Nov 2022 – Present · 3 yrs 5 mos

Mar 2019 – Jan 2026 · 6 yrs 10 mos · Rhode Island, United States · Remote

• Maintain and organize the executive's calendar, scheduling appointments and managing priorities effectively.
• Coordinate international and domestic travel arrangements and logistics
• Liaise with internal and external stakeholders
• Process expense reports

Mar 2017 – Jan 2019 · 1 yr 10 mos · Providence County, Rhode Island, United States · Remote

Apr 2016 – Jan 2017 · 9 mos · Bristol, Rhode Island

• Solely manage A/P and A/R for solar energy firm with over $20M in annual revenue.
• Monitor and report any deviations from standards.
• Implement policies and procedures - wrote solar energy company’s Standard Operating Procedures.
• Control company cash flow for parent and subsidiary companies.
• Resolve customer issues and delinquent cases, formulating collection recovery strategies.
• Manage bank deposits and all payments/check writing.
• Reconcile 40+ Bank Accounts with statements for Month End
• Create monthly, quarterly and annual financial reports for multiple banking institutions.
• Primary Audit point of contact.
• Manage the daily and monthly operational upkeep of 13 solar asset properties.

Sep 2014 – Present · 11 yrs 7 mos · Rhode Island, United States · Remote

• Full service planning of corporate retreats, VC Dinners, weddings, birthdays, and retirement parties with contract negotiations and vendor selections - Turning Offsites Into Transformative Experiences for Teams, Founders & Visionaries
• Published work in prominent wedding blogs
• Invitation & Website design
• Custom lighting design (and installation in Fort Getty)
• Private “GSD” right-hand assistant (personal, executive, estate) to Silicon Valley executives in venture capital and legal tech
• Breadth of tasks includes Real Estate transactions, Risk Management, Rental Property Management, Travel Logistics, Maritime purchases, creative Gift Giving, memorable Event Creation/Management, Staffing/HR, Budgeting & Bookkeeping and Special Projects
• Startup operations for a social entrepreneurship charitable foundation (including naming strategy, website lead, and operational organization)

Apr 2013 – Nov 2014 · 1 yr 7 mos · Stanford, CA

• Coordinate the residential and dining services for over 50 Summer camps and conferences on Stanford’s campus, including Stanford Jazz Workshop, All Star Baseball, and the GSB’s MediaX program
• Liaise between clients and internal partners, including Student Housing, Stanford Dining, Stanford Catering & Auxiliaries
• Prepare and negotiate client contracts; reconcile invoices following conclusion of camps/conferences
• Train and manage student staff; initiated and implemented student staff-lead touch base meetings
• Lead projects, including drafting of departmental conference planning manual, creating the “Good Service Bell,” and securing a new golf cart vendor for Stanford Conferences
• Planned staff events, including the Summer Staff Welcome Fiesta and Student Farewell Dinner

Jul 2009 – Oct 2012 · 3 yrs 3 mos · New York City Metropolitan Area

• Managed a broad range of HR functions, including payroll administration, benefits plan enrollment and administration and termination, confidential personnel file management, HR policy development, employee screening/hiring/orientation, and staff training
• Initiated a pre-tax incentive program, offering cost savings on employees’ public transportation, parking expenses, and flexible medical spending across multiple states
• Co-edited the HR sections of company’s handbook outlining pay periods, vacation and personal leave benefits, company regulations and performance expectations for exempt and nonexempt employees
• Accessed and oversaw the company’s operating bank accounts, prepared all wires and in-house checks for signature, managed petty cash, and reconciled credit card expenditures
• Assisted Chief Compliance Office with financial regulatory compliance matters including preparation for the annual compliance meeting, and audit support
• Negotiated with office supply and services vendors to ensure best pricing
• Initiated several company-wide “green” initiatives, including fluorescent lighting, offering filtered water in lieu of bottles, using eco-conscious cleaning supplies, and procuring compostable kitchenware and cutlery
• Planned and oversaw all company-wide events and team-building exercises, including our Midsummer’s Night Yacht Sail, “Split Happens” Bowl-a-thon, New York Stock Exchange Holiday Gala, and a city-wide digital photo-scavenger hunt

May 2009 – Jul 2012 · 3 yrs 2 mos · New York City Metropolitan Area

• Founded the country’s first non-contact tag rugby-inspired enrichment program for children as young as three
• Tripled enrollment by the second year through innovative marketing with Gilt City, Facebook Ads, word-of-mouth, and networking with ex-patriot groups in America, rugby communities, and popular mommy blogs

Oct 2008 – Jul 2009 · 9 mos · New York City Metropolitan Area

• Managed the Attorney General’s daily calendar of events and travel; prepared daily briefings
• Advised the Attorney General on strategic long-term planning and messaging, in coordination with senior legal staff, advance travel team, security detail, press and operations departments
• Organized the logistics of all events involving the Attorney General
• Handled all official and confidential correspondence

Jan 2007 – Oct 2008 · 1 yr 9 mos · New York City Metropolitan Area

• Managed speaker accounts, including Al Gore, Mexican President Vicente Fox, French Prime Minister Dominique de Villepin, Cherie Blair, Bob Woodward, and Anderson Cooper
• Built lasting relationships and acted as liaison to clients, hosts, speakers, vendors and internal departments
• Researched and compiled background information on host organization/event for the speaker
• Coordinated the speaker’s A/V needs, security, air travel (private and commercial), hotel accommodations, and ground transportation with assorted vendors and hospitality organizations
• Created and organized itineraries for speaker engagements based on contract data, research, and information communicated by the host organization and speaker

Aug 2005 – Nov 2006 · 1 yr 3 mos · New York City Metropolitan Area

• Directed operations for NY’s largest after-school children’s recreational program
• Orchestrated several marketing and ad campaigns
• Developed a web-based utility to run class schedules, staffing, hiring, invoicing, and bookkeeping
• Managed and coordinated all scheduling and logistics for over 400 classes per week at 47 locations
• Oversaw contracts, scheduling, and logistics for 97 independently-contracted coaches; Implemented new hiring procedures for coaches that significantly increased overall job satisfaction and employee retention

Jan 2005 – Aug 2005 · 7 mos · New York City Metropolitan Area

• Researched future event locales for Pfizer’s Vice President’s Cabinet and Quota Achievers Incentive Programs in the U.S., Mexico, South America, Canada, and the Caribbean and wrote pitch material
• Coordinated travel, ground transportation, A/V requirements, hotel accommodations, and on-site staff for a series of 20 dinner meetings for Schwarz-Pharma’s new drug NIRAVAMTM

May 2004 – Jan 2005 · 8 mos · New York City Metropolitan Area

• Planned and oversaw a six-day conference attended by over 42,000 dentists
• Managed contract negotiation and signing process for 103 renowned clinicians
• Orchestrated logistics efforts (transportation, A/V, accommodations, and meeting room set-up)
• Worked on-site to ensure that speakers were pleased with rooms, materials, and equipment