Emigrant Bank – New York, NY
(Private Financial Institution)
Director of Administration – Finance and Operations
Executive Assistant to EVP & CFO and the Chief Accountant & Controller

• Project Manager for the 2021 LIBOR transition team

Recurring projects include:

– Work with the Budget Team on twice-yearly Budget meetings.

Improved communications regarding planning, compiling, preparation and distribution of materials, calendaring across the divisions presenting at the meetings.

– Coordinated with the Chairman’s team in distrubiting meeting information and materials to attendees and Executives.

– Coordinate Business Continuity Plan (BCP) testing, reporting and analysis

– Stress Test compilation, preparation, and coordination with departmental heads

• Maintain calendar, scheduling and coordination of online and in-office meetings for two Primary executives
• Schedule and coordinate on-site and external meetings via conference call and Zoom for Primaries and other department managers
• Created new presentations and templates consistent with the Bank’s branding (Board, Asset Liability, Risk Management, etc.)
• Prepared documents, spreadsheets, reports and other meeting materials across the department
• Maintain records and archives for the Primaries of the department (CFO, Chief Accountant, Regulatory, Tax)
• Point of contact for government and private audit/exam organizations’ meetings, office requirements, materials and supplies, etc.
• Screen, compose and respond to emails, letters and phone calls on behalf of Primaries
• Maintain time and attendance records for the department and HR
• Address issues regarding staff’s attendance and time
• Prepare and submit expense reports for Primaries and secondary managers
• Coordinate travel arrangements for Primaries’ personal and business needs; completed personal projects and tasks as assigned
• Maintain office supplies and equipment for a departmental staff of 40+
• Liaise with clients, vendors, candidates and guests, in office and online
• Managed office move of 40+ people, with over 30 years worth of documentation in on-site files and storage
• Manage cubicle and office space for department
• Coordinate catering services for departmental events and planned departmental holiday event

CARES Act Paycheck Protection Program – Emigrant Bank – New York, NY (Private Financial Institution)
04/20-05/20

Project Manager 

• Secured over $300 million in SBA loans between Tranches 1 and 2 of the PPP in Spring 2020
• Worked as project manager with the project directors to ensure timely completion of applications
• Primary for the intake of over 250 application packages between the end of Funding Tranche 1 and all of Funding Tranche 2.
• Liased and followed up with borrowers to assist in the completion of application packages and compiled applications for the underwriting and approval team
• Assisted underwriters with obtaining additional application materials and information as needed

East West School of Planetary Herbology – Santa Cruz, CA
(Clinical Herbalist School)
12/2012 – 05/2020
Teacher, Researcher, Editor 

• Spearheaded the Foundational Chinese Medicine online weekly class (while still a student)
• Taught Intermediate level Chinese Herbs and Key Chinese Formulas on-site in Ben Lomond, April 2018
• Organized and ran the School’s Annual Seminar Student Clinic for 2018 Seminar with lead-teacher
• Facilitated the first online annual East West School Seminar in 2020, as the lead tech and support for teachers and students
• Created Powerpoints for two online webinar series for Michael Tierra: Zang Fu Organ Patterns, and Integrating Western Herbalism with Traditional Chinese Medicine for Michael Tierra (for Pacific Center for Lifelong Learning)
• Created five webinars for East West School’s Nancy Angelini – Preparing Advanced Track Students
• Researched for the School’s 2017 curriculum and course material revision – herbal preparations, dosages, Latin names, uses, etc.
• Created tests for the School’s 2017 curriculum and material revision
• Facilitated numerous online webinars throughout tenure as a teacher, edited webinar recordings, and distributed class materials to school for students
• Provided ongoing tutoring and support to students in the online Student Forum, and through private conversations, after graduation from the program

Rodman Resources LLC – New York, NY
(Boutique Human Resources Consulting Firm)
08/07 – 12/14
Executive/Personal Assistant and Personal Chef to President and Owner

• Coordinated frequent travel arrangements (domestic and international, professional and personal): air, ground transportation, restaurants and accommodations
• Responsible for preparation of all materials for meeting, conference and client distribution: presentation preparation, formatting, copying, binding, shipping
• Prepared documents, briefing papers, spreadsheets and reports for internal and external use
• Generated invoices and processed client bills and payments
• Maintained office supplies in home and corporate office, and assisted with vendor relations and contracts
• Provided in-house IT support for all computers and equipment for home and corporate offices
• Maintained 3,000+ contact database, and 750+ holiday card list and preparation
• Maintained busy and ever-changing calendar, coordinated meetings and scheduled appointments
• Screen, compose and respond to emails, letters and phone calls on behalf of primary
• Primary contact and coordination with all service providers: repair, media, catering staff, etc.
• Assisted with gift shopping, dinner arrangements, vacation research
• Coordinated catering services for professional and personal events
• Liaised with clients and guests at residence
• Personal errands, projects and tasks as assigned
• Prepared allergen-friendly meals for entire family on a daily basis

Harmony Hill School – Chepachet, RI
(Private residential and day school for at-risk boys, ages 8-18)
09/05 – 06/07
Arts Program – Primary Instructor 

• Taught applied art in conjunction with behavioral therapy program to approximately 60 students
• Facilitated communication between teachers, therapists and care counselors regarding student progress, reports and IEPs (Individual Educational Plan) while maintaining Rhode Island and National Visual Arts Standards for all grade levels
• Develop, write and execute integrated lesson plans for all classes
• Established effective, grade level-appropriate grading system and student self-evaluations, and organized student performance records and year-end reviews
• Organized annual year-end student exhibition and bi-monthly shows on-site and off-site

Universal Limited Art Editions – Bay Shore, NY
(Fine art print publisher)
09/02 – 12/03
Printer

• Collaborate and provide artists with working materials
• Prepare and proof substrates e.g. lithography stones, intaglio plates and edition single and multi plate prints efficiently
• Document printing process for archival and working purposes