Executive Assistant C-Suite, President

THEA AMSDEN

**********@*****.*** • Pleasantville, IA 50225 • 515-***-****

PROFESSIONAL PROFILE

Dependable Executive support professional with 20 years of experience supporting senior executives. Exceptional ability to execute in a fast-paced environment, satisfy customer needs, and maximize business benefit. Possesses the highest degree of integrity, supported by a flawless record of maintaining confidentiality. Adaptable to changing situations and priorities, and anticipate needs before they arise. Demonstrated ability to multi-task effectively, manage, prioritize, and execute with tight deadlines. Has a “get it done” attitude with a willingness to pitch in across the organization. Talent for managing multiple projects with strong attention to detail. Energetic, reliable, and highly self-motivated with a strong work ethic and an eagerness to learn. Acute ability to resolve problems with minimal direction and consistently seek process improvement. Friendly and personable, able to work well with public and coworkers at all levels of an organization. Highly computer literate with an ability to troubleshoot hardware and software challenges. Technical Knowledge: Outlook, Microsoft Excel/Word/PowerPoint, Office 365, Office Suite/Windows 10, SharePoint, Google Suite, PFG Purchase Card System e-Procurement, Diligent Board Book Creation, HP Service Manager RAMS, PeopleSoft, PFG Travel & Expense System, Adobe Acrobat X Pro, Corcentric Accounting System, Resource Scheduler, Visio Organizational Chart Creation, eDocs/Passport AREAS OF EXPERTISE:

Excellent Communication Skills Proven Strong Leadership Excellent Problem-Solving Excellent Follow-Through Capabilities Strong Verbal/Written Communication Skills Strong Organization and attention to detail Relationship Building/Development Diplomacy

Large Scale Meeting Scheduling Presentation Development Event Planning/Oversight Conference Preparation

Teamwork and Work-Load Prioritization Time Management Spreadsheet and Report Design/Preparation Data Entry, Analysis, and Evaluation Travel Coordination–International and Domestic Travel Coordination Using Corporate Jet Analysis and Proofreading Accounts Payable/Receivable 10-Key by Touch

EXPERIENCE

OPENLOOP HEALTH – DES MOINES, IA MARCH 7, 2023 - CURRENT EXECUTIVE ASSISTANT TO THE CEO / CO-FOUNDER

Provide support to CEO / Co-Founder of the company

Provide support to senior leadership and Board executives

Proactively plan and manage all aspects of CEO’s schedule including responding to all invitations and requests, making decisions on priority on behalf of leaders, finding the best date/time options for all, suggesting optional attendees

Perform advanced inbox management - prioritize and flag messages in addition to purging non-essential emails. Determine and decipher which emails CEO should have a meeting set up with

Prepare CEO for meetings with stakeholders: company data, personal info, etc. as necessary

Coordinate/create/set agendas/Excel spreadsheets, proof meeting agendas/materials, and gather pre- meeting materials

Create and maintain filing systems

Reserve conference rooms, attend meetings on behalf of leaders, communicate meeting action items, and take meeting minutes

Transcribing meetings into minutes

Manage logistics of several leaders’ travel arrangements including flights, hotel accommodations

Coordinate Senior Leadership Retreats, including after-hours entertainment, meals, etc

Prepare and edit documents, reports and presentations

Office Manager Duties including:

Maintain office inventory of supplies

Maintain office inventory - including snacks, beverages, and kitchenware

Coordinate build of 2nd floor office space in OpenLoop Tower Building

Facilitate cleaning support of office space on floors 2 and 4

Handle all office space questions

Handle office space floral issues/contract/maintenance

Handle the Lounge space on 2nd floor: maintaining full bar, cleaning and upkeep

Organized the cleaning schedule of the Lounge

Facilitate and maintain hotel contract

INNOVATION REFUNDS – WEST DES MOINES, IA APRIL 18, 2022 – DECEMBER 9, 2022 EXECUTIVE ASSISTANT / EXECUTIVE ADMINISTRATOR

Provide support to two Presidents of the company in addition to multiple leadership executives across various business units

Provide calendar and meeting support - proactively manage the schedules of multiple C-SUITE executives

Manage all aspects of leaders’ schedule including responding to all invitations and requests, making decisions on priority on behalf of leaders, finding the best date/time options for all, suggesting optional attendees

Coordinate/create agendas/Excel spreadsheets, proof meeting agendas/materials, and gather pre- meeting materials

Create and maintain filing systems

Distribute company-wide announcements

Reserve conference rooms, attend meetings on behalf of leaders, communicate meeting action items, and take meeting minutes

