Proactively maintained vice president’s schedule by handling requests for time using independent judgment to determine priority and availability for various internal and external meetings, while managing day-to-day workflow and interruptions.Ensure vice president was prepared ahead of time for all meetings by coordinating pre-meetings with stakeholders for updates and compiling all meeting materials for prior review.Board Liaison for the newly formed Foundation for Community & Health Advancement, managing all logistics for the various Board and Committee meetings which includes coordinating meeting invites, preparing agendas, confirming presenters/guests to compiling Board packets and meeting minutes.Developed processes and templates for managing sponsored community events and fundraisers.Prepared and processed accounting documents that required an understanding of company expense policies and procedures such as department budgets, vendor invoices, check requests, and expense reports.

Proactively maintained busy CEO’s schedule by handling requests for time using independent judgment to determine priority and availability for various internal and external meetings, while managing day-to-day workflow and interruptions.Ensure CEO was prepared ahead of time for all meetings by coordinating pre-meetings with stakeholders for updates and compiling all meeting materials for prior review.Review and provided support with CEO’s incoming and outgoing emails to assure appropriate and timely responses.Maintained CEO’s follow-up item task list to ensure outstanding items are received and/or completed on time.Board Liaison for both the 24-member AACHC and 18-member CVN Boards, managing all logistics and the various Committee meetings which includes coordinating meeting invites, preparing agendas, coordinating presenters/guests, to compiling Board packets and meeting minutes.Liaison between CEO and other business associates and board members by communicating and coordinating instructions and assignments.Coordinated and attended weekly Executive Management Team meetings to gather and share information relevant to organizational projects and operations.Coordinate details for team building events, internal and external meetings and conferences, luncheons, dinners, and other external event functions both local and out-of-state.Prepared accounting documents that required an understanding of company expense policies and procedures, such as department budgets, vendor invoices, check requests, and expense reports.Created high-level presentations, including talking points and presentation note cards.Managed all aspects of travel arrangements for both professional and personal.Maintained appearance of CEO’s office to ensure it always presents a professional appearance.

Executive Assistant to SVP, Schwab Bank (Bank, Operations, Oversight, Service and Technology)Oct 2017 - Jan 2019Proactively managed busy executive’s schedule. Arranged and coordinated details for team building events, internal and external meetings, luncheons, dinners and event functions.Maintained executive’s follow-up item task list to ensure outstanding items are received and/or completed on time. Prepared accounting documents that require an understanding of company expense policies and procedures such as department budgets, vendor invoices, and expense reports. Managed all aspects of travel arrangements. Oversaw ordering and maintaining of departmental office supplies.Executive Assistant to SVP, Advisor Custody and TradingJul 2016 - Sep 2017Proactively managed busy executive’s schedule by handling requests for time using independent judgment to determine priority and availability.Arranged and coordinated details for internal and external meetings, board meetings, interviews, client tours, luncheons, dinners and event functions, including traveling with executive for on-site coordination when necessary.Coordinated executive off-site events including arranging out of town conferences, social gatherings, travel and hotel accommodations.Coordinated regular individual 1:1’s with the other department administrative assistants to nurture collaboration and trust while building comradery among the administrative team.Maintained executive’s follow-up item task list to ensure items completed on time.Acted as liaison between executive and his senior leadership team.Prepared accounting documents such as department budgets and expense reports. Managed all aspects of travel arrangements. Created high-level presentations, including talking points and presentation cards.Provided backup support to the Executive Vice President and his executive assistant as needed.

May 2015 to Jul 2016Proactively managed busy executive's schedule by handling requests for time using independent judgment to determine priority and availability. Arranged and coordinated all details for internal and external meetings, board meetings, interviews, tours and events utilizing WebEx, Skype and Video Conferencing when appropriate.Acted as liaison between executive and other business associates and board members by communicating and coordinating instructions and assignments.Acted as department RIM Coordinator, and company-wide liaison for the RIM policies and procedures.Created high-level presentations and documents.Oversaw department budget, and reviewed all departmental expenses. Prepared and processed accounting documents such as vendor agreements, purchase orders, invoices, and expense reports.Managed all aspects of travel arrangements including reservations and itineraries.Handled confidential information in a professional and discreet manner.Accompanied CRO on trips to ensuring effortless travel and successful meeting and presentation outcomes.Responsible for various personal duties.Feb 2015 - Jul 2015 Executive Assistant to Chief Information OfficerProvided all aspects of administrative support to the CIO and his staff, including calendar, travel arrangements, and processing department purchase orders, invoices and expense reports.May 2014 - Feb 2015 Executive Assistant to VP, Human Resources and Director, Human ResourcesManaged heavy calendaring and meeting coordination. Arranged and coordinated interview schedules including travel arrangements for high-level executive candidates. Processed accounting documents such as vendor agreements, purchase orders and invoices. Prepared and processed monthly expense reports. Managed all aspects of travel arrangements. Handled confidential information in a professional and discreet manner. Performed various personal duties and errands.

Managed busy schedules for both the SVP and the VP of the Advisor Services Trade & Operations organization.Managed all aspects of domestic and international travel arrangements including reservations, itineraries and proper travel documentation.Prepared accounting documents that required an understanding of company expense policies and procedures such as vendor invoices and expense reports.Responsible for meeting coordination, creating presentations, and preparing meeting minutes. Performed various personal duties and errands.

Served as key contributor of APS’ Business Improvement University that certified 94 students in 16 months using an experiential approach to learning Lean concepts.Proactively managed CIO's busy schedule and coordinated details for internal and external meetings.Acted as liaison between CIO and his staff by communicating and coordinating instructions and assignments.Assisted with special projects establishing priorities and meeting deadlines.

Proactively managed CEO's busy schedule by handling requests for time using independent judgment to determine priority and availability. Acted as liaison between CEO and other business associates, board members, and high-level community members.Arranged and coordinated details for internal and external meetings, board meetings and event functions.Managed all aspects of travel arrangements including commercial and private flights, reservations and itineraries.Facilitated communications with internal and external contacts by composing correspondence, screening calls, visitors and mail, answering questions and furnishing information or referring to appropriate responder.Performed various personal duties and errands.

Provided all aspects of administrative support to SVP which included heavy calendaring and meeting coordination.Managed all aspects of travel arrangements including commercial and private flights, and prepared expense reports for reimbursement.Maintained executive's follow-up item task list to ensure outstanding items were completed on time.Maintained organizational system for tracking and filing information and documents.Performed various personal duties and errands.