Andrea Meyer Email & Phone Number

San Francisco Bay Area

Supporting CEO & President, VP of Sales and Marketing and Board of Directors

Walnut Creek, California, United States

Executive Support: Provide C-Suite Support CEO, COO, CFO, & Chief Strategy & Advancement Officer (Legal Counsel 2013-2016) for Corporate Office. Manage highly confidential information, complex calendars, travel arrangements, scheduling meetings, extensive expense reports. Liaison between Executive Directors at Communities, residents, vendors and general public (including being main point of contact on organizations website). Responsible for creating/reviewing/monitoring annual administrative/operating budget. Non-Profit Board Management: Manage all System Board’s (4) including sub-committees; creating, building & managing agenda’s & materials for quarterly/annual meetings, administrator for electronic software for storage of current/historical meeting materials & extensive library, recording secretary for all meetings; provide & support Director education; assist with recruiting & vetting potential Director candidates; coordinate yearly Board Retreat (weekend event), managed self-assessment survey’s & CEO Evaluation on behalf of Board Chair. Office Management: Managed office of over 50 staff members & managed two support administrative staff. Coordinated daily & quarterly in-office meetings (including heavy food/beverage service involving catering and clean-up); reviewed/managed in-office supply inventory/ordering; coordinated ordering of all branded materials (business cards, stationary, collateral) for entire organization; main contact with building management; successfully managed & coordinated office move to another floor(designing layout including choosing finishes & furniture with multiple adjustments in the process, managing staff in efforts to scan/clean/purge/pack in preparation of the move, managed punch list & staff needs after the move). Financial: Managed month-end Corporate Credit Card reconciliation & upload for entire organization. Reviewed new resident applications for financial appropriateness/admission into market-rate communities.

San Francisco, California, United States

Executive Support – Supported high-level Executives that manage various Global Technology Funds (“GTF”). Managed complex calendars and scheduling, for all members of GTF Team (including daily reminders and updates). Coordinated meetings and tours in/outside the office (including those abroad) with various brokers, analysts, and companies. Coordinated and managed extensive/complex domestic and foreign travel arrangements. Assisted in arranging personal meetings, party planning, travel, etc.Investment Relations – Maintained relationships with Brokers and Clients on a daily basis via phone and email. Provided support on behalf of GTF Team to Client Relations Department in regards to monthly/quarterly/annual commentaries, presentations, meetings, and tours.Administrative – Phones, heavy email correspondence/management (including Managing Directors), expense reports (for domestic & international travel), supervision of schedules to ensure timeliness (including confirmation of details), producing various special monthly & quarterly reports (via excel), producing daily reports/packages for each days meetings, and providing file management.

-Trained and managed a winning team of four project managers, two support staff, and four analysts; Reviewed junior analysts trade recommendations, investor reports, fund valuations, research, and any correspondence to investors, Registered Representatives, and business colleagues. -Provided oversight of yearly cash verification and SEC audits, and implemented recommended changes.-Collaborated in the creation and implementation of a new trading and portfolio management software.

-Assumed responsibilities of Vice President during absences.-Created special funds alongside President - fund projections (cash flow and IRR analysis), construction of fee structure, private placement memorandum, due diligence and marketing of fund.-Strategized portfolio management based on investment objectives (asset diversification, cash flow and IRR analysis). -Researched, constructed analysis models (NOI capitization, property comparables, multiples of EBITDA/revenue/FFO, debt, cash flow), and created written purchase and sale recommendations for private and publicly traded REITs.-Visited properties, completed inspections and submitted written reports to the investment committee.

-Managed 12 funds, including making purchase/sale recommendations, portfolio accounting, and investor reporting. -Researched and populated investment reports on current and new investment opportunities - primarily alternative investments (commercial real estate, land, cable, equipment leasing) owned in limited partnerships, private placements, and REITs.-Pursued the acquisition of assets through both registered and non-registered tender offers (buying from $50K to over $2M in securities through just one offer).-Provided marketing support (presentations, writing special reports, interactions with Registered Reps).

-Supervised portfolio accounts including domestic and international funds.-Produced and verified financial statements.-Researched and resolved security and cash exceptions.-Cash forecasting, foreign exchanges, dividend/interest payments, client wires, inter-fund transfers.

Master Of Science - Ms, Gerontology, 4.0 Gpa

Activities and Societies: Focus on Management in Aging ServicesAll of this started with volunteering and created a passion in serving.

Bachelor Of Science - Bs, Business Administration: Honors Finance; Minor In Accounting, 3.2

Bs, Business Administration; Financial Services

Passed the first level of the CFA Series 7 & 63

Bachelor Of Science - Bs, Business Administration And Management-Honors Finance; Minor In Accounting