Heather Phillips Email & Phone Number

Alpharetta/North Fulton Office

Alpharetta, GA

Distributed via DocuSign all internal documentation for approval of contracts and amendment to contracts. Booked via Concur all travels for doctors, nurses, physician assistants and employees. Reconciled monthly American Express corporate card with proper allocations to each program. Distributed via DocuSign all doctor, nureses, physician assistant.

Atlanta, GA

Transcribed Board of Director and Executive Committee minutes and maintained all files for board business. Created PowerPoint business proposals and salary/bonus spreadsheets. Maintained daily schedule and calendar of events, correspondence, travel arragements, and payment of internal invoices. Served as a department resource to investigate and answer.

New York, NY

Produced heavy volume, high quality business proposals for presentations and various marketing needs using PowerPoint, Excel and Adobe Photo Shop. Duties included creating spreadsheets and maintenance, scheduling appointments, travel arragements, expense reports, and coordinating meetings and conference calls. Managed facilities and vendors, account set.

Atlanta, GA

Reviewed and prepared investment portfolio packages for existing and potential clients. Executed and confirmed trades. Daily responsibilities included portfolio accounting, account maintenance, and investor relations. Designed, developed and maintained spreadsheets requiring data interpretation and manipulation.