Sheree Dodge (She/Her) Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

• Provide comprehensive calendar management of meetings, calls and video conferences using Outlook
• Arrange international travel with detailed travel itineraries
• Manage client data using Salesforce
• Oversee document control of business contracts and other confidential data
• Direct logistical support for traveling clients, including hotel recommendations and transportation needs
• Plan off-site events for the partners, clients, and investors

Portola Valley, CA

• Provided detailed support of continuously changing business and personal calendars using Outlook
• Organized complex international business and personal travel for Mr. Kohlberg and his family including comprehensive itineraries
• Developed and maintained relationships with private plane companies and car services
• Planned and coordinated on-site Board Meetings, off-site events, and personal appointments
• Created and edited documents, including Board Meeting materials, using Word, Excel, and Power Point
• Managed large invitation lists for events both locally and out of state

Los Gatos, CA

• Supported top Xerox sales executive with business and personal calendar management usingGoogle Calendar
• Implemented and updated client data in Salesforce to manage sales flow more efficiently
• Developed and maintained business and personal filing systems for paper and electronic documents
• Planned business and social events at executive’s home and off-site locations
• Created and updated documents in Word and Excel
• Managed household: scheduled cleaning, shopping, landscaping services, repairs, deliveries, and catering

Palo Alto, CA

• Provided comprehensive calendar management to two Principals in multiple business sectors using Lotus Notes
• Planned extensive, complex domestic and international travel with detailed itineraries through Amex Travel
• Beta tested Concur expense report software and served as internal trainer to Silicon Valley office both formally and informally
• Worked closely with McKinsey staff globally to schedule meetings and conference calls over multiple time zones
• Designed and maintained Excel spreadsheets and updated PowerPoint slide decks as needed
• Developed an Excel spreadsheet tracking client vacation schedules to optimize meeting planning

Foster City, CA

• Provided critical calendar management in Lotus Notes and complex domestic and international travel arrangements using Amex Travel
• Prepared expense reports on average of $40K-50K per month and reconciled corporate credit card accounts
• Recovered past due expenses of $5,000-$7,000 per executive that were not processed by previous assistants
• Managed client contact details for all four executives
• Used Word mail merge to create large Christmas Card list and other invitation lists

Foster City, California, United States

• Supported fast pace complex calendar for Managing Director using Lotus Notes
• Planned group and individual travel for the Medical Device team using Amex Travel
• Planned multiple corporate and social events which were completed within budget including the Jefferies’ Annual Healthcare Conference (timed with the JP Morgan Conference) and the American Heart Association Luncheon
• Recovered past due expenses of $7,500 that were not processed properly by previous assistant

San Francisco, CA

• Supported the CEO, CFO, CTO, and Director of Business Development at this communications start-up

Vidor, TX