Bio
Experience
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PROJECT SPECIALIST
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Jan 2005 - Jan 2015
Re-hired by the President to travel with the CEO and Executive Vice President to assist them withpersonal and professional services while at client sites. Worked closely with the Executive VicePresident to communicate and execute standard work protocols through the consulting teams locatedat five different client sites.* Responsible for calendar management for President, CEO, Executive Vice President and 10+consultants.* Managed and executed initiatives simultaneously in five different sites with projects at differentstages. Trained new hires on standard work, acting as a partner and coach.* First on-the-ground to evaluate, learn, make connections and introductions, and set in motionthe initiative in the client system.* Responsible for all aspects of client meetings, materials, location, set-up and delivery of aflawless product.
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DIRECTOR OF LOGISTICS
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Jan 2000 - Jan 2004
Partnered directly with the President and CEO and his Chief Operating Officers on all aspects ofcorporate, executive and meeting planning initiatives as well as executive management of their travelrequirements and calendar.• Developed and implemented a 24 hour/7 days a week crisis management system to handleprofessional and personal emergencies for the executive team and over 50 travelingconsultants.• Solely responsibility for overall event production including, but not limited to, the success ofeach meeting, convention or social event.• Acted as liaison with speakers, sponsors, exhibitors and hotel banquet directors.• Planned and coordinated logistical details for Fortune 500 client events.• Accountable for meetings and events budget of $500,000.• Established partnerships with local and national vendors.
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VICE PRESIDENT OF OPERATIONS
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Jan 1998 - Jan 2000
Recruited by the Senior Vice President to assist in a new venture (Bear Hill Partners, Sherborn, MA).Reported directly to the President and Chief Financial Officer. Managed all administrative aspects of asmall consulting firm.• Built critical and expanding relationships with new and existing clients.• Served as client and consultant interface managing all logistical aspects of client engagements.• Designed and produced client materials.• Developed and managed distribution of marketing materials, including brochure, and website.Responsible for accounts payable, accounts receivable, bookkeeping and spreadsheet anddatabase maintenance.
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EXECUTIVE AND PROJECT PARTNER/MANAGER
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Jan 1986 - Jan 1998
Reported directly to the CEO, President and Executive Vice President and worked with the consultants,maintaining complete confidentiality at all levels.• Handled written and verbal communications with strict confidentiality.• Maintained calendars for the CEO, President and Executive Vice President.• Played key role in establishing critical relationships with new clients and expanding relationshipswith existing clients.• Routinely worked on highly confidential and complex task requiring the utmost discretion, goodjudgment and diplomacy.• Coordinated travel for all hotels, car rental, flights, limos, etc.• Arranged conferences, workshops, board meetings, annual meetings. Responsible for allmaterials, PowerPoint presentations, annual reports, meals, meeting rooms, recreation forclientele, i.e., golf, tennis, dinner, theatre, cruises, etc.• Developed newsletters, graphics, books and flyers. Prepared bulk mailings, spreadsheets andbudgets.• Trained staff and consultants on computer software (Microsoft Windows applications: Excel,Word, PowerPoint, Outlook, etc.) and office equipment (fax machines, copiers, scanners,telephone conferencing, etc.)• As Administrative Manager, responsible for all aspects of a not-for-profit foundation.Maintained accurate records, i.e., filing, bookkeeping, notes from board meetings, fund-raisingactivities, accounts payable and accounts receivable.
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Education
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Bay State Junior College
Associates Degree, Travel and Tourism
Suggested Services
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