Dallas Stack: in San Clemente, CA

• Appointed as the Executive Assistant to the company's (3) founding partners, keeping them well informed of upcoming commitments and responsibilities, while also supporting the VPs and other associates. • Managed conference logistics, including scheduling, meeting resources (meeting rooms, gifts/awards, meals, hotel, activities, etc.), as well as the calendars of the partners' end to end travel arrangements. • Collated and presented all inbound communication in a timely manner - emails, phone calls, etc. • Organized weekly events and corporate outings. • Processed expense reports for all employees. • Noted down the minutes of numerous meetings. • Spearheaded onboarding efforts for new team members through developing agendas and coordinating trainings. • Oversaw the initial development & ongoing revisions of company confidentiality agreements to ensure quality control prior to closing deals. • Served as acting office manager and supported all clerical responsibilities to oversee the success of every employee.

Assisted client service and account custodians in opening new accounts, managing cash flows and handling client/consultant requests such as withdrawals, transfers and investment addendums. • Created digital marketing strategies via all social media outlets, i.e., Twitter, Facebook, LinkedIn, Instagram.

Project managed special events, administered lease contracts and insurance, prepared bids, and created and coded invoices. • Acted as a management buffer--helping to reinforce tenants' compliance with landlord's policies and procedures and contribute to budget preparation. • Quieted the 'noise' of widespread building complaints, quickly resolving any issues. • Forged relationships with tenants, vendors and owners. • Visited each office periodically to touch base personally with tenants and elicit any property related concerns.