Crystal Leist Email & Phone Number

San Francisco, California, United States

-Property management and oversight for multiple residential properties including day to day operations, vendor management, maintenance, and upkeep-Coordinate events and functions -Coordinate with lawyers, accountants, appraisers, insurance agents, and other professionals working for the estate-Oversee major projects such as home renovations-Arrange domestic and international travel-Manage professional and personal calendar-Lead detective, problem solver, and Jill of all trades

San Francisco Bay Area

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San Francisco Bay Area

-Provided remote support and schedule management for financial advisors and other employees for two offices in San Francisco and Santa Rosa, California-Recruited employees by advertising open positions online and interviewing candidates-Coordinated company events and conferences including travel and logistics-Assisted in managing set-up and opening of Santa Rosa office including contractor coordination, build-out of IT infrastructure and implementation of operational procedures

Honolulu, Hi

-Provided sales/administrative support to clients and financial advisors-Opened new client accounts at broker/dealers, mutual fund, and insurance companies-Served as primary liaison for client communications-Performed research to support advisors' decision making and execution of client transactions and to resolve issues as needed-Prepare client account summaries and financial data for client/advisor meetingsAssisted advisors in maintaining compliance with laws, regulations and/or licensing requirements

San Francisco, California, United States

-Provided executive level support for two Managing Directors and management of satellite office-Liaised with personnel in the New York and London offices to facilitate internal events, general office and other scheduling responsibilities-Coordinated all planning of international and domestic travel, created comprehensive itineraries including external planning and creation of schedules/agendas-Served as liaison for all office vendors, maintenance, landlord, building management, and recruiters-Processed monthly expense reports

San Francisco, California, United States

-Provided executive level support to company President and four Analysts-Liaised between broker/dealers to ensure proper communication and accurate trading information-Processed trades on a daily basis while balancing broker commissions-Performed research regarding current investment positions or targets of interest