Experience

Next Glass

• United States
• Software Development
• 1 - 100 Employee

• Executive Assistant To Chief Executive Officer & Chief Financial Officer

  • Oct 2020 - Jun 2023

  Charlotte, North Carolina, United States • Serve as gatekeeper to the CEO, screening, prioritizing, and responding to incoming correspondence • Proactively manage and coordinate daily schedules and comprehensive calendar for the executive team; schedule internal and external meetings, conference calls, video conferences, and events, adjusting for frequent last-minute changes for the executive team • Coordinate domestic and international travel arrangements including dining reservations; prepare detailed itineraries and process… Show more • Serve as gatekeeper to the CEO, screening, prioritizing, and responding to incoming correspondence • Proactively manage and coordinate daily schedules and comprehensive calendar for the executive team; schedule internal and external meetings, conference calls, video conferences, and events, adjusting for frequent last-minute changes for the executive team • Coordinate domestic and international travel arrangements including dining reservations; prepare detailed itineraries and process expense reports for executive team • Create and edit presentations, reports, documents, and correspondence • Handle confidential information, emails, contracts, legal documents, and banking transactions with discretion • Support CFO and Finance & Accounting team with real estate leases, insurance coverage applications/renewals, regular tax (Corporate, Payroll and Sales & Use), compliance, and other related filings and documentation • Manage budgets, procurement, and inventory of computer equipment, accessories and other assets • Plan and execute departmental and companywide events and activities; on-board new staff members, initiate purchase requisitions, track budgets, maintain department databases, and handle special projects • Manage construction project for new Charlotte Headquarters to include planning, budget, and procurement • Perform and facilitate office CAM reviews, maintenance, equipment, and arranging routine in depth cleanings Show less



Roc Nation

• United States
• Entertainment Providers
• 300 - 400 Employee

• Executive Assistant to the Chief Financial Officer & Financial Analyst

  • Jan 2019 - Jun 2020

  New York City Metropolitan Area • Served as gatekeeper to the CFO, screening, prioritizing, and responding to all incoming correspondence • Proactively managed and coordinated daily schedules and comprehensive calendar; scheduled internal and external meetings, conference calls, video conferences, seminars, and events, adjusting for frequent last-minute changes • Coordinated international and domestic travel arrangements including dining reservations; prepared detailed itineraries and processed expense reports… Show more • Served as gatekeeper to the CFO, screening, prioritizing, and responding to all incoming correspondence • Proactively managed and coordinated daily schedules and comprehensive calendar; scheduled internal and external meetings, conference calls, video conferences, seminars, and events, adjusting for frequent last-minute changes • Coordinated international and domestic travel arrangements including dining reservations; prepared detailed itineraries and processed expense reports • Created and edited a high volume of presentations, reports, documents, and correspondence • Handled confidential information, emails, contracts, legal documents, and banking transactions with discretion • Managed conference room booking for the New York offices; reserved rooms for meetings, planned agendas, coordinated participants and speakers, set up audio/visual equipment, arranged catering, and compiled materials • Planned and executed departmental and company events and activities; on-boarded new staff members, initiated purchase requisitions, submitted invoices, tracked budgets, and maintained updated departmental information • Conducted candidate searches and preliminary interviews for key positions throughout the company • Managed construction projects in NY, LA and London including digital media rooms, apparel showroom, custom art, executive suites, and outdoor workspace • Acted as integral member for coordinating the move of 200 staff members at locations in LA and New York Show less



NBCUniversal Telemundo Enterprises

• United States
• Broadcast Media Production and Distribution
• 700 & Above Employee

• Executive Assistant To Chief Financial Officer

  • Oct 2017 - Jan 2019

  Miami, Florida • Provided comprehensive administrative support to the CFO, maintaining a high level of discretion • Managed daily schedules and calendars; scheduled internal and offsite meetings, teleconferences, and events • Coordinated international and domestic travel arrangements and dining reservations; tracked and processed expense reports for reimbursement • Developed and maintained relationships throughout the company and NBC Universal in the US and UK • Created and edited executive… Show more • Provided comprehensive administrative support to the CFO, maintaining a high level of discretion • Managed daily schedules and calendars; scheduled internal and offsite meetings, teleconferences, and events • Coordinated international and domestic travel arrangements and dining reservations; tracked and processed expense reports for reimbursement • Developed and maintained relationships throughout the company and NBC Universal in the US and UK • Created and edited executive and financial presentations, agendas, spreadsheets, communications, and reports • Managed project and event budgets for the department and audited staff travel to productions and conferences • Audited expense reports; generated miscellaneous billing for onsite third-party events and revenue billing • Served as onsite specialist for travel and expenses; moved a department of 40 staff members to a new facility • Acted as Interim Compensation and Benefits Financial Analyst for 6 months including analysis of payroll, bonus, contractor, and severance postings, accruals, and troubleshooting; created headcount budget and reporting Show less



Baptist Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Sr. Patient & Guest Services Representative

  • Apr 2011 - Oct 2017

  West Kendall Baptist Hospital Independently assess and investigate patient and guest complaints or problems in order to develop a resolution. Provide information, consultation and professional support to staff in relation to patient issues and conflict resolution to assure timely and appropriate service recovery. Analyze available Press Ganey, Midas and HCAHPS data to identify trends and patterns that may be contributing and resulting to patients or guests dissatisfaction. Provide recommendations to leadership to develop… Show more Independently assess and investigate patient and guest complaints or problems in order to develop a resolution. Provide information, consultation and professional support to staff in relation to patient issues and conflict resolution to assure timely and appropriate service recovery. Analyze available Press Ganey, Midas and HCAHPS data to identify trends and patterns that may be contributing and resulting to patients or guests dissatisfaction. Provide recommendations to leadership to develop and collaborate with process improvement plans on the respective units to improve patient satisfaction. Conduct in-services and training sessions to improve service. Serve as the on-site privacy liaison to patients and families to ensure ongoing compliance with HIPAA and regulatory guidelines. Identify and refer risk management issues to risk management, and act as front person for Risk Management. Coach, motivate, encourage, support and mentor all interdisciplinary health care team members to ensure service recovery performance meets acceptable standards. Self-directed and demonstrates sound judgment in decision-making, conflict resolution, and problem solving to achieve desired outcome in a timely manner. Show less



Grove Bank & Trust

• United States
• Financial Services
• 100 - 200 Employee

• Trust Officer

  • 2002 - 2009

  Miami, Florida, United States Managed and administered a book of trust, custody, IRA and investment management accounts in excess of 250 accounts and assisted with the administration of an additional 140 accounts. Cataloged, reviewed and analyzed unique assets and legal/financial documents. Managed the cross-functional team of CPAs, Case Managers and Attorneys to provide clearly developed financial planning based on annual budgeting and future gifting plans. Upheld client service standards, cross sold products from other… Show more Managed and administered a book of trust, custody, IRA and investment management accounts in excess of 250 accounts and assisted with the administration of an additional 140 accounts. Cataloged, reviewed and analyzed unique assets and legal/financial documents. Managed the cross-functional team of CPAs, Case Managers and Attorneys to provide clearly developed financial planning based on annual budgeting and future gifting plans. Upheld client service standards, cross sold products from other areas of the bank and monitored legal and compliance issues. Networked with attorneys, certified public accountants, financial consultants, professional guardians and investment advisers to maintain professional relationships and develop client contacts. Assisted with annual shareholder meetings to include investor share count and vote tallying. Managed and organized a team to develop and coordinate client and employee events. Show less