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.

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.
• 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.

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.

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.

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.

• 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.

• 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.
• 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.

• 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 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.