Executive Assistant Team

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PROFESSIONAL SUMMARY

Confident and kind Executive Assistant with proven expertise in complex travel coordination and schedule management. Adept at facilitating high-level meetings and retreats, demonstrating discretion and problem-solving skills. Recognized for enhancing operational efficiency and supporting executive leadership in achieving strategic goals.

SKILLS

Schedule & calendar planning

Discretion and Discernment

Microsoft Office, Apple and Google Workspace

Coordinate meetings and board/leadership team offsites

Problem Solving

Expertise in complex private and commercial travel

CONTACT

972- 310-1667

***********@*******.***

Fort Worth, TX 76126

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EXPERIENCE

Executive Assistant to the CEO

MAR 2022 - PRESENT Earned Wealth (former CEO, Blucora)

Coordinate CEO's business and personal schedule, including outside Boards

Arrange all travel for the CEO and the executive team as it pertains to CEO travel

Responsible for planning all offsite executive and Board retreats

Support to the Board and manage Board meetings

Review company credit card account to approve/assess expenditures

Draft and update expense policies for the board; track expenses

Plan and manage events across the country as needed

Maintain multiple spreadsheets to track business and personal matters for CEO

Executive Assistant to the CEO and Board Liaison

DEC 2020 - MAR 2022 AZZ Inc., Fort Worth

Coordinate CEO's global business schedule and personal schedule

Support to the Board and responsible for communications to the Board members in Diligent and via email

Arrange all travel, mainly private, for the CEO, his family, and the executive team as it pertains to CEO travel

Manage two corporate jet memberships and two private memberships

Coordinate with Investor Relations to manage Earnings Calls

Responsible for planning all offsite executive retreats and Board retreats

Liaise with Chief Legal Officer as it relates to the Board

Executive Assistant to CFO (Contract Position)

JUN 2020 - OCT 2020 JACOBS ENGINEERING GROUP, Dallas, Texas

Support CFO and daily interface with financial team

Strong use of Microsoft Teams, SharePoint and Concur

Coordinated CFO's intense business schedule

Scheduled large number of global meetings, as well as CFO Global Town Halls

Planned and worked behind the scenes managing the script, Q&A and IT portion of the CFO Global Town Halls and strong collaboration with corporate communications

Posted quarterly Audit Committee books in Diligent and notified committee when posted

Worked closely with Investor Relations to prepare for Earnings Call

Prepared agenda and managed the minutes for the CFO bi-weekly staff meetings

Managed expenses and expense reports in Concur

Handled CFO's scheduling for personal appointments and personal errands

Executive Assistant to CEO

MAR 2019 - MAR 2020 BLUCORA, Irving, Texas

Coordinated CEO's complex business and personal schedule

Arranged and managed demanding, multi-faceted travel schedule at all times – both commercial and private

Managed relationship and travel with three private flight companies

Responsible for CEO's communication to the Board in Diligent and posting all relevant information

Coordinated and tracked travel for Board members

Daily interface with Finance, Legal and Chief of Staff regarding pertinent matters

Coordinated high level CEO events with events team and corporate communications

Planned and executed Executive Leadership Team off-sites

Manage logistics and travel also

Supported CEO's family in matters of travel and facilitate communication

Researched information upon request by CEO and report accordingly with advisement, especially regarding all areas of travel

Executive Assistant to CEO

JAN 2018 - DEC 2018 Private HNWI, Dallas, Texas

Support CEO, maintained corporate records and managed administrative aspects of Human Resources

Coordinated CEO's complex business and personal schedule, as well as business schedule for CFO

Responsible for communication with shareholders, managing of shares and corporate records

Scheduled extensive domestic and international travel for CEO, his family, CFO and COO

Managed receptionist and administrative assistant

Planned company and personal events

Worked with CFO and attorney on processing H-1B lottery and visas for employees from India and Vietnam

Communicated with all departments regarding recruiting, hiring, terminations and processed all paperwork associated with such

Chief of Staff/ Executive Assistant to Founder

JAN 2017 - JAN 2018 Private HNWI, Dallas, Texas

Supervise day-to-day operations, identify and solve issues from staffing, communications and technology

Advisor to Founder and current Executive Director

Assisted the Founder and Executive Director in decision-making. Tracked daily deliverables from all staff.

Coordinated Founder's complex schedule and conduit for higher level communications

Liaison with Finance Team and Board Members

Relieved Founder of all administrative/human resource functions

Reviewed and approved all invoices from contractors and outside vendors

Project management for Founder's residence and two offices

Contract development and management

Responsible for handling media requests

Mentored and coached staff as necessary

Executive Assistant to the CEO/Liaison to the Board

JAN 2015 - JAN 2017 MURPHY USA, El Dorado, Arkansas

Managed all day-to-day activities, handle operations and onboarding for Office of the CEO, and budgetary duties

Coordinated and maintained CEO's complex schedule

Responsible for driving the Board meeting process, communicating all Board documents through BoardWorks; liaison with Board Members and their spouses

Planned and executed all strategic off-site events, such as Executive Leadership Team, Board of Directors and Annual Meeting of Stockholders

Multiple roles in Operations, Technology Services, Recruiting, Onboarding and Aviation needs for the Office of the CEO

Managed executive budget and explained variances

Maintained multi-faceted scheduling of corporate jets

Follow-up with staff to ensure requests and deliverables are responded to on a timely basis

Responsible for arranging personal events for the CEO and communications with family

Executive Assistant to Chairman and CEO

JAN 2010 - JAN 2015 Private HNWI, Dallas, Texas

Managed all day-to-day activities, calendaring, private international and domestic travel, as well responsibilities for 3 separate households

Coordinated complex scheduling, calendaring and all day-to-day communications. Managed extensive database.

Tracked all outside Board involvement

Arrangement of all extensive domestic and international travel on private jet; as well as reservations at 5-star resorts; scheduled drivers/private cars. Coordinated 4-person flight crew.

Interfaced with staff of 3 separate households to manage maintenance and upkeep

Coordinated with Dean's office at SMU to plan Global Leaders speakers and Tate Lecture Series

Managed 2nd assistant and coordinated driver's schedule

EDUCATION

Louisiana Tech University, Ruston, LA, US

PROFESSIONAL ASSOCIATIONS

Planning & Zoning Commission - Chair 2

City of Benbrook, Texas

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