Dee (Dierdre) Wittenberg Email & Phone Number

United States

San Jose, California, United States

• Execute financial needs for clients; following up on transactions and transfers• Maintain databases, compile statistical reports• Generate new account set-up and maintenance; process check deposits into system• Utilize CRM to maintain client information, input notes, and construct emails• Identify and mitigate risk factors and ensure compliance according to regulation.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Santa Clara, California, United States

• Provide support to the CEO and CFO and others as needed• Manage board of directors meeting schedule and presentation materials• Responsible for the NDA process via DocuSign• Work with foreign offices to establish new office locations.

San Jose, California, United States

• Provide support to sales & marketing management team within the global organization • Maintain team org charts and national team statistics quarterly• Process invoices and purchase orders for department• Coordinate extensive international travel• Initiate and process expense reports and expense reconciliation• Generated a SharePoint that housed critical administrative information for all admins• Coordinate offsite events from start to finish• Responsible for new hire orientation nationally

Santa Clara, Ca

- Support global lead technology partners (C-Suite level)- Strategically manage complex calendars proactively identifying and adjusting conflicting events- Project management: led and managed team for the Fieldglass account- Quality assurance: review PowerPoint documents for consistency and firm standards- Developed process for admin Sentinel training and assembled documentation- Reviewed contact data for Intranet site prior to release- Responsible for generating, processing and accurate verification of invoices- Extensive knowledge of domestic and international travel arrangements- Secured event site and coordinated catering and ordered personalized trophies for 75+ attendees- Coordinate, create, assemble and edit slides for presentations for executive leadership meetings

San Jose

I worked with all entities of the firm. In addition to being an executive assistant, I see the project from start to finish and take ownership of the project until completion.- Performed a variety of complex and confidential administrative duties in support of six executive coaches to manage very intricate calendars across multiple time zones- Scheduled initial and recurring meetings with over 500 new partners and direct admits on a yearly basis- Printed and distributed organizational resources to clients of services offered- Coordinated domestic and international travel; independently processed expenses and review Amex statements for any outstanding charges and manage complex expenses for six executives

San Jose, California, United States

Partnered with key stakeholders to identify and execute cross-functional goals▪ Developed budgets and timelines to allocate resources▪ Assist with board of directors’ minutes and tracking and filing of minutes▪ Assisted sales and marketing professionals with CRM and campaigns▪ Manage requests for all service lines to include HR and Campus Recruiting▪ Research clients and backgrounds for business development to create market analysisreports▪ Coordinates and arranges education, conferences, meetings and events to includelogistics; strategize themes for conferences, manage data, and finalize plans forsuccessful program▪ Assist with brand management

San Jose, California, United States

- Supported the Area leader (C-Suite) and the PNW Assurance Leader. - Created process for data transfer by establishing a database to enable data to be uploaded to a database for a monthly conference calls- Coordinated presentations from various leaders and combined presentations, edited and distributed the presentation- Assisted with the deployment of many PNW Initiatives, tracked and compiled attendance at PNW events, managed CPE for events

San Jose, California, United States

- Successfully supervised eight team members to include interviewing, hiring, and processing temporary invoices- Assisted team with training and remaining in compliant with all accounting policies and procedures- Administered performance reviews for team members- Mentored and coached team members to develop technical and functional skills to meet goals through classes- Managed distribution of workload to ensure deadlines were met- Conducted monthly team meetings

San Jose, California, United States

As an executive assistant I supported the PNW Assurance Leader. Created a process for data transfer by establishing a database that would enable data to be uploaded to the database and parties given access for a monthly conference call and then archived. Coordinated presentations from various leaders and combined presentations and edited and distributed the presentation. Assisted conference calls to determine topicsI also assisted with the deployment of many PNW AABS Quality Initiatives to include GAMx, tracking and compiling upcoming attendance at PNW events, following up on check requests, reconciling PNW GAMx Champion Network spreadsheet, GAMx calendar reconciliation and creating CPE sign in sheets for TSRS GAMx Prelaunch events. I understand internal customer needs and strives to improve work processes according to preferences of executives; promotes an environment and culture that encourages the team perspective.

San Jose

Worked with engineering and supported VP's

Assistant to the finance group