Our mission is to provide extraordinary customer service to all of our clients. We pride ourselves on our ability to come up with innovative and new ways to problem solve all of your day to day tasks. And we do it with limited guidance, fast and efficiently so you don’t have to. We are here to manage all of your logistics in a timely manner with integrity and impeccability.​Our approach is to prioritize conflicting needs, handle matters expeditiously and follow through on projects to successful completion, relieving deadline pressures. We work closely and efficiently with our clients, keeping them well informed of upcoming commitments and follow up appropriately.We take satisfaction on successfully completing critical aspects of deliverables with a hands-on approach, including drafting acknowledgement letters, personal correspondence, and other tasks that facilitate the client’s ability to lead the organization to continued profitability, growth and success.​You’re the boss. We handle the details of everyday life [the minutia] so you can focus on what’s important and interesting. We view our services as “the power behind the throne.”Founders, executives and business owners are the visionaries and entrepreneurs but they can’t wear all the hats. Our service will provide you with whatever you need virtually to manage your details so you can focus on your priorities and areas of expertise.Services we offer:- Email Management- Travel Planning- Customer Service- CRM Support- Project & Event Management- Calendar Management

Aristotle Capital Management is an independent/employee-owned, value-oriented investment advisor with offices in Los Angeles and Orange County, California. Their clients include public and ERISA funds, corporation, educational institutions, hospitals, religious organizations, Taft-Hartley plans and high net worth individuals.Identify opportunities and develop relationships with institutional investors and investment consultants in institutional market channels.Ensure product and sales material are always updated and focused for the applicable presentation, conference, or opportunity.Act as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process.Create marketing material to support distribution efforts.Develop and improve new business processes and design changes to SalesForce.com to promote efficiency and reduce operational complexity within the Institutional Sales team and firm

Houlihan Lokey is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, valuation and strategic consulting. The firm services corporations, institutions, and governments worldwide with offices in the United States, Europe, and the Asia-Pacific region.Support and enhance the relationship management and sales efforts of a team of senior investment bankers in the Illiquid Financial Assets Group (revenues of $25M+).Develop and maintain client database that assists bankers to identify buyers in the Secondary Market.Research and create management presentations that provide in depth information and statistics about the companies in the portfolio of the asset sale.Communicate with clients and resolve service needs coordinating all aspects of relationship.Created client pitch books that market the group’s capabilities.Train all senior bankers and support staff on “Sales Force” system. Point person for managing the training and ongoing use of a new data system that helps staff in tracking relationships, engagements within the firm and identify cross selling opportunities.Responsible for planning and implementing over 12 sales conferences, seminars and marketing events per year, including developing content and agenda, scheduling speakers and event planning logistics.

JPMorgan Chase & Co is a U.S. multinational bank and financial services holding company headquartered in New York City. It is the largest bank in the United States, the world’s third largest bank by total assets totaling $2.5 trillion dollars.Provide sales support to 10 senior executives in the Business Banking division and manage the Northeast Regional team (revenues of $5+ Million in booked credit).Manage inter-department relationships across global organization.Serve as the team leader for several senior sales assistants, including coordination of all follow up with senior management, coordinated regional event logistics.Organize and compile P&L statements, quarterly reports and regional market meeting material for senior executives.Handled coordination of all ongoing management reporting.