Newark, New Jersey, United States
As an Executive Assistant to the Chief of Staff to the CEO at TIAA, I leverage my education in Finance and extensive experience in office administration to manage complex schedules, arrange intricate travel itineraries, and collaborate with executive protection and communications teams. I also act as Board Liaison to the COS where I handle high-level correspondence, manage calendars, and ensure confidentiality and discretion. I am passionate about delivering exceptional support to senior executives and contributing to the success of the organizations I work for. I have a strong background in accounting, having earned a Bachelor's and Associate's degree in the field, and I am currently pursuing my MBA at Empire State University. I am also a certified Notary Public issued by the NY Secretary of State.
• Serve as a strategic right hand to the Chief of Staff to the CEO, managing a dynamic portfolio of executive priorities, confidential initiatives, and cross-functional projects that support the CEO’s enterprise-wide agenda. • Orchestrate complex, global scheduling and travel logistics for the CEO and senior leadership, including multi-country itineraries, visa coordination, and high-touch event experiences with precise attention to security, timing, and executive preferences. • Act as liaison between the Office of the CEO, Board of Directors, and senior executives, coordinating briefing materials, BUR/EC submissions, and weekend reading packets that ensure seamless decision-making and strategic alignment. • Spearhead operational excellence within the OCEO by developing streamlined systems, digital trackers, and branded internal tools that increase visibility, reduce inefficiencies, and enhance collaboration across departments. • Provide executive-level support for high-profile events and client experiences—including CEO-hosted board dinners, influencer breakfasts, and national leadership summits—ensuring every detail aligns with TIAA’s brand and leadership standards. Key Contributions • AI Integration for Efficiency: Partnered with AI-focused executives and thought leaders to identify practical applications for the OCEO, translating insights into new systems and workflows that enhanced productivity and positioned the CEO’s office at the forefront of innovation. • Executive Relationship Management: Centralized and migrated the CEO’s master contact network into a CRM platform, transforming relationship tracking and enabling automated follow-ups, analytics, and more intentional stakeholder engagement. Governance & Operational Excellence: Mastered the end-to-end processes for briefing books and executive packets, enabling seamless support and a 30% reduction in prep time while enhancing clarity, consistency, and accessibility of materials for the CEO and leader
• Coordinates and manages CEO’s complex schedule, including meetings, appointments, and travel arrangements across multiple time zones, ensuring optimal time management. Anticipates and resolves scheduling conflicts to enhance CEO's efficiency. • Arranges intricate domestic and international travel itineraries, including flights, hotels, and ground transportation; provides restaurant recommendations for business dinners. • Partners with executive protection to maintain consistent security for CEO, both daily and during travel. • Collaborates with the communications team to research, organize, and prepare materials for meetings, events, and speaking engagements, ensuring CEO’s preparedness. • Acts as Board Liaison for CEO's participation on five boards, maintaining updated calendars and ensuring timely receipt of meeting materials. • Collaborates with the Arbor Day Foundation to honor participants celebrating 100+ year birthdays by planting trees in their name. • Works with HR department to ensure employees with milestone anniversaries receive recognition from the CEO for their achievements. Key Contributions: Created a comprehensive guide with detailed, step-by-step instructions for task completion. Developed an organized contact list in Excel for efficient management of client information, including addresses, contact numbers, birthdays, anniversaries, etc.
• Act with a high level of confidentiality and discretion; incorporating specific nuances for COO, CCO, and General Counsel, act with a high level of tact and sensitivity to many different business relationships for the COO, CCO, and General Counsel; act as representative and main point of correspondence for many high-profile relationships and executives. • Managed heavy phones, taking very detailed and thorough messages, returned calls on the COO, CCO, and General Counsel’s behalf, and managing log and follow-up. • Manage very heavy calendar for COO, CCO, and General Counsel, assuring of accurate time and details for each event, noting RSVP dates and guests attending, details of the events, times, places, and contacts as requested. • Managed all business-related travel itineraries, including car, hotel, and airline reservations; acted as main point of contact for organizing all business meetings during travel and all arrangements pertaining to them. • Coordinate various size meetings and events on behalf of the COO, CCO, and General Counsel and the company managing all logistics of each. • Organized all COO, CCO, and General Counsel’s various expenses, including recurring work-related reimbursements; prepared, submitted, and tracked reimbursement and allocations of all expenses. Key Contributions: Commended for creating and managing an employee expense report audit program. Established HR onboarding and offboarding policies and procedures. Planned all executive and legal team offsite meetings that not only exceed attendee expectations but also stay within budget.
• Gateway/Gate Keeper to the Founder and President of real estate firm. • Arranged complex and detailed domestic/global travel logistics; visa/passport arrangements, housing, transportation for staff and senior management itineraries, meals, and agendas; compiled documents for travel-related meetings. • Daily and annual scheduling of Founder and President calendars, arrange, prioritized conflicting calls, appointments, and meetings. • Drafted all correspondence, created PowerPoint presentations, training materials. Establish and facilitate meeting agendas. Prepare presentations for clients, take and compile notes from meetings. Advance experience in Microsoft Applications. • Scheduled meetings, preparing minutes, maintaining calendars, handling inquiries, processing and researching requests, handling logistics related to on and off-site meetings. Coordinated speaking engagements. • Researched, prioritized, and followed up on incoming issues and concerns of the executives. Determined appropriate course of action, referral, or response. Handled matters expeditiously, proactively and followed through on projects to successful completion, most often with pressing deadlines. Key Contributions: Contributed to the success of corporate growth by increasing properties’ sale and generated new exclusive listings by supporting marketing campaigns. Commended for creating a customer complaint tracking system that improves resolution time by an average of one week. Negotiated for purchasing of office supplies and equipment within budget of $20K annually.
• Coordinate exceptionally busy and ever-changing business and personal calendar including extensive real estate events and conferences. • Schedule all domestic/international travel which includes heavy use of private jets, helicopters, and cars. • Screen, compose and respond to all emails, letters, and phone calls on behalf of CEO (including managing multiple email accounts). • Reconcile expense reports, tax forms and all confidential matters. • Serve as gatekeeper/liaison with employees as well as clients. • Maintain client relationships, answer questions, make reservations and offer assistance whenever necessary. • Arrange for frequent catering and manage guests for office and personal events. • Coordinate personal projects for primary including and not limited to the purchase/sale, design, and leasing of property. Key Contributions: Expedited project completion through crafting templates and tailored documents using Word and Excel. Established a records management system. Enhanced Marketing efforts through effective proposals and presentations.