Cale Branson Email & Phone Number

California, United States

San Francisco Bay Area

San Francisco Bay Area

San Francisco Bay Area

San Francisco Bay Area

San Francisco Bay Area

Specialties: Office Management, human resources, client relations, marketing, scheduling and calendar management, hospitality, bookkeeping, payroll/sales/business tax filings, tax preparation, federal audit preparation, payroll, invoice creation, accounts payable/receivable, benefits manangment, event planning, technical support, library management, contract creation, customer service, reception, "office cheerleader."Lutsko Associates is dedicated to high quality, forward thinking landscape design. At Lutsko Associates, I worked closely with the firm's Principal to manage and support a team of landscape architects. As the only non-landscape architect employed by the firm, I performed all non-design duties of the business, including office management, executive and personal assistant tasks, accounting/bookkeeping, payroll, invoicing, marketing coordination, human resources, contract management, and client relations. Working with the Lutsko team helped me further develop and hone the management/executive support, marketing, and client relations skills I already possessed and allowed me to gain and master many new ones (most notably accounting-related duties for multiple companies owned by the Principal, such as managing payroll, AR/AP, invoice generation/management, account reconciliation, sales/payroll/business tax filings, federal audit preparation, year-end tax preparation, and employee benefits management).My primary duties focused on keeping the office running smoothly and happily. Keeping the Principal on schedule, interacting with and problem solving for the staff, and interfacing with clients with an upbeat and welcoming attitude were my favorite aspects of the job. Since I was the first point of contact for clients, potential clients, partner architects and contractors, and supply vendors, gaining a deep understanding of the firm's design philosophy and knowledge of the firm's past and current works was a crucial (and fun) part of my success.

San Francisco Bay Area

Specialties: Scheduling, event planning, competitive analysis, office management, operations management, marketing, writing and correspondence, vendor relations, purchasing, staff training and supervision.EVC Group is an integrated communications and investor relations firm providing counsel and execution to communicate companies’ unique value to customers, consumers, investors and potential strategic partners. I helped grow EVC Group from 3 employees and 6 clients to 12 employees and 25 clients during my tenure with the company. My responsibilities included: managing high-level marketing and strategic support for client investor relations programs (managing client travel and meeting itineraries, publishing news releases, arranging and managing quarterly earnings calls with the investment community, and designing marketing and investment materials for each client); training and supervision of support staff; creating company newsletters and marketing materials; and performing all executive assistant and office manager responsibilities (executive travel arrangements, professional correspondence, office equipment and supply purchases, vendor relations, reception duties, and general administrative support). I also directed the office relocation for our San Francisco office in December 2003 and managed all aspects of setting up the company's new New York satellite office in November 2006.

San Francisco Bay Area

Specialties: Office administration, personal assistance, scheduling, bookkeeping, marketing, customer service, hospitality.Odyssey Institute, recently reborn as The Zephyr Project, was an organization created by Tony Smith, PhD, that used modern social science, ancient philosophy, and mythology as tools to help organizations and individuals in periods of transition that were interested in thriving in the Now and responding to our chaotic world with innovation, focus and humanity. We worked with an organization's leaders to develop strategies for a new era, and with their staff members to become brilliant, collaborative and human-oriented.At Odyssey Institute, I managed the personal and professional details for the president of a small executive coaching practice. Duties included: the creation and management of the company calendar, contact database, accounting system, and filing system; managing the travel and professional schedule of the president and other staff members; bookkeeping for the company and managing personal finances of the president; and the handling of invitations, decorations, catering and materials for events and seminars. I also assisted in the development, planning, and execution of seminars for executives and management teams undergoing major transitions in the workplace.

San Francisco Bay Area

Specialties: Executive assistance, office management, hospitality, vendor relations, research, event planning, client database management, human resources, IT administration, office relocationFD Morgen-Walke was an award-winning investor and media relations firm with a focus on IPO preparation. I was hired as the Executive Assistant to the Senior Managing Director, but as the office downsized I took on the additional responsibilities of office management, on-site IT management, and investor relations support. Responsibilities included: administrative support for Senior Managing Director (calendar management, expense reporting, travel arrangement, scheduling, correspondence, etc.); providing visiting C-level executives with excellent customer service; tracking new business leads and creating PowerPoint presentations and marketing materials for new business meetings; drafting proposals and editing contracts; arranging company events and parties; handling human resources needs for the West Coast office; performing on-site IT administration duties; and managing client billing reconciliation, vendor relationships, and supply ordering. I also directed the office's relocation in June 2002 and assisted in the negotiation of the new lease.

San Francisco Bay Area

Specialties: Executive support, reception, scheduling, event planning, telephone skills.Paymap provided payment solutions and mortgage services to banks and individuals.I began working for Paymap (then known as Aegis Mortgage Acceleration Corporation) as one of many inbound call center operators whose job was to explain the company's programs to potential customers. At the time the company did not have a dedicated receptionist, and due to a typographical error, the company's corporate phone number was printed in some marketing materials. This resulted in a deluge of customer calls to the corporate office phone lines. As I consistently ranked in the top percent of operators for customer service and retention, I was given the job of fielding calls coming through the corporate number from the then-empty reception desk. From there, I spoke on the phone with customers and clients alike and developed my client interaction skills by greeting and entertaining visitors to the corporate office. By the time the misdirected customer calls died down, I had proven myself a capable and personable front desk person, and was able to parlay that typo into a full-time receptionist and executive assistant position. My duties included: providing excellent customer service to visiting executives and other guests; planning events for 200+ employees; preparing quarterly board books and other highly confidential documents; and creating and managing schedules for the extremely active in-house conference rooms.