Suzanne Lee Email & Phone Number

Austin, Tx, Us

Austin, Texas, Us

Los Angeles, California, Us

Provide comprehensive executive support to the President, COO, and Sr. Portfolio Manager, Head of Global Macro & Digital Assets, including calendar management involving multiple global time zones, travel coordination, expense management, event planning, all with high attention to detail and consistently demonstrating remarkable professionalism, dedication, and unwavering commitment to excellence. Attend Macro Digital Board Meetings to capture formal minutes and track all action items. Administrator for firm's Google, Microsoft, Zoom, Slack, LastPass, and Adobe accounts. Also serve as Office Manager, including the launch and then oversight of the firm's Austin and New York City offices. Act as firm's Human Resources support, including full lifecycle for the onboarding and offboarding of employees, background checks, management of all employee files, creation of firm-wide job descriptions, and oversaw the creation of employee handbook. Additional responsibilities include all firm-wide messaging & corporate communications, assisted with preparation of certain legal documents, management and tracking of firm's compliance documents, and acted as sole shared resource for a digital asset firm in which Commonwealth has a minority stake.

Austin, Texas, Us

Medici is a virtual healthcare platform that connects doctors and patients, allowing them to communicate securely and efficiently.Manage & oversee daily business operations of this high-profile, start-up CEO, including his email, calendar, travel, PR, investor relations, all while building & maintaining strong relationships with his internal teams & external high-profile networks.Gatekeeper and liaison to and from all these sources and his "eyes and ears" of the organization.Attend all Executive Team & Leadership meetings, recording minutes and management of all action items. Liaise with high-profile politicians, heads of state, dignitaries, and media on behalf of CEO.Took over roles in HR, Compliance, Office & Facilities management.A few key accomplishments:- HR: New hires & terminations management, W9 staff management, payroll processing & HRIS, open enrollment and benefits selections, equity management, background checks, employee files, employee handbook.- IT: Google and Slack administrator, vetted and negotiated outsourced IT company, IT equipment ordering.- Office Management: 3 office moves, negotiated leases, furniture, supplies, set up accounts with all office service providers.- Legal: SOC II compliance working alongside CTO & auditors for all requirements, creation & maintenance of all companywide legal documents & signatures.

Austin, Tx, Us

Provided high-level executive assistance to the Co-Founders, requiring excellent organizational and communication skills, attention to detail, and the ability to work independently. Key responsibilities included, but not limited to:• Managed the Co-Founders’ calendars, including scheduling and coordinating meetings, appointments, and travel arrangements.• Acted as liaison between the Co-Founders and internal/external stakeholders, including Board of Directors, investors, and the media.• Prepared and edited correspondence, communications, presentations, and other documents • Conducted research and prepared reports as needed. • Managed special projects as assigned. .• Handled confidential information with discretion. • Performed other duties as assigned, including personal assistance for the families

Provide high-level executive administrative support to C-Suite executives as well as significant support to the Board of Directors.• Work very closely and effectively with CEO, CFO & General Counsel keeping them well informed of upcoming commitments and responsibilities, following up as appropriate. Ability to effectively act on behalf of Executives, having a keen sense of issues taking place in the business environment at all times.• Research, prioritize and follow up on incoming issues and concerns, including those of a sensitive or confidential nature. Determine appropriate course of action, referral or response.• Prioritize conflicting needs; handle matters expeditiously, proactively, and follow-through on projects to successful completion, often with deadline pressures.• Manage extremely active calendars of appointments; compose and prepare correspondence that is most often times confidential; create, print and assemble Sr. Executive reports; arrange complex and detailed travel plans, itineraries, and agendas; compile documents for travel-related meetings; complete complex expense reports; monitor, track and process invoices & business expenses .• Serve as Board of Directors and Committee Liaison with high-level administrative tasks, which include meeting logistics, scheduling, and reporting; create and maintain board records, corporate calendars and contacts lists and work closing with CEO on all Board and Committee meetings & quarterly business update mailings in soft & hard format.• Prepare & distribute Board & Committee meeting agendas, record and transcribe minutes for Board and Committee meetings as needed. • Arrange directors’ travel and prepare travel itineraries.• Logistical & catering arrangements for all Executive, Board & Shareholder meetings, dinners and activities; and track Board expenditures.• Work with corporate jet timeshare company and track usage.

