Beth Patterson Email & Phone Number

Concord, Ohio

-Complete complex travel bookings for President of North America and President of Latin America-Prepare agendas, slide decks and meeting materials -Negotiate travel contracts and maintain vendor relationships with BCD Travel, hotel chains, and car rental companies to ensure company-wide savings-Researched and joined a purchasing group for car rentals, saving company 30% on rental costs -Coordinate multiple events yearly - offsite meetings, holiday parties, ceremonies, etc. -Complete expense reports for multiple executives-Manage the company credit card program- Manage Concur Travel, onboard new employees with Concur Travel and Expense training-Complete reports as needed (sales funnel, cost center, overtime analysis)-Anticipate needs of executives and ensure administrative operations run smoothly -Act as "gatekeeper" for company president and maintain utmost discretion and confidentiality-Rated "5" out of 5 on 2024 performance evaluation

Columbus, Ohio Area

•Schedule board and committee meetings in Outlook and organize all required meeting materials in advance• Take detailed meeting minutes for all committee and board meetings• Coordinate travel for board and senior staff members and create and process expense reports• Created and manage list of all required reports/tax payments/filings due throughout the year to ensure no deadline ismissed• Draft reports and correspondence, often with confidential or sensitive information, to public officials, senior managementat other pension systems and other state agencies• Excel at anticipating needs of management in advance• Prepare extensive presentations in PowerPoint for management• Complete the quarterly newsletter for HPRS and distribute to retired and active members of the system• Given increased responsibility by management, including the preparation of Comprehensive Annual Financial Report andexecution of investment portfolio rebalancing, reconciliations and reporting to the Treasurer of the State• Create complex Excel spreadsheets, pivot tables, research GASB statements and refer to GAAFR to assist withcompletion of the annual report• Manage and update the company website using basic HTML coding• Order supplies, software and hardware for the office• File Ohio Administrative Code rules with the Joint Committee on Agency Rule Review, a detailed process with little roomfor error

Summit, Nj

• Managed daily calendar for two high level executives• Frequently scheduled domestic and international travel• Tracked expenses and completed detailed expense reports• Typed, formatted, and produced documents such as proposals, presentations, correspondence, and standard reports• Provided administrative support, associated with business operations to senior management and professionals• Arranged meetings and conferences• Created and prepared presentations in PowerPoint and distribution materials for clients and prospective business• Ordered office supplies• Managed office bills• Performed daily searches for Investment Manager RFPs and complete responses. Awarded a $400 million dollar accountthat was derived from my RFP search and response.• Tracked vacation and sick time for entire office• Responsible for updating quarterly numbers and corresponding marketing materials

· Source new talent from diverse searches · Complete phone screens to determine candidate eligibility· Schedule interviews for candidates with key managers· Arrange travel for candidates and managers· Create and update job postings for open requisitions· Fulfill administrative duties for entire office