Partner with the Managing Director of the Fifth Third Private Bank in the Cincinnati Region to drive operational excellence, project management, client experience, and employee engagement.

Served as a business partner of Co-Head of Private Wealth Management for strategy, business reporting, projects, and execution of high-level meetings.

Assisted Co-Head of Private Wealth Management with strategy and execution of meetings and projects, outreach of clients and prospects, various business reporting and tracking, and various administrative tasks.

Assist several Senior Vice Presidents with calendar management, requiring interaction with both internal and external executives and assistants as well as consultants to coordinate a variety of complex meetings; Manage travel arrangements accurately and effectively, domestic and international; answer executives’ phone calls and direct all incoming calls appropriately; Corporate event planning such as Annual Meeting, Sales Training Week, Science Advisory Board Quarterly Meetings, and All Hands Meetings; Manage office vendor relationships; Prioritize and manage multiple projects simultaneously; and Expense reports, code invoices and other duties as assigned.

Assist Owner, COO, and President of Capital Formation with all calendar management, requiring interaction with both internal and external executives and assistants as well as consultants to coordinate a variety of complex meetings; Prioritize and manage multiple projects simultaneously; Corporate event planning such as booking entertainment and menu planning for annual holiday party; Arrange travel schedules and make reservations as needed, domestic and international; Manage payment process for the owners personal invoices; and Assist as back-up to the payroll administrator