Executive Assistant

DONNA M. JONES

SENIOR EXECUTIVE ASSISTANT

Tampa, FL • 813-***-**** •***********@*****.***•linkedin.com/in/donna-jones-4659849/ PROFESSIONAL SUMMARY

Versatile,adaptable executive assistant with 15+years of experience supporting high-level executives in fast-paced environments. Exceptionally organized,detail-oriented,and proactive,with a proven ability to manage complex schedules and prioritize tasks to optimize operations for CEOs and leadership teams while maintaining confidentiality of sensitive information. Leverages exceptional written and verbal communication skills to liaise with internal and external stakeholders.Expertise in international travel coordination,event planning,and calendar management.Skilled in preparing comprehensive,data-driven presentations and reports that support and influence executive-level decision-making. AREAS OF EXPERTISE

Strategic Planning C-Level & Executive Support Administrative Support Administrative Operations Management Calendar Management Travel Coordination Event Planning & Management Project Management Stakeholder Engagement Process Improvement Budget & Fiscal management Documentation Management Data Analysis & Reporting Executive Presentations Policy & Procedure Development Corporate Communications Cross-Functional Collaboration Time Management Strategic Relationship Building

CAREER HIGHLIGHTS

● Achieved a promotion as CEO’s Executive Assistant after 2 years of service at Benefytt Technologies,in additiontosolely planningandfacilitatingmultiplecomplexcorporateeventsaswellasaquarterlycorporatevolunteerprogramwithintheFinance Department.

● Led,instituted,andmaintainedsocialmediapresenceforBrown&BrownInsurance’sTampaofficewhileintroducingapaperless file system during a complex office remodel.

● PromotedtoPartner-levelsupportwithin6monthsoftenureatMcKinsey&Companywhileearningtheaccoladeof‘Quality Top Performer’and beingfast-tracked to train andmentor new hire executive assistants.

● Developed robust policies and procedures for monitoring government-required documents at Allstate Insurance Company,in addition to establishing asuccessful social mediapresence for the organization. PROFESSIONAL EXPERIENCE

STRATEGIC PROPERTY PARTNERS,Tampa, FL

Executive Assistant to CEO & COO Mar 2023 to Present Provide essential support to multiple C-level executives while overseeing administrative operations,including schedulingandtravel coordination, drafting confidential correspondence, and managing communications.

● Strategically manage the CEO’s daily calendar by scheduling and prioritizing meetings,confirming appointments,drafting detailed itineraries, and liaising with key business contacts.

● Facilitateseamlessexecutiveoperationsbyoverseeingthetimelyandaccurateflowofcriticalinformationacrossleadership teams.

● Orchestratecomplextravelarrangements,includingitinerarydevelopment,logisticalplanning,andaccommodationstoensure efficiency and smooth execution.

● Safeguard highly sensitive corporate and executive information confidentiality with the utmost discretion and integrity.

● Prepare,refine,and structure information for internal and external communications to ensure clarity,professionalism,and alignment with organizational objectives.

● Engagewithexternalconsultantswithprofessionalism,demonstratingtact,diplomacy,andakeenunderstandingofcorporate protocols.

BENEFYTT TECHNOLOGIES,Tampa, FL

Executive Assistant to CEO, CFO, CTO & CGO Dec 2020 to Nov 2023 Played a key role in delivering high-level support for multiple C-level executiveswhileleadingandmanagingvariousadministrative operations,including scheduling and travel arrangements,developing confidential correspondence,and overseeing general communications.

● Craftcompellingexecutivepresentations,reports,andmarketingcollateral,leadmeeting/eventplanningefforts,plankeyprojects relating to special initiatives, and manage monthly expense preparations.

● Directtheend-to-endplanningofallcorporatemeetingsforC-Suiteleaders,includingschedulingandtravel,creatingpresentations and key materials, selecting and booking venues, and managing vendor negotiations.

● Serve as the liaison between the CEO,CFO,and Benefytt’s managingpartnergroup(MadisonDearbornPartners)byworking directly with their senior-level partners daily.

