Executive Assistant to C-Suite Leader: Strategy + Operations
Resume:
Kelli L. Seguin
************@*****.***
C-Suite Executive Assistant with extensive experience supporting high-level executives, bringing a unique blend of strategic thinking, project management, and administrative expertise to the table. With a keen eye for detail and a passion for efficiency, I excel in managing complex schedules, coordinating domestic and global travel, liaising with key stakeholders, and executing on strategic initiatives.
WORK EXPERIENCE
United Surgical Partners International, Dallas, TX - (remote) March 2025 - Present
Executive Assistant to N.E. Regional Market President
• Coordinate the schedules and travel of the Market President, Chief Financial Officer, and Chief Strategy Officer for seamless operations and timely decisions.
• Support seven vice presidents with governing board meetings, meeting materials and presentations, expense reports, and other daily office coordination.
• Manage and reconcile expenses to streamline financial processes.
• Arrange domestic and international travel, including flights, hotels, and ground transportation.
• Organize regional meetings for 300+ attendees, enhancing communication.
• Meticulously prepare board presentations and execute quarterly benchmarking, providing crucial data for strategic planning and continuous improvement.
• Spearhead cost-saving initiatives, yielding substantial financial benefits. Serve as a key resource for operational queries, leveraging deep organizational knowledge.
• Facilitate seamless onboarding/offboarding across 105+ centers. Support HR functions with confidentiality, fostering a professional workplace environment.
• Orchestrate annual regional meetings, elevating organizational cohesion. Implement strategies for informed decision-making and overall efficiency enhancement.
• Work closely with the executives to keep them well informed of upcoming commitments and responsibilities, following up as appropriate.
Home Front Renovations - Fort Worth, TX February 2024 - November 2024
Executive Assistant to Owner/Office Manager - (contract role)
• Provide full administrative and personal support to the owner, including managing calendars, scheduling estimates and appointments.
• Engaged in the start up of a sister company, including obtaining LLC certification, insurance implementation, banking, vehicle and equipment purchasing.
• Conducting research and compiling reports on various topics related to the new company's operations, market trends, target geographics and competitor analysis.
• Coordinate and manage meetings, conferences, and events, including logistical planning, coordination of attendees, and preparation of materials.
• Creating SOPS and managing the CRM.
Fractal Education Group - Southlake, TX – (start-up) October 2022-October 2023
Executive Assistant to Founder and Managing Partners
• Provided full administrative and personal support to two Founders and a Managing Partner, including managing calendars, scheduling appointments.
• Conducted research and compiled reports on various topics related to the company's operations, market trends, and competitor analysis.
• Coordinated and managed meetings, conferences, and events, including logistical planning, coordination of attendees, and preparation of materials.
• Developed and maintained strong relationships with key stakeholders, including clients, vendors, and partners.
• Prepared and edited various documents, including correspondence, presentations, and reports.
• Acted as the first point of contact for all inquiries and requests directed to the CEO, ensuring timely and accurate responses.
• Prepared and reconciled expense reports for CEO and other staff members.
• Completed oversight of the build-out of new office space and coordinated move; in addition to overseeing sublease properties.
Charles Schwab – Westlake, TX – (remote)
Executive Assistant November 2020 – October 2022
• Assisted in planning and organizing board meetings, annual shareholder meetings, and other corporate events.
• Worked cross-functionally with other Executive Assistants in a team environment.
• Maintained and managed communication, correspondence, and travel arrangements for multiple executives.
• Prepared and proofread documents, including memos, presentations, and reports.
• Handled confidential and sensitive information with discretion and confidentiality.
Big Beat Dallas, LLC / BIMC, LP – Irving, TX
Executive Personal Assistant to the CEO October 2017 – November 2020
• Served as right-hand assistant to Founder & CEO
• Maintained CEO’s business and personal schedule, general office schedule, and meeting room schedules, including coordinating staff meetings, investor meetings, and strategic planning.
• Coordinated all domestic and international travel arrangements for CEO and family.
• Managed CEO’s business and personal email accounts and responded as needed.
• Provided regular interface and support for all collaborators and contractors, including product development, technology development, content development, marketing, and office design.
• Prepared and reconciled expense reports for CEO and other staff members
• Managed Estate Management, including assisting with the management of the executive’s children and their homes.
