Promoted to EA/Office Manager in less than 2 years as an Executive Assistant. Responsibilities included previous positions with the addition of facilities management. The managerial roles included:- Greeted all visitors to the Advisory Research office on a daily basis- Handled all incoming phone calls to the office- Organized all lunches for internal meetings- Scheduled office calendars and conference rooms- Managed all office parties and social events, managed to stay under budget- Ensured office ran smoothly by managing all office improvements, replenishing office supplies and helping out with various projects-Worked with Piper Jaffray headquarters as HR liaison to spearhead Wellness Advocate and health assessments-Initiated all I9 paperwork and on-boarding for new employees- Oversaw Facilities Management

Promoted to position after exceeding expectations, creating a team environment, and clear communication.- Organized all travel and expense reimbursements for CEO- Handled all reporting for entertainment and business meetings for CEO- Managed CEO calendar and scheduling internal and external meetings- Trusted with highly confidential information regarding personal investment information for executives- Provided administrative support to six additional executives including travel and expense reporting- Supported executives with special projects on FinSearch to find new mandates and opportunities- Assisted with CEO internal communications

- Reconciled all client monthly statements- Created portfolio reporting and emailed to clients- Managed SatuitCRM with all internal information and attended training sessions with CRM reps- Prepared materials for presentations and marketing needs- Worked independently with internal sales team to find new opportunities