- Manage all office functions- Manage all inbound contact us and info emails- Manage accounts payable - Help liaise contact information to potential investors

- Front line executive assistance, and board members 1st go to for event planning, business organization, an all C-Level support functions - Coordinate and manage C-Level agendas and travel reservations- Planned, and coordinated major investors events, including overseas events in Latin America. I oversaw and planned all events’ details, transportation and logistic.

- Initiate the claims process, collect relevant documentation andvalidate each claim with the appropriate department according to thedesignated procedures- Responsible for the overall process of filing claims with the carrier’scompanies for damaged or lost products, including initiation of claimsand reconciliations of payments- Proactively analyze claims to identify common issues and offer keyinsights solutions- Coordinate the logistics of replacement items and monitor shipmentsin transit, in order to ensure items arrive on time and in excellentcondition- Manage the Return Merchandise Authorization (RMA) process andlogistics, in conjunction with the Warehouse personnel- Provide conflict resolution solutions and ensure each claim isresolved in a timely manner, clients’ needs are met and thatcredits/discounts, replacement pieces are completed

- Identified and developed key trade shows and industry events, sourcing opportunities, together with speaking sessions and key sponsorship programs – Events include; Gartner, Mobile World Congress, National Retail Federation, GITEX and Microsoft Worldwide Partner Events- Coordination of corporate events for the company, completing tasks such as: hotel bookings, budget maintenance, logistics, processing, shipping and confirmation of invitations- Development of marketing collateral for the events including sales brochures, sales documents, newsletters, technical documents with product specifications, and trade show slicks- Responsible for overall event financials including budget support, cost control, account reconciliation and internal processing of payments- Prepare reconciliation of the credit card for marketing expenses during month end for review- Corresponded with vendors and responded to inquiries

- Supported the financial advisor’s team in various administrative tasks including customer database update- Researched investment securities using Bloomberg and internet tools- Researched prospective customers and markets according to specification of each investment advisor