Executive assistant and office manager at start up hedge fund located in Manhattan Beach. Also provided administrative and personal support for founder's family office. Fund responsibilities included executive level administrative support to founder/CIO, employee on-boarding, coordinating with remote tech support staff to resolve all technology issues, travel (commercial flights, hotel bookings, visa coordination, restaurants), events, expenses reports, tracking and allocating all expenses on company card, logistics for meetings and calls (video conferencing, print materials, lunches if necessary). For family office, responsibilities include personal assistance to family (VIP tickets, purchasing gifts, commercial and private flights, family calendars, restaurant reservations, etc.), manage invoices in Quickbooks (upload, get approvals, pay, file), insurance (homeowners, auto, yacht, etc.), keeping track of charitable donations, administering payroll for house staff (ADP).

Intrivo is a Los Angeles-based digital health company whose mission is to help people live happier, healthier and longer lives by providing them with intuitive tools and comprehensive health information to steward them across their entire health journey. In the midst of the current COVID-19 pandemic, we’ve been focused on helping companies reopen the economy, and individuals rediscover and reconnect through the use of rapid tests.

Executive assistant and office manager at a company that provides a wide range of financial, strategic and asset management advisory services to a select group of high net worth individuals. EA responsibilities are to provide full and diversified administrative support of day to day business activities for the Founder/CEO including complex calendaring/scheduling (appointments and meetings), complex travel (international and domestic, commercial and private, car/chauffeur services), expenses, correspondence, answering/screening all calls for Main Street Advisors. Office Management responsibilities include: managing office LAN and wireless phone lines for all employees, health insurance, hardware and software computer maintenance

Executive Assistant to CFO of family office for a high net worth individual where maintaining highest levels of confidentiality was of paramount importance.Responsibilities included bank transfers/deposits, analyzing investment management fees, editing/proofreading license agreements, preparing annual consents/minutes for all entities, updating statements and royalty spreadsheets, researching and analyzing grant requests, updating databases and generating reports for the Foundation using Grants Management Software, making sure all political contributions were legal, researching travel itineraries, editing, proofreading and finalizing correspondence, files, statements, invoices, forms, and other documents.

Executive Assistant to the President and Chief Compliance Officer at asset management firm.Responsibilities include: daily, weekly and monthly calendars, answering/screening direct phone lines, conference calls and pro-actively resolving inquiries, monthly charity fundraisers for NWQ, Tradewinds and Nuveen West, firm-wide events (Holiday parties, Retirement parties w/ large budgets), drafting, maintaining and updating Tradewinds travel policy, working independently on complex projects with a minimal amount of supervision

Served as primary POC between GM and Corporate/Executive Leadership for all operations-related subjects, including headcount, OPEX and recruiting. Managed Communications Sector’s internal and external recruiting process, including the scheduling and conducting of employee interviews, screening of potential employees and new employee orientation. Dealt with sensitive and confidential issues such as compensation, reductions in force and terminations. Supported and helped coordinate various key business processes including: monthly, quarterly, and yearly forecasting, business planning, people management and customer satisfaction initiatives. Facilitated and managed district partner and employee events. Helped to supervise an outsourced staff of five employees in the absence of the NY Operations Manager. Proposed, facilitated and managed district community affairs events

Worked directly with Founder/CEO in entrepreneurial venture:Developed relationships with marketing vendorsQualified and followed up on sales leadsDeveloped company’s direct mail marketing strategy – managed multiple direct mail campaignsDesigned and maintained company websiteCreated training manuals for employees and customized manuals for partners