Executive Administrative Assistant to the Executive Vice President. Functioned as liaison between Marketing, Human Resources, Compliance, Department Manager, Corporate Training, Reporting, Finance, and back-end operations.Marketing• Managed and maintained all compliance approved marketing material• Managed the event planning and donation process for the team with Compliance• Maintained SharePoint sites for WM and Private Bank• Managed requests by the team for new forms, address labels, envelopes. Reporting• Primary source of department reporting for Private Banking activity• Designed or implemented reporting as requested by Management• Performed account level research and projects• Coordinated data requests related to Private Banking activity• Maintained data integrity for the team by monitoring accounts and coordinating transfer activity• Manually compiles and distributes PB Pipeline report twice per monthQuality Control• Documented PB Processes, created desk procedures, captured learnings• Reviewed account coding bi-monthly for accuracy and completeness. Coordinated corrections• Provided QA on all PB Services activity. Ensured accounts opened and assigned correctly• Primary responder on PB Services requests• Reviewed closed incidents to monitor exception activity• Managed Guardian Mortgage Referral process and reporting• Researched issues and problem solvedOn-boarding New Hires• Managed and maintained new hire checklists for Human Resources• Reached out to new hires to welcome, order supplies, set up training• Coordinated training for new hires on the systems needed• Assist new hires with BIO content and getting professional photo set up

•Executive Assistant to the Senior Vice President, Managing Directoro Calendar and Email management, Travel, Expense Reporting•Administrative Specialist to team of twelveo Travel Arrangements, Expense Reporting• Records Managemento Managed spreadsheets, offsite files/records held at Iron Mountain facility• Facility Managemento Managed Parking garage access cards and Stinson building access cardso Managed Open/Closed work orders for the 12th floor• Ticket Managemento Managed Sprint Center (now T-Mobile) Suite Sponsorship, twelve seats* Food Order, Attendee List, Distribution of tickets, final payment o Managed Kansas City Royals Sponsorship* Four Crown Club Seats, eighty-one game season w/parkingo Sporting Kansas City Suite Sponsorship, sixteen seats* Food Order, Attendee List, Distribution of tickets, final payment o Kansas City Symphony Sponsorship,4 seats (both Classic and Pop Series)* KC Symphony Classics Uncorked Sponsorship, thirty tickets• Event Managemento Women and Wealth, fifty guests, Grand Street Café, Plaza, MO* Reservations, Food Order, Attendee List, Swag, Give-aways, marketing slickso Plaza Art Fair / Plaza Light Reception at Raphael Hotel, KCMO – two hundred guests* Reservations, Food Order, Attendee Listo March Madness Mania – Bar & Grill * Reservations, Food Order, Attendee List, Swag, Give-awayso Not-for-profit table sponsorshipso Shelters, the Arts, Medical Science, Am Heart Assn, etc..• Business Continuity Managemento Liaison with Building Management and BMO Corporate Officeo Managed Department/Suite Emergency Contact/Drills• Property Managemento Project Lead, 30 person move from Leawood in 2014 to the Plaza to Downtown KCMO in 2015o Five years’ experience with M&I Bank, opening/closing branches• Office Managemento Office and Kitchen Supplieso Letterhead/Envelopes/Marketing Material