Summary of Qualifications

Strong interpersonal skills

Works effectively with executives, peers, contractors and all levels of personnel--taking the initiative to resolve problems-(known for quickly performing behind the scene miracles!)

Brings a fresh perspective to her assignments and is highly diplomatic and sensitive to handling confidential materials and information

Passionate about delivering excellence; especially strong with event and travel planning, calendar & file management

Makes it a priority to earn trust by focusing on learning the nature of the business quickly, being mindful to her colleagues

Dedicated to research and exploring new ways to streamline process.

Strong computer literacy with MSN Office Word, Excel, PowerPoint and Outlook, CRM databases, CONCUR and other proprietary expense management tools, WebEx/Webinar and Videoconferencing.

Delivers clear & concise messaging in written materials

Mindful to document process in an effort to streamline process and facilitate onboarding new hires

Competencies and Contributions

Executive Assistant and Office Management

Managed Office Services staff of 8 for large private equity company

Strong calendar management for multiple executives and complex schedules

Highly sensitive to handling confidential materials

Excellent file management skills – known for improving process

Logistics expert – especially strong with travel planning and special events including Board and Senior Leadership Meetings

Proven vendor management skills, contract negotiations

Operation and basic troubleshooting of office equipment, fax, copiers, scanner

Adept with analyzing reports and running recurring financial reports, taking the initiative to review and identify discrepancies, researching the “why” before handing off to the manager

Purchased and maintained supplies including office furnishings – identifying best value and terms if a contract is required

Made calls for repairs to office equipment and acted as the liaison with building facilities as needed

Client Service

Demonstrates a professional phone manner and efficient follow through

Makes it a priority to record and recall names, company affiliations and personal details that forms strong long-term relationships

Established protocol for follow up and check list system when onboarding staff, new clients and setting up new accounts

Logistics Expert - Event and Travel planning

Research options for Air & Ground Transportation

Research and procure “take aways” (e.g.: gift bags, logo’d awards)

Work with Audio Visual companies and onsite technical support to ensure seamless technology for conference guests.

Research venues and negotiated best rates

Work with venue and meeting planners to organize menus, entertainment, breakout sessions and special requests

Work with internal management to prepare and adjust meeting agendas and materials as needed for each breakout session

WRITING & RESEARCH

Research respective international destination and prepared executive briefs for managers when traveling to foreign countries so they were briefed on current affairs, local culture and other info as requested by the manager

Prepared responses for managers to respond to Requests for Proposals (RFP)

Lexus Nexus

Business Development

Identified and created platform for firm wide business development reporting

Prepared tracking reports of pipeline, closed business, no-go business and intermediary referrals

Experience

PegaSystems Cambridge MA

PegaWORLD2016-Contract role Team Leader & Coach Dedicated Partner Concierge to Diamond Sponsor – expanded role required screening, interviewing, hiring and training Diamond Concierge team for team of 5.

PegaSystems Cambridge, MA

PegaWORLD2015-Contract role Dedicated Partner Concierge to Diamond plus Sponsor; Apr 2015-Jun 2015

Bracebridge Capital, LLC Boston, MA

Executive & Personal Assistant

Benchmark Senior Living Wellesley, MA

Executive Assistant to Chairman and CEO

Carol Kent Yacht Charters Marblehead, MA

Managing Director for Day Charter Division - On-water event planning

Fidelity Investments Boston, MA

Senior Executive Assistant

The Blackstone Group, New York, NY

Personal Assistant and Facilities Manager

Ridgeway Advisors LLC, Boston, MA

Executive Assistant & Office Manager.

Atlantic trust Wealth Management (formerly Pell Rudman), Boston, MA

Client Service Manager, Business Development Associate & Executive Assistant

Bank of Boston (now Bank of America), Boston, MA

Senior Financial Analyst, Corporate Facilities

ENTREPRENEURIAL VENTURES

Imperial Enterprises - elfWorks4u.net, Salem, MA

Founder & Owner Delivers high level concierge services including lifestyle, personal stylist and project management for corporate clients and private individuals including but not limited to home décor, administrative, event and meeting planning

EDUCATION

Nazareth College of Rochester, Rochester, NY

Bachelor of Science, Management Science/Business Administration

Protocol School of Washington

Consultant and Trainer. Certified & Trained Etiquette Consultant etiquette.

International Associate of Administrative Professionals Greater Boston Chapter

FOUNDER & PRESIDENT Educational and Networking association membership forum for professional administrators.

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