Experience

Gryphon Investors
• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee
• Executive Assistant

  • Jun 2018 - Present


GI Partners

• Investment Management
• 100 - 200 Employee

• Executive Assistant

  • Jul 2014 - Jan 2018

  • Maintained demanding and frequently changing calendars • Organized domestic and international travel – often securing flights/hotels on short notice • Reconciled and prepared expense reports • Prepared meeting materials, binding decks, board books, etc. • Coordinated coverage with other Executive Assistants for the Senior Executives • Planned events for sector team specific occasions • Assisted Human Resources department with on-boarding new hires and temporary help • Maintained demanding and frequently changing calendars • Organized domestic and international travel – often securing flights/hotels on short notice • Reconciled and prepared expense reports • Prepared meeting materials, binding decks, board books, etc. • Coordinated coverage with other Executive Assistants for the Senior Executives • Planned events for sector team specific occasions • Assisted Human Resources department with on-boarding new hires and temporary help



Prologis

• United States
• Real Estate
• 700 & Above Employee

• Executive Assistant to the Chairman and CEO

  • Dec 2007 - Jul 2013

  • Provided high level administrative and business support to the Chairman and CEO: Global organization of over 1,400 employees. Effectively provided support with confidentiality, discretion, diplomacy and loyalty • Set and prioritized CEO’s business activities: Managed complex and frequently changing calendar, domestically and globally • Arranged extensive domestic and international itineraries, utilizing corporate travel agency and private aviation: Responsible for making both domestic and international travel arrangements and made modifications to travel itineraries, as necessary. Booked and rescheduled meetings, managed passports and Visas, assessed priorities and accommodated accordingly • Interacted with board members and senior executives: Coordinated various meetings with board members and senior executives. Also was responsible for providing meeting services such as transportation and lodging accommodations and the contracting of catering services for meetings • Managed budget, prepared expense reports, performed expense reconciliations and process voucher payments: Created accurate expense reports for CEO and submitted reports on a timely basis. Reconciled expense reports against corporate statements monthly • Performed day-to-day tasks including but not limited to: Was primary point of contact and gatekeeper to CEO - professionally greeted office visitors and clients, set up high-level conference and video calls, maintained various office vendor relationships, drafted correspondence, attended to personal errands Show less



Banc of America Securities - Prime Brokerage

• Executive Assistant/Associate

  • Jan 2002 - Apr 2005

  • Provided administrative support to Capital Introduction team, including screening calls, scheduling travel, and coordinate meetings • Organized local, regional and international special events for hedge fund clients and various hedge fund investors • Sourced new investors for current and potential hedge fund clients • *Separate division of Bank of America • Provided administrative support to Capital Introduction team, including screening calls, scheduling travel, and coordinate meetings • Organized local, regional and international special events for hedge fund clients and various hedge fund investors • Sourced new investors for current and potential hedge fund clients • *Separate division of Bank of America



Meritus Research, Inc.

• Executive Assitant

  • Jul 2000 - Apr 2001

  • Provided personal and confidential executive support to CEO and senior management team by scheduling travel arrangements, coordinating meetings and conference calls • Supported the Director of Investor Relations, providing service to domestic and international investor base of over 100 institutional investors, family offices, pensions and endowments, with combined collective buying power of approximately USD $72 billion • Sourced new investor leads by continuously filtering and researching the hedge fund industry. Targeted investors who met the minimum requirement of USD $50 million directed towards alternative investments • Coordinated and established procedures for initial client contact and closing process Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Various

  • Aug 1994 - Jul 2000

  10/99‐07/00 Administrative Assistant, Interactive Banking Operations Administration • Supported several levels of management in Interactive Banking Operations Administration, Training and Development, and regional management • Coordinated conference calls, meetings and travel arrangements, and managed multiple ad hoc projects as assigned by senior manager 08/98‐10/99 Senior Customer Liaison, Interactive Banking Operations • Contacted prospective payees via telephone or facsimile to determine participation in bill payment service • Supported operations for Home Banking and Pay By Phone services as well as set‐up requests made through customer service departments • Created department reference guide and trained new and temporary employees • Assisted internal and external customers to ensure cohesiveness with customer banking needs via telephone • Verified issuance of bank official checks/cashier’s checks, filed forgery claims for bank official checks and customers’ checking and savings accounts Show less