At Baker Tilly, I support the Sales and Marketing team, including the Marketing Director and Client Experience Director. I manage complex calendars, travel bookings, and Concur expense reports.
I developed a streamlined onboarding process for team leadership and serve on the planning committee for biannual in-person team conferences.
At Parametric Portfolio, I provided administrative support to the Global Head of Marketing and Creative Director. I coordinated meetings across global time zones and supported onboarding and team events.
Earlier, I processed incoming investments and maintained Salesforce records at iCap Equity, where I also acted as Salesforce system administrator. My experience also includes legal support, litigation documentation, and front desk operations.
