A detail-oriented and performance-driven Executive Assistant and key team member, with 20+ years of experience managing the business and personal affairs of high-profile executives.โฆ ๐๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐๐๐ญ๐ข๐จ๐ง๐ฌ / ๐๐๐ฅ๐๐ญ๐ข๐จ๐ง๐ฌ๐ก๐ข๐ฉ ๐๐ฎ๐ข๐ฅ๐๐ข๐ง๐ : Exceptional leadership, communication, and administrative skills. An influencer with the ability to build robust and mutually beneficial business relationships at all levels. โฆ ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐ ๐๐ง๐๐ฅ๐ฎ๐๐๐ฌ: Personal and business executive assistance, calendar management, event & travel planning, meeting coordination, budget creation, expense reports, contract preparation, complex problem solving, quickly shifting priorities for mission-critical tasks, identifying and mitigating risks, and creating contingency plans.โฆ ๐๐ซ๐จ๐ฃ๐๐๐ญ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ: Experience executing full-lifecycle projects and events of varying complexity. Bringing projects in on time and within budget while accomplishing project objectives.โฆ ๐๐ซ๐ฎ๐ฌ๐ญ๐๐ ๐๐๐ซ๐ญ๐ง๐๐ซ: Successfully interacting with key stakeholders. Providing strategic advisement on project execution, scheduling, priorities, risks, opportunities, and operational efficiencies. โฆ ๐๐๐๐ก๐ง๐ข๐๐๐ฅ ๐๐ค๐ข๐ฅ๐ฅ๐ฌ: MS Outlook, MS Word, MS Excel, MS PowerPoint, QuickBooks Pro, Chrome River Expense Management, Intapp. ๐๐๐๐ ๐๐๐๐๐๐๐๐๐๐๐๐โ Complex Schedule Managementโ Travel Planning / Schedulingโ Event Planning / Coordinationโ Meeting Coordination / Executionโ Project Support / Managementโ Executive Assistance / Support โ Complex Problem Solvingโ Contingency Planningโ Email Management / Triage โ Cross-Functional Collaborationโ Expense Reports / Financesโ Confidentialityโ Personal / Business Assistanceโ Performance Managementโ Team Leadershipโ Time Managementโ Multi-Tasking / Prioritizationโ Root Cause Analysis
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Executive AssistantPrc Group Jul 2022 - PresentRed Bank, New Jersey, United Statesโ Onboarded to support and assist the Chairman of a Commercial and Residential Real Estate Development and Property Management company. โข Provide support and assistance for a variety of business and personal matters. Ensure the successful planning, scheduling, and execution of meetings, travel, events, and projects.โข Heavy calendar management between the Chairman, C-Suite staff, and clients, as well as coordinating personal meetings, reservations, and medical appointments. โข Lead concurrent ad hoc projects, including project planning and managing deadlines, risks, and budgets. Coordinate with cross-functional teams and stakeholders to ensure successful and timely delivery. โข Partner with internal team members to identify root causes, redundancies, bottlenecks, and opportunities, driving the continuous improvement of processes and procedures.โข Manage personal finances, including investments, checking, and credit card accounts. โข Reconcile personal credit card expenses ensuring all charges/credits are correctly recorded. โข Oversee the maintenance of personal real estate properties in multiple states. Liaison between household staff and the Chairman. Process all monthly expenses ensuring they are paid in a timely matter. Review yearly maintenance contracts and process invoices. โข Accurately coordinate all travel arrangements domestically and internationally with private jet services and major airlines. โข Provide detailed itineraries of all meetings and travel arrangements.โข Receive, respond, and compose a heavy volume of emails, ensuing follow-up is provided. โข Research, prioritize, and follow up on incoming issues and concerns addressed to the Chairman, including those of a sensitive or confidential nature, and determine the appropriate course of action. โข Keep an inventory of an extensive artwork collection and antiques. Work with art services on pick-up/delivery of new purchases for shipment to the appropriate home. -
Executive AssistantManatt, Phelps & Phillips, Llp 2014 - Jul 2022New York, New York, United Statesโ Provided support to one Senior Managing Director, three Senior Advisors, one Director, and two Senior Managers in the Healthcare Consulting Department of a top law firm.โข Conducted extensive calendar management with university medical centers coordinating with the C-Suite office. โข Led the coordination of meetings and travel arrangements, and prepared detailed itineraries. โข Proactively identified potential issues and created mitigation and contingency plans to ensure the successful execution of events, travel plans, meetings, and projects.โข Setup client matters: added/edited amendments in the information management system (Intapp), prepared contracts, obtained appropriate approvals, and submitted for conflicts review. โข Created and edited both industry-specific and general content documents. โข Managed and tracked expense reimbursements. Oversaw entry and coding of time. โข Provided backup support to other executive assistants. โข Prioritized and re-prioritized tasks in response to the large number of time-sensitive daily requests, including managing and responding to a high volume of email requests.โข Worked independently, cross-functionally partnering with internal and external stakeholders as needed, to complete tasks and deliver ad hoc projects on time. โข Kept team members on track with processes, policies, and deadlines. -
Executive Assistant / Office ManagerVenture Capital Parntership 1998 - 2013Nyack, New York, United Statesโ Worked consecutively with the same team at 4 different Venture Capital Partnerships, serving Wheatley Partners, LP (2008 - 2013), Crossbar Capital Advisors, LP (2007 - 2008), BRM Capital (2004 - 2006), and Odeon Capital Partners, LP (1998 - 2009). Served as a principal liaison to the funds' Limited Partners, corporate board members, attorneys, accountants, and senior-level portfolio company management teams.โข Provided executive-level administrative support to the Managing Partners and Associates. โข Coordinated projects and events, created innovative solutions to address unforeseen challenges, improved procedures, and met demanding deadlines. โข Managed complex calendars, board meetings, speaking engagements, conferences, and travel. โข Planned and coordinated meetings and luncheons and developed presentations for related events. โข Organized details of special events and travel arrangements, preparing itineraries, and corporate agendas. โข Prepared monthly budget; responsible for accounts payable using QuickBooks.โข Coordinated capital calls and initiated and tracked wire transfers. โข Processed monthly expense reports reflecting supporting documents and budget code indexes. โข Generated detailed presentations and company overviews for fundraising and investor update meetings. โข Accurately facilitated the writing, editing, and preparation of the final copy from draft to distribution. โข Maintained and updated highly sensitive records and files, including investor databases, deal flow databases, and investment documents. โข Assisted with personal tasks including booking family vacations, personal errands, dinner reservations, filing family insurance claims, maintaining personal life insurance policies, and assisting family members as needed.
Lisa Grimaldi Education Details
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Business
Frequently Asked Questions about Lisa Grimaldi
What company does Lisa Grimaldi work for?
Lisa Grimaldi works for Prc Group
What is Lisa Grimaldi's role at the current company?
Lisa Grimaldi's current role is Executive Assistant.
What schools did Lisa Grimaldi attend?
Lisa Grimaldi attended Queensborough Community College.
Who are Lisa Grimaldi's colleagues?
Lisa Grimaldi's colleagues are Munyoki Mwendwa, Patrick More, Bill Collins, Susan Vanvolkenburgh, Edwin Colon, Edward Fischer, Donna O'hagan.
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Lisa Grimaldi
Macedonia, Oh -
1concentra.com
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