Caroline A. Rice, Associate Officer Email & Phone Number

Nashville

Office of Onur Erzan, Executive Officer | Head of Global Client Group & Head of Bernstein Private Wealth ManagementExecutive Officer is a member of the AllianceBernstein Leadership Team and a member of the Equitable Holdings Management Committee. As the leader of AB's Client Services, Executive is the Global Head of Client Group, Head of Bernstein Private Wealth leading Asset Management globally (Americas, EMEA, Asia-Pacific). Executive has 14 Direct Reports who collectively lead and direct 96 key stakeholders within the two business units.

Houston, Texas Area

Professional Duties:• Executive is the CEO of NextEra Energy’s pipeline business. As President, Executive is head of the Executive Lead Team and member of the Operating Committee (OPCOM). Executive holds a seat on the Texas Pipeline Association (TPA) and Interstate Natural Gas Association of America (INGAA) boards. • Scheduling: Outlook. Extensive calendar management for all internal and external business commitments as well as personal and family calendar management. • Non-stop coordination with internal and external offices to ensure smooth operations of all calls, meetings, video conferences, board and committee gatherings and conference events. • Client Meetings: Internal executive conference room scheduling, private dining room reservations, menu creation, and external private event staff coordination.• Travel: Travel Leaders VIP Travel.• Office Management: Vendor liaison for Ricoh, Cintas, and others. Supply room and employee kitchen management and organization, marketing supplies distribution, incoming/outgoing express shipment management. • Expenses: SAP & ChromeRiver.• Most senior member of a very active coverage group of Administrative Technicians supporting several Executive Lead Team Members whom report to my Executive.• Employee Engagement: Create and manage special events. External venue reservations and scheduling, menu creation, vendor coordination.• Onboarding: Constant and consistent coordination with HR and coordination of all teams (IT, Sign & Engraving, Security) to ensure smooth functionality of new hire as of Day 1. Personal Duties:• Personal finance: daily correspondence and banking processes with the family’s banking team, BAML. Frequent correspondence and filing processes with the family’s tax preparer. • Family management: daily communication and coordination with immediate family members. Manage extensive family calendar for club sports tournaments and related travel, vacations and events.

Greater Nashville Area, Tn

Professional Duties:• Daily management and organization of the Inbox of the CEO.• Maintained consistent information flow to the CEO to ensure well-preparedness for all internal and external meetings.• Developed Meeting Agendas: gather, edit and refine content, identified attendees, maximized efficiency of the CEO.• Attended meetings to identify Action Items. Developed standard processes for project management. • Corporate Events: created annual and bi-annual events for full company and management teams. Coordinated with venues, restaurants and sports complexes to ensure smooth operations and event flow. • Point of Contact between Direct Reports and the CEO to ensure requests and information was communicated to the CEO for review and consideration. • Orchestrated and coordinated projects within the CEO's purview. Moved projects forward on weekly, quarterly and annually scheduled platforms. Enabled CEO, and Direct Reports, to execute on projects and do great things.• Problem solver. Identified issues and resolved them to move forward / mitigate risk.

Greater New York City Area

New York, Ny

PROFESSIONAL DUTIES:• Travel: Private and commercial - domestic and international itineraries. Passports, Visas, Global Entry. AMEX VIP Travel Counselors.• Expenses: Concur MyT&E.• 24/7 BlackBerry. • Scheduling: Outlook.• Non-stop coordination with the offices of the CEO, Executive Board and Corporate Secretary within the firm for the scheduling of calls, meetings, video conferences, committee gatherings and conferences. • Client meetings and dining: internal executive meeting room scheduling. Private dining room reservations, menu creation, and coordination.• Create and manage special events.• Manage the coordination and scheduling of the personal and company drivers for daily ground transportation. • Designed, implemented and manage efficient document retention and filing systems for all business-related and personal materials. PERSONAL DUTIES:• Personal finance: correspondence and banking processes with the family’s banking team, Private Bank representative and household bills. • External interests - Board Member: scheduling, events guests list management and documents management. • Healthcare: scheduling of medical appointments, medical and insurance billing, and claim submission and tracking. • Family events calendar management: dinners, birthdays, events, charities, and board meetings. • Multiple home management: liaise with estate caretakers, management companies, doorman, service personnel, utilities providers, vendors and domestic staff to ensure consistent and smooth operations.

