Executive Administrative Partner and Compliance Lead

C. Joelle Bem

415-***-**** ******@*****.*** Harbor City, CA 90710 htps://www.linkedin.com/in/CJoelleBem/ Execu ve Assistant Strategic Operations Partner

Highly organized and detail-oriented Execu ve Assistant with extensive experience suppor ng C-suite execu ves in dynamic professional environments, including investment, healthcare, and legal industries. Adept at managing complex calendars, coordina ng domes c and interna onal travel, facilita ng high-impact mee ngs, and overseeing confiden al communica ons. Proac ve and solu on-oriented, with a proven ability to an cipate execu ve needs, streamline opera ons, and support strategic ini a ves.

Core Competencies

Execu ve Calendar & Priority Management Stakeholder & Client Rela ons High-Level Mee ng & Event Coordina on Legal Document Coordina on & Compliance Confiden al Communica on Oversight Domes c & Interna onal Travel Logis cs Expense & Budget Management Timekeeping & Licensing Compliance Document Management & Proofreading Microso Office Suite, Salesforce, Concur, iManage, Google Workspace Virtual Collabora on Tools

(Teams, Zoom, Slack, AI Tools)

Professional Experience

GI Partners, San Francisco, CA July 2022 – March 2025 Execu ve Assistant, Capital Forma on Business Development (Investor Relations)

• Trusted administra ve partner to a high-func oning, six-member team across mul ple offices, with rigorous schedules, calendars, and global travel requirements.

• Produced and prepared mee ng agendas for large-scale corporate events centered around the firm’s Limited Partners.

• Provided clients with updated performance reports that detail the firm’s private equity, real estate, and data infrastructure por olios.

• Liaised with the legal team to ensure SEC compliance, notarize documents, and collect signatures from all par es involved in legal contracts.

• Integrated and streamlined an add-on to Salesforce CRM, op mizing investor rela ons marke ng efforts and strategic decision-making resul ng in a mul -billion dollar fundraise.

• Coordinated firm limited partners and prospec ve investors on scheduling, distribu on of materials, and relevant mee ng follow-up.

• Project managed team metrics for budget forecas ng, travel management, expense reports, and submission increasing team produc vity within strategy coverage by 32%.

• Handled AGM prepara on for three strategies, corporate special events, and roadshow management. Golden Gate Capital, San Francisco, CA 2019 - 2022 Execu ve Assistant

• Furnished transforma ve calendar and travel management for eight mul -level execu ves to op mize work/life balance.

• Achieved 18% cost reduc ons through budget forecas ng, travel management, and entertainment expenses.

• Developed a supplemental repor ng method to Concur, ensuring execu ve adherence to corporate expense policy.

• Maintained business con nuity during the pandemic, using virtual applica ons, including MS365, Teams, Zoom, Concur, and iOS devices.

Passport Capital (contract), San Francisco, CA 2018 – 2019 Execu ve Assistant

• Served as E.A. to John H. Burbank, Founder and CIO.

• Enhanced produc vity in business administra on for an intensely fast-paced environment, consistently mee ng and o en surpassing deadlines.

• Empowered excep onal business rela onship cul va on through confiden al and effec ve gatekeeping.

• Ensured seamless global travel coordina on and business and personal travel transi ons, leveraging logis cal travel knowledge.

• Project managed and planned events for Execu ve as a Top- er Golden State Warriors, NBA Championship team owner. C. Joelle Bem Page 2

Comcast Ventures, San Francisco, CA 2014 – 2017

Sr. Execu ve Assistant

• Managed workflow among four senior execu ves, including MDs, VPs, and board members. Coordinated all travel following corporate policies.

• Handled and processed 80-100 emails and calendar invita ons daily.

• Served as office manager and mentored three junior administrators.

• Restored a historical office space and modernized it to enhance workflow. Worked with architects and vendors to maintain a budget and meet construc on deadlines.

Addi onal Experience

SPO Partners & CO., Mill Valley, CA

Execu ve Assistant

• A logis cal master for complicated calendaring and travel i neraries for John H. Scully, Founding Managing Partner, with travel o en involving 10 or more people, facilita ng a balanced professional and family lifestyle.

• Family back-office lead for business administra on and project manager for Execu ve’s personal ownership interest in the San Francisco Giants championship MLB team and real estate proper es. Curated a museum-quality art collec on and created a pipeline for publishing execu ve’s crea ve wri ng.

• Enabled engagement with elite clientele as gatekeeper and gateway, an cipa ng ques ons and concerns to ensure superior communica on and decision-making.

• Op mized and empowered Execu ve as Board Chairman and Trustee for five or more prominent organiza ons and ins tu ons, including Stanford Hospitals and Clinics, Leland Stanford Junior University, and Princeton University.

• Promoted Execu ve’s passion for educa onal philanthropies and transi oned an a er-school program to a California Charter School.

Educa on and Professional Development

Master of Arts (MA), Organiza onal Management – Human Resource Management and Execu ve Development emphasis. University of Phoenix, San Francisco, CA

Bachelor of Arts (BA), Music History - Vocal performance emphasis. University of Arizona, Tucson, AZ

Associate of Liberal Arts (AA)

Cotey College, Nevada, MO

Licenses and Cer fica ons

• California Notary Public – licensed and bonded (exp. 2027).

• Project Management Coursework - UC Berkeley (June 2025)

• Investment Advisor Cer fied Compliance Professional Coursework (2023).

• Paralegal I Cer fica on (2021).

2001 – 2013

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