Andrea Alpeter Email & Phone Number

San Francisco, California, United States

San Francisco, California

• Provided executive support to the VP of Corporate Finance, VP of Global GTM FP&A, VP of Revenue Operations and the Finance team.
• Part of the Investment Relations Team - Coordinated and communicated effectively with bank analysts and top 25 investors to schedule meetings with our CEO, CFO and DocuSign Management around the Quarterly Earnings.
• Vendor Onboarding Liaison for the Finance Team - Created and managed 200+ Procurement purchase orders and invoices in collaboration with the Purchasing, Legal and Accounts Payable teams using ServiceNow, Oracle.
• Partnered closely with the Finance leadership team to ensure alignment of company goals and priorities.
• Directed complex executive calendars to optimize time management and avoid double bookings, meeting agendas, projects, and logistics to make the day fluid and productive.
• Planned and managed large meetings, off-sites and team building events in San Francisco and Seattle.

San Francisco, California

• Provided executive support for the Head of the Firm and three Senior Partners. Personal Assistant to the Partners as necessary.
• Planned remote and in-person events and meetings by coordinating schedules, creating agendas and presentations, reserving meeting spaces, etc.
• Proficient in GSuite and MS Office - Prepared Google and Word docs, Google Sheets and Excel spreadsheets, Google Slides and PowerPoint presentations, and other documents to assist partners in accomplishing firm goals.
• Part of the Admin team of experienced assistants - Communicated priorities for the firm, collaborated on coverage planning, supported team members' growth through feedback and team skill development.
• Embraced a multifaceted role that consisted of project management, office management and advanced proactive calendaring.
• Client Advocate - Worked as an extension of the partners and acted as the point of contact for external clients adding a bridge for communications between the partners and clients.

Winston Salem, NC

• Provided executive support to a Senior Financial Advisor/Senior VP and two Financial Advisors, and backup support to three additional Senior Financial Advisors/Senior VPs. Personal Assistant to the VPs as necessary.
• Assisted Financial Advisors with preparing financial plans, conducting investment research and completing trades and transactions to meet client portfolio financial goals for 250+ HNW households.
• Mentored new client associates - Passionate about leading and creating high-performing, engaged, motivated teams.
• Increased the office compliance audit rating by 5 points after upgrading the correspondence filing system.
• Implemented scanning system to convert paper documents to digital, reducing processing time for the assistants and saving filing space.
• Top 1500 (out of 15,000) Responsible Service and Growth Award #868 (2018)

Winston Salem, NC

• Provided direct support for three Financial Advisors/VPs and a Marketing Assistant.
• Opened brokerage accounts and performed account maintenance including processing portfolio reallocations at the Advisors' requests. Extensive experience in AML / KYC procedures.
• Planned and directed the execution of special client seminars and appreciation events within budget.
• Served as liaison between the brokerage area and the bank staff to increase referrals to the Financial Advisors.

Winston Salem, NC

• Enhanced client satisfaction and profitability by uncovering sales and service opportunities in collaboration with the sales employees to support branch growth and objectives.
• Created strategies to develop and expand the sales of services to new and existing clients and drove those processes to result in a 25% increase in the cross-sell of services (2004-2006).
• Traveled to support branches across the area.
• Client Satisfaction Scores were continuously above 96% against a target of 94%.

Winston Salem, NC

• Managed total assets and liabilities of $95 million and was responsible for all branch activities including the supervising, training and development of employees, chairing weekly branch meetings, client relations and.
• Managed 19 employees in two separate markets and handled an elite group of doctors and hospital high level accounts for Wake Forest University Medical Center.
• Experience of designing and delivering a variety of learning, talent and organizational development solutions.
• Received regional branch recognition awards for sales increases in our branch Book Affluence (2000-2003).

West Palm Beach, FL

• Expanded and deepened client relationships by administering, maintaining, selling and cross-selling Association financial products/services while achieving individual/branch sales goals and leveraging First Union.
• Handled marketing campaigns as the Branch Merchandising Representative developing business and marketing presentations for our sales teams (1996-1998).
• Selected by management as the Financial Sales Consultant Experience (FSCE) coach preparing and mentoring new sales officers for positions within our branches (1994-1996).
• During my first three months with First Union, I received perfect scores each month on the Customer Service Client Surveys and was inducted into the Hall of Fame (1992).