TimelyMD – Fort Worth, TX – (start-up)
Executive Assistant/Office Manager to the Founders September 2019 – August 2020
• Supported CEO in day-to-day management operations in early-stage Telehealth start-up.
• Managed the bi-directional flow of communication in and out of the CEO’s office to ensure consistent and responsive message delivery to key internal stakeholders, including other executives, employees, and staff.
• Wrote and submitted reports to the CEO on all matters of importance.
• Planned, scheduled, and organized domestic/international meetings, conferences, and special events, in addition to travel arrangements (domestic/international) for all staff, which included ticketing, hotel, and rental accommodations, car services, and all last minute or emergency changes in travel plans.
• Worked with CEO and Counsel to create HR policies and procedures; recruit employees, create group benefits package, and develop orientation, training, and incentive programs.
• Prepares and reconciled expense reports for CEO and other staff members.
Billingsley Company – Dallas, TX
Executive Personal Assistant to the Owner/Partner January 2017 – September 2017
• Managed the Owner/Partner's complex and ever-changing calendar, including scheduling and organizing appointments, meetings, and conferences.
• Coordinated domestic and international travel arrangements, including flights, accommodation, visas, and itineraries.
• Prepared and submitted expense reports, invoices, and other financial documents.
• Handled and prioritized incoming calls, emails, and messages, and respond to inquiries in a timely and professional manner.
• Performed general office duties, including drafting correspondence, filing, and maintaining office supplies and equipment.
• Prepared presentations, reports, and other documents as required by the Owner/Partner.
• Liaised with internal and external stakeholders, including clients, suppliers, and other business partners, to ensure effective communication and collaboration.
• Handled a wide variety of personal and administrative functions, including event planning and estate management.
American Leather, LLC - Dallas, TX
Executive Assistant to President & CEO May 2015 – September 2016
• Managed the calendar and travel arrangements for the CEO and other top executives, including scheduling meetings and appointments, booking flights and hotels, and creating detailed itineraries.
• Coordinated with other departments to facilitate smooth communication and collaboration, including organizing company-wide meetings and events.
• Managed expenses, including processing reimbursements and tracking company credit card usage.
• Created and maintained reports and other documents as required, ensuring accuracy and completeness of information.
• Handled sensitive and confidential information with discretion and professionalism.
• Assisted with ad-hoc projects as assigned by the CEO and other executives.
• Prepared Quarterly Company Updates, Monthly Board Meeting data, and other statistical data as needed.
• Estate management for multiple properties, assisting with moves, etc.
• Planned, managed and oversaw the execution of various family events, dinners, and birthday parties.
Berkshire Group, LLC - Dallas, TX
Executive/Personal Assistant to CEO/Owner May 2002 – May 2015
• Heavy calendar management, requiring extensive internal & external communication.
• Daily schedule preparation, confirming all meetings, and sending calendar reminders.
• Heavy coordination of door-to-door complex travel arrangements (domestic & international).
• Worked and led other assistants to plan and manage internal and external events.
• Updated and maintain extensive contact and event lists and track event invites and RSVPs.
• Created and update weekly digest reports for the Administration team.
• Performed all aspects of supporting a high-level executive in both professional and personal matters.
• Prepared and reviewed legal documents pertaining to family trusts, life insurance trusts, and general financial planning.
EDUCATION
University of Texas, Arlington, TX - 3.85 GPA
Bachelor of Science, Marketing - need 20 credits
CERTIFICATIONS
Member, National Notary Association
PACE Certification, Professional Administrative Certification of Excellence
SKILLS
Proficient in Communication, Microsoft Office Suite, Google Suite for Business, QuickBooks, Salesforce, monday.com, Builder Trend, Service Bridge, Univerge, Intercom, Slack, OhMD, HireHive, Basecamp and Pipedrive (CRM), AmWell/Admin UI (backend platform), Canva, Todist, Asana, Coupa, Concur, Expensify, and Visio. Excellent Interpersonal skills, Event planning, Organization, Multi-tasking, Teamwork, Problem-solving, Confidentiality, Calendar management, Expense reporting, Office management, Travel coordination, Payroll processing, Database management, Accounting, Human resources.
Contact this candidate