Heidi Reese Email & Phone Number

Philadelphia, Pa, Us

RD3MG is a business consulting firm that owns, invests in and manages compounding pharmacies and other business entities with a focus on longevity, anti-aging and regenerative medicine. We also offer consulting services tailored to help practices thrive and achieve success in the healthcare industry.

Wayne, Pa, Us

 Oversee and optimize multiple professional and personal calendars and inboxes for the President and affiliated internal organizations, ensuring seamless scheduling and communication. Initiate and cultivate relationships with local organizations on behalf of the President, driving organizational growth and fostering mutually beneficial opportunities. Collaborate strategically with the President to prioritize and align daily tasks with short- and long-term goals, proactively suggesting adjustments to maintain focus. Serve as a trusted advisor and confidante, providing insight and guidance to support high-level decision-making.

Kennett Square, Pa, Us

 Executive Support & Communications: Spearheaded communication as the primary point of contact for internal and external stakeholders, handling confidential and high-priority matters with professionalism and discretion, demonstrating integrity to maintain credibility, trust, and rapport. Reviewed, prioritized, and responded to incoming communications on behalf of the President, ensuring alignment with their voice, style, and organizational policies.  Calendar & Travel Management: Streamlined the President’s schedule by managing complex, dynamic calendar requirements. Coordinated international and domestic travel logistics, anticipating needs and swiftly resolving conflicts to ensure smooth experiences. Prepared and processed complex expense reporting. Board & Executive Liaison: Facilitated executive communication and correspondence and served as a liaison to the Board of Trustees, Executive Leadership Team, and Director’s Council. Prepared and organized Board and Committee meeting materials (BoardEffect), including agendas, presentations, and drafting of formal meeting minutes. Coordinated and monitored any follow-up action items.  Event Coordination: Led the planning and execution of VIP events, dinners, and high-profile engagements hosted by the Office of the President. Managed logistics such as guest lists, catering, and event operations, consistently delivering exceptional experiences. Special Projects & Presentations: Directed special projects for the President and developed tailored presentations for public speaking engagements. Evaluated speaking requests and ensured presentations aligned with audience needs and organizational objectives.

London, Gb

Delivered proactive administrative and executive support to the CFO, CAO, and senior finance leaders. Coordinated multiple complex calendars across international time zones, prioritized executive requests, prepared complex expense reports, and managed global travel logistics, ensuring seamless execution and availability for last-minute changes.Financial Reporting & Board Support: Orchestrated the preparation and distribution of financial reports, Board materials (NASDAQ BoardVantage), and presentations for quarterly and annual financial reviews. Ensured accuracy and cohesive messaging across inter-departmental contributions.Investor Relations: Played a key role in the company’s IPO, supporting critical deliverables related to earnings reports, investor calls, and secondary offerings. Partnered with the SVP of Investor Relations to strengthen relationships with investors and analysts, building confidence and future investment. Managed correspondence with shareholders and Board members, and coordinated biannual off-site Investor Day events attended by 100+ investors, analysts, VIPs, and executives.Gained expertise in financial metrics like EBITDA, Profit and Loss, Cash Flow, and forecasting variances. Assisted in preparing 10K reports and regulatory filings, ensuring compliance and precision.Event Management: Directed logistics for corporate events, including off-site executive meetings, video/audio conferences, and large internal gatherings. Created impactful PowerPoint presentations for senior leadership, maintaining brand consistency and messaging clarity.Process Improvement & Collaboration: Led initiatives to streamline workflows, enhancing efficiency and fostering cross-department collaboration. Worked closely with Executive Assistants company-wide to align international business functions.

 Optimized daily calendars for the Parish Priest, coordinated committee meetings, and handled confidential communications, ensuring seamless operations across all activities. Led the planning and execution of major Parish events, including the 100th Anniversary celebration, overseeing year-long activities, budgeting, vendor management, and event logistics.  Directed significant office and facility improvements, including the procurement and installation of an 8-foot marble monument and managing large-scale projects like a 16,000-square-foot roof replacement and a full office technology upgrade. Redesigned the Parish website and enhanced electronic communications, significantly boosting parishioner engagement and improving information flow. Produced regular performance and financial reports, updated internal databases, and reviewed policies to drive operational efficiency and optimize cost management.

 Directed daily operations for a sales office of 70+ agents and a staff of 4, driving efficiency, profitability, and risk management improvements. Oversaw office operations, including vendor management, facility maintenance, and contract renegotiations, achieving reduced costs, enhanced service quality, and increased staff morale. Recruited, trained, and mentored agents and staff, boosting productivity and performance through coaching, business planning, and professional development programs. Managed accounts receivable/payable, budget oversight, and profit/loss reporting, ensuring financial stability and facilitating growth. Led office technology upgrades, modernizing systems to improve operational efficiency and streamline processes. Coordinated and executed corporate meetings and company events, handling on-site and remote gatherings logistics. Directed the planning and execution of company events, aligning them with business goals and fostering team collaboration.

Us

 Revamped recruitment processes to enhance the sales team, increasing associate numbers from 25 to 120 through strategic market research and talent identification. Cultivated a strong office culture by implementing targeted training programs and optimizing the agent roster to align with company values while mitigating risks. Proactively recruited local sales associates through diverse channels, including phone, email, direct mail, and social media, achieving and surpassing recruitment goals set by Senior Leadership. Drove growth and profitability by coaching and training team members, resulting in improved performance and operational success.

 Created original lesson plans and training modules on a multitude of topics and subjects and coordinated quarterly in-person and online classes with 52 company offices. Consistently received outstanding reviews for lesson content, energy in teaching, and passion for the attendee's internalization of the subject matter and, therefore, their continued success.  Independently mastered new technologies to training modules for the salesforce and office staff. Operated autonomously at a high level, achieving exceptional results with minimal supervision. Assisted Executive Leadership in evaluating new tools and technologies for importance, value, and applicability to the sales force. Led Prudential University,” which trained all new licensees and new joiners. The 8-week course included topics such as the company overview, legal matters, contract execution, and sales presentations. Revamped the existing program to enhance its relevance and effectiveness in today's real estate market. Reported regularly to Senior Leadership with accountability for attendee success, attendance, participation, and enthusiasm. Attended external training to ensure course materials were of the highest quality and relevance.