New York, Ny

Professional Duties:• High-functioning member of a large coverage group of Administrative Assistants supporting several senior bankers.• Client Relationship Manager: Spider. • Travel: American Express VIP Travel Counselors and AMEX eXplore. • Expenses: Concur.• 24/7 BlackBerry. • Extensive calendar management, Outlook.• Non-stop coordination with Executive Offices within the firm for scheduling of calls, meetings, committee gatherings and conferences. • Client travel; commercial and private air charter scheduling and coordination of all passenger arrangements, ground transportation, hotel accommodation. • Client meetings and dining; internal executive meeting room scheduling, and private dining room reservations, menu creation, coordination.• Managed the coordination and scheduling of multiple cars for daily ground transportation. • Designed and implemented efficient document retention and filing systems for all deal-related materials. Personal Duties:• Family management: extensive international holiday travel, ground transportation, pre and post-holiday shipping of household items, travel insurance and claims items. • Medical appointments, medical insurance billing and claim submission and tracking. • Events calendar management for dinners, events, charities, board and investor group membership meetings. • Personal errands and shopping.• Multiple home management: liaise with estate managers, doorman, service personnel, utilities providers, vendors and domestic staff to ensure consistent and smooth operations. • International relocation coordination, management and execution.• Consistent custom order management of vehicles, clothing, time pieces, wine, hospitality, stationary.

Applied Outlook to manage extensive scheduling of two executive’s calendars: business and personal appointments, dining engagements, special events.• Maintained effective communication with Partners and Senior Management for all scheduling, conferences services, travel and project logistics.• Extensive interaction and coordination with clients and their associates for meeting scheduling and conferences. • Coordinated with online and external travel agents for domestic travel.• Managed special events, external catering orders and conference logistics; ensured smooth meeting operations. • Applied manual systems and spreadsheets to process expense reimbursements.• Supervised the desk of the Junior Executive Assistant. • Scheduled and coordinated company Driver; managed all ground transportation for executives, their associates and family members. • Personal Assistant; family insurance, liaison with home staff, managed vendors, managed family calendar.• 24/7 BlackBerry.

Successfully completed long-term Executive Assistant assignments in the financial services industry for several C-level executives. Firms included: Ziff Brothers Investments, Hess Corporation, Lehman Brothers, UBS Investment Bank and Morgan Stanley. • Screened and directed a high volume of telephone calls and maintained executive’s extensive Call Sheet.• Applied Outlook and Lotus Notes to manage heavy scheduling of calendars: business and personal appointments, dining engagements, special events.• Drafted, reviewed and revised all correspondence: presentations, letters, personal notes, emails and report enclosures. • Coordinated with external travel agents and private jet services for domestic and international travel. Utilized online travel systems. • Extensive interaction and coordination with the Family and Executive Offices, Principals and Officers. • Liaison to Board Members and firm Officers. Coordination and management of annual board meetings and quarterly earnings calls. • Management of special events, external catering orders and conference logistics; ensured smooth meeting operations. • Ordered, organized and maintained office supplies and technology devices. • Applied online systems to review/process travel/entertainment expense reimbursements and invoices for payment.• Managed the daily local ground transportation for the executives, their associates and family members. • Coordinated directly with the executive kitchen staff to arrange Executive Dining Room catering services for guests. • Organized, ordered, collated, packaged and shipped prodigious mailings. • Assisted executives in creating, publishing and distributing industry and stock notes and reports. • Created filing systems.

• Coordinated work schedules for each event’s large pre-production staff and support staff. • Heavy scheduling for two very in-demand Partners. • Arranged all travel, domestic and international, and all transportation and event rental vehicles.• Applied FileMaker Pro to create and manage confidential celebrity and who’s-who client database. • Served as a liaison between RR Inc Partners and PR representatives and clients. Firms included: People’s Revolution, Bragman Nyman Cafarelli, Diamond Information Center. • Served as front of the house Hostess during special events. Events included: Teen Vogue, Vogue CFDA Awards, Soho House LA for the Oscar Awards.• Created filing and office support systems.• Ordered office supplies and managed extensive in-office and warehouse storage.

• Created extensive and complex domestic and international calendars.• Scheduled and conducted all production meetings.• Created and maintained all presentations and pitch books.• Created all travel itineraries for executive, cast, crew and family members. • Coordinated and maintained communication between production, clients, agents and managers.• Maintained extensive in-office and personal database and contact lists.• Assisted with concept and treatment writing. • Responsible for household management, vendors and suppliers and household accounting. • Casting for all shows and maintained casting files and reels.• Productions included: Ricky Martin’s Livin’ La Vida Loca World Tour, EnVogue’s EV3 Tour, Louise’s UK National Tour, STORM at Mandalay Bay Resort & Casino.