Utilize spreadsheet software to organize financials and process expense reports

Perform advanced inbox management - prioritize and flag messages in addition to purging non-essential emails

Manage all logistics of several leaders’ travel arrangements including flights, hotel accommodations, and car rentals

WELLS FARGO – DES MOINES, IA FEBRUARY 17, 2020 – APRIL 15, 2022 SENIOR ADMINISTRATIVE ASSISTANT LEGAL

Provide calendar and meeting support - proactively manage the schedules of executives at the Assistant General Counsel, Managing Counsel, Senior Company Counsel, and Special Cases Unit Team

Responsible for managing all aspects of Leader’s schedule including responding to all invitations and requests, making decisions on priority on behalf of Leaders, finding the best date/time options for all, suggest optional attendees

Coordinate/create agendas/Excel spreadsheets, proof meeting agendas/materials, and gather pre- meeting materials and PowerPoint decks for meetings

Create and maintain filing systems

Distribute team-wide announcements

Reserve conference rooms, attend meetings on behalf of leaders, communicate meeting action items, and take meeting minutes and transcribing meeting minutes into memo for leader

Utilize spreadsheet software to organize financials and process expense reports

Perform advanced inbox management - prioritize and flag messages in addition to purging non-essential emails

Manage all logistics of several leaders’ travel arrangements including flights, hotel accommodations, and car rentals

Responsible for creating expense reports, and approval/rejection of direct reports’ expense reports

Responsible for issuing/revoking security access, AIM certifications. Responsible for approval of all paralegals time-cards/time off requests

CETERA FINANCIAL GROUP – PALMER GROUP CONTRACT DECEMBER 6, 2019 – FEBRUARY 14, 2020 ADMINISTRATIVE ASSISTANT/OFFICE ADMINISTRATOR

Proactively manage the schedules of two Senior Vice Presidents

Responsible for managing aspects of Leader’s schedule including responding to invitations/requests and making decisions on priority on behalf of Leaders

Create meeting agendas, and PowerPoint decks for meetings

Distribute branch-wide announcements, book conference rooms, coordinate catering for meetings, and assist with team building activities

Taking meeting action items, and transcribing meeting minutes into branch-wide notifications

Office Administrator: responsible for issuing/activating/deactivating security badges for employees Responsible for all building issues, from maintenance to ordering supplies PRINCIPAL FINANCIAL GROUP – DES MOINES, IA MAY 1, 2000 – SEPTEMBER 13, 2019 EXECUTIVE ASSISTANT

Provide support to two Presidents of the Fund’s company in addition to multiple leadership executives across various business units

Provide calendar and meeting support - independently and proactively manage the schedules of executives at the Vice President and above levels

Responsible for managing all aspects of Officer’s schedule including responding to invitations/requests and making decisions on priority on behalf of Officers. Finding the best date/time options for all, suggest optional attendees

Coordinated agendas and gathering pre-meeting materials, working with building facilities and catering to ensure the meeting is set up appropriately

Perform advanced inbox management - responding on behalf of my Officers, prioritize and flag messages, making recommendations on the most efficient and effective way for my Officers to organize their work, in addition to purging non-essential emails

Manage all logistics of several leaders’ travel arrangements including flights, hotel accommodations, and car rentals. Manage Fund’s CEO and Officers’ complex and frequently changing travel arrangements and coordinate pre-planning of trips both international and domestic

Process travel expenses and reimbursements, also responsible for approval/rejection of direct reports’ expense reports

Created and proof meeting materials, agendas, and PowerPoint decks for meetings

Create and maintain filing systems

Distribute company-wide announcements, book conference rooms, coordinate catering for meetings, and assist with team building activities

Frequently use word processing, spreadsheet, and presentation software

Draft meeting and presentation materials with little to no direction, meeting scheduling and set up, approving and tracking expenses, and creating reports seen by senior management

Taking meeting action items, and transcribing meeting minutes and emails

Creating reports, gathering and consolidating data from various sources for Officers and distributing appropriately and timely. Onboarding new employees. Actively cooperate and interact with all entities of Principal

COMMUNITY/VOLUNTEER

Vice President of Home and School Board – Christ The King School 2021/2022 Home and School Contact Parent – Christ The King School 2009-Current EDUCATION

AIB- Norwest Card Services – Des Moines, IA. Principles of Banking Class Avila College; Psychology and Music Education – Kansas City, MO. Bachelor’s Degree Graduated May 1994

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