Jolene Acosta
Executive Assistant Office Manager @Kingsbridge Wealth Management, Inc
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WORK HISTORY
Executive Assistant Office Manager @Kingsbridge Wealth Management, Inc
Provide high-level administrative support to the CEO and COO overseeing three distinct companies in wealth management, alternative investments, and venture capital• Efficiently manage the executive calendar for the CEO and COO, and organize their travel arrangements, resulting in a seamless and stress-free experience for the executives• Serve as the primary point of contact for all communications, drafting correspondence and ensuring timely responses to inquiries• Prepare detailed documents, reports, presentations, and meeting agendas tailored to each business sector, facilitating effective decision-making processes and aligning with strategic objectives and branding• Act as a marketing liaison, collaborating with third-party vendors to manage the administrative tasks associated with executing marketing campaigns•Leverage Salesforce to track marketing campaigns and manage stakeholder relationships, ensuring data-driven decision-making and enhanced customer engagement• Facilitate collaboration among the teams of the three companies, ensuring alignment on shared objectives and initiatives• Assist in project management tasks, tracking deadlines and deliverables, contributing to successful project completion• Organize and coordinate company events and meetings, fostering a collaborative and engaging workplace environment
EDUCATION
California State University, Fullerton
Bachelor of Arts - BA, Business Administration, Marketing
SKILLS
ABOUT JOLENE ACOSTA
I am a versatile business professional with extensive marketing experience in social…
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