Teri Richards Email & Phone Number

Shelton, Ct

Stamford, Ct

Extensive experience working with international business associates.Monitor emails to ensure timely responses to critical requests.Screen incoming telephone calls to be the first level of communication for the CEO, prioritizing what calls needs to be addressed immediately. Coordinate all international and domestic travel arrangements.Prepare and manage corporate expense reports with reconciliation for CFO.Coordinate and maintain calendars including extensive meeting & travel scheduling.Initiate requests for meetings on behalf of the CEO.Coordinate scheduling of Board meetings and accompanying commitments for Non-Profit Board responsibilities.Liaise with analyst/portfolio team to update marketing materials for preparation to send to clients and prospects.Manage itineraries w/ third party marketing partners.Update and maintain contact databases for all business contacts and email distribution lists.Prepare and send blast email monthly corporate newsletter updates.Prepare monthly spreadsheets to update client managed accounts.Prepare and run bi-monthly payroll for all employees.Investigated and coordinated migration from one payroll platform to a more cost effective platform.Liaise with payroll administrator on all payroll-related issues.Point person & coordinator for all corporate event planning.Responsible for ordering all office and kitchen supplies.Review corporate bills and approve for payment.Maintain vendor relationships including negotiating rate plans, and seeking competitive pricing.Interface with building management company and maintenance personnel to resolve problems.Pay bills via online banking system and reconcile payments in QuickBooks.Organized, coordinated and managed major office move in December 2014.Worked with the CEO, publisher and outside authors to coordinate materials for an updated edition of CEO’s book.Manage main residence & staff as well as vacation homes.

Stamford, Ct

Provided support to Senior EVP for Actuarial and Legal; EVP for Sales and Marketing; and Chairman of the South African parent company during his quarterly trips to the US.Arranged domestic and international travel for executives, corporate relocations and corporate recruiting candidates.Managed, maintained and coordinated scheduling of internal meetings, external appointments and conferences; maintained executive contact databases.Performed cost analysis of supply vendors, initiated changes with proven annual cost savings. Compiled quarterly Board reports and, proofed, edited and distributed Board materials to Directors and guests.Coordinated all associated activities and travel for Directors.Investigated and managed hotel venues for corporate events.Planned and finalized details for monthly corporate Due Diligence meetings for associated company broker dealers and guests.

Westport, Ct

Reviewed and Prepared client treaties for renewal. Worked with brokers and reinsurers to update terms and complete final client treaty documents.

Westport, Ct

Managed clerical staff and supported President, COO, CFO and 4 reinsurance brokers to maintain efficient and timely workflow in privately owned reinsurance brokerage firm.

Liberal Arts And Sciences, General Studies And Humanities

16 credit hours completed

Liberal Arts And Sciences, General Studies And Humanities

85 credit hours completed