C-Level Executive Support, Executive Personal Assistant, 10 years
Resume:
EMMA E NORGAN
Senior Executive Assistant Personal Assistant
713-***-**** *******.**@*****.*** https://www.linkedin.com/in/emma-norgan-32b375107/ Houston, TX
EXPERIENCE
Executive Assistant to President (HNW) & HR Coordinator 5Rivers CRE, LLC Dr. Hardam Azad
02/2024 - 11/2024 Houston, TX
Contract Ended
Supported President with executive office support; HR onboarding, and multi- calendar scheduling on office events and personal engagements. Event coordinator on project and initiatives management. Started cross- departmental meeting coordination and deliverables. Provided monthly expense reporting; bank documentation submission; liaison on legal matters with general counsel and CPA.
Oversaw office facilities management; Board and investor correspondence; and personal property vendor management and staffing. Executive Assistant to CEO (HNW)
Share MD & Prime Aesthetics Group George Scopetta 08/2021 - 09/2023 FL/CA
Merger & Acquisition
Recruited to manage the executive office for CEO and SLT (senior leadership team) in Florida and California.
Managed multi calendars for CEO, contact management, and video conferences, meeting minutes and deliverables with brief updates. Collaborated with physician partnerships on M&As; managed conference meeting and deliverable. Confidentiality and discretion. Initiated travel logistics, Concur expense reporting; strategic project management and operational process optimization.
Liaison to general counsel and governance director; and internal/external communications on behalf of CEO and physician partnerships. Commenced PowerPoint presentations, and responsible for M&As document assembly, Share File, DocuSign, and bank communications. Executive Personal Assistant to CEO & President (HNW) Ares Distributors & Parklane Group Rick Vaucher de la Croix (HNW) 02/2018 - 05/2022 Switzerland
Restructure & Acquisition
Established a Miami (USA) strategic executive office, periodic data & reporting analysis, and maintained vendor management for office and estate. Coordinated national/international travel plans with time agendas on private flights, executive transport, and managing family events. Expedited expense assessment, reporting and validation creating electronic filing and easy retrieval process.
Handled communications with UHNW/HNW clientele and celebrities during marketing and sales events on luxury watches.
Managed CEO emails, video conference meetings, branding presentations, financial overview and estate onboarding & payroll. Generated monthly financial reporting on household expenses, monitored family credit card expenses, and medical insurance claims. Worked together with Personal Assistant and staff in Switzerland (EU). Administration/Business Development to President
Marios’ Enterprise Mario Capone
04/2015 - 03/2018 Miami, FL
Contract Ended
Started business communications, marketing strategies prospecting new accounts, developed CRM, and sales contract presentations. Created website, social media, campaign products, and created a business plan, SOP, and senior administrative support.
Increased hotel client base by 10% and embarked on a new concept with business offices incrementing revenue.
SUMMARY
Trusted advisor and C-level Executive/Personal
Assistant to Ultra High Net Worth (UHNW) individuals and families, providing comprehensive support in
both personal and professional realms. Known for
discretion, meticulous attention to detail, and a
proactive approach, I excel at managing complex
projects, including multimillion-dollar M&A
transactions. My experience encompasses due
diligence, negotiations, contract facilitation, and sensitive issue management. I prioritize building
strong relationships based on trust and delivering exceptional service. Bilingual: English/Spanish
LANGUAGES
English
Native
Spanish
Native
TRAINING / COURSES
Florida Real Estate Associate License
State of Florida
Notary Public
State of Texas; State of Florida
Business Office Administration & Principles of
Accounting (Certificate)
College of the Mainland, TX
Business Communications (Credits)
SUNY/State University of New York
Securities Module Training Certification
(Series 7)
Princeton University, NJ
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EXPERIENCE
Executive Assistant to CFO & EVPs (HNW)
Doral Bank David Hooston (HNW)
03/2014 - 03/2015 Miami, FL
FDIC Closure
Worked together with CFO and EVPs on reporting and banking operations, providing analytical and regulatory deadlines.
Spearheaded office automation and templates to optimize office, systemized AP, and review letters of engagement (CRF, SOW and Oracle). Reviewed and corresponded vendor contracts, purchase orders, stakeholder reporting on Oracle projects, and proofread SEC documents. Planned team employee events, and collaborated in weekly meetings distributing minutes and task highlights for deliverables. Liaison to KPMG, Deloitte and legal counsels; and commenced FDIC conference meetings with internal bank SVPs and managers. Executive Administrative Personal Assistant to CEO (UHNW) The Muss Organization & Family Foundation Stephen Muss 01/2011 - 07/2013 Miami, FL
Out of State Office Relocation
Actively recruited to relocate family offices, reorganize processes in financial reporting and secure confidential legal documents. Set-up office administration for CEO and CFO, and liaison to AMIIE/AMHSI
(Alexander Muss High School of Israel) Board of Trustees and GMJF. Started logistical planning, executive introductions, correspondence, Board of Directors meetings, and conference calls.
Coordinated private jet, crew, chauffeurs, and house staff at various estate national properties.
Assisted estate property PAs on event planning, execute staff onboarding, and assure all is complete to detail.
Researched equity investment groups, portfolio options, profile summaries, and scheduled meetings with brokers and philanthropic leaders. Executive Assistant to President & CEO
The Greater Miami Jewish Federation Jacob Solomon 11/2007 - 01/2011 Miami, FL
Career Advancement
Responsible for all logistics of monthly Board meetings (118 members) along with department directors, increasing BOD participation to 90%. Cooperated with other directors on philanthropic endeavors in event planning and annual campaigns.
Acted as liaison between executive managers, supervisors, agency executives and Board members on stakeholder meetings. Responsible for President & CEO’s execution of reports, dictation, event activities, calendar, and schedules maintaining confidentiality. Adapted critical thinking, emotional intelligence and exercised independent judgement on internal or philanthropic donor matters. Provided travel logistics and planning to Israel and New York for Jewish National Fund (JNF) global conference events.
Appointed leader in reorganizing donor hard files, telephone etiquette skill training, and assigned as ambassador at charitable events. SKILLS
ADP Business Development
Executive Office Support Travel Logistics
Property & Estate Management
Household Staff Coordination
Organizational Skills Detail Orientated
Business & Telephone Etiquette
Proactive & Resourceful Flexible
Public Relations HR Coordination
A/P & A/R 10 Key
Staff IT Onboarding/Offboarding
Project Management
Interdepartmental Communications
Logistics & Event Planning Legal Liaison
Board & Investor Relations
Office Facilities Management DocuSign
Financial Reporting MS Office Suite
Sales Presentations Sharepoint
Strategic Planning
Vendor & Staff Management
Financial Institution Communications
Adobe Travel & Event Planning
Board of Directors Management
Multi-Calendar Management
M&As Counsel Support
Budget Financial Reporting
Flexibility & Confidentiality
Emotional Intelligence Bi-Lingual Spanish
Multitasking & Teamwork
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