Senior Executive Assistant & Strategic Planner

TRACI “TRAY” BERTY

573-***-**** **********@*****.***

Senior Executive Assistant

Strategic Planning & Facilitation Event Planning

Professional Summary

Executive Assistant with 10+ years of experience supporting executives, owners, & senior leadership within large, complex organizations. Known as a trusted right hand with a high degree of confidentiality — keen at anticipating needs, managing priorities, and keeping executives focused, organized, and prepared.

Following several years leading enterprise-level strategic planning and corporate events, I am returning to an

Executive Assistant role, bringing with me enhanced strengths in executive communication, project coordination, stakeholder management, and operational execution. Calm under pressure, highly organized, and deeply service driven, I thrive in fast-paced environments where precision, discretion, and proactive support matter most.

Core Strengths

Executive Support • Calendar & Meeting Management • Strategic Coordination

Project & Priority Management • Event & Meeting Planning • Stakeholder Communication

Budget Oversight • Vendor Management • Executive Presence • Problem Solving

Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams)

Professional Experience

LCS – Life Care Services 2009 – 2024

Director of Strategic Planning - Event Planning 2017 – 2024

Promoted into a leadership role overseeing branded LCS Envision strategic planning retreats and corporate events while partnering closely with senior executives, boards, and internal leadership teams.

•Led planning and execution of large-scale corporate conferences (500+ attendees) and executive retreats (40 or fewer), managing all logistics, timelines, budgets, and vendor coordination

•Planned & facilitated multi-day strategic planning sessions, guiding executives and boards through goal setting, brainstorming session, prioritization, and development of action plans

•Developed comprehensive project plans to ensure clarity, accountability, and on-time delivery

•Served as a central communication hub between executives, clients, presenters, and internal teams

•Negotiated vendor contracts and managed program budgets with strong attention to cost control

•Known for professionalism, executive presence, and the ability to bring diverse personalities together productively

Project Manager & Co-Creator — Enterprise Pandemic Program – 2020 – 2023

Selected to design and lead a companywide pandemic response program supporting senior living communities nationwide.

•Co-created and managed 11 cross-functional initiatives from concept through implementation

Traci “Tray” Berty (continued)

•Developed mission, vision, project charters, timelines, and deliverables

•Led recurring executive and stakeholder meetings to ensure alignment and progress

•Prepared executive-level presentations, reporting materials, and communication tools

•Trained internal teams and launched initiatives across multiple business lines

This role strengthened my ability to manage complexity, communicate clearly under pressure, and support leadership during high-stakes decision-making.

Senior Executive Assistant to Senior EVP, EVPs, and Directors - 2006 – 2017

Provided high-level administrative and operational support to the Senior EVP, EVPs, Directors, and executive leadership team.

•Managed complex calendars, scheduling, and meeting coordination

•Prepared executive correspondence, presentations, and reports

•Served as a trusted liaison between executives, internal departments, and external partners

•Anticipated needs, resolved issues proactively, and maintained strict confidentiality

•Supported board meetings, leadership meetings, and executive travel coordination

This role built the foundation of my career and remains the work I am most passionate about — supporting leaders so they can operate at their highest level.

Education & Certifications

•Associates Degree — Business Leadership, Indiana Wesleyan University

•Strategic Planning & Facilitation Certification, MG Rush

•Harvard Business School, Disruptive Strategies

•Dale Carnegie, High Impact Presentation Skills

•Tero International, Executive Presence & Influencing Outcomes

•Tony Robbins Life Coaching Certification

•Kane Ramsey Personal Coaching Certification

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