- Facilitate daily operations of Element Roofing, manage CRM- Manage production for roofing, siding, gutters, and all other trades- Assist with insurance claims- Improve operational management systems, processes, and best practices- Manage accounts payable, accounts receivable, and customer service- Assist in supervising staff

- Assisted CEO, President, and VP of Operations - Responded to incoming leads and communicated with customers daily - Created and maintained client files in CRM- Created initial estimates, prepared material and work orders, invoices, and warranties

- Assisted in student study abroad travel tracking and university communications at the start of the COVID-19 pandemic- Developed communication strategy and schedule for professors presenting live (virtually) from across the US, throughout the UK, and Australia to university students in China- Coordinated the Executive Director’s calendars- Organized and maintained confidential files and records- Composed letters and memos on behalf of the Executive Director - Created expense reports including international travel reports- Administrative ad-hoc duties

- Assisted Principals in the Tax Department and Entrepreneurial Services Group; served as second assistant to the President - Provided general office support including calendar management, meeting preparation, client communication, and property management assistance- Obtained security clearance to assist Wealth Management Principal - Oversight of financial planning presentations, assist with wealth management including elder care- Provided general assistance in financial portion of collaborative law for amicable family separation

Young company/startup at the time.Marketing Manager: - Created and managed quality website, e-newsletter, social media content, and implemented staff contributions- Evaluated projects for proposals, created project proposals, estimates, and statements of work- Created internal publishing schedule for web contentExecutive Assistant:- Office management including accounts receivable and vendor relations, and office supply coordination- Client communications, company email, calendar, and corporate events - HR duties including initial onboarding, transfer of payroll, HR, and 401K plan management- Sourced and evaluated RFPs, wrote and edited project proposals, estimates, and statements of work

- Maintained President schedule and office-wide calendar of events- Assisted in management of digital library and creation of contact system- Helped with organization of teleconferences, webinars, and meetings- Assisted VP of Programs with managing program budgets and activities, planning and organizing program events including conferences, national launches, and training, preparing qualitative and quantitative reports for grant funders, foundations, and boards

- Supported CEO, President, VP, and Director of HR and Finance- Produced daily sales report and provided calendar management for CEO, President and Director of HR and Finance - Office management duties including management of confidential corporate files, record retention oversight, correspondence and directed logistics of meetings and calls- Processed general leave, FMLA, and vacation request forms and assist in management of HR files

- Supported the Managing Member, Vice President and associates in calendar management, travel planning, scheduling confidential meetings and calls with private investors- Communicated with highly confidential, high net worth investors and associates - Updated private investment status and intermediary contact information- Coordinated accounting and professional employer organization and assisted in implementation of firm relocation and new corporate setup

- Assisted the President, Executive Director, and Program Director - Supported five donor communities, multiple subcommittees and initiatives for a donor community of over 200 members - Drafted million dollar budgets, tracked million dollar donations and planned high profile events

The Argus Group, LLC was a strategic marketing firm that partnered with premier brand clientele to deliver inspired ideas and detailed, flawless project execution. - Managed CEO's calendars, coordinated meetings, calls and receptions- Compiled, edited, and distributed correspondence, account reports, sponsor schedules, bid packages and related materials- Implemented and maintained client contact database- Conducted market research contributing to the 2009 Victoria's Secret Fashion Show and assisted in securing sponsors including Damiani and Stolichnaya- Provided market research and sales support leading to the winning of the 2014 NY/NJ Super Bowl Bid

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