Summary
Overview
Work History
Education
Skills
Websites
Timeline
Executive Summary
Executive Assistant Roles | 2007–2024
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KIMBERLIE MOORE

Fresno

Summary

Resilient strategist and creative problem-solver trusted with confidential, complex, and emotionally attuned projects. Known for transforming disorganized environments into efficient ecosystems while thriving under pressure. Equally at home in executive boardrooms, volatile markets, and narrative development — blending precision, empathy, and fierce autonomy to get results.

Strategic leader with proven track record in driving organizational success and fostering team collaboration. Adept at developing and implementing high-impact strategies, ensuring operational excellence, and adapting to dynamic business environments. Strong communicator with expertise in project management, financial oversight, and stakeholder engagement, consistently delivering measurable results.

Overview

17
17
years of professional experience

Work History

Executive & Personal Assistant to the VP / Office Manager / Property Manager

B.A.S.S., Inc.
03.2018 - 10.2024
  • Strategically coordinated and resourced VP’s many responsibilities based on the critical nature of each, exercising independent judgment in relieving her of administrative details while maintaining strict confidentiality with sensitive information, financial documents, client records, and personal matters.
  • Supported 30+ staff across three departments, efficiently managing competing priorities and proactively addressing office operations. Orchestrated functions and events, taking on the heavy lifting of all details to show a true team approach.
  • Held bottom-line responsibility for end-to-end property management functions, including tenant relations, facility security / maintenance, and oversight of contracted services. Guided deployment of an improved digital filing system to optimize management and accuracy of lease information.
  • Forged and maintained relations with key contractors to spearhead the development and execution of innovative property buildouts, upgrades, and remodels of offices to enhance marketability and functionality for staff and increase the value of residential properties.

Portfolio Administrator / Executive Assistant to the CEO

KCM Investment Advisors
01.2015 - 02.2018
  • Assisted Portfolio Managers and CEO in new client acquisition, market research for business growth, and account and client management. Produced and followed through on implementing marketing materials that increased the number of new investment and financial planning clients by 20 percent.
  • Oversaw 6500+ accounts through multiple money managers and platforms, performing daily, weekly, and monthly control checks and comparisons to ensure accuracy in reporting throughout systems as a measure to correct inconsistencies.
  • Collaborated with Trading, Management, and Investment Portfolio Specialists to determine error sources and reinstate accounts at appropriate performance levels.
  • Created open orders and executed allocations throughout portfolios. Input transactions for client accounts and monitored client files maintaining relevant compliance records following strict NASD rules and regulations.
  • Calculated daily funding requirements (cash balance projections) to ensure investment of excess balances and funding of project deficits. Processed corporate actions, withdrawals, deposits, and transfers to ensure that all accounts traded accurately and efficiently.

Executive Assistant to CEO & CFO

Mogo Marketing & Media
09.2013 - 12.2014
  • Delivered high-level executive support, managing calendars, billing, and action items with precision.
  • Served as liaison to external IT teams, overseeing systems rollout, user setup, troubleshooting, and application implementation.
  • Spearheaded onboarding and CRM-based lead generation; developed Capability Decks, Media Recs, newsletters, blog posts, and press releases.

Executive Administrator to CEO

Steinberg Architects
07.2012 - 08.2013
  • Orchestrated sensitive initiatives blending personal, financial, and cultural elements for the CEO.
  • Created marketing materials for business development, client presentations, and PR outreach.
  • Supported Senior Architects in proposal preparation, contract management, and client follow-up.

Executive Assistant

Lawrence Berkeley National Laboratory
05.2011 - 05.2012
  • Supported the Molecular Foundry Director and three staff scientists in restructuring operations and implementing workflow solutions to streamline a high-volume research environment.
  • Coordinated scientific workshops and outreach programs, managing travel, space, staff, and budgeting logistics.
  • Led onboarding and career review processes in collaboration with HR; prepared grant-related presentations and technical publications.

Executive & Marketing Assistant / Office Manager

Westrust Ventures
08.2010 - 05.2011
  • Provided comprehensive executive support to Managing Partners; organized company and community events.
  • Negotiated supplier/vendor contracts and created promotional media to attract sponsorships.

Executive Assistant / Office Manager

Delano Retail Partners
09.2007 - 07.2010
  • Supported three Senior Executives across five departments; enhanced operational workflows and reduced costs.
  • Led HR-related administrative functions including hiring and union paperwork.
  • Developed in-house media campaigns, increasing outreach and cutting external costs by 50%.

Education

Bachelor of Arts - English and Comparative Literature

Columbia University
New York, NY

Skills

  • Project & Budget Management
  • Training and development
  • Integrated Logistics
  • Executive Team Leadership
  • Event Planning
  • Research and analysis
  • Employee & Vendor Relations
  • Strategic Narrative Work
  • Interpersonal skills
  • Executive support
  • Administrative skills
  • Problem resolution

Timeline

Executive & Personal Assistant to the VP / Office Manager / Property Manager

B.A.S.S., Inc.
03.2018 - 10.2024

Portfolio Administrator / Executive Assistant to the CEO

KCM Investment Advisors
01.2015 - 02.2018

Executive Assistant to CEO & CFO

Mogo Marketing & Media
09.2013 - 12.2014

Executive Administrator to CEO

Steinberg Architects
07.2012 - 08.2013

Executive Assistant

Lawrence Berkeley National Laboratory
05.2011 - 05.2012

Executive & Marketing Assistant / Office Manager

Westrust Ventures
08.2010 - 05.2011

Executive Assistant / Office Manager

Delano Retail Partners
09.2007 - 07.2010

Bachelor of Arts - English and Comparative Literature

Columbia University

Executive Summary

  • Independent Microcap Trader
  • Self-Directed | 12/2024–Present
  • Execute technical and conviction-based trades in microcap equities, managing risk-to-reward ratios with emotional discipline
  • Refine trading scans and strategies aligned with liquidity, tape structure, and personal bandwidth
  • Maintain real-time trade documentation and journaling for psychological and strategic optimization
  • Analyze market catalysts and volume shifts to identify high-probability entries and exits
  • Treat trading as both financial strategy and emotional regulation, integrating narrative and numerics

Executive Assistant Roles | 2007–2024

Spanning marketing, architecture, science, and venture capital sectors, these roles reflect a consistent pattern of strategic initiative, cross-functional collaboration, and creative execution.

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KIMBERLIE MOORE