Sandra Terry Email & Phone Number

San Diego, California, United States

Provide senior executive-level support to three HR executives: Sr. Vice President of Talent, Vice President of Total Rewards, and Vice President of Compensation. Complex executive calendar management and schedule coordination across multiple global time zones. Coordinate business critical meetings with C-Suite executive officers, members of the Board of Directors, external and internal partners. Host visitors, arrange meeting logistics, prepare presentation material. International and domestic travel arrangements. Process expense reports, purchase order requests, invoice payments. Special projects as assigned. Maintain discretion with highly confidential and sensitive information. Maintain relationships and partner with executive leaders, team members, and staff in a global community environment to execute responsibilities efficiently and ensure cross functional collaboration. Proactive attention to workflow and priorities. Anticipate and proactively plan for executive and internal partner needs and time demands. Execute independent judgment and initiative.

San Diego, California, United States

Provide senior executive-level support to General Partner/San Diego Regional Leader/Certified Financial Planner. First point-of-contact and primary liaison for 90+ firm associates, internal and external personnel, and clients. Screen calls and visitors, assess and address their needs, questions, and conflicts by providing appropriate attention, resolution, and/or direction based on knowledge and established policy. Member of regional leadership team coordinating special projects and collaborating with other leadership team members to maximize efficiency of the region by establishing and implementing goals, strategies, and accountability measures to deeply-serve clients. Research and understand policies, procedures, and requirements to advise regional leader, leadership teams, and region associates. Newsletter editor for two regional newsletters, write and review correspondence to ensure proper formatting, grammar, and conformance with firm policies, FINRA and SEC regulations. Event coordinator for region-wide meetings, training sessions, and social events. Gather, organize, and maintain information on a variety of firm-automated and manual systems and databases, process invoices, and manage office. Complex executive calendar management. Coordinate seminars, speaking engagements, and provide wide array of client account services. Proactively manage responsibilities, provide meticulous attention to detail and organization, multi-task and perform at a high level in extremely busy regional office. Maintain highest level of customer service, confidentiality, and professionalism.

San Diego, California, United States

As a consultant to financial advisors, coordinate seminars, create marketing plans and materials, network, and advertise. Maintain information gathered on a variety of automated and manual systems. Draft and review correspondence to ensure proper formatting, grammar, and conformance to firm policies, FINRA, and SEC regulations.

San Diego, California, United States

Executive Assistant to CEO. First point-of-contact and primary liaison for employees, clients, outside firms, and other legal representatives. Screen calls and visitors, assess and address their needs, questions, and conflicts by providing appropriate attention, resolution, and/or direction to provide excellent customer service. Drive and manage CEO’s daily tasks, workflow, and billing. Independently carry out tasks on behalf of the CEO, assume responsibility, and ensure action items are addressed appropriately and thoroughly based on established policy and full understanding of firm operations. Manage strict and complicated executive calendar and schedule. Coordinate meetings, travel, and firm events. Draft and review correspondence to ensure proper formatting, grammar, and conformance to firm policies and regulations. Extensive client communication and relationship management. Member of management team in charge of office operations, facilities management, marketing, client relations, supervision of support staff, recruitment, training, triaging workflow, managing firm memberships and continuing education, creating and implementing office policies and procedures, advising administrative procedures and requirements, and setting goals and objectives. Write, design, gather, organize, and maintain information on a variety of automated and manual systems, including ProLaw, the firm’s website, marketing brochures, newsletters, and advertising.

San Diego, California, United States

Established successful custom gift basket company. Responsible for crafting gift baskets, marketing, sales, purchasing, accounting, promotions, event planning, charitable donations, presentations, research, wholesale accounts, maintaining business licenses, web content, customer and inventory databases, and all other functions of running a successful small business.

San Diego, California, United States

Executive Assistant to CKO. Office manager and support staff supervisor for two offices of the CKO. Coordinator for the Ethics Committee of SAIC’s Board of Directors. First point-of-contact and primary liaison to CKO for internal and external personnel. Provide exceptional customer service by assessing and addressing needs, questions, and conflicts and providing appropriate attention, resolution, and/or direction. Coordinate large-scale domestic and international conferences, trainings, and keynote speeches. Gather, organize, and maintain information on a variety of firm-automated and manual systems, including SAP. Coordinate marketing materials, media relations, website, contracts, and process invoices and expenses. Arrange international travel and manage complicated executive calendar. Prioritize and carry out special projects and complex assignments, proactively exercise independent judgment and initiative, make administrative decisions, and take appropriate action on behalf of the CKO based on established firm policies and full understanding of department operations.

San Diego, California, United States

Executive Assistant to CEO. Coordinator for Maxim Pharmaceuticals Board of Directors. First point-of-contact and primary liaison to CEO. Arrange complex international travel. Complex executive calendar management. Coordinate conferences, investor meetings, and trainings. Gather, organize, and maintain information on a variety of firm-automated and manual systems and databases. Coordinate marketing materials, process invoices and expenses. Prioritize and carry out special projects and complex assignments, proactively exercise independent judgment and initiative, make administrative decisions, direct established procedures, administer policies, and take appropriate action on behalf of the CEO based on understanding of firm operations.

San Diego, California, United States

Executive Assistant to the Corporate Senior Vice President of Contracts. Coordinator for the Audit Committee of SAIC's Board of Directors. Former assistant to the department of the Chief Operating Officer. Positions held in Purchasing, Contracts, and Human Resources. Traveled extensively to SAIC offices and government sites around the country training support staff, opening new offices, and working on direct-contract assignments. Selected as part of SAIC's SAP Train the Trainer program which involved traveling to offices around the country training others in SAP.

Associate Of Arts - Aa, Psychology

Education record

Continuing Education in Business Management and Administration, Project Management, Office Management, Human Resources, Communication.