maintenance contracts and process invoices. • Accurately coordinate all travel arrangements domestically and internationally with private jet services and major airlines. • Provide detailed itineraries of all meetings and travel arrangements. • Receive, respond, and compose a heavy volume of emails, ensuing follow-up is provided. • Research, prioritize, and follow up on incoming issues and concerns addressed to the Chairman, including those of a sensitive or confidential nature, and determine the appropriate course of action. • Keep an inventory of an extensive artwork collection and antiques. Work with art services on pick-up/delivery of new purchases for shipment to the appropriate home. Show less



Manatt, Phelps & Phillips, LLP

• United States
• Law Practice
• 700 & Above Employee

• Executive Assistant

  • 2014 - Jul 2022

  ★ Provided support to one Senior Managing Director, three Senior Advisors, one Director, and two Senior Managers in the Healthcare Consulting Department of a top law firm. • Conducted extensive calendar management with university medical centers coordinating with the C-Suite office. • Led the coordination of meetings and travel arrangements, and prepared detailed itineraries. • Proactively identified potential issues and created mitigation and contingency plans to ensure the successful execution of events, travel plans, meetings, and projects. • Setup client matters: added/edited amendments in the information management system (Intapp), prepared contracts, obtained appropriate approvals, and submitted for conflicts review. • Created and edited both industry-specific and general content documents. • Managed and tracked expense reimbursements. Oversaw entry and coding of time. • Provided backup support to other executive assistants. • Prioritized and re-prioritized tasks in response to the large number of time-sensitive daily requests, including managing and responding to a high volume of email requests. • Worked independently, cross-functionally partnering with internal and external stakeholders as needed, to complete tasks and deliver ad hoc projects on time. • Kept team members on track with processes, policies, and deadlines. Show less



Venture Capital Parntership

• Nyack, New York, United States

• Executive Assistant / Office Manager

  • 1998 - 2013

  ★ Worked consecutively with the same team at 4 different Venture Capital Partnerships, serving Wheatley Partners, LP (2008 - 2013), Crossbar Capital Advisors, LP (2007 - 2008), BRM Capital (2004 - 2006), and Odeon Capital Partners, LP (1998 - 2009). Served as a principal liaison to the funds' Limited Partners, corporate board members, attorneys, accountants, and senior-level portfolio company management teams. • Provided executive-level administrative support to the Managing Partners and Associates. • Coordinated projects and events, created innovative solutions to address unforeseen challenges, improved procedures, and met demanding deadlines. • Managed complex calendars, board meetings, speaking engagements, conferences, and travel. • Planned and coordinated meetings and luncheons and developed presentations for related events. • Organized details of special events and travel arrangements, preparing itineraries, and corporate agendas. • Prepared monthly budget; responsible for accounts payable using QuickBooks. • Coordinated capital calls and initiated and tracked wire transfers. • Processed monthly expense reports reflecting supporting documents and budget code indexes. • Generated detailed presentations and company overviews for fundraising and investor update meetings. • Accurately facilitated the writing, editing, and preparation of the final copy from draft to distribution. • Maintained and updated highly sensitive records and files, including investor databases, deal flow databases, and investment documents. • Assisted with personal tasks including booking family vacations, personal errands, dinner reservations, filing family insurance claims, maintaining personal life insurance policies, and assisting family members as needed. Show less