Executive Assistant to the firm’s president and founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. providing administrative support, and assists the growing team of wealth advisors and associates.Maintaining the firm’s customer relationship management system, running reports, and implementing social media and prospect outreach initiatives.

Executive Assistant to the President, overseeing company-wide strategic initiatives, assisting in all aspects of a five-member Executive team including weekly meetings, and Who, What, When action items. Organizes monthly strategic training with Vern Harnish facilitator discusses agendas, selects locations and all manages all event details.Supports the Chairman of the Board and active eleven-member Board of Directors. Schedules over 25 board committee meetings quarterly, created and launched a new board member orientation, and works closely with Internal Legal Counsel to establish structure and governance. Handles confidential company information. Manages the production of quarterly (150 pages) Board dockets coordinating materials submitted from over ten separate executives and board members. Organized and redesigned the look and feel of the docket.

Executive Assistant to the Office of the CMO, including management of senior leadership calendars, travel arrangements, expense reporting.Support Senior Management by contributing to data collection and operational analysis such as project status trackers in Excel spreadsheet and event activation recaps in powerpoint.Work closely with Marketing Finance Lead and Procurement to secure and process of vendor paperwork, including ICA's, Purchase Orders, Invoices for the Office of the CMO, Local Marketing, corporate Marketing Services and Digital Marketing

• Facilitated transition into the company of three successive EVPs of Corporate Research over an eight-year period, as their Executive Assistant.• Developed department-wide budgeting and invoicing system to rationalize procurement process, based on the Markview infrastructure.• Responsible for daily Nielsen research reports for the network department, including daily Fast Nationals.• Seen as a leader in the department, maintaining credibility, trust and support with senior management; creatively managing an active desk with constantly moving parts.• Tasked with managing off-site convention of over 100 employees: proposing and coordinating the agenda, speakers, and awards; and managing the invitations and guests.• Founding member of Univision’s Executive Assistant Development Committee, responsible for organizing monthly meetings, agendas, and special events to support the professional development of more than 30 executive assistants across the New York office.• Fully proficient in all aspects of Microsoft Office (Word, Excel, PowerPoint, Outlook), WebEx, Concur and all manner of executive travel.

Trend Fund is a web-based financial company educating members regarding trading in the stock market. Michael Parness is founder and CEO of TrendFund and founder of Full Glass Films, as well as active filmmaker and writer.TrendFund Corporations:Coordinated quarterly seminars for several hundred attendees including negotiation of Hotel contracts, producing handouts, creating schedules and planning social events.Managed, hired film crews for testimonials used in infomercials, and videotaping seminars for CD sales.Arranged heavy travel plans, flights, transportation for CEO creating itineraries to specifications. Additionally arranged all travel or employess for seminars and facilitated expense reports.Human Resource - negotiated yearly Health Care package and oversaw all enrollments, terminations, questions and changes.Payroll - implemented company monthly payroll including all newsletter articles, teaching of on-line classes and recording sick and vacation days. Also maintained a yearly Calendar of Holidays.Accounts payable - wire weekly checks, perform wire transfers and reports directly to company bookkeeper and accountant regarding weekly and monthly financial reports, direct contact with vendors and advertisers regarding all accounts and Michael Parness's personal affairs.Full Glass Films:Film company owned by Michael Parness that produced several films.Involved as Assistant to the Director of "Crazy for Love" 2005 film wrtitten by Michael Parness andsubmitted and registered the film to festivals, which won several independent awards, as well as a premiere South by Southwest.Michael Parness:Gate keeper with Mr. Parness and various companies and projects.In charge of Michael Parness's personal and professional appointments, including time with children. Worked with Nanny regarding childcare schedule and had daily interaction with two children.

Bcuda Productions"A Bit of M"Produciton ManagerDirector: Omar GreenProducer: Curtis Mattikow and Jonathan GrayStarlight Runner Entertainment"Narthex"Production ManagerDirector: Frank TotoProducer: Curtis MattikowTrendfund.comOn-line trading company corporate video use for sales and infomercialCoordinationg ProducerDirector: Ross Babbit