Sandi Knapp Email & Phone Number

Newport Beach, California, United States

Manages the administration department across multiple locations within the US. Executive Assistant to CEO, EVP of Global Commercial Operations, and supports the east coast senior leadership team as needed. Manages daily operations of the corporate office. Oversees various internal service areas including administrative/office/financial operations, facility maintenance/space planning, security, equipment and supply procurement, vendor management, and others. Tracks capital and operating budget spending. Implements processes and policies that support efficient service delivery and meet the organization's changing needs. Specializing in reducing costs, creating, and streamlining workflows for better efficiency. Project manager for annual sales meetings, special events & projects. Develop and build on relationships throughout the company for increased efficiency and responsiveness. Assist corporate legal counsel as needed.

Newport Beach, Ca

Senior Executive Assistant to the Chairman, CEO, Chief Compliance Officer and investment consultants. Assisted with research projects, heavy calendaring, travel arrangements, monthly expenses, administered and managed all advisory agreements. Assisted Chief Compliance Officer on annual employee compliance training and tracking; custody audits, ADV documentation and misc. projects as required. Created new processes for better compliance tracking and auditing. Event planner or company events, shareholders' dinners, and holiday parties. Center point of contact for all material changes, managed information and distributed it to appropriate departments as needed. Trained new employees on company software and processes.

Irvine, Ca

Senior Executive Assistant to CCO and Global Commercial Coordinator to Sales TeamRelieved Chief Commercial Officer (CCO) of all administrative functions in order to increase the time CCO had available for executive level responsibilities. Handled a wide variety of complex and confidential situations and resolved conflicts. Duties included but were not limited to heavy international travel and expenses, international event planning, team meetings, board presentations and monthly productivity reports.Assist the Director of Training in all aspects of training including creating exams on ExamBuilder.com, setting up new doctors and staff on the learning center website, scheduling and negotiating international training locations as needed, track and monitor doctor training.

Newport Beach, Ca

Executive Assistant to the top Principal of the Retirement Financial Management Department assisting clients in their pension administration. Assisted principal with travel and expenses and other administrative duties. Track record of demonstrating high degree of discretion and sound judgment when handling client's confidential data. Accomplishment: Managed and administered a special project for a client by locating 99.9% former employees for pension related notices in a short time frame.

Ontario, Ca

Assisted the top two office brokers in the Inland Empire with leasing and marketing of office space in the commercial real estate industry. Strong initiative, follow-through, ability to anticipate needs, and consistently goes the extra mile. Specialized in branding, organizing and customer excellence. Assisted in preparation and production of RFP’s, proposals, agreements, presentations, surveys and marketing materials.Accomplishment: Reduced company’s mailing expenses by ninety percent (90%) in first year of tenure.

Aba, Litigation Paralegal

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