Imogene Tee Email & Phone Number

San Francisco Bay Area

Pleasanton, CA

• Provide support to the Global CMO to help set and support the business direction of the organization.
• Coordinate executive communications, including taking calls, responding to emails and interfacing with clients.
• Prepare internal and external corporate documents for team members and industry partners.
• Manage calendar, travel and expenses for executive and team members.
• Manage and process invoices and payments for clients and vendors.
• Produce and maintain market research surveys.

San Francisco, CA

• Assisted 5 Executive Directors and other executives as needed.
• Maintained calendar and email for the Executive Directors.
• Scheduled VIP travel to include airline reservations, limousine services, and hotel reservations. Provided travel folder to executives with detailed itinerary. All travel arrangements reconfirmed prior to travel day.
• Professionally answered and directed incoming calls.
• Coordinated meetings and events including finding a location, catering, attending the events to provide support, prepare materials and other needs for a successful event.
• Completed, submitted and managed expense reports.

San Francisco, CA

• Responsible for the administration of the search process for all team search assignments.
• Formatted, edited, proofread, prepared and transmitted client deliverables.
• Maintained consultant’s calendar.
• Prepared travel itineraries for the consultant, client or candidate in any part of the search process.
• Supported search team with account management and client relationship, including consultant expenses, client invoices/receivables and other financial reports.
• Created and maintains an efficient file management and follow-up system for all search processes.

San Francisco, CA

• Communicated directly with the News department to coordinate meetings and catering with top clients.
• Oversaw 10 different bureaus on the West Coast.
• Generated and analyzed weekly stock autopsy reports.
• Generated daily top story reports for the Canada bureaus.
• Assisted HR with arranging travel and administering writing tests.
• Ordered publications and arranged subscriptions for journalists in relevant bureaus.

San Francisco, CA

• Managed all site logistics for 20+ events including research and selection, negotiating contracts, creating meeting space usage outlines and schedules, coordinating room sets, equipment selection, coordinating food and.
• Worked with a variety of internal clients, as well as senior corporate management, senior research and banking professionals to conceptualize, plan and execute conferences, client-focused outings, internal meetings and.
• Coordinated on Industry conferences with Director and assisted with general program logistics such as client speaker communication, one-on-one coordination and /or firm sponsored receptions and dinners.
• Maintained company events while minimizing production costs.
• Coordinated with all departments internally regarding event specifics and details.
• Prepared and maintained monthly firm newsletter for distribution.

Pleasanton, CA

• Coordinated production of special events including grand openings, broker events, consumer appreciation parties, sponsorships, etc.
• Coordinated advertising plans including ad placement, direction to ad/public relations agency, final proofing/editing of ads, collateral, news releases, direct mail, radio, television scrip, email campaigns, map.
• Worked closely with divisional sales and marketing managers to ensure all marketing collateral needs were updated quarterly.
• Assisted with maintaining company website.
• Prepared and maintained weekly traffic and sales source reports.
• Assisted marketing manager with invoice management.