Lori L. Email and Phone Number

Recruited to this Executive Search startup by the Global Technology lead Partner and Board Director to support lead partner of global technology practice and insurance partners, provided assistance as needed with other 12 partners of the firm. Assisted in establishing and/or maintaining office infrastructure including Database, email, telephones, conference call and webinar services and made recommendations on office operating procedures. Facilitated set up of database, including preparing report templates, de-duplication of records, and update of database categories. Prepared candidate career reports. Arranged domestic and international travel for partners and candidates. Prepared and submitted expense reports for partners. Maintained relationships with clients and candidates. Prepared Power Point presentations for internal presentations and for external pitch books and marketing campaigns• Researched, compared and finalized relationship with full service printing vendor. Coordinated printing of business cards, note cards, and other printed material as needed for all employees. New relationship resulted in a savings over former vendor.• Position relocated to the New York office to centralize administrative services and foster better communication among field offices

Promoted to support Managing Partner in his role and provide additional support to 31 Executive Services Partners. Maintain Managing Partner’s schedule, set appointments, arrange meetings and arrange and host networking and marketing events. Produce weekly and monthly reporting to Company Leadership on behalf of Managing Partner, maintain contact with Executive Services Partners in the field, and support Regional Managing Partner when he is in the Dallas office. Serve as building management contact for the Tatum office, including general management of the office space and security access, and assist in the ordering of all office supplies (kitchen and general office). Participate in bi-weekly National Administrative Team meetings to ensure that the Dallas office remains up-to-date on the most recent policies and procedures of the Firm. Responsible for issuing invoices for all Executive Services partners, maintain Billing Worksheet and true up schedules and issue invoices on their contracted schedule. • Appointed co-lead on planning team to host open house for 200+ guests. Primarily responsible for catering, venue setup, invitation lists and distribution, and response tracking. Budget of $15,000. Open house was very successful resulting in additional financial services projects and business networking. Completed preparations for open house under budget.

Supported Regional Managing Partner of Information Technology and Managing Director of Consulting Services. Responsible for daily, weekly and monthly reporting for CIO Services in Texas, as well as weekly sales pipeline report, utilization reports, and monthly revenue forecasting for the consulting practice. Responsible for semi-monthly and monthly billing certification for CIO Services. Served as co-lead of office move to a 16,000 square foot facility. Set move strategy and coordinated logistics for move-in day which included dissemination of all security access and physical move of company assets. Assisted in final punch out list to ensure all items completed to leadership’s satisfaction. Coordinated and served as hostess for numerous marketing and networking events.

Created proposals and pre-sales materials for consultant sales presentations. Established and maintained relationships with potential and existing client base. Created contracts and followed up with clients until contracts received. Maintained relationships with the marketing and document processing departments to insure timely completion of all sales and marketing materials. Provided guidance to the central services department to insure timely delivery of all documentation. Coordinated meetings.

Approached by the President to assist in re-establishing The Arcus Group. Implemented systems and procedures to provide structure to company operations including all accounting functions, and computer operations. Performed a wide range of support functions to, initially, the President and subsequently, to his staff of four. Served as liaison between the Executive and his clients. Responsible for compiling various reports and analyses, and maintaining daily appointment calendar. Assisted in determining priorities and monitoring the status of projects involving many variables. Responsible for complex travel arrangements (both domestic and international), meeting coordination, monthly client billings and collections, and travel expense reporting. Performed diversified and confidential administrative duties with high attention to detail including completing payroll in the absence of financial director. Coordinated and conducted research, specific inquiries, and/or background data to enable executive to address specific issues and to aid his decision making process.• Researched and recommended database system (Encore)• Established Accounting systems

Served as an active volunteer in Carrollton Farmers Branch Independent School District and at Mary Immaculate Catholic Community

Promoted to Project Analyst in mid-level search company, responsible for internet research and project management. Composed position descriptions, and posted same on multiple websites to attract top candidates for the positions we were contracted to fill. Performed internet searches using multiple websites and AIRS techniques to find passive candidates.

Joined Managing Director of The Arcus Group in his move to this top five Executive Search firm. Provided administrative support to the Partner and his principal in the execution of executive searches. Developed and maintained relationships with clients and candidates resulting in goodwill with clients and additional search assignments. Arranged and managed travel for partner, principal, and candidates. Composed confidential candidate narratives based on notes and instructions of partner as well as direct phone conversations with candidates. Prepared and processed expense reports and invoices and followed up with clients on payment of invoices.

Recruited to this position by the Managing Director. Provided assistance to the Managing Director in all facets of company administration. Responsible for all aspects of bookkeeping, payroll, invoicing, A/P, A/R and payroll tax deposits. Prepared and submitted all Federal and State payroll tax reports. Prepared end-of-year financial data for CPA. Responsible for travel arrangements for the managing partner and his associate, as well as all candidates presented. Responsible for the completion, reconciliation, and payment of expense reports. Assisted Managing Director in business development activities, including developing marketing collateral for mass mailings. Supervised administrative assistant responsible for search project management.