Stamford, Ct, Us

Provide high-level executive support to Chairman/CEO & CFO at global corporate headquarters in CT and NYC offices and vital administrative support for CEOs & CFOs throughout the organization.• Company-wide key interface for executives’ direct reports & their departments, Executive Team, Board Members, Shareholders, financial analysts, media, employee base, & family members.• Organized & prepared both CEO & CFO for quarterly financial reporting public conference calls, including screening & documenting relevant Q&A data.• Independently managed Executives’ heavy activity calendars, including coordination of international calls, GoTo online meetings, & videoconferences, including divisional quarterly results reporting with our international divisions. • Solid knowledge of all priority & highly confidential business activities and projects, ensuring efficient administrative management for Executives.• Administrator for the OdysseyRe Foundation charitable trust, coordinating donations with Foundation Board of Directors and internal departments, funding and disbursements.• 24/7 connectivity with Executives & offices.• Interface with high profile business & political dignitaries with confidentiality & discretion.

Wilton, Ct, Us

• Managed CEO’s business and personal activities, including all emails, correspondence, calendar, & daily “to do” lists, prioritizing all for daily review.• Provided essential comprehensive travel itineraries & related travel packs.• Attend weekly Executive Committee meetings, transcription of minutes, identified & followed up on all actions items with all Senior Executives.• Coordination of Board Books and contents – created & maintained a “Board Book Deliverables Accountability” log.• Designed & implemented a “CEO Time Management” system, tracking & evaluating key initiatives, time management, & accountabilities for all business activities.

Richmond, Va, Us

*Headquarters moved to VA*Right-hand to the Chairman/CEO in this extremely high profile position providing comprehensive administrative support for the MeadWestvaco business, as well as all activities for this Chairman's outside Board affiliations & organizations. • Solid knowledge of priority & highly confidential business activities & projects, orchestrating of strategic work to bring CEO’s priorities to fruition. • Independently managed Chairman's heavy activity calendar, email, correspondence, thoroughly reading, prioritizing, routing, calendar noting, with utmost efficiency. • Responsible for Chairman's department budget (reporting & reconciling), as well as travel & expense reporting ensuring constant due diligence. • Served as the Aviation Coordinator for Chairman's two corporate jets, liaising with aviation company & pilots. • Provided complete phone coverage and screening, quite often involving media & analysts. • Personal duties for Chairman, such as household finances, travel & family matters.• Provided Executive Assistant leadership to the Executive Administration Team, continually striving to improve our ways of working through productivity initiatives and efficiencies through independent ideas & research.• Interface with high profile business & political dignitaries with confidentiality & discretion.

London, Gb

*President relocated back to London*Provided comprehensive administrative support to the President of Smirnoff.• Maintained an appropriate level of awareness of executive’s projects/work, therefore, independently able to respond to inquiries directed to him in a professional manner.• Organized complex travel itineraries for executive & any team member travelling with him, coordinating of all meetings & appointments often with executive board members, providing comprehensive itineraries & proper contact information.• Ensured fluid communication with executive at all times especially when travelling overseas in different time zones.• Prepared travel packs for executive that include any materials needed at meeting or appointment.• Organized global meetings, events, & videoconferences on a complex scale for the Smirnoff Global Brand Executive team as well as meetings often involving the Diageo Executive Board members.• Provided support for the international Smirnoff global community & acted as key contact at headquarters for inquiries. • Tracked action items from all Executive meetings.• Maintained firm grasp of company processes and policies, hence, providing guidance of such for the team. • Acted as liaison between team and Facilities, HR, & IT functions when necessary. • Personal work for Executive when required.

(Promoted to) Manager, Human Resources, Greenfield Online, Inc. (Oct. 1999 – Oct. 2000):Developed, managed and maintained business relationships with employees through human resources initiatives aligned with company goals & business growth. Provided high quality output of HR services that supported exempt & non-exempt employees, including new employee orientation, coaching & counseling, administrative interviewing/staffing, benefits administration, compensation, training & development, EEO & COBRA compliance. Managed the office services staff, payroll, & receptionist.• Created and managed all employee files that included each employee’s compensation information, performance evaluations & dates, additional compensation awards/bonuses, & all benefits information.• Provided new employee orientations, including a review of all company benefits, policies & procedures, company history, & payroll documentation.• Managed the H1B Visa process for all alien employees.• Consistently recommended cost-effective benefits program changes that improved quality & delivered added value for both employees & the company. Reported periodically on benefits usage, costs, & each vendor’s performance.Executive Assistant to both CEOs of Greenfield Consulting Group, Inc. & Greenfield Online, Inc. (Aug. 1996 – Oct. 1999)

• Creation and management of trusts & estates for clients.• Drafted estate planning documents such as Wills and Trusts; maintained insurance trusts, including opening & maintaining client’s trust checking accounts & payments of their insurance premiums.• Handled decedent estate administration from conception to completion of the probate administration process. Prepared decedent tax returns & final accountings for court.• Located, collected, & gathered inventory of all decedent’s assets.• Met with clients as needed to gather information to begin probate process (decedent’s assets, debts, insurance policies, investments, etc.).

Paralegal Certificate

Associates Degree, Liberal Arts & Secretarial Program