Kate Jackson Email & Phone Number

United States

Mukwonago, WI

• Coordinate with internal departments, third-party certification body, and Global Wind Organisation (GWO) to schedule, prepare, and lead 10 annual audits.
• Advance the ISO 9001-certified Quality Management System through the development of company policies, communication plans for launch, and roll-out training for team adoption.
• Manage client’s third-party audit preparation, leading kick-off meetings, providing client support, and presenting findings to auditors, resulting in 7 successful certifications.
• Project lead on the configuration of Absorb LMS (an online learning management system), managing timelines, risk analysis, platform customization, data migration, and user training.
• Lead writer and editor, authoring reports, client proposals, internal business processes, standard operating procedure manuals, and organization-wide communications.
• Restructured the file management system, standardized the file naming system, and developed a document control process.

Mukwonago, WI

• Managed domestic and international client booking and training logistics for 45 unique course offerings and 22 facilitators globally.
• Supported Director of Operations with meeting coordination, travel arrangements, and drafting client correspondence.
• Identified cost-saving measures and implemented training and equipment shipping policies yielding a savings of $75k per year.
• Designed communication strategy for clients and internal team members, leading to an increase in repeat client bookings YOY and improved team morale.

Austin, TX

• Executed complex calendar coordination, travel arrangements and detailed itineraries, and prepared dean for meetings, events, and presentations.
• Managed inboxes, drafted and edited correspondence, reports, and event speeches.
• Pioneered the Diversity and Inclusion program, co-authoring the strategic plan, launching recruitment and student support initiatives, and developing key community partnerships.
• Created organizational procedures to maximize efficiency in Dean’s Office, led daily briefings with the executive leadership team, supervised event coordination, and hired, trained, and supervised office staff.
• Managed meeting coordination for the Dean’s Office, including materials preparation and distribution, arranging room reservations, catering, and taking meeting minutes.
• Chief liaison between the dean and her direct reports, board members, and university administration, increasing her productivity by 15%.

New York, New York

• Managed calendars, global travel, conference attendance, team events, and personal requests for the CFO and his team of 10, increasing their productivity by 15%.
• Revised the performance review system, establishing comprehensive data points used for employees' annual raises and bonuses.
• Updated the Expense Management System, increasing efficiency and reducing human error in the A/P department by 18%.
• Internal lead on finance department special projects, including annual audits, updates to the firm’s investment structure, and design of investor marketing tools.

Greater New York City Area

• Coordinated calendars and global travel arrangements, reconciled expense reports, and drafted correspondence.
• Developed tracking database for assembling quarterly earnings research on 100+ companies for use in data analysis.

Los Angeles, California

• Oversaw operations for the multi-year Cognitive Behavioral Therapy in Rheumatoid Arthritis study.
• Directed the recruitment, enrollment, and support efforts for the year-long participation of 80+ patients, resulting in a successful retention rate of 90%.
• Maintained tracking database to record participant details and psychological follow-up in accordance with UCLA's Institutional Review Board.
• Hired, trained, and supervised research support staff.

Austin, Texas