Lisa Grimaldi Email & Phone Number

Red Bank, New Jersey, United States

★ Onboarded to support and assist the Chairman of a Commercial and Residential Real Estate Development and Property Management company. • 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.• Heavy calendar management between the Chairman, C-Suite staff, and clients, as well as coordinating personal meetings, reservations, and medical appointments. • 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. • Partner with internal team members to identify root causes, redundancies, bottlenecks, and opportunities, driving the continuous improvement of processes and procedures.• Manage personal finances, including investments, checking, and credit card accounts. • Reconcile personal credit card expenses ensuring all charges/credits are correctly recorded. • 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. • Accurately coordinate all travel arrangements domestically and internationally with private jet services and major airlines. • Provide detailed itineraries of all meetings and travel arrangements.• Receive, respond, and compose a heavy volume of emails, ensuing follow-up is provided. • 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. • 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.

New York, New York, United States

★ 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.• Conducted extensive calendar management with university medical centers coordinating with the C-Suite office. • Led the coordination of meetings and travel arrangements, and prepared detailed itineraries. • Proactively identified potential issues and created mitigation and contingency plans to ensure the successful execution of events, travel plans, meetings, and projects.• Setup client matters: added/edited amendments in the information management system (Intapp), prepared contracts, obtained appropriate approvals, and submitted for conflicts review. • Created and edited both industry-specific and general content documents. • Managed and tracked expense reimbursements. Oversaw entry and coding of time. • Provided backup support to other executive assistants. • 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.• Worked independently, cross-functionally partnering with internal and external stakeholders as needed, to complete tasks and deliver ad hoc projects on time. • Kept team members on track with processes, policies, and deadlines.

Nyack, New York, United States

★ 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.• Provided executive-level administrative support to the Managing Partners and Associates. • Coordinated projects and events, created innovative solutions to address unforeseen challenges, improved procedures, and met demanding deadlines. • Managed complex calendars, board meetings, speaking engagements, conferences, and travel. • Planned and coordinated meetings and luncheons and developed presentations for related events. • Organized details of special events and travel arrangements, preparing itineraries, and corporate agendas. • Prepared monthly budget; responsible for accounts payable using QuickBooks.• Coordinated capital calls and initiated and tracked wire transfers. • Processed monthly expense reports reflecting supporting documents and budget code indexes. • Generated detailed presentations and company overviews for fundraising and investor update meetings. • Accurately facilitated the writing, editing, and preparation of the final copy from draft to distribution. • Maintained and updated highly sensitive records and files, including investor databases, deal flow databases, and investment documents. • 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.