Executive Administrative and Project Professional – Joseen is a dedicated individual with over 20 years of business experience, as primary point of contact and right-hand responsibility for the office of the CEO, executive team, and stakeholders, managing highly confidential and sensitive information with sound judgement and diplomacy. She is a trusted partner, dependable, conscientious, and approachable. A versatile planner with strong, diplomatic people skills, extensive organizational/time-management background, and a professional work ethic. Originally trained as a paralegal and financial advisor, educated, and raised in the UK, as a dual citizen she has worked in the USA, Europe, and the UK in Fortune 100 companies.

Professional Experience.

Nov 2022 – Sr. Executive Assistant/Administrator – Project Support - Federal Reserve Bank, Chicago.

•Function as a main point of contact for Finance Dept, Gatekeeper to the VP, AVPS, provide calendar and project support. Training and event planning, bootcamps, Leadership retreats.

•Point person for new hires, onboarding, office space issues, tech issues, to maintain staff productivity.

•Manage Teams pages and SharePoint site for different in-house organizations.

•Process oriented to learn new organization, assist all new hires, continuous learning, and improvement.

•Build relationships across the organization to drive core values, DEI culture.

•Appointed secretary to the Bank’s CAN organization - Chicago Analytics Network – assist with project management of events related to bank wide tech training, events.

•Use of Teams, Outlook, Concur, SAP/Ariba System, knowledge of Procurement systems.

Since 1996 – Senior Tax Analyst, H & R Block

•Over 27 years, formerly and IRS Enrolled Agent, presently Sr. Tax Analyst. I oversee the intake of all tax cases, assign as appropriate, anything difficult is referred to me for specialist tax knowledge and resolution.

•Knowledgeable in US and International taxation, specialist knowledge of Illinois taxation, appeals, problem resolution.

•With extensive office management experience at other employers, I assist in training new employees, supervising, and directing the workflow. I provide both continuous training and leadership, recommending and implementing improvements in every area of the business during tax season.

•I trained as a paralegal, and as such I also serve as a resource to employees and resolve complex taxpayer, taxpayer representative, and attorney issues and concerns.

Pfes.com/Berkshire Hathaway –Document Imaging Analyst Jan 2022 – Oct 2022 Document controls, Records management, Use of File-net, Procore, Skyview, SharePoint.

Chicagoland Detective Services –Executive Assistant, Business Manager 2019- 2021

Investigator – Use databases to conduct thorough background checks, have used TLO, Accurint, PACER, Westlaw, Lexis Nexis and EDGAR, Factiva, Lexis (news), Google Reverse Image, and social media (Facebook, Instagram, Twitter, LinkedIn, YouTube, etc.) to create full and detailed reports for clients.

•Also - Executive Assistant to CEO - function as right hand, plan and direct all business processes, manage, and respond to all company email, quotes on cases, signing of contracts, assignment of cases. Responsible for management of all staff activities, case management, payroll.

•Create and manage LinkedIn, Google, and Yelp profiles for owner of the business, post updates, articles, built network of 4000 contacts in industries that work with private investigations business in 4 months, promoted CDS business services, leading to a five-fold increase in business so far. In a 3-month span, 770,000 google hits.

•Effected process of service in a range of cases, managed own case load of investigative cases, built network of contacts in private investigator-only networks and resources and Chicago court systems.

•Contact tracing for Individuals, missing persons and children, persons not wishing to be found, Investigative background checks and surveillance for insurance claims, in-depth social media research, pre-investment research projects, corruption investigations, post-conviction investigations, witness interviews.

•Built a team of investigators very quickly for a large contract job; sourced resumes, interviewed and hired candidates to undertake large scale surveillance jobs in advance of and post federal lawsuits.

•Round the clock management of surveillance team, proof investigator reports for client, proof paysheets and expenses. Managed all the business finances.

•Case load involved wrongful death investigations, Infidelity, Background checks, reference checks, witness statements Scene photography. Fraud cases, sexual harassment, and stalking cases.

•Manage firearms school, triple number of bookings for an essential business during COVID-19 lockdown, again sourced instructors to cover the increase in business. Created and sold specialized packages of training.

Longview Technology Solutions, - Chicago, IL April 2017 – May 2018

Project Coordinator /EA to Acting Director, Enterprise Command Operations, the Veterans Healthcare Administration.

•Ran project coordination and meeting management through the rollout of Enterprise-wide update of VA Healthcare system, interacting with teams for Service Now integration with current systems in place.

•Assist with rollout and tracking of new, enterprise-wide staff initiatives and trainings, create presentation materials and plan physical and remote training events.

•Attended meetings, prepared minutes, actions list and project plans for all Disaster recovery, 3 Hurricanes, Event management and System monitoring meetings, follow up, and consulted with Homeland Security and other agencies.

•Function as a gatekeeper to the Director, liaison for all reports, filtering calls to maximize the executive’s time.

