Tanya Queen Email & Phone Number

California, United States

California, United States

Oakland, Ca, Us

San Francisco, California, Us

San Francisco, California, Us

Responsible for the day-to-day administrative management for the office of EVP for Wealth &Investment Management Marketing. WIM Marketing is comprised of four business-specific marketing teams (WFAM, WFA, WFII, PWM). I interface with 7 direct reports and a total team of 73 located within 6 regions. I provide high level executive support, partnering with other executive assistants managing an ever changing calendar, coordinating meetings, video conferencing, travel and events. Prioritizing business initiatives and project deadlines, clarifying corporate and department policies and procedures while building enduring and meaningful relationships.Liaison with human resources and hiring managers overseeing executive onboarding and staff management. Responsible for liaison with HR coordinating on and offsite interviews. Overseeing and managing daily, weekly and reoccurring meetings, video conferencing, desktops/laptops, mobile devices, preparing I-9 certification establishing both Identity and employment authorization. Responsible for space planning, implementing office procedure, running reports and tracking deliverables.Interface extensively with internal and external business partners screening executive’s phone calls, emails and mail. Responsible for maintaining organizational charts, drafting complex and confidentialcorrespondence, creating and editing PowerPoint presentations for meetings, town halls and offsites.Manage monthly concur expense reconciliations, GL department budget, invoice coding within PeopleSoft financials and ensuring alignment with corporate policies

San Francisco, California, Us

Responsible for coordinating the day to day activities and operation of the SVP of Wealth Management Marketing for The Private Bank and Abbot Downing businesses, with five directs and a total team of 17 located within 7 regions. Coordinate with other executive assistants effectively managing an ever changing calendar, scheduling daily, weekly, monthly, reoccurring and quarterly meetings, resolving scheduling conflicts, while building enduring and meaningful relationships Manage leader’s travel calendar including market visits, leadership off sites, customer and team building events. Coordinate multi-city travel itineraries, speaker invitees, conference rooms, hotels, car service and vendors.Responsible for creating and editing meeting agendas, PowerPoint presentations, managing ZOOM video, Skype and telepresence, meeting conferencing tacticsResponsible for monthly concur expense reconciliations, GL department budget reconciliation, invoice coding within PeopleSoft financials ensuring alignment with corporate policies

San Francisco, California, Us

Responsible for heavy calendar management for 4 executives working cross functionally with other executive support staff, managing daily, weekly, monthly, quarterly and international meetings schedules. Resolving scheduling conflicts providing support to the EVP on global distribution and licensing extensions.Provided executive support for a board of directors endorsed global initiative designed to streamline operations and fuel long-term profitable growth. Support focused on scheduling and coordinating meetings with department heads, outside consultants and human resource department for a companywide realignment initiativeCreated PowerPoint presentations for merchandising sales meetings and global product launches. Oversaw and managed hospitality events for global licensing agreements for manufacture and distribution of Levi’s branded Dockers wearInterface extensively with internal and external business partners screening phone calls, emails and mail. Responsible for maintaining organizational charts, managing complex and confidential correspondence, creating and editing PowerPoint presentations.Manage monthly concur expense reconciliations, department budget reconciliation, invoice coding within PeopleSoft financials and ensuring alignment with corporate policies