Support Divisional Vice President and 4 Sr. Vice Presidents of Research and Development,Schedule and manage weekly leadership team meetings, compile agenda topics, update action items and update meeting minutes with action items.Extensive planning and scheduling for Domestic and International travel. Create detailed travel itineraries. Ensure appropriate documentation and visa applications are required.Presentation preparation for quarterly leadership meetings. Heavy calendar management, prioritize meetings for the team and email support for the Executive Vice President and Senior Vice Presidents.Managed Summer Intern program for R&D; screening candidate, orientation and schedule weekly Executive leadership meeting to review internal project deadlines with the interns.Coordinate and manage R&D Quarterly Leadership meetings, conference logistics, web broadcast, email communications to entire staff of 1,100 employees.Reconcile monthly travel and expense budgets for the team.Create and track vendor purchase orders and ensure all contracts and financial paperwork is compliant.

Structured and systemized re-occurring quarterly board meetings between the Managing Director of Family Enterprise and individual business unit President's, Board Members and Trustees.Prepared, managed and reviewed presentation materials, agenda, and meeting logistics.Handled sensitive and proprietary company information with integrity and discretion for the family's foundation and charitable organizations and personal requests.Expertly handled all departmental international and domestic travel.Implemented and documented office administrative processes including; new hire on-boarding, budget management, expenses and purchase order requests.

Supported two Senior Vice Presidents and five Vice Presidents Fidelity Corporate Tax Department.Phone support, calendar management and travel arrangements. Proofed and edited presentations for Senior Vice Presidents. Prepared quarterly tax returns for shareholders. Tracked and documented invoices and tax returns for IRS audit responses and archived tax compliance documentation for the business unit. Prepared and reconciled vendor invoices and department financial reports. Assisted with ad-hoc project requests in preparation for filing quarterly tax returns.

Project-managed event logistics and executed 80 internal leadership and client events. Researched event venues and ad-hoc requests to submit final budget proposals and recommendations for meeting locations and marketing programs. Maintained, tracked, and distributed corporate sponsorship tickets for cultural and sporting events to Fidelity’s channel advisors and clients. Entered client information relating to event tickets distributed details for company compliance tracking. Prepared and shipped marketing materials for company and client events. Created and executed email blasts for event registration and prepared weekly status reports on event registration and logistics.

Responsible for planning, scheduling, executing, designing and managing marketing projects that include; regional and national trade shows, events, product launches, web technology broadcasts and customer educational conferences for 3 business divisions at GE Fanuc. Created annual tradeshow and events annual budgets and demonstrated ROI on each event program. Collaborated with sales and product marketing to develop seminar content and promotional materials including speaker abstracts, press promotion for speaking engagements at various industry conferences. Developed comprehensive trade show communication plans and go to market strategy for events. Worked cooperatively with the sales channel and partners that support product launches. Lead coordinator for two of the largest company conferences; GE Fanuc User’s Conference that had over 680 attendee’s. Managed the development of the educational content for the session tracks and workshops, vendor exhibition, and keynote speakers, registration, budget, promotional materials and post event results.