Executive Assistant & Operations Leader (Remote)

Jenna Heartland

Los Angeles, CA

310-***-**** (direct)

**************@*****.***

The Curtis Company

Chief Operating Officer

June 2022 - present

I was promoted to Chief Operating Officer in June of 2022. I have been charged with the responsibility of identifying and sourcing merger and acquisition opportunities that are not otherwise available by way of a public process. I enjoy working closely with financial partners, operating partners and owners of privately held companies across the United States, Canada and Mexico who have a vision to scale growth.

Executive Assistant

June 2019 - June 2022

As reflected below, I originally worked for The Curtis Company from 2009 - 2013. I was asked to come back in June of 2019 to fill the role of Executive Assistant to David Curtis, President. My responsibilities included: scheduling Teams meetings within Outlook, coordinating travel arrangements for David and our private equity clients, preparing progress reports within Excel, preparing the company’s quarterly invoices for our clients and tracking payments made to our company.

The Curtis Company has engaged exclusively in corporate merger, acquisition, and divestiture consulting for over 25 years. During that period, they have assisted over 100 corporate clients in structuring and consummating successful financial transactions. W8 Shipping

Executive Assistant

May 2017 - June 2019

While at W8 Shipping I was responsible for assisting the executive office with scheduling in-person meetings with transportation companies, providing oversight to the receiving department and preparing documentation for customs.

W8 Shipping is one of the largest privately held freight forwarding companies in Los Angeles, CA. The company is primarily engaged in the international shipment of over-sized goods. MIS Insurance Services

Client Services Manager

December 2013 - April 2017

While at MIS Insurance I started out as a Client Services representative and was quickly promoted to managing the department. My responsibilities included but were not limited to: handling escalated client complaints, assisting commercial agents with underwriting/documentation preparation and policy reinstatement/cancellation.

MIS Insurance Services is an Insurance Broker located on Wilshire Blvd in Los Angeles, CA. The company primarily writes commercial, home, auto and motorcycle policies. The Curtis Company

Administrative Assistant

March 2009 - October 2013

I originally started working with The Curtis Company in March of 2009 and was brought on to assist David Curtis, President of The Curtis Company with administrative duties such as: screening calls and emails, data entry and restocking office items and breakroom items. Education

West Los Angeles College

Business Administration 2009 - 2011

Licensed California Real Estate Agent since 2017

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