Experience

LeaderOne Financial

• United States
• Financial Services
• 400 - 500 Employee

• Director of Employee Engagement

  • Apr 2022 - Present

• Executive Administrative Assistant

  • May 2019 - Apr 2022



Vylla

• United States
• Real Estate
• 500 - 600 Employee

• Center Operations Specialist

  • Oct 2018 - Jan 2019

  Functioned as the center liaison between the center and corporate Human Resources, Facilities and Marketing for operational processes, procedures and logistics. On-site administrator, subject matter expert and power user of the company’s expense management system (Concur); applying system updates, answering questions, and training. Provided administrative support to the SVP and Center Director. Functioned as the center liaison between the center and corporate Human Resources, Facilities and Marketing for operational processes, procedures and logistics. On-site administrator, subject matter expert and power user of the company’s expense management system (Concur); applying system updates, answering questions, and training. Provided administrative support to the SVP and Center Director.



Carrington Mortgage Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Executive Assistant To The President and Event Planner

  • Oct 2011 - Oct 2018

  Scheduled meetings and press interviews, managed daily calendar, arranged executive travel, drafted correspondence, processed check requests, invoices and expense reports, logged corporate credit card charges and handled day-to-day administrative responsibilities to the President, while also supporting his first level downline of C-Level managers within the Mortgage Lending Division. Participated in management meetings; created agendas, took minutes, tracked action items. Organized and facilitated small and large-scale event planning and catering needs. Developed, launched and implemented the Concur expense and travel database system. Sourced new vendors and negotiated contracts to obtain a decrease in overall expenses. Reviewed space planning and orchestrated complex departmental employee cubicle moves. Partnered with Human Resources on onboarding new employees, employee recognition, salary changes, reporting structure relationships and other highly confidential tasks. Show less



JH FINANCIAL GROUP, LLC

• Newport Beach, CA

• EXECUTIVE ASSISTANT TO THE PRESIDENT/CEO

  • May 2010 - Oct 2010

  Provided C-Level administrative support to the CEO/President of a private, multifamily, real estate company. Assisted in launching the company’s first product (partially specified CA Multifamily Apartments) which included the development of marketing brochures and coordination of all marketing efforts (webinars, e-blasts) Coordinated client networking events and all stages of conference attendance (reserving flights, hotels, speaking spots, client dinners) Provided C-Level administrative support to the CEO/President of a private, multifamily, real estate company. Assisted in launching the company’s first product (partially specified CA Multifamily Apartments) which included the development of marketing brochures and coordination of all marketing efforts (webinars, e-blasts) Coordinated client networking events and all stages of conference attendance (reserving flights, hotels, speaking spots, client dinners)



Grubb & Ellis

• Leasing Non-residential Real Estate
• 500 - 600 Employee

• EXECUTIVE ASSISTANT TO THE CEO/PRESIDENT

  • Feb 2007 - Feb 2010

  Provided C-Level administrative support to the CEO of a national real-estate company and managed all administrative activities such as maintaining calendars, internal and external correspondence, arranged travel and accommodations, handled conference registration for speaking engagements, prepared, and processed expense reports and internal meeting preparation (booking of conference rooms, catering) Built new and strengthened existing relationships by acting as the liaison between the CEO and the company’s corporate investors Executed external marketing communications, coordinated investor “roadshow meetings”, confirmed attendance for speaking engagements at industry related events Acted as on-site logistics coordinator for the Board of Directors and provided assistance with board meetings and calls, prepared board agendas and organized all meeting materials for quarterly Board of Directors meetings Show less



Discovery Science Center

• Santa Ana, CA

• ASSOCIATE DIRECTOR OF FOUNDATION & GOV'T RELATIONS

  • Oct 2006 - Feb 2007

  Cultivated new and strengthened existing relationships with public and private foundations and government entities as a means in securing funding for the children’s science center and programs through grant proposals Researched and identified appropriate foundations and government grant opportunities for program support Cultivated new and strengthened existing relationships with public and private foundations and government entities as a means in securing funding for the children’s science center and programs through grant proposals Researched and identified appropriate foundations and government grant opportunities for program support



Orange County United Way

• United States
• Non-profit Organizations
• 1 - 100 Employee

• GRANTS MANAGER

  • Oct 2002 - Oct 2006

  Grants Manager (2004-2006): Secured program funding from corporate and foundation philanthropic organizations towards a grant goal of $1 Million and an organization goal of $26 Million. Executed efforts to attract private, public and corporate foundation support for OCUW’s priorities (Initiatives) through relationship building while managing all stages of incoming gifts (processing, tracking of dollars, thank you letters). Executive Assistant (2002-2004): Assisted the Vice President of Major Gifts with prospecting of high-end donors, quarterly mailings of fundraising campaigns, coordinated and assisted with all Major Gifts donor events, tracked RSVPs and facilitated event registration. Additionally, assisted the VP of Administration and acted as administrator of the Enterprise database (donor database) and created new profiles, managed existing profiles and assisted in close outs of yearly workplace donor campaign files. Show less