Accomplished Executive Assistant specializing in high-level administrative support and logistics management for C-suite executives. Expertise in coordinating intricate travel arrangements, managing key events, and developing efficient administrative systems that elevate organizational performance and ensure confidentiality.
Overview
26
26
years of professional experience
Work History
Executive Assistant
Viva la Vida, LLC
03.2015 - Current
Provide comprehensive executive and personal support with a strong focus on discretion, organization and proactive problem-solving. Inbox and calendar management, meeting logistics and travel arrangements
Plan and manage intricate domestic and international travel: flight reservations, hotel bookings, car services, itineraries, reservations and in-trip logistics for family members and guests with dedicated attention to detail
Deliver concierge-level medical scheduling, assistance and care management. Assist with sensitive personal family matters with utmost discretion and confidentiality
Handle event planning for both business and personal functions, including family gatherings and celebrations—manage guest lists, caterers, vendors, and logistics
Oversee property management and household operations, including renovation coordination, vendor and contractor supervision, and ongoing maintenance of multiple residences as a trustworthy liaison
Execute ad hoc projects and special requests with flexibility and enthusiasm—no job too big or too small
Commended for being highly adaptable, empathetic, detail-oriented, and committed to ensuring work – life balance
Executive Assistant & Office Manager
SoFi (Social Finance, Inc.)
12.2012 - 03.2015
Managed all scheduling and travel for CEO and Capital Markets Team; transitioned to providing executive support to entire company including calendaring, and extensive, dynamic travel arrangements and events for over 100 employees, while building out and managing two office locations
Provided comprehensive support to the Board of Directors, logistics of meetings and venue arrangements
Key member of three-person team tasked with 100-person customer service center office build-out in Healdsburg, which was successfully completed under-budget, and in a six-week time frame. Responsible for all interior design and support staff hiring and training
Key member of team tasked with handling lease negotiations, space planning/design, and construction management for office build-out in the Presidio in SF. Solely responsible for all interior design needs
Managed the daily operation of all office facilities: coordinated with property management, lease updates, planned and managed internal moves, selected equipment upgrades to maintain efficiency within budget
Developed, implemented and coordinated administrative systems for the office while demonstrating initiative, independent judgment and strategic vision in the application of company policies and procedures
Trained office manager, receptionists and assistants for all offices, responsible for recruiting and new hire procedures
Executive Assistant
Health Evolution Partners
02.2010 - 09.2012
Proactively managed daily communication, correspondence and dynamic scheduling for seven investors
Interacted with CEOs and high-level executives of portfolio companies, arranged travel and logistics
Provided logistical support for large and small meetings, including working with caterers and reserving facilities
Project Manager
Kathleen Baldwin Home & Garden Design
01.2008 - 01.2010
Executive Assistant
Kohlberg Kravis Roberts & Co.
09.2004 - 12.2008
Supported CEO & COO during startup and transitioned to support CIO, finance team and 30 investment analysts, coordinated extensive domestic and international travel arrangements for executives, visitors and candidates
Acted as a liaison between Board members and executives, coordinated travel and itineraries, logistics for on and off-site board meetings including catering and technology needs and preparation of materials
Scheduled conference calls, prepared expense reports and organized and maintained all investor files
Provided confidential executive support, prepared correspondence and assisted with on and off-site event planning
Executive Assistant & Office Manager
RBC Capital Markets
04.2001 - 09.2004
Provided support to Managing Director, Co-head of Mergers & Acquisitions Group
Managed San Francisco office including all IT related needs
Served as direct supervisor for a team of 8 executive assistants and receptionist, with full responsibility for hiring administrative staff, training, scheduling, and performance management
Executive Assistant
Robertson Stephens
06.2000 - 03.2001
Supported Technology Investment Banking Group of seven investors by managing scheduling, communication, and administrative tasks to facilitate smooth operations.