Ann Mathis Email & Phone Number

Hopkinsville, Kentucky, United States

Providing daily support to senior executives.Manage busy calendars and conflicting meeting schedules.Take meeting notes, create correspondence, and memos, as well as proofread and reformate company forms, general communications, handbook policies, and PowerPoint presentations.Expense reporting for multiple people using SharePoint.Administer the inventory.

Clarksville, Tennessee, United States

Supplied daily support to the VP of the Global Excellence division.Point of contact (POC) for external persons and vendors.Effectively working between internal and external departments to outlineprogress and goals for program merger and user integration.Responsible for all project-related administrative tasks.Use SharePoint to manage and organize multiple.

Remote/ Contract Role

Direct support to the Managing Director.Heavy scheduling within various time zones.Supplied business and personal travel.Supported other individuals in the organization.Supplied DocuSign contracts and NDAs to investors and other individuals.Research individuals and companies for the Managing Director to focus business efforts.HR duties as assigned.Monthly.

Los Angeles, California, United States

Create and enforce policies for effective data managementFormulating management techniques for quality data collection to ensure adequacy, accuracy, and legitimacy of data.Devising and implementing efficient and secure procedures for data management and analysis with attention to all technical aspects.Efficiently and effectively organize, store, and.

Greater Los Angeles Area

Supported the CFO, Controller, Assistant Controller, and the accounting department. Handled phones and calendars for executives. Scheduled internal and external meetings for the Family Office.Prepared business travel along with detailed itineraries. Created letters and correspondence. Acted as the point of contact between executives, employees, and.

Remote

Coordinate daily calendars of Executives and senior managers.Remote Start-up experience.Plan and schedule meetings, events, and appointments.Manage phone calls and emails on behalf of Executives.Experience working in a virtual setting.Experience with catering and event planning.Creating letters and correspondence.Business travel along with detailed.

Greater Los Angeles Area

Handled the day-to-day operations of the West Coast office.Traveled often with CEO.Worked remotely and within various offices.Managed executive emails and calendar.Facilitated, scheduled, and responded to the east coast team on behalf of CEO.Planned and scheduled meetings and appointments. Expense reports, digital and hard copy files, and records.

Los Angeles Area

Supported two Senior Executives and one Senior Manager on a daily basis.Provided high-level administrative support to Managers and Professional Accountants.Maintained Outlook calendars and meeting arrangements and schedules.Planned and executed corporate meetings and luncheons.Corresponded via phone or email on behalf of the Executive.Coordinated travel.

San Francisco, CA

• Identified and resolved account issues.
• Coordinated all projects for sales presentations, marketing and meeting materials.
• Acted as a liaison between various advisors, operations and compliance department.
• Monitored client account activity, reconciled accounts and financial advisor commissions, and maintain client relationships through daily interaction.
• Ascertained the cost basis of securities and provided detailed research on client projects.
• Handled all relevant NASD paperwork for active accounts.

San Francisco Bay Area

• Handled various administrative duties as assigned by lead paralegal.
• Organized documents produced during pre-trial discovery.
• Coordinated efforts of those in our office with those involved in individual cases.
• Performed research for cases during trial preparation.
• Answered all incoming calls and handled caller's inquiries.
• Sorted and delivered the mail.