- Led financial professional team in migration of MS Teams- Managed monthly Financial Statement Reviews for 15+ brands within the family of companies; typed, proofed & distributed notes, recorded action items & supervised their completion- Implemented the development & start-up of new company, Southwestern Legacy Insurance Group- Managed & administered multiple agreements & NDAs - Provided project status updates in corporate leadership meetings- Managed CFO/VP’s very active calendar that included scheduling meetings with international businesspartners- Managed email inbox of CFO/VP; communicating on his behalf internally & externally- Coded AP invoices, reconciled receipts & expense reports

- Managed packed daily calendar of EVP & five Sr. Leaders while protecting their time & acting as gatekeeper- Managed national & international travel (business & family) for EVP as well as business travel for all Ramsey Ed. team members- Planned & executed frequent team meetings & events for up to 52 team members- Reconciled expense & petty cash reports, coded AP invoices- Designed Keynote & PowerPoint presentations- Typed, proofed & distributed meeting notes, recorded action items & supervised their completion- Onboarded new team members; scheduled candidate interviews & managed applicant tracking via Jobvite- Managed JIRA board & executed tasks to provide an optimal customer experience- Notarized wills & various personal documents for team members company-wide- Calculated monthly payroll/commissions for Ramsey Ed. sales team & prepared monthly payroll reports for Ramsey Education leadership - Served on company-wide team assessing vendor selection & implementation of a new ATS- Pioneered & served on Ramsey Solutions Assistant Committee with fellow EAs to lead, mentor & develop 75+ admin assistants’ company-wide- Coordinated the launch of new middle school curriculum in 2016 & 3rd edition of high school curriculum in 2020- Supported Ramsey Ed. sales team with their needs to achieve $11.5M in revenue for 2020

- Provided high-level support for two Vice Presidents (National Sales & Technology) for the world’s largest independent distributor of industrial woodworking equipment- Managed packed calendar for VP of National Sales- Led weekly call with Regional Sales Managers for sales status updates- Implemented new market share & sales performance reporting system that resulted in valuable, real-time feedback to the Executive Team & Sales Force- Integrated a previously disparate sales proposal system with the company’s proprietary software, resulting in streamlined document creation & faster delivery to the customer- Planned & executed all aspects of two Corporate Sales Conferences with international attendance & a budget of $100,000 each