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Executive Assistant Project Management

Mountain View, California, United States
January 19, 2017

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Suzanne Patti


• Over 15 years’ experience as an Operations Manager and Executive Assistant, C-Level support (SVPs, VPs, Presidents and CFOs)

• Experience in Banking, Gaming, Venture Capital, Non-Profit and Money Transfer

• Human Resources, On-Boarding, Payroll and Compliance

• Effective gatekeeper, manage busy calendars with accuracy and able to anticipate changes

• Complex domestic and international travel arrangements, including multiple time zones

• 24/7 availability, especially when executive is traveling

• Planned Corporate Events, Meetings, Off-sites and Catering Guru

• Prepared, submitted and tracked expense reimbursements

• Assisted with legal documentation for portfolio company financings

• Project Management

• Ambassador to internal and external visitors

• Worked with start-ups, Board of Directors and Entrepreneurs

• Personal support to Executives and their families Education - Bachelors of Science, Finance: San Diego State University Western Union Digital, San Francisco, CA / November 2014 - August 2016 Executive Assistant to 4 Vice Presidents and their extended teams VP of Marketing, Product Management, Risk & Fraud and PMO

• Heavy Calendar management

• Extensive International and Domestic travel arrangements

• Offsite and onsite meetings, dinners and event planning

• Project Management

• Created, submitted and followed up on expense report submissions

• Supported VP's from other offices with meetings and travel

• Coordinated and scheduled Video Conferences and bridge lines

• Added new vendors, opened purchase orders and handled accounts payable and budget tracking Medley Capital, San Francisco, CA / May 2013– October 2013 Executive Assistant - Supported CEO and Chief People Officer

• Calendar management, scheduled meetings, owned calendars

• Cross functional collaboration with other executives and departments

• Travel management with point to point itineraries

• Expense report submission and contact management

• Personal support to executives and their families

• Planned offsite meetings and company events

• Project Management

TwinSpires, a Churchill Downs Company, Mountain View, CA / 2010 to 2013 Executive Assistant / Office Manager - Supported President, CFO, Vice President Product, Engineering, Marketing and Directors

• Calendar management, scheduled meetings with multiple participants internally and externally

• Domestic and International travel arrangements

• HR onboarding and Compliance

• Prepared, submitted and tracked expense reimbursements

• Organized venue, materials and catering for internal and external meetings

• Created and maintained data bases

• Project Management

Suzanne Patti


Monitor Ventures, Palo Alto, CA / 2006 to 2009

Executive Assistant / Fund Administrator - Supported Four Managing Directors and CFO

• Maintained calendars and scheduled appointments

• Calculated and submitted expense reports

• Arranged international and domestic travel logistics and orchestrated company savings

• Assisted with legal documentation for portfolio company financings

• Prepared weekly partners meeting agendas, meeting presentations and video conferences

• Maintained all portfolio company files and information, created and updated deal log and processed deal flow

• Compiled due diligence materials and scheduled calls

• Assisted the CFO in many accounting and financial reporting aspects

• Created all Limited Partner data bases

• Sent, tracked, recorded and deposited capital calls

• Investor, co-investor and portfolio company relations

• Responsible for printing and mailing quarterly reports for all funds Walden International Investment Group, Palo Alto, CA / 1999 to 2006 Executive Assistant - Supported up to four Managing Directors

• Maintained heavy calendaring / scheduling management o -Performed personal errands, provided assistance to partner and families

• Arranged complex international / domestic travel arrangements o -Determined, applied for and coordinated Visas

• Worked internationally with clients and offices in Asia, initiated multiple location video conference meetings

• Calculated / submitted expense reports

• Coordinated Limited Partner meetings, Annual Meetings and company off-site events

• Set-up and maintained files on portfolio companies and managed deal logs

• Communicated with portfolio companies and assisted with legal documentation for financings o Maintained current board packages and financials

• Assisted in many aspects of fundraising for the PacVen IV fund

• Investor relations

California Family Foundation, Palo Alto, CA / 1994 to 1999 Executive Assistant - Supported CFO and Board of Directors

• Scheduled board meetings, presentations, took and distributed minutes.

• Screened, organized, and prioritized all correspondence

• Maintained spreadsheets for record keeping

• Interfaced with donors and benefactors

• Payroll administrator and benefits coordinator

• Composed financial statements

• General Ledger and monthly invoicing

• Data base management

• Accounts payable and receivable

• Bank reconciliations and account deposits

Skills - MS Office, QuickBooks, Concur Expense Program, Multiple Phone Apps and Oracle Procurement Affiliations - Alpha Kappa Psi and Kappa Delta Alumni, President - Homeowners Association, 2002 – Present

[Responsible for monthly financial statements, capital projects and vendors] Suzanne Patti


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