Lucy Rohner Email & Phone Number

United States

Greater Boston Area

Executive Assistant to US Private Equity Executive TeamAbrdn | FLAG Capital Management (acquired by Abrdn) Boston, MA• Supported 6 senior executives, including Co-Heads of PE and their leadership team, to ensure effective scheduling, travel & expense management and communication among teams and prospects.• Built strong relationships with executives in order to proactively support their daily needs and problem solve accordingly.• Evaluated and selected most efficient travel itineraries for 9 leaders to minimize travel time & cost, while meeting needs of executives and business.• Kept up meticulous daily correspondence with LP’s, GP’s, prospective GP’s and IR to ensure seamless communication for the business.• Managed all inbound calls, taking detailed messages and triaging/relaying information accordingly.• Created & logged detailed notes in Salesforce for all primary funds, co-investments and meeting/calls.• Tracked necessary documentation for leaders to maintain compliance with business regulations

Lexington, Ma

• Managed strategic calendar planning for 5 executives with meticulous detail.• Executed, multi-destination travel arrangements for leaders to abide by travel guidelines an minimize travel time.• Operated Oracle iprocurement to secure confidentiality agreements.

Danvers, Ma

• Extensive meeting planning for 7 senior level executives; strategically prioritized with the EA Team.• Coordinated complex calendars with detailed precision for the Team of 10.• Planned and arranged detailed travel itineraries and schedules.• Managed & reconciled monthly expenses for 7 senior level executives.

Topsfield, Ma

• Executive Assistant to the President of a small 10–30-person consulting firm overseeing day to day operations and handling specific client interaction.• Coordinated travel schedule, including air, hotel and ground transportation.• Prioritized meetings with clients and vendors.• Reconciled monthly bank statements, including credit card accounts and petty cash.

B.A., Liberal Arts

Education record