Katherine S.

Certified Notary Trust Delivery Agent at Notary Coach
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Hayward, California, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • E-Learning Providers
    • 1 - 100 Employee
    • Certified Notary Trust Delivery Agent
      • Jul 2023 - Present

      A Certified Notary Trust Delivery Agent is a credentialed notary that has undergone advanced training and testing to better serve the public and estate planning professionals in the skillful presentation and execution of trust documents.

    • United States
    • Law Practice
    • 1 - 100 Employee
    • State of California Notary Public
      • Feb 2023 - Present

      Appointed Officer of the State of California, serving the public as an impartial witness in performing a variety of official fraud-deterant acts related to the signing of important documents.

    • United States
    • Packaging and Containers Manufacturing
    • 300 - 400 Employee
    • Senior Executive Assistant to Chief Logistics Officer
      • Oct 2022 - Present

      Hayward, California, United States We Make It Happen! Whether you need the “next flight out” or freight shipping, break bulk services or warehousing materials management, TransPak has you covered on land, air, or sea locally and globally. We believe in the power of relationships.

    • United States
    • Banking
    • 700 & Above Employee
    • Executive Assistant to Chief Digital Officer, SVP Digital Channels
      • Nov 2016 - Oct 2022

      San Francisco First Republic Bank provides personalized banking and wealth management. Digital Channels works with cross-functional teams to enhance digital banking solutions and drive the execution of digital banking across all delivery channels. • Maintains high-level productivity while supporting leadership, teams, and bank business partners in an ever-changing, fast-paced, remote and hybrid climate • Self-motivated contributor, supporting collaborative efforts to enhance mobile adoption and… Show more First Republic Bank provides personalized banking and wealth management. Digital Channels works with cross-functional teams to enhance digital banking solutions and drive the execution of digital banking across all delivery channels. • Maintains high-level productivity while supporting leadership, teams, and bank business partners in an ever-changing, fast-paced, remote and hybrid climate • Self-motivated contributor, supporting collaborative efforts to enhance mobile adoption and engagement • Managerially prioritizes, synchronizes, streamlines, and manages essential multifaceted stakeholder meetings; team meetings; client meetings; internal/external business partnership meetings; committee meetings; advisory meetings; steering committee meetings; strategy meetings; ongoing status updates; etc. • Partners with colleagues and supports team efforts, campaigns, and contributions to enhance overall success • Implements streamlined time management best practices to enhance day-to-day productivity and efficiency • “Go-To" person, counted on to give 110+% under any circumstances Show less

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Executive Assistant to President Global Procurement/EVP RNA and SVP Pharma RNA, SVP CSBD
      • Nov 2013 - Nov 2016

      San Francisco Bay Area Simultaneously aligned and administered day-to-day operations for US Pharma Retail National Accounts and Corporate Strategy & Business Development business units. • Maintained, managed, and streamlined fast-paced, complex, calendars • Prioritized pressing workloads, meetings, calls, teleconferences, events, workshops, travel, and ad hoc projects • Ensured executives adhered to time management best practices to sustain efficiency and productivity • Prepared, oversaw, and retained… Show more Simultaneously aligned and administered day-to-day operations for US Pharma Retail National Accounts and Corporate Strategy & Business Development business units. • Maintained, managed, and streamlined fast-paced, complex, calendars • Prioritized pressing workloads, meetings, calls, teleconferences, events, workshops, travel, and ad hoc projects • Ensured executives adhered to time management best practices to sustain efficiency and productivity • Prepared, oversaw, and retained executive American Express expense reports for timely approval and payment • Coordinated extensive, complex domestic/international travel, involving heavy time zone management • Liaised between executives, high profile customers, visitors, vendors, and external business associates • Supported internal associates and collaborated with legal counsel during complex, confidential negotiations • Liaised with all levels of internal and external industry partners throughout the US and internationally • Championed iCARE and leadership best practices and promoted team player attitude Show less

    • Brazil
    • Computer and Network Security
    • 200 - 300 Employee
    • Safeway Historical Preservation Project Management Associate
      • Jun 2013 - Nov 2013

      Pleasanton, CA Managed projects and developed best practices for preservation and presentation of Safeway's historical archives • Catalogued, categorized, documented, and organized historical files, books, magazines, videos, films, reels, and photographs, dating back to 1914 • Worked with camera crew to capture Safeway retirees’ historical memories on video • Researched and scanned documents, photos, and magazines for digital archiving • Conceptualized future exhibition of historical items with… Show more Managed projects and developed best practices for preservation and presentation of Safeway's historical archives • Catalogued, categorized, documented, and organized historical files, books, magazines, videos, films, reels, and photographs, dating back to 1914 • Worked with camera crew to capture Safeway retirees’ historical memories on video • Researched and scanned documents, photos, and magazines for digital archiving • Conceptualized future exhibition of historical items with outside historians and archivists

