Executive Assistant Project Management

K. Peterson Page *

KRISTINE PETERSON

+1-510-***-**** ****************@*****.***

www.linkedin.com/in/kris-peterson2003

Executive Assistant / Project Manager / Event Manager Experienced professional with over 15 years of administrative expertise, specializing in C-level executive support, project management, and event coordination. Skilled in calendar management, client relations, and strategic planning. Proficient in communication, negotiation, and problem-solving. Proven ability to drive efficiency and productivity while delivering superior support. Exceptional at managing complex schedules, facilitating meetings, and overseeing financial matters. Committed to contributing to organizational success through innovative solutions and strategic insights. Skill Areas

Strategic & Operations Planning Calendar Management Human Resources/People Operations Event Management Negotiating Process Improvement Cross Function Team Leadership Competitive Analysis Corporate Travel Planning Training Customer Service Problem-Solving Leadership Strong Interpersonal Skills Analytical Skills Client Relationship Management Team Management Project Management Expense Reporting Solution-Selling

Industries

Start-Ups Venture Capital Public Companies

Technology Cyber Security Financial Management Medical Devices PROFESSIONAL EXPERIENCE

Qwiet AI (formerly ShiftLeft, Inc.) Santa Clara, CA January 2022 - December 2023 Executive Assistant, Project Manager, Events Manager

• Implemented and managed protocols across People Operations, Marketing, Events, and Accounting, successfully collecting over 2.4 million in past due invoices and developing effective communication plans.

• Orchestrated the creation and execution of internal communications plans, coordinated marketing projects via Monday.com and Google Sheets, and organized corporate events, tradeshows, and executive offsites.

• Provided meticulous administrative support to the CEO and executive team, managing calendars, facilitating sales transactions, implementing travel protocols, and approving expense reports.

• Negotiated swag strategy, distribution, and vendor relationships for events, while also overseeing board meetings, all-hands meetings, and presentations.

Outset Medical, Inc., San Jose, CA February 2021 – January 2022 Executive Assistant to the COO

• Provided sophisticated administrative support to the Commercial Executive team, managing their calendars with precision and attentiveness to potential conflicts.

• Assisted in tracking and ensuring the timely completion of key deliverables, while diligently following up on outstanding issues.

• Coordinated travel arrangements, ensuring executives and relevant parties were informed of changing itineraries and facilitating seamless transitions.

• Proactively managed meeting preparations, including agenda solicitation, attendee coordination, and expense report handling through Concur. Achieved over 500k in cost savings for the Chicago Summer Sales Meeting and facilitated process enhancements through training and collaboration with accounting to establish company- wide discounted rates with local lodging.

KRISTINE PETERSON

510-***-**** ****************@*****.***

K. Peterson Page 2

Hendershott Wealth Management, LLC September 2018 - November 2020 Client Services Director, Marketing & Podcast Team

• Acted as the primary point of contact for incoming prospects, overseeing screening, scheduling, documentation, and CRM management during the client onboarding process.

• Managed podcast operations, including guest research and booking for Profit Boss® Radio, as well as creating pre-interview materials.

• Spearheaded project management for the Wealth Multiplier Course, previously valued at $50k.

• Provided comprehensive calendar management support, handling the CEO's corporate and personal calendars, client meeting schedules, and podcast calendar, while also contributing to vision building, goal setting, and organizational restructuring efforts alongside client relationship management. Hedge Trackers, LLC, Saratoga, CA July 2014 - February 2018 Executive Assistant to the CEO and Operations Manager

• Served as the key liaison between external and internal clients and the CEO, facilitating seamless communication and interactions.

• Managed comprehensive travel arrangements for the CEO, leadership team, and employees, ensuring smooth logistics and timely departures.

• Orchestrated the preparation of all necessary documents and materials for committee and board of directors’ meetings, maintaining meticulous attention to detail.

• Managed meeting minutes, senior executive calendars, and staff events while overseeing SSAE16/18 guidelines and controls, ensuring compliance with internal and auditor requirements. Annai Systems, Los Gatos, CA - relocated to Carlsbad, CA July 2012 - July 2014 Director of Operations and Executive Assistant to the C-Suite

• Provided comprehensive support to the Executive and office staff, delivering round-the-clock assistance to the CEO and the C-Suite.

• Managed dynamic schedules, monitored email correspondence, and anticipated travel, lodging, dietary, and office requirements for the CEO and Board of Directors.

• Oversaw monthly expense reconciliation for the CEO and CFO, including credit card statement analysis.

• Managed all facets of Board of Directors meetings and complex logistics, while also overseeing company policies, HR functions, benefits administration, recruitment, payroll, and personnel management. PROFESSIONAL DEVELOPMENT & CREDENTIALS

Associate of Arts Degree in Business Administration DeAnza College, Cupertino California Professional Development Marketing Program San Jose State University Technical Skills: Microsoft Office, Google Suite, Slack, Zoom, WebEx, Spark, Skype, Go2Meeting, WhatsApp, NetSuite, GreatPlains. QuickBooks, BambooHR, TriNet, Certify, Stripe, Egencia, Concur

Marketing platforms: Salesforce, Active Campaign, Leadpages, WordPress, Typeform, Squarespace, HubSpot

Organization platforms: Monday.com, Box.com, Basecamp, Sharepoint, Redtail Technology, Asana, Trello

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