- Manage CFO/COO work and personal calendar- Coordinate heavy travel for CFO/COO, direct reports and family members - Coordinate renewal of firm licenses and insurance including professional liability - Create invoices and professional letters- Coordinate meetings and take minutes - Coordinate professional and personal events - Active member on the leadership team and coordinate any quarterly trainings and 1:1 follow ups - Ensure all reports are delivered - Coordinate all communication to and from CFO/COO - Start LLCs and apply for small businesses - Active participant on the firm’s merger and acquisition team - Coordinate speaking events

- Managed building maintenance - Oversaw office supply and food orders- Coordinated, scheduled and managed confidential shredding documents- Synchronized front desk tasks are ensure completion in a timely fashion - Coordinated internal affairs for the firm

- Awarded top performing business banker Q2 2018- Earned highest level client service rating 2017-2018- Managed and developed successful book of business- Achieved NMLS licensing certification