Pat Pate, Cwca, Ac Email & Phone Number

Rochester, Ny, Us

Scottsdale, Arizona, United States

 Support VP-Operations: prioritize & manage calendar scheduling, travel, expenses, interviews, leadership meeting prep including agendas, meals, materials and team building events Manage scope of 6,500 monthly billing statements, policies and cancellation notice mailings for business accounts & agencies Manage supply orders, inventory, expenses and cost comparisons  Assist with Agency questions and arrange for underwriter assistance• Work with BTS Agency portal, CRM… Show more  Support VP-Operations: prioritize & manage calendar scheduling, travel, expenses, interviews, leadership meeting prep including agendas, meals, materials and team building events Manage scope of 6,500 monthly billing statements, policies and cancellation notice mailings for business accounts & agencies Manage supply orders, inventory, expenses and cost comparisons  Assist with Agency questions and arrange for underwriter assistance• Work with BTS Agency portal, CRM database, Quadient, NeoShip, and Workday Show less

Folsom, California, United States

 Direct principle attorney's daily appointments, call & email prioritization, response & completion check-ins. First point of contact for clients including planning needs, initial intake, Calendly scheduling, Lawmatics CRM data entry and appointment follow-ups Worked with paralegal to expedite document compilation, signing, and final review meetings.Special Accomplishments: Created a revised client intake process form; a new client data status spreadsheet tracker; created… Show more  Direct principle attorney's daily appointments, call & email prioritization, response & completion check-ins. First point of contact for clients including planning needs, initial intake, Calendly scheduling, Lawmatics CRM data entry and appointment follow-ups Worked with paralegal to expedite document compilation, signing, and final review meetings.Special Accomplishments: Created a revised client intake process form; a new client data status spreadsheet tracker; created new staff meeting agenda. Show less

Mesa, Arizona, United States

 Compiled research on wiki platform--capabilities, pros/cons and costs for non-profit institute Developed LinkedIn strategy to boost presence and sales for human resource training company Volunteered to paint houses and pack food bank boxes

Phoenix, Arizona Area

 Gatekeeper for CEO Google calendar, meeting prep, manage timeliness, agendas, documents Coordinated travel for CEO and leadership team: flights, hotel, rentals and itineraries Planned on- and off-site leadership meetings, agendas, minutes, presentations, & follow-up Managed bi-weekly calls with PR agency to discuss projects, interviews and releases; copy edited and proofread ad and email copy

Scottsdale, Az

 First point of contact: managed dynamic calendar & anticipated needs, solving conflicts Planned and executed on- and off-site C-suite and strategic planning meetings including agendas, presentations, Zoom set up, meals and summarized notes. Reviewed more than 16,000 emails annually for delegation, response & advisory board Managed complex domestic and international travel arrangements, encompassing flight, hotel, transfer, visa, detailed itineraries and expense reports; handled… Show more  First point of contact: managed dynamic calendar & anticipated needs, solving conflicts Planned and executed on- and off-site C-suite and strategic planning meetings including agendas, presentations, Zoom set up, meals and summarized notes. Reviewed more than 16,000 emails annually for delegation, response & advisory board Managed complex domestic and international travel arrangements, encompassing flight, hotel, transfer, visa, detailed itineraries and expense reports; handled personal assistant responsibilities Managed new product launches with marketing Led team of eight executive assistants for executive calendar sync and training needs Accomplishments: Developed CEO-specific instruction book reflecting preferences & work processes Show less

Scottsdale, Az

o Organized the Southwest Region VP’s complex Outlook calendaro Extensive planning/execution of 12-member leadership team on- and off-site meetings and conferences; comprehensive logistics: agendas, meals, tech and follow up with high level of detail. o Planned and arranged 35 yearly domestic trips with itineraries, hotels, ground transportation & meeting materials.o Prepared expenses; reviewed team expense reports. o Provided detailed reports, presentations and agendas for… Show more o Organized the Southwest Region VP’s complex Outlook calendaro Extensive planning/execution of 12-member leadership team on- and off-site meetings and conferences; comprehensive logistics: agendas, meals, tech and follow up with high level of detail. o Planned and arranged 35 yearly domestic trips with itineraries, hotels, ground transportation & meeting materials.o Prepared expenses; reviewed team expense reports. o Provided detailed reports, presentations and agendas for local and out-of-state conferencesAccomplishment: Spearheaded urgent Houston fly-in for RVP and leadership team 72 hours following Hurricane Harvey. Managed flight/hotel/car rental obstacles to reach 50 agents & 200 consumers to help & deliver needed supplies in flooded conditions. Show less

New York, United States

 Assisted the Marketing Vice President in effective project management to mechanize a process to write, edit, approve, and distribute 200 mutual fund quarterly commentaries. Problem-solved, created workarounds, and phased post mortem improvements under deadline-driven mandates Managed & reconciled $4.2 million marketing budget Accomplishment: Successful on-time delivery improvement from 55% to 97%.

Charlotte, North Carolina, United States

 Managed communications for 35 million customers, including foreign language translations Worked with State and Federal compliance agencies Project-managed marketing system ads; worked with DDB national ad agency Distributed and tracked $3 million sponsorship and advertising budget Accomplishment: Earned President’s Team Leadership Award for building an extensive, national interactive Bill Media/Marketing scheduling site in record time.

Associate, Business Administration

Certification, Archetypal Psychology

Certification, Spiritual Counseling