•Coordinate confidential and sensitive global travel arrangements with discretion and sound judgment.

•Heavy PowerPoint work, creating presentations from scratch or using VA/Homeland templates as requested, for internal and external meetings. Create reports in Excel, Clarity, and other software as required.

•Assist with onboarding and relocations, corporate and permanent housing needs.

BMO Harris Bank - Chicago, IL Project Administrator, AML, KYC & P&C teams Aug 2016 – Oct 2016

•Project coordination and data analysis for mandated process improvement. Clarity, SharePoint.

•Working on projects for FDIC, Military Lending Act, Heightened Standards plus confidential bank projects.

•Shapiro & Raj – Special project – HNW Executive Recruiter – Chicago, IL May - June 2016

Specific HNW Recruiting project.

BMO Harris Bank – Chicago IL - Contractor Nov 2014 – Oct 2015

EA to SVP Capital Adequacy & Analysis, (Mark White) & Directors and their direct reports, Volker SVP & team.

•Handle onboarding, travel, relocation, and corporate housing needs of international team.

•Intense immediate turnaround - five executives, calendar management of up to 360 meetings and conference calls per week, involving internal and external guests, documentation, and meeting room arrangements.

•Meeting paperwork administration for Capital Committee of the BOD, SESC monthly meeting, CCAR Advancement Committee, CCAR PPNR project.

Freddie Mac, Chicago, IL Multifamily Housing Development and Funding March 2011 – Dec 2013

Regional Office Manager & Executive Assistant

•Supported Regional Managing Director, VP of Underwriting & their teams.

•First point of contact for the Office of the Director, intensive daily calendar & email management.

•True Gatekeeper role, C-suite administrative/personal support, managed matters of discretion, confidentiality & security. Interact & manage communications with all levels of staff within national organization with tact & diplomacy. Responsible for Directors & team helpdesk security issues, Blackberries, laptops, equipment orders & replacement. Created & updated presentations, responsible for expense & finance & budget reports.

•Worked with Freddie Mac National meeting planner for events in Chicago & any event that involved the Director. Managed recruitment process for summer & fall interns.

Transunion, Chicago, IL Senior Executive Assistant to EVP, Chief Global Scientist July 2010 – Dec 2010

Executive office management for 1) EVP of Global Data Analytics, 2) Director of Operations & 3) Chief Global Scientist.

•Created sales proposals presentations & budget reports with PowerPoint & Excel for international conferences.

•Planned & coordinated Chief Global Scientist travel schedule & speaking engagements at international conferences.

Federal Occupational Health, Northwestern Memorial Hospital, Chicago, IL Sept 2009 – July 2010

Project Administrator, Paralegal work, Contractor

•Federal Government: Project Coordinator at Federal Occupational Health, level 5 security project using Paralegal experience to assess documentation, scan & storage.

•Northwestern Memorial Hospital – Project administration for Magnet Recertification.

•Northwestern Memorial Hospital – Executive Assistant to Chief Surgeons, heads of Cardio Thoracic Surgery.

Charter One Bank, Chicago IL Aug. 2007 – May 2008

Senior Executive Assistant to Bank President for Midwest Region

•Gatekeeper, liaison for all departments, attended Department head meetings, created minutes.

•Responsible for distribution of directives and follow-up with department heads to ensure objectives are met.

•Intensive Calendar, meeting & travel planning, printing & distribution of secure communications.

•Worked closely with the marketing department for statewide events and appearance schedule for CEO.

•Created & updated presentations, responsible for expense and budget reports.

Click Commerce, Chicago IL (Click was purchased by ITW in April 2007) August 2005 – May 2007

Senior Executive Assistant to CEO of B2B Software Sales

•Gatekeeper, calendar and contacts management, meeting & travel planning.

•Liaison for all department communications, responsible for distribution of directives and follow-up with all staff. Conducted in-depth business development research, sourced companies to buy out.

Software/IT Skills: SharePoint, Clarity, Lync, Concur, Word, Excel, PowerPoint, Teams, Outlook, Oncore, EPIC, SAP, Ariba

Jan -2019 – New Horizons Learning Solutions - training Refresher on CompTIA, Network+, CPM, Platforms, Cloud Computing, Microsoft products and solutions, Azure, Agile Technology. OnCore and EPIC training.

Investigator – TLO, Accurint, PACER, Westlaw, Lexis (public records), EDGAR, Factiva, Lexis (news), Google Reverse, and social media (Facebook, Instagram, Twitter, LinkedIn, YouTube, etc.)

Previously at NAR as Realtors Land Institute Manager, CAR as Ethics & Arbitration Administrator.

IL Real Estate license holder 92-98 Wirral Metropolitan College /UK Equivalent of a US bachelor’s degree in business Admin/Paralegal.

2023 IL and UTAH Licensed Firearms Instructor.

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