At Oxford Valuation Partners, I supported two executives, coordinating 12 to 15 meetings per week alongside document preparation, reporting, and research. I also managed and audited an 800-record HubSpot CRM database.
I created and maintained SOPs and process documentation at Oxford Valuation Partners to standardize recurring workflows. At KNIGHTS Insurance Agency, I developed training documents and SOPs from scratch.
More recently, I coordinated marketing operations at Aspen Alley Creative and podcast episode workflows at The Ultimate Investors. My work has also included confidential record management, KPI dashboards, and LinkedIn profile research.
