Stacey Looney

About Stacey Looney

I offer 20 years of experience as a super humanly organized Freelance Executive Personal Assistant for C-level clients across the country. This experience spans legal, real estate, corporate, and private settings. My B.A. degree is in Business Administration.My clients travel extensively and have multiple homes across the country. I\'m accustomed to handling their needs remotely 24/7/365. I am available to travel at a moment’s notice and am open to considering a relocation.Sample services-Manage short and long-term projects including research, data comparisons, presenting quotes, bids and budgets-Maintain electronic calendars, book, cancel, and reschedule appointments (meetings, medical, dental, beauty, tee times, restaurants, theater, musicals events)-Email management and organization-Maintain contact lists and CRM systems-Coordinate domestic and international travel utilizing commercial and private jet services along with ancillary travel arrangements (hotels, car service, local staff and guest arrangements)-Coordinate local travel with chauffeurs, ride share and medical transport services-Develop detailed travel itineraries -Serve as Gatekeeper applying critical thinking skills to the screening of routine and highly confidential communications-Develop and maintain efficient paper and computer filing systems - Manage documents (passports, licenses, capital gains, tax prep, etc