Katie Freeman Email and Phone Number

• Supported event coordination and preparation • Wrote blog post content for the company website• Managed multiple databases• Provided daily customer service and correspondence• Organized and managed filing

As Executive Assistant, I reported to the EVP, Head of Wealth Management; SVP, Head of Wealth and Administrative Services; SVP, Head of Syndicate and National Sales; and the VP, Head of Central Supervision. I also provided ad hoc assistance for the other members of the senior leadership team. As the Marketing Coordinator, I acted as the liaison between the Wealth Management and Marketing departments, and prepared and assisted with the execution of the marketing and communications plan for the Wealth Management department.• Orchestrated the preparation and dissemination of firm-wide correspondence on behalf of executives.• Played a key role in planning and executing all Wealth Management in-person and virtual events.• Efficiently managed executive calendars, skillfully scheduling meetings and travel arrangements.• Prepared presentations, crafted meeting agendas, and recorded meeting minutes.• Meticulously handled executives' expense reports.• Moderated and documented meeting minutes for frequent firm-wide Zoom webinars and committee meetings.• Led the preparation and moderation of quarterly department-wide Wealth Management town halls.• Maintained the Wealth Management department's intranet pages, incorporating video recordings, calendars, and updating branch contact information.• Coordinated seamless onboarding for new Financial Advisors in collaboration with relevant parties.• Managed and executed the quarterly employee incentive program, "Wedbush Hero."• Headed the summer intern program within the Wealth Management corporate department, overseeing rotation schedules, ensuring proper setup for remote internships, and conducting regular check-ins.• Compiled monthly Wealth Management branch operations analysis, recruiting reports, and National Sales webinar data dashboards to monitor advisor webinar engagement progress.• Launched and successfully managed the National Sales department's advisor engagement incentive program.

I reported to the Executive Vice President, Head of Wealth Management and the Senior Vice President, Head of Wealth and Administrative Services. I also provided ad hoc assistance for the other members of the senior leadership team. • Orchestrated firm-wide correspondence for executives, ensuring timely and accurate communication.• Contributed to the planning and execution of diverse Wealth Management events, both in-person and virtual.• Efficiently managed executive calendars, coordinating meetings and travel arrangements seamlessly.• Prepared presentations, meeting agendas, and recorded minutes, showcasing meticulous organizational skills.• Oversaw executives' expense reports, ensuring precision in financial reporting.• Moderated and documented meetings for executives, firm-wide Zoom webinars, and committee meetings.• Facilitated quarterly department-wide Wealth Management town halls, fostering effective communication.• Maintained the Wealth Management department's intranet pages, updating content and contact information.• Coordinated smooth onboarding for new Financial Advisors, liaising with all stakeholders.• Managed the execution of the quarterly employee incentive program, "Wedbush Hero."• Compiled monthly analyses of Wealth Management branch operations and recruiting reports.

I reported to the Executive Vice President, Head of Wealth Management; Senior Vice President, Head of Wealth and Administrative Services and the Senior Vice President, Head of Private Wealth Management. I also provided ad hoc assistance for the other members of the senior leadership team.• Orchestrated firm-wide correspondence on behalf of executives, ensuring seamless communication.• Efficiently managed executive calendars, scheduling meetings and handling travel arrangements.• Prepared presentations, meeting agendas, and recorded minutes, fostering organized meetings.• Oversaw executives' expense reports, ensuring accuracy in financial reporting.• Moderated and documented meetings for executives and committees, promoting effective collaboration.• Maintained and updated Wealth Management department pages on the company intranet.• Coordinated onboarding for new Financial Advisors, ensuring a smooth integration process.• Managed and executed the quarterly employee incentive program, "Wedbush Hero."• Compiled monthly analyses of Wealth Management branch operations and recruiting reports.

Office Administrative Assistant, California Nurses Association, Glendale, CA (Sep-Oct 2019): • Answered phones and transferred incoming calls• Assembled union informational folders• Distributed incoming mail and faxes• Greeted and directed guestsAdministrative Assistant to 6 C-Suite Executives, TransDigm Group, Inc., Pasadena, CA (Jan-Aug 2019): • Prepared monthly expense reports• Arranged domestic and international travel, including flights, hotels, and drivers• Planned corporate events, including scouting caterers and venues• Managed rooming and attendee lists for events• Edited PowerPoint presentations (300+ slides) and bound printed materials• Managed financial report binders and physical files• Consolidated files to optimize office space• Maintained the corporate master contact list• Managed office and kitchen supplies• Reorganized storage areas for efficient use and streamlined inventoryAdministrative Assistant to Head of Marketing, Firefighters First Credit Union, Eagle Rock, CA (Oct-Nov 2018): • Managed inventory of promotional items• Coordinated shipments to branches• Proofread marketing materials• Edited and compiled staff edits to the HR benefits guide• Wrote copy for marketing materials• Assisted with event planning for branch opening and charity fundraising eventAdministrative Assistant, Union Station Homeless Services, Pasadena, CA (Aug-Oct 2018): • Cultivated and maintained donor databases• Implemented donor outreach efforts via email and mailings• Researched local companies for potential donation items for annual auction fundraiserAdministrative Assistant to CEO, Pincus Professional Education, Altadena, CA (Jan-Aug 2018): • Supported event coordination and preparation• Managed social media presence• Created blog post content for the website• Managed multiple databases• Edited instructional videos• Provided daily customer service and correspondence• Organized and managed filing

Simply Backflow: • Cultivated new customer leads• Provided excellent customer service• Managed appointment schedule• Corresponded with multiple water departments• Sent reminders, reports, invoices, proposals, and estimates to customers

• Scoured news websites for leads on recent and developing stories in the Los Angeles area• Verified sources for accuracy and credibility• Wrote original news posts on the Community Posts section of CSNtoday.com

• Reported directly to the CEO• Redesigned the company website• Updated videos to showcase recent work• Created and regularly updated multiple social media profiles, including Facebook, YouTube, and LinkedIn