Executive Assistant A Team

.

.

New York, NY,USA 914-***-**** ***********@*******.***

LISA M. STELZER

Executive Assistant Strategic Support Process Optimization Confidential Executive Operations PROFESSIONAL

SUMMARY

Strategic and tech-savvy Executive Assistant with extensive experience supporting C-suite and senior leadership in hedge funds, healthcare, and academia. Proven ability to streamline executive workflows, reduce calendar conflicts by 30%, and accelerate reporting cycles by 25% through process optimization. Skilled in regulatory compliance, including AML/KYC, board meeting preparation, and investor communication. Adept at managing high-volume scheduling, complex travel logistics, confidential correspondence, and cross-functional coordination. Highly proficient in tools such as Concur, SharePoint, Microsoft Office Suite, and PeopleSoft to enhance operational efficiency and data integrity. Known for sound judgment, attention to detail, and proactive problem-solving in fast-paced, high-stakes environments. SIGNATURE

STRENGTHS

• Executive Support

• Scheduling

• Calendar Management

• Compliance (AML/KYC)

• Investment Operations

• Cross-Functional Coordination

• Travel Logistics

• Event Planning

• Process Optimization

• Financial Administration

• Document Management

• Stakeholder Communication

KEY DIFFERENTIATORS Direct Support to Hedge Fund Investment Team:

• Supported the LICR Fund Investment Team, managing all preparatory and quarterly board materials, ensuring timely delivery to the Board of Directors and Investment Committee.

• Drafted and processed subscription agreements, redemption forms, and AML/KYC documentation for fund investments with strict compliance to regulatory standards.

• Maintained and organized investment manager data across quarterly and annual reporting cycles, ensuring data integrity in a proprietary research database. Process Optimization with Tangible Outcomes:

• Streamlined executive calendar and scheduling workflows, reducing high-level calendar conflicts by 30% at NYU Grossman School of Medicine.

• Improved document workflow processes at Columbia University, accelerating administrative turnaround and increasing reporting accuracy across faculty operations.

• Developed repeatable procedures that reduced time spent on board packet preparation by 25% at LICR. High-Stakes Executive Support Across Regulated Environments:

• Provided discreet and proactive executive support in compliance-heavy organizations, including hedge funds, academic medical centers, and trauma surgery departments.

• Managed complex calendars, high-volume scheduling, and long-range planning, ensuring zero scheduling conflicts across meetings, travel, and stakeholder coordination.

• Advised department chairs and executives on prioritization and resolution of urgent matters, maintaining operational continuity in dynamic environments.

Regulatory & Compliance Document Handling:

• Executed documentation aligned with financial regulatory protocols, including AML/KYC requirements, identity verification, and legal subscription paperwork.

• Ensured compliance with institutional, medical, and financial guidelines in all confidential communications and document handling.

Cross-Departmental Coordination & Communication:

• Acted as liaison between executive teams and internal departments (investment, IT, legal, academic) to ensure alignment on high-impact deliverables and schedules.

• Coordinated external relations, internal communications, and event logistics to support visibility, governance, and investor relations.

Financial & Administrative Operations:

• Processed expenses, purchases, and travel reimbursements using Concur, PeopleSoft, and ARC Finance, ensuring compliance and audit readiness at NYU and Columbia. CERTIFICATIONS • New York State Notary Public

• Rochester Community and Technical College Rochester, Minnesota

• Cancer Registry Management Certification Program Start Date: 2025

.

.

WORK HISTORY EXECUTIVE ASSISTANT – LICR FUND INVESTMENT TEAM 03/2023 to Current Ludwig Institute for Cancer Research (LICR), New York, NY

• Enabled seamless board and investor engagement by ensuring timely and accurate circulation of investment documentation across quarterly cycles.

• Prepared and distributed investment reports, legal drafts, and compliance forms supporting fund activity.

• Improved documentation accuracy and reduced manual errors by introducing structured filing protocols for sensitive investment materials.

• Organized high-volume communications from fund managers and maintained version-controlled archives for reference.

• Supported high-functioning investment operations by serving as a reliable administrative liaison across finance, legal, and executive leadership.

• Coordinated deadlines and deliverables across departments, facilitating timely decision-making. SENIOR EXECUTIVE ASSISTANT TO CHAIRMAN, DEPARTMENT OF PSYCHIATRY 01/2022 to 02/2023 NYU Grossman School of Medicine, New York, NY

• Reduced administrative bottlenecks by enhancing the coordination of faculty activities, meetings, and event logistics.

• Managed the Chair's multi-layered calendar, coordinated seminars and lectures, and aligned travel with institutional engagements.

• Improved executive bandwidth by independently triaging inquiries and advising on issue escalation.

• Acted as first point of contact for internal and external stakeholders; ensured timely responses and information routing.

• Enhanced quality and consistency of academic and operational reports.

• Drafted and finalized reports, correspondence, and presentations used in departmental planning and external communication.

ADMINISTRATIVE MANAGER / EXECUTIVE ASSISTANT 03/2021 to 01/2022 Wartburg Skilled Nursing Facility, Mount Vernon, NY

• Contributed to staff efficiency by implementing organized supply ordering systems and improving internal communication workflows.

• Oversaw day-to-day administrative operations including meeting scheduling, correspondence, and event coordination.

• Supported cross-functional alignment during periods of lean staffing.

• Facilitated collaboration across clinical, administrative, and external vendor teams for successful project execution.

EXTERNAL RELATIONS AND EVENTS MANAGER 04/2016 to 11/2019 Columbia University, Fu Foundation School of Engineering, New York, NY

• Boosted departmental visibility through coordinated outreach campaigns and high-profile event planning.

• Managed logistics for guest lectures, seminars, and site visits while maintaining consistent communication with faculty and external partners.

• Improved accuracy of financial reporting and budget tracking.

• Reconciled departmental accounts, managed procurement, and processed faculty travel and reimbursements.

• Strengthened digital presence by curating content and facilitating collaboration for the department website.

• Worked cross-functionally with IT and academic leadership to ensure timely updates and accurate publication. EXECUTIVE ASSISTANT TO VICE-CHAIR OF TRAUMA SURGERY & DIRECTOR OF SURGERY ADMINISTRATION 05/2014 to 04/2016

Stamford Hospital, Stamford, CT

• Ensured operational continuity for multiple physician teams through meticulous scheduling and logistics coordination.

• Supported trauma and orthopedic departments by managing travel, supplies, and regulatory documentation.

• Contributed to successful CME tracking and compliance efforts.

• Entered and managed data for monthly trauma education events and supported planning of the Annual Trauma Symposium.

TECHNICAL ACUMEN • Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Concur, SharePoint, PeopleSoft, Adobe Acrobat, ASANA, ARC Finance Management, EPIC, eClinical Works, MediTech, SigmaCare, Midas Seeker, Vistar, Google Suite, WebEx, Zoom, OnBase, CPT/ICD-10 Coding, LinkedIn, Facebook, YouTube, Instagram, Twitter EDUCATION Hunter College (CUNY), New York, NY

Bachelor of Arts, Sociology And Psychology

#HRJ#65de2e50-533e-4198-95d5-852bd4f0ebb2#

Contact this candidate