I provide executive and operations support to a Financial Services Client, managing CRM data and operational spreadsheets to support accurate ledger reconciliation. I also coordinate tasks and deadlines in ClickUp and handle confidential financial information.
Through Upwork, I supported founders and businesses with inbox management, scheduling, and follow-ups. In executive assistant roles, I prepared research summaries for a CEO, developed SOPs to reduce errors, and coordinated meetings, records, suppliers, and purchasing.

