Executive Assistant to CEO & CFO
Bridgewell Capital Partners
Jan 2021 - Present
- Manage complex calendars, travel arrangements, and correspondence for CEO and CFO overseeing a $4B portfolio
- Coordinated 50+ board meetings and investor events annually, reducing scheduling conflicts by 90% through implementation of a shared booking system
- Designed and launched an internal expense reporting workflow that cut processing time from 5 days to 1 day
- Prepared confidential board presentations, earnings reports, and investor briefing materials on a quarterly cadence for audiences of 30+ stakeholders
- Managed domestic and international travel logistics across 6 time zones, coordinating 80+ trips per year with an average cost savings of 18% through vendor negotiations