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.

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