    • Executive Assistant II to President/CFO & SVP Finance & Investor Relations
      • Jun 2007 - May 2013

      Pleasanton, CA Facilitated overall administrative responsibilities associated with supporting the President/CFO with the company's business structure, including retail operations, marketing, merchandising, corporate brands, manufacturing, distribution, finance functions, legal, human resources, corporate business units, divisions, internal/external boards, and Blackhawk Network. • Coordinated calendars, calls, meetings, teleconferences, correspondence, and requests from bankers, investors/shareholders… Show more Facilitated overall administrative responsibilities associated with supporting the President/CFO with the company's business structure, including retail operations, marketing, merchandising, corporate brands, manufacturing, distribution, finance functions, legal, human resources, corporate business units, divisions, internal/external boards, and Blackhawk Network. • Coordinated calendars, calls, meetings, teleconferences, correspondence, and requests from bankers, investors/shareholders, vendors, senior management, staff, and board members • Approved expense reports, job requisitions, travel, seminar requests, and wireless equipment requests • Arranged complex company jet and commercial domestic/international travel for personal and business purposes and prepared travel itineraries • Scheduled highly confidential, time-sensitive meetings and calls during implementation of Blackhawk Network IPO process and the Canadian division sale • Executed all facets of Investor Conference in New York within three (3) days, including travel • Streamlined fast-paced calendars, pressing workloads, extensive domestic/international travel, directed high-volume calls, correspondence, requests, ad hoc projects, and assisted with personal matters • Administered all aspects of support to finance and investor relations operations • Collaborated with internal staff and external sources at all levels • Facilitated and directed high-volume calls during press releases and earnings releases • Conducted research for special projects, banker meetings, investor/shareholders meetings and conferences • Executed complex requests, requiring the highest level of professionalism, initiative, and confidentiality

    • Executive Assistant I to EVP/CMO
      • Dec 2004 - May 2007

      Pleasanton, CA Advocated and partnered closely with companywide corporate and division marketing direct reports and staff to promote and accentuate EVP/CMO's vision for innovation, growth, and development of best practices for implementation of “Ingredients for Life” brand-repositioning launch. • Proficiently provided exclusive administrative support to "Level 5 Leader" • Proactively managed fast-paced calendar, pressing workloads, complex domestic/international travel, and assisted with personal… Show more Advocated and partnered closely with companywide corporate and division marketing direct reports and staff to promote and accentuate EVP/CMO's vision for innovation, growth, and development of best practices for implementation of “Ingredients for Life” brand-repositioning launch. • Proficiently provided exclusive administrative support to "Level 5 Leader" • Proactively managed fast-paced calendar, pressing workloads, complex domestic/international travel, and assisted with personal matters • Served as back-up Executive Assistant to CEO • Approved travel requests and expense reports for marketing direct reports • Secured high profile confidential meetings and calls with industry partners and vendors • Provided adept organizational support during the development, execution, and promotion of the “Ingredients for Life” brand-repositioning launch • Managed small and large ad hoc projects, remained poised under pressure, and consistently met deadlines • Collaborated with internal staff and external sources at all levels

    • Administrative Assistant III VP Corporate Construction & Design
      • May 2000 - Dec 2004

      Pleasanton, CA Efficiently and effectively interacted, liaised, coordinated, and supported VP and all corporate and division construction and design departments throughout US and Canada. • Implemented and communicated all corporate initiatives and directives, and supported divisions with execution processes through the “Lifestyle” store remodels • Initiated, developed, and managed ongoing progress reports for senior management • Prepared and maintained corporate and division organizational charts… Show more Efficiently and effectively interacted, liaised, coordinated, and supported VP and all corporate and division construction and design departments throughout US and Canada. • Implemented and communicated all corporate initiatives and directives, and supported divisions with execution processes through the “Lifestyle” store remodels • Initiated, developed, and managed ongoing progress reports for senior management • Prepared and maintained corporate and division organizational charts, annual budget planning reports, and annual performance appraisals • Provided comprehensive administrative support to VP, including calendar, travel, expenses, and ad-hoc projects

Education

  • BTUA Alumni | NAPW Alumni | EAO Alumni
    Strategic Executive Business Partner
    2013 - 2016
  • Project Management Institute (PMI)
    Completed Academic Prep Requirements for PMI CAPM Certification Program
    2013 - 2014
  • Rockwell Institute
    Certificates of Completion, Real Estate Principles/Finance/Practice
    2007 - 2008
  • AHAF | American Handwriting Analysis Foundation
    AHAF Certified Graphologist, Handwriting Analysis
  • De Anza College
    General Studies
  • Janus Investigative Solutions
    Certificate of Completion, Introduction to The Liar's Manual -Module 1

Community

You need to have a working account to view this content. Click here to join now