- Assistant to the EA of the CFO and CEO, provided timely turn-around in a fast-paced and highly confidential environment - Interfaced with the executive team and distinguished guests in a professional and polished manner, attending to all of their needs- Provided scheduling support for the CFO and CEO: domestic and international travel, hotels, meetings, events, transportation, and restaurant reservations- Assisted Head of Investor Relations: populated calendars for roadshows, booked travel, and inputted data into the Nasdaq IR system for review - Created and submitted expense reports via Concur for four (4) senior-level executives- Organized catering for all Executive group meetings as well as all company needs- Managed day-to-day front desk duties: checking in visitors, directing vendors, fielding inquiries, and providing guidance to employees

- Stewarded portfolio of 90 Donor Advised Funds, including 13 private foundations (domestic and international), engaging donors in improving our community and serving as their partner within the Foundation to assist them with their philanthropic goals- Managed and administered 16 competitive grant programs annually in the areas of Environment, Arts & Culture, and Education: creating and distributing RFPs, reviewing proposals, conducting site visits, reviewing the financial health of organizations, leading grant review committees, distributing awards and analyzing reports to evaluate impact - Partnered with Boeing, ArtsOC and Orange County Department of Education to conduct a collaborative grant program (Orange County Arts Education Collaborative) to strategically grant funds to strengthen Arts Education in local public schools - Developed extensive Impact Assessment to evaluate effectiveness and reach of grant programs. Redesigned RFP and Reports template to improve the quality of data received- Consulted with nonprofits on donor engagement, program development and fundraising to help build their donor base and look more appealing to funders- Co-lead giving circle of young philanthropists, concentrating on a different philanthropic topic each year, including: nonprofit start-ups, social enterprises and addressing the root cause.

- Created development plan, resulting in an 116% increase in donations- Maintained relationships with existing donors and facilitated new donors to further increase annual contributions- Supervised three (3) assistants, delegated tasks and provided support for highest efficiency - Reporting to the Board, provided summary of quarterly achievements and financial statements- Coordinated and directed special events, classes and international study tour for clients

Maintained relations with alumni, students, and parents to ensure a high return rate of students at future conferences. Registered students for future conferences.