Experience

BidWizer

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

• Executive Assistant

  • 2023 - Present

  • Proficiently manages executive calendars, coordinating meetings, appointments, and conference calls while ensuring seamless time management. Handles all aspects of travel arrangements for executives, including booking flights, hotels, ground transportation, and creating itineraries, while astutely adhering to budget guidelines for optimized cost-efficiency. • Crafts and prepares highly confidential and impeccably detailed correspondence, reports, and meeting documents, ensuring a standard of excellence in every aspect of executive communication. • Prepares meeting agendas, compiles necessary documents, and facilitates logistics for internal and external meetings, taking meeting minutes and following up on action items as needed. Facilitates effective communication between executives and various departments, clients, and partners, adeptly drafting and proofreading emails, reports, presentations, and other correspondence. • Collaborates seamlessly with the esteemed Senior Leadership Team (SLT) and other dynamic team members, leveraging a keen eye for detail and creative finesse to produce captivating and impactful presentations, reports, and organizational charts within challenging timeframes, thereby contributing to the team's strategic decision-making and surpassing project milestones. • Maintains the highest level of confidentiality when dealing with sensitive information, contracts, and company-related matters. Organizes and maintains executive offices, ensuring a clean, well-stocked, and efficient workspace. • Provides valuable support in project-related tasks, conducting research, performing data analysis, and preparing comprehensive progress reports. Processes expense reports, meticulously tracks expenditures, and reconciles financial records for executives. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Paralegal

  • 2015 - 2022

  • Diligently built and maintained records in Salesforce, exhibiting a keen eye for detail to ensure the accurate setup and comprehensive review of new contracts, thus contributing to the seamless and efficient functioning of the organization. • Conducted thorough and insightful reviews of a diverse array of financial documents, encompassing Hedge Reviews, ISDA Master Agreements, Schedules, Terms of Business, Customer Questionnaire Foreign Exchange, Credit Support Annex, GMRA’s, MRA’s, MSFTA’s, and Bespoke Agreements with Negotiators. Committed to upholding strict compliance with regulatory requirements and internal policies, instilling confidence in the organization's adherence to industry standards. • Remained consistently abreast of dynamic business and regulatory developments in the realm of ISDA trades, displaying an agile and adaptable approach in aligning strategies with evolving industry trends. • Thrived and excelled in a fast-paced, high-volume environment, deftly managing numerous tasks and meeting challenging deadlines with finesse and poise. Exemplified an unwavering dedication to precision and meticulousness, ensuring the utmost accuracy and completeness of all documents and transactions, bolstering the organization's reputation for reliability and quality. • Showcased exceptional teamwork and interpersonal skills, fostering open and efficient communication with stakeholders to expedite document processing, thereby contributing to the seamless execution of trading operations. Show less



James, McElroy & Diehl, P.A.

• United States
• Law Practice
• 1 - 100 Employee

• Paralegal

  • 2014 - 2015

  • Played an integral role in the proficient drafting and oversight of a diverse range of legal documents, including contracts, agreements, and pleadings, ensuring impeccable accuracy and strict compliance with regulatory standards. • Demonstrated exceptional organizational prowess in efficiently managing complex documentation processes, both in electronic and physical formats, while implementing highly effective and streamlined filing systems for effortless access and retrieval. • Provided invaluable support during critical litigation proceedings by skillfully assisting in the preparation of deposition summaries, conducting witness interviews, and compiling trial exhibits, significantly bolstering the success of legal cases. • Collaborated seamlessly with esteemed attorneys, displaying a keen eye for detail and precision while preparing essential legal documents such as pleadings, motions, and affidavits, pivotal to diverse legal proceedings. • Demonstrated adeptness in managing the electronic filing of court documents, ensuring a smooth and expedited court submission process to expedite legal matters. • Proactively fostered seamless communication and facilitated swift document exchange among cross-functional teams, including esteemed attorneys, clients, and external vendors, thereby cultivating a harmonious and productive work environment. • Responded with finesse to complaints and discovery requests, diligently preparing comprehensive and well-structured responses to meet stringent legal requirements. • Upheld impeccable organization and the utmost diligence in maintaining an up-to-date and comprehensive system for case files, ensuring seamless document retrieval and accurate recordkeeping for ongoing legal matters Show less