Donna Burtch Email & Phone Number

California, United States

San Diego, California, US

San Francisco, CA, US

• Performed complex calendaring/scheduling, managed expenses, edited/helped write division-wide announcements and blogs for division president. Also assisted Division Operations Manager to lesser degree.
• Planned/executed division-wide, quarterly/half year Regional President Recognition events (3+ years) at venues such as Disneyland, San Diego ZOO, the Hornblower cruise ship and San Diego oceanfront restaurants; plus.
• Managed/coordinated weekly leadership calls via MS Teams and in-person; took/disseminated detailed minutes.
• Managed/reviewed/distributed numerous reports on topics such as client experience, certifications, job postings.
• Collaborated/assisted marketing department on division-wide Union Bank branded clothing pilot program for over 2 years.

• Performed complex calendaring, involving multiple conference rooms/buildings/locations, coordinated fluid staff travel, to include Skype and telepresence conferencing. Arranged weekly executive travel.
• Managed extensive staff, management, Board meetings and special events (e.g., company-wide retirement dinner party; Executive Team/Board retreat; employee wellness clinic; monthly catered staff breakfast for nine.
• Submitted expenses, ordered office supplies/computer equipment; on-boarded new employees.
• Upgraded key executive’s workspace layout, selected new furnishings.

New York, NY, US

• Performed heavy expense reporting, calendaring, video conferencing, conference registrations, catering internal/external meetings/dinners/events; tracked event registrations, prepared name tags.
• Worked extensively in salesforce system (Engage): performed account openings, updated high volume of client information weekly, ran pipeline reports.
• Submitted check requests/POs/marketing expenses: monitored marketing budget. Ordered office supplies.

San Diego, CA, US

• Actively provided broad administrative support to dynamic group of senior executives and their teams.
• Conducted heavy complex travel, extensive expense reporting (with direct report approvals), calendaring.
• Coordinated conference hotel group reservations, conference billing and booth shipping.
• Managed off-site office maintenance, equipment purchases, billing, liaison with property management.

• Orchestrated weekly 15-member Executive Committee meetings, presenters, agenda, minutes.
• Solicited/compiled/updated monthly report on strategic initiatives (SAP) for German parent company.
• Performed heavy, complex calendaring for executives/teams across US & European time zones.
• Sent staff announcements from the President, including quarterly Town Halls.
• Prepared extensive expense reports (Concur) & approved same for SVP’s direct reports.
• Managed arrangements for Board, team building off-sites, catering, hotels, car service, dinners; travel.

• Supported primarily the Treasurer and broad base of C-level executives, company-wide.
• Performed complex calendaring; planned/coordinated/executed high level meetings; hotels/ catering/dinners, onsite/offsite, for Board, Treasury, legal counsel, and Illinois staff.
• Prepared expense reports and extensive arrangements for domestic/international travel/passports/visas.
• Secured signatures/handled highly confidential documents/wires, internally/internationally.
• Involved actively as a member of Special Events Team & Motorola Emergency Response Team.

US

• Handled bank-wide vendor relations for nine (9) branches and corporate office in $4 billion bank, including vouchering, purchasing, printing, contract negotiation and cost cutting.
• Won $10K release of fraud charges on major account; stream-lined accounts, obtained large refunds.
• Managed 170 + policy & procedure electronic manuals as Corporate Policy Administrator and collaborated with Chief Operating Officer in upgrades. Managed “Board Approved” updates.
• Interfaced responsively with senior executives, staff, Board, legal counsel, and branch managers.
• Prepared confidential 6-month corporate business plan for management and Board meetings.
• Reconciled/vouchered company-wide corporate credit cards; cut checks, as needed (Quicken).

Past Member of the Year, 2008, 2001Past President, 2006

• Underwrote business loans under $2MM, spread tax returns; monitored processing through funding.
• Performed in broad executive level administrative capacity to support Assistant Division President over two departments: Special Assets Workout Group and Credit Administration.
• Managed/sold six (6) commercial OREO (bank owned foreclosed real estate) properties.
• Conducted HR screening, IT liaison, tele-conferencing/travel/luncheon/staff recognition arrangements.

Conducted complex audits; reconciliation of large 401K plans.

Performed in numerous financial capacities. Business owner.

Managed monthly loan board package for the Board of Directors and senior management and more.

Mba, Finance

Bachelor Of Science