Lisa Beringhaus Email & Phone Number

Assist the President/CEO, then COO and CSO, by managing hectic calendars, monitoring email, preparing expense reports, making travel arrangements, communicating and coordinating with office staff and volunteers, processing invoices, maintaining files and generating correspondence. Handle administrative matters for the Board of Directors and Executive Committee, including: physical set-up for meetings; working with management staff to prepare Board meeting materials; taking minutes at… Show more Assist the President/CEO, then COO and CSO, by managing hectic calendars, monitoring email, preparing expense reports, making travel arrangements, communicating and coordinating with office staff and volunteers, processing invoices, maintaining files and generating correspondence. Handle administrative matters for the Board of Directors and Executive Committee, including: physical set-up for meetings; working with management staff to prepare Board meeting materials; taking minutes at all meetings; and maintaining rosters and records. Show less

Supported the President of Capital Formation and COO/CFO, and acted as interim Personal Assistant to the Chairman/CEO. Duties included, but were not limited to: making travel plans; reviewing and processing expense reports; communicating and coordinating with office personnel, property manager and personal staff; processing invoices; managing contact database; gathering and preparing report data; and confidential personal assistance.

Part-time entrepreneurial business that specialized in providing high-level support services from my home office to executives and entrepreneurs who did not need or desire full time administrative support.

Supported the CEO and Executive Team of this start-up Wall Street consulting firm with offices in New York and Cincinnati. Provided high-level assistance and scheduling flexibility for CEO, including travel arrangements, expense reports, correspondence development, meeting coordination, email management.

Planned, organized, and executed employee events and volunteer activities for 3,500+ associates in Fidelity’s Midwest region, ensuring logistically stress-free and enjoyable occasions for attendees. Served as end-to-end point of contact for non-profit organizations, internal and external resources, and Fidelity associates to achieve fundraising goals.

Performed high-level project and event management and recognized as a valued member of the region's senior management team while supporting the Site General Manager. Handled administrative challenges and day-to-day office communications, giving executives time to concentrate on site priorities.

Associate Of Applied Business, Office Administration

Education record