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Office Administration & OrganizationEvent Planning; Meeting Organization & SetupDesign and Generation of Spreadsheets, Presentations & ReportsBasic Accounting, Accounts Receivable and Payable, Budget & ForecastBasic IT/Tech problem solvingOutlook; Scheduling of multiple calendars and travelDeborah Mosakowski joined CAPTRUST as an Executive Assistant in December 2020 after the acquisition of MRA Associates. Deb had previously joined MRA Associates in February of 2018. Deborah supports our partners, Christina Burroughs, Brad Lemon, and Will Froelich, as well as senior client advisor Mary Ann Hennelly-Favata. In this role, her responsibilities include budget planning, travel coordination, and managing calendars.Deborah has over 25 years of experience in office administration, organization, and project management. Prior to joining MRA Associates, she worked for a variety of Valley organizations including the Arizona State Land Department, Greater Phoenix Leadership, and Merit Medical Systems, Inc. In these roles, her responsibilities included budget planning, payroll, event planning and coordination, expense reporting, and review of customer contracts.During her professional career, Deborah continued to grow a network of executive assistants in Arizona. She continues to oversee the planning of events, hosting, and online a Facebook Group platform.Deborah, an Arizona native, enjoys camping with family and friends, off road four-wheel riding, and family BBQs by the pool. Deborah has been married for nearly 25 years and has two boys; a Senior at University of Arizona and a Junior in high school.
Captrust
View- Website:
- captrustadvisors.com
- Company phone:
- (919) 870-6822
- Company email:
- info@captrustadvisors.com
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Executive AssistantCaptrust Dec 2020 - PresentRaleigh, Nc, Us
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Executive AssistantMra Associates Feb 2018 - Dec 2020
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Executive Staff AssistantArizona State Land Department Sep 2016 - Feb 2018Executive Assistant to the State Land Commissioner & Deputy Commissioner• Manage Commissioner and Deputy Commissioner's Calendars• Event Planning and coordination• Travel arrangements, mileage and expense reporting• Special Projects, as assigned
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Director Of OperationsGreater Phoenix Leadership, Inc. Sep 2006 - Aug 2016COMPUTER & OFFICE SKILLS: Microsoft Excel – spreadsheets, workbooks, formulasMicrosoft Word Microsoft PowerPointMicrosoft Outlook 10-key • Office Manager• Executive Assistant to President/CEO, VP, Public Policy and VP, Education• Supervised/hired Administrative Support Staff (2007 – 2009)• Annual Budget planning • Budget management• Event Planning, monthly and annually• Accounts Payable; Account Receivable; Payroll; Purchasing; general Information Technology management; document management; website management• Established and continue to unify a Network of Executive Assistants in the valley; plan and host annual event for this network; created a private Facebook Group for unification purposes• Managed President’s and Vice President’s calendars and meeting notices• Notary -
Executive Assistant, President, SalesMerit Medical Systems, Inc Jan 2002 - Jul 2006South Jordan, Utah, Us• Senior Executive Assistant to VP of Sales • Direct contact for 60 person sales force and 8 regional managers. • Special price requests (cost vs. request - GP%)• In VP’s absence, make decisions on pricing approvals and other issues• Review customer contracts • Write and maintain Excel workbooks for calculating and reporting for 60 sales people and 8 regions, monthly, quarterly, YTD sales % to F/C standings (monthly) • Track and calculate bonuses for sales reps & managers, commissions• Calculate and relay to payroll department any adjustments and/or guarantees• Record and manage each sales rep/managers compensation plan with the utmost confidentiality• Create multiple EXCEL spreadsheets/workbooks • Work directly with IS department on creating new reports for sales force and management team • Use Oracle browsers to pull data for various reports for VP of Sales• Assist in all territory splits and realignments of regions. • Implement and maintain process in new TRAY business pricing and tracking. • Plan and organize annual and regional sales meetings (90+ persons), including hotel, meeting rooms, airfare, transportation, dining and recreational events. • Various other tasks involving sales force and management requiring analytical data or research. • Schedule meetings/appointments using MS Outlook. -
Office Manager (Not Specified)Physician Sales And Service Feb 1994 - Oct 2001• Multi-task, Multi-departmental position (Jack of All Trades). • Most recent position: Purchasing Department. • Purchased Med/Surg and Pharmaceutical products using 45 day usage reports, Daily Reorder reports, and special orders. • Capital Equipment Purchasing, tracking of installation/in-service, collection of funding from Lease Companies. • Outside of purchasing duties: Local Vendor Contract tracking and entry, Customer Service, Personnel, Assistant to Operations Leader and Sales Leader. Generate Monthly Sales Reports, End of Month Closing, Accounts Payable, Accounts Receivable.• Liaison to all employees on all issues, due to extended work history and knowledge.
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File Clerk, Billing Clerk, Inside SalesCimarron Materials Mar 1992 - Feb 1994• File Clerk – Promoted April 20, 1992• Billing Clerk – Promoted February 11, 1993• Inside Sales. Customer assistance, phone sales, counter sales, order entry, invoicing, purchasing, inventory, mailing, filing, end of month closing, and other special projects, including typing letters, inventory adjustments, assisting in other departments when needed.
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Receptionist, Office ManagerNova Home Health Services Mar 1989 - Mar 1992• Receptionist – Promoted August 25, 1989• Office Manager – Sun City, then Sun City and Phoenix Office. Batching, typing/transcribing Medicare Plan of Treatments, Medical Updates, payroll, new patient chart setups, tracking nurse and Home Health Aide visits, medical and office supply ordering, chart audits, filing, mailing, complete organization of the two offices.
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Pre School TeacherLa Petite Academy Jan 1989 - Mar 1989• Teacher. • Weekly activity plans, teaching and interacting with a class of 15 four (4) year olds, and communications with the parents.
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Pre School TeacherLa Petite Academy Jun 1988 - Jan 1989Weekly activity plans, teaching and interacting with a class of 25 three (3) year olds, and communications with the parents.
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Front Desk ManagerFamily Affair Hair Salon Aug 1988 - Feb 1989Phones, schedule appointments, open and close the shop, close out the register every night, inventory of beauty supplies and hair products.
Deb Mosakowski Skills
Deb Mosakowski Education Details
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Cactus High SchoolBusiness/Office Automation/Technology/Data Entry
Frequently Asked Questions about Deb Mosakowski
What company does Deb Mosakowski work for?
Deb Mosakowski works for Captrust
What is Deb Mosakowski's role at the current company?
Deb Mosakowski's current role is Executive Assistant at CAPTRUST.
What is Deb Mosakowski's email address?
Deb Mosakowski's email address is dm****@****tes.com
What is Deb Mosakowski's direct phone number?
Deb Mosakowski's direct phone number is (602) 252*****
What schools did Deb Mosakowski attend?
Deb Mosakowski attended Cactus High School.
What are some of Deb Mosakowski's interests?
Deb Mosakowski has interest in Civil Rights And Social Action, Children, Education, Human Rights.
What skills is Deb Mosakowski known for?
Deb Mosakowski has skills like Strategic Planning, Leadership, Training, Project Management, Customer Service, Sales, Process Improvement, Microsoft Excel, Microsoft Word, Powerpoint, Employee Benefits, Invoicing.
Who are Deb Mosakowski's colleagues?
Deb Mosakowski's colleagues are Angela Moore, Dan Gresack, Harrison Collins, Cfp®,cpa, Susan Shoemaker, Cfp®, Alexa Mccarthy, Shelley Alexander, Donn A. Johnston Jr., Cfp®.
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