Experience

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  Us Renal Care

  • Plano, TX

  • Executive Assistant

    • Jul 2019 - Nov 2023
    • Plano, TX

    C-Suite Executive Support

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  Polte

  • Richardson, Texas

  • Executive Assistant To Chief Executive Officer

    • Oct 2018 - May 2019
    • Richardson, Texas

    Assisted the CEO of a software start-up specializing in cloud-based location services.

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  Lennox International

  • Richardson, Texas

  • Executive Assistant to Vice President

    • Feb 2017 - Oct 2018
    • Richardson, Texas

    Executive Assistant to the Vice President, Worldwide Supply Chain and Logistics. This division is comprised of business units of various talented professionals in sourcing, finance, and talent management.

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  CHRISTUS Health

  • Irving, TX

  • Executive Assistant

    • Oct 2013 - Aug 2016
    • Irving, TX

    Supported Chief Medical Officer & Chief Nursing Officer - Calendar management, international travel, expenses, and monthly/quarterly leadership meetings. Responsible for all meeting details including Sharepoint, content management, and logistics.

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  Dress for Success Worldwide

  • New York, NY

  • Events Associate, Programs, Contractual

    • Jan 2013 - Aug 2013
    • New York, NY

    Supported the Director of Special Events as an Events Associate. Event planning, fundraising,donor database management using DonorPerfect and ETapestry.Assisted with full execution of the 2013 Dress for Success GalaDonor database management with the oversight of Development OfficerAssisted in negotiation of contracts and agreements with vendors and third parties for eventsCorrespond and communicate with vendors, event staff, volunteers and stakeholdersOrganize day-of event logistics, volunteer roles and needs, and assist in overall operations day of the event, including registration

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  Arista Counseling Services

  • New Jersey, United States

  • Practice Manager, Contractual

    • Sep 2012 - Jan 2013
    • New Jersey, United States

    Assist the Executive Director in hiring, scheduling, supervising and evaluating internsMaintain awareness of current medical technology, health insurance trends, and practice codesImplemented the computerized bookkeeping, banking reconciliations, expense management, receivables and collections

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  VIP Community Services

  • Bronx, New York, United States

  • Executive Assistant to the Chief Financial Officer

    • Nov 2011 - May 2012
    • Bronx, New York, United States

    Provide administrative support to the Chief Financial Officer as carried out independently, including multiple projects, follow-up of completed tasks. Manage senior executive calendar, respond to e-mails on behalf of the CFO, arrange all appointments, and travel arrangements, and conference calls.Advanced preparation for all meetings whether internal or board related.Monthly expense reports and payment of agency wide credit cards.Serve as “go-to” person for the Fiscal Department and work with staff members to ensure consistent work flow. Follow through with residual administrative support including filing, document editing, spreadsheet editing, policy & procedures, and office management.

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  Congregation Gesher Shalom

  • Fort Lee, New Jersey, United States

  • Executive Assistant/Bookkeeper

    • Mar 2009 - Nov 2011
    • Fort Lee, New Jersey, United States

    Responsible for accounts receivables, accounts payables, monthly bank reconciliations.Entrusted with management and maintaining of cash and bank accounts.Direct day-to-day operations including vendor contracts, rental of space for private and public functions,and special events.Assist the Controller in coordinating monthly and annual fundraising events, ie monthly dinners of approximately 100 guests, annual dinner dance with guest attendance of 500, and holiday services including expanded non-members of approximately 1,000. Includes follow-up accounting of cash inflow and payment for events.Arrange high-profile speakers for events. Assist the Rabbi in weekly announcements, domestic travel arrangements, hotels, and rental cars, monthly articles, correspondence and calendaring. Meeting arrangements with Executive Board Members.Personal responsibilities: Travel to the airport, local errands, and personal calendar.

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  Caldwell Banker Real Estate and Mortgage Services

  • Fort Lee, New Jersey, United States

  • Branch Administrator

    • Jun 2008 - Mar 2009
    • Fort Lee, New Jersey, United States

    Responsible for processing confidential employment documentation of all new real estate agents including the annual dues for licenses. Tracked residential and commercial listings which were missing documentation, description, and photos. Assisted approximately 30 real estate agents in maintenance of their websites. Processed accounts payables bi-weekly for the branch.

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  Merrill Lynch

  • Fort Lee, New Jersey, United States

  • Client Service Associate

    • Jun 2007 - Oct 2007
    • Fort Lee, New Jersey, United States

    Managed all incoming calls for a group of three Financial Advisors specializing in discretionary accounts supported on endowments.Maintained spreadsheets displaying accounts in transition. Assisted new Financial Advisors with the transfer-in of new accounts. Sold positions when instructed in writing and kept in close contact with the operations department on all compliance issues.

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  Smith Barney

  • Morristown, New Jersey, United States

  • Client Service Associate

    • Oct 2005 - Jun 2007
    • Morristown, New Jersey, United States

    Maintain strong client relations for four Financial Advisors, completing all requests in financial nature including account journaling, wire transfers, checks, opening various client accounts, and account maintenance. Reconciliation of expense reports. Maintained discretion among holdings of high wealth clients.Work closely with fee based managers, and varied account structured programs for specialized financial goals, most common being ETF, (Exchange Traded Funds) Discretionary, and Fiduciary.Complete and maintain broker’s licenses in various states, including insurance. Ordering of branch office supplies for 40 Financial Advisors and their administrative staff.