● Function as the Lead Executive Assistant with responsibility for training,mentoring,andsupervising2otherEAs,inadditionto managing all legal and government documents with strict confidentiality and professionalism.

● Oversawtheplanningandsuccessfulexecutionofvariouseventsacrosstheorganization,including2consecutiveannualholiday parties, multiple team-building excursions, and departmental events (both on-site and off-site). BROWN & BROWN INSURANCE,Tampa, FL

Executive Assistant to Executive Vice President Nov 2019 to Dec 2020 Provided comprehensive support to the Executive Vice President of the Tampa Profit Center while performing key duties such as maintaining calendars and managing travel and committee obligations for the Boards and daily company meetings.

● Coordinatedtravelanddevelopeddetail-specificitinerariesandagendasfortravel,createdrobustPowerPointpresentations,and championed company employee participation at civic and volunteer events.

● Organizedandledcompanymeetingsandevents,scheduledinterviewsandplannedtravelarrangementsforinterviewees,saved executives’ time by reading, researching, and routing correspondence, and prepared letters and documents. MCKINSEY & COMPANY,Tampa, FL

Executive Assistant Aug 2017 to Nov 2019

Supportedandassisted2Partnerlevelexecutiveswithinvariousglobalindustrieswhilemaintainingcomplexcalendars,overseeingthe daily scheduling of client and internal meetings, and preparing monthly expense reports.

● Developed compellingcommunications,correspondences,emails,andpresentations,seamlesslymanagedalldutieswithahigh level of independence in a high-pressure environment, and created and delivered comprehensive meeting materials. ALLSTATE INSURANCE COMPANY,Tampa, FL

Office Manager Nov 2014 to May 2017

Collaborated closely with the Agency Owner and Senior Leadership Team to define anddeterminethebusinessplanandstrategic goals while presenting various policy and procedure changes to positively impact agency operations.

● Increasedofficeefficiencybyleadingseveralprocessimprovementinitiatives,ensuredtheconsistentdeliveryofqualityserviceto the customer base, established and promoted a team culture of accountability, and examined key reports and metrics.

● OversawtheaccurateandtimelydevelopmentandorganizationofState-relateddocuments,introducedandmaintainedastrong social media presence for the company, and led multiple office events. COVENTRY HEALTHCARE,Tampa, FL

Account Manager Oct 2009 to Feb 2012

Oversawabookofbusinessinthemid-marketbusinessgroup(50-1Kemployees),identifiedandsecurednewsalesopportunitieswith existing customers, and cultivated dynamic business relationships with customers and brokers in an emerging market.

● Developedcompelling,customer-orientedpresentationdecksforsalescallsandleveragedconsultativerelationship-buildingskills to establish robust partnerships with the broker community.

● Partnered closely with all internal divisions to drive company strategy and brand positioning while coordinating with the Vice President of Sales and Field Marketing Team Manager to accomplish organizational goals. UNITEDHEALTHCARE,Pittsburgh, PA Jacksonville, FL Account Manager May 2005 to May 2009

Managed a book of business in the small market business group (50-500 employees),led the annual renewal process,including planning and negotiations, and guided brokers to cross-sell products and services.

● WontheAccountManageroftheYearAwardin2006andsupportedclientsinassessing,negotiating,selecting,andrenewingall lines of benefits, including medical, dental, vision, life/AD&D, and other ancillary benefits. ADDITIONAL EXPERIENCE

Account Manager Administrative Assistant•HEALTHAMERICA,Pittsburgh, PA Earned Account Manager of the Year Award in 2002 and promoted to Account Manager within 8 months of tenure. EDUCATION

Bachelor of Science (BS) in Communications and Public Relations• Point Park University • Pittsburgh, PA CERTIFICATIONS AND TRAINING

Certification for Certified Administrative Professional (In Progress) TECHNICAL EXPERTISE

• Microsoft Applications • Microsoft Office 365/Teams • Google Suite•Adobe Acrobat

•Box•Dropbox

PROFESSIONAL AFFILIATIONS

Member• International Association of AccessibilityProfessionals (IAAP)

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