Executive Assistant Administrative Support

ANN THOMAS

Houston, TX ***** 210-***-**** ***@*********.**

Dynamic, accomplished Executive Assistant experienced in providing advanced, diversified operational and administrative support. Proactive, focused, and resourceful problem solver, well versed in the workings of financial markets and the Energy Sector. Agile thinker with notable initiative, organizational abilities, and acute attention to detail. Articulate, personable communicator across the organization. Exercises a high level of discretion and confidentiality. Adaptable to changing priorities while maintaining continuity and stability in fast paced environments. SUMMARY OF SKILLS

C-Level Administrative Support Operational Efficiency Project Management Complex Scheduling/Calendaring Travel Logistics Document & Records Management Expense Reports Accounts Payable Office Management Business Acumen KYC Processes Licenses & Registrations Banking Transactions Credit Applications Research Insurance Claims Event Planning & Execution Onboarding Meeting Support Presentations & Reports Technology: Microsoft Pro, Excel, PowerPoint, SharePoint, Teams, Outlook Adobe Acrobat QuickBooks Yooz Bloomberg Trading Systems Zoom

PROFESSIONAL EXPERIENCE

Executive Assistant February 2023-May 2025

L. Energy International, LLC. – Houston, TX Buckhead Midstream, LLC – Houston, TX L. Energy is engaged in the trading, sales, and export of refined products and LPGs/ NGLs. Buckhead focuses on purchasing, gathering, transportation, and trade of crude and condensate throughout North America: Combined revenue of $1B+.

• Delivered expert, comprehensive direct support to two CEOs simultaneously, executing a wide variety administrative, clerical, and operational functions while prioritizing and managing multiple assigned projects.

• Applied extensive knowledge of the energy sector, business operations, asset management, logistical support, financial and project management to facilitate the efficiency and effectiveness of each CEO.

• Maintained calendars and coordinated scheduling for both CEOS, tracking and coordinating appointments, resolving calendar conflicts, scheduling meetings and conference calls, and overseeing event schedules.

• Arranged and tracked multi-state business registrations and motor fuels licenses, resale licensing, annual reports, and Texas Railroad Commission filings, and IRS 637 registrations for L. Energy and Buckhead Midstream.

• Managed hundreds of Know Your Client (KYC) processes for business relationships with Fortune 50 companies and Major Independents: customer identify verification, customer due diligence, and ongoing monitoring.

• Oversaw the life-cycle processes for L. Energy’s water well drilling projects in Costa Rica: Requests for Proposal, project schedules, status reports, invoice reconciliation and payments, and budget monitoring.

• Performed a wide range of general administrative and clerical duties, including document management; confidential executive files maintenance; general office management and office supply ordering; building maintenance and repair coordination; truck fleet maintenance, insurance, and lease agreements.

• Served as a key point of contact for clients and within the organizations; facilitated the onboarding of personnel.

• Arranged multi-faceted travel logistics for personal and business travel, domestic and international: ticketing, ground transportation, hotels, accommodation rentals, catering, dining reservations, and leisure activities.

• Expeditiously distributed tax compliance notifications to internal and third-party experts for execution to prevent potential defaults and penalties.

• Managed personal and company Accounts Payable and reconciled expense reports; processed and monitored complex corporate insurance claims for storm related damage and export transactions.

• Processed domestic and international wire transfers; initiated and monitored Credit Line Applications with leading banks, including Frost Bank, UBS, and Brown Brothers Harriman.

• Conducted project oversight and collaborated with architects for various assigned in-house projects, including office relocations, executive offices’ decor, and the design of a new L.Energy office in Mexico.

• Ensured all project components adhered to the highest standards for quality and on-time completion

• Oversaw event planning, catering, logistics, and IT requirements for corporate meetings and events. Page 2 of 2 Ann Thomas 210-***-**** ***@*********.** Executive Assistant March 2019-January 2023

Litespeed Partners – New York, NY

Litespeed Partners is an equity hedge fund focused on undervalued companies: $1B Assets Under Management (AUM).

• Executed multi-faceted tasks and oversight of strategic initiatives for CEO, CFO, and other senior leaders.

• Coordinated company calendars and meeting schedules for the C-suite, all Traders, and accounting team.

• Orchestrated in-person and virtual daily corporate meetings and scheduled presentations with investors.

• Created Excel documentation for office expenses, personal travel expenses, and expenses for each of the principal’s multiple residences; reconciled and documented complex insurance billing and payments.

• Monitored taxation and registration schedules for multiple residential properties, autos, and boats.

• Directed housekeeping, maintenance, and construction projects for CEO’s residences.

• Arranged personal and business travel and accommodations, both domestic and international.

• Maintained a high level of discretion with sensitive personal, legal, and financial information. Operations Manager October 2012-December 2019

Singita Capital Management- New York, NY

Singita is a global infrastructure investment advisory firm.

• Generated risk management strategies for energy companies and international airlines.

• Developed and integrated global macroeconomic research on comprehensive supply/demand data, geopolitical factors and policy issues of significance impacting price risk within worldwide markets.

• Formulated in-depth research for the Congressional Ambassadorial Confirmation Hearing for Poland, resulting in long-term crude oil and LNG (Liquified Natural Gas) import commitments between the U.S. and Poland.

• Navigated the auction process with Mexico’s CENACE, securing solar contracts in Cozumel and Campeche. Portfolio Manager February 2008-September 2012

Medley Macro Fund – New York, NY

• Structured a diversified macro portfolio for $600M AUM in collaboration with the Trading Team, achieving above average performance with low-risk parameters utilizing Equities, Fixed Income, Currencies, and Commodities.

• Generated research using global macroeconomic and in-house intel impacting the energy complex.

• Synthesized geopolitical and policy data influencing global fundamentals within the core portfolio components.

• Presented Medley trading strategies to high profile investors, including George Soros/Quantum Fund, Allain Howard/Brevan Howard Asset Management, Stan Druckenmiller/Duquesne Family Office, and Steve Cohen/Point 72 Asset Management.

• Maintained high-level relationships with financial and energy institutions as well as government agencies. EDUCATION & LICENSURE

CFTC Commodity Pool Operator (CPO) Current

FINRA Securities Licenses: Series 7 and 63 Exp 2012 CFTC Commodity Licenses: Series 3 and CTA Exp 2012 Bachelor of Science in Business Administration – Oklahoma State University VOLUNTEER SERVICE CURRENT AFFILIATIONS

Houston Livestock Show and Rodeo: Wine Auction/Events Fundraising Committee March 2023-Present Wildlife Center of Texas, Houston, TX: Direct Animal Care Volunteer January 2025 -Present American Petroleum Institute (API)

Carl McCain Memorial Foundation

The Heritage Foundation

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