- Management of schedules for two C-Level executives and their research team - Preparation of meeting materials for all hands on deck research meetings- Maintain professional relationships with outside vendors and research providers- Maintain internal relationships across departments to ensure the highest level of support - Organize and execute offsite research meetings and events for the investment team - Management of all logistics for domestic and international travel - Provide personal assistance on an ad hoc basis- Strategically guide office coordinator team overseeing day to day operations

- Management of complex calendar and scheduling to support the head of Marketing & IR- Management of domestic and international travel for C-Level executives - Organize and execute investor focused events across three office locations - Management of high profile relationships with external partners- Created and managed the community outreach program for the firm - Organize, execute, and assist with team activities (staff meeting agendas, all-hands meetings, off-sites, and team social events) - Track and help drive completion of key deliverables and follow up on outstanding items- Act as a liaison for direct reports- Work closely with the leadership team and other Executive Assistants to provide support across the firm

- Assistant to lead wedding planner for day-of event execution - Assist with vendor management to load-in and load-out - Assist with coordinating day of design elements to create a cohesive and beautiful event - Assist with event timeline management to ensure all client requests are met and the event runs as smooth as possible

- Responsible for calendar management for two restaurants which included client events, food festivals, private dinners and charity donations - Acted as a project manager with promotional materials to receive proper approvals and ensure deadlines were met- Organized restaurant inquiries and scheduled meetings for managers with outside vendors - Created event timelines and managed restaurant teams to ensure a successful event - Communicated with clients daily via phone, email and in-person to ensure success with each event- Created and implemented social media strategy across platforms such as Facebook, Instagram and Twitter