Kim Reese: Executive Assistant in San Clemente, CA

•Provide administrative and business support for two senior Partners of investment firm. •Manage multiple calendars and phone lines by planning, scheduling meetings, teleconferences •Complete and manage active expense reports •Research and prepare detailed client and prospect profiles prior to meetings and conferences •Arrange complex and detailed travel plans (domestic and international), itineraries, agendas and compile documents for travel-related meetings •Maintain confidential client and prospect database with current contact information •Provide administrative support with personal matters; such as correspondences, maintaining records, coordinate family travel, processing payments and necessary support as it arises •Highly perceptive liaison creating win-win situations for direct access to executive’s time and office

•Maintained CEO and President’s calendar by planning and scheduling meetings, conferences, teleconferences, webinars and coordinated business and personal travel •Coordinated all communication to and from CEO and President including screening calls and responding to letters and e-mails on CEO’s behalf •Responsible for all administrative duties needed to maintain efficiency of office to include process improvements and HR assistance for employees •Built productive and collaborative working relationships with executives, managers, staff, clients and vendors, responding to changing and multiple priorities •Collaborated on development and smooth delivery of PowerPoint presentations for CEO •Maintained confidential and sensitive information and files regarding management projects, policy, and personnel, ensuring appropriate follow-up •Collaborated with various staff and departments in preparing special projects •Assisted in organizing events, company events, and seminars •Handled personal matters such as finances, car maintenance, errands, phone calls, oversee real estate transactions and secondary insurance business

•Communication Liaison and administrator for 1st Marine Regiment Commanding Officer (C-level), USMC in direct support of 5,000 Marines and Sailors and family members •Manager of 4 subordinate Family Readiness Officers responsible for serving 12,000 active duty service members and their family members; mentored and developed 13 assistants •Manage and implement all organization related communications utilizing unit’s website, social media sites, daily eblasts, consistent e-mail correspondence and marketing boards •Coordinator for 54 events benefitting 2000 participants; prepared family members with education materials, tools and resources •Primary account manager for annual funds •Organization representative for a $146,000 fundraising project

•Primary administrator for Senior Executive •Manage master calendar for organization events, meetings and major functions •Create weekly and monthly newsletters and manage outgoing communications •Maintained accurate files and developed office organization policies, methods and procedures by implementing Six Sigma methodologies •Maintain office budget allocation

•Organized multiple fundraising events generating over $75,000 for military families •Primary presenter gaining committed support from local contributors and organizations •Managed 5 annual outreach programs benefitting over 1500 participants •Conduct monthly board meetings

•Trained, organized and managed 30 society volunteers •Implement recruitment program, screening and placement •Hosted recognition and appreciation ceremonies •Established Executive Board •Active Level III Society Caseworker