Natalie Panettiere

About Natalie Panettiere

Dedicated administrative professional successful at supporting executives with all…

Experience

1. Executive Assistant to CFO & Cgro, Planned Giving Specialist

   USO

   Jun 2024 — Present

   Provides executive support and office management services to the Chief Financial Officer and Chief Government Relations Officer to include managing calendar, email, travel, expense reports and communications. Facilitates the flow of paperwork, legal correspondence, document retention and accounting related to planned giving matters.•Serves as the primary point of contact for the CFO and CGRO with key internal and external stakeholder.•Coordinates, schedules, manages attendance and prepares materials for meetings and event, including USO Finance, Audit, & Technology Committees and USO Foundation Board.•Attends Committee meetings and supports on drafting minutes and items requiring CFO follow-up.•Serves as the leading relationship manager for USO Board members that serve on these Committees to ensure meeting attendance and receipt of materials. •Coordinates catering for meetings and greets visitors at USO HQ.•Maintains and organizes contact lists, records, and reports for Government Relations and External Affairs department. •Assists Government Relations and External Affairs department with external events with congressional members.•Manages the flow of legal documents, trust statements, estate inventories and proper sequence of probate, including responding to all legal correspondence to ensure proper receipt of legal paperwork.•Monitors and maintains accuracy of all donor and estate related information in CRM database creating a system whereby all follow up items are initiated by the due date. •Document all actions taken, such as trustee communications or authorized signature requests, within the CRM database on the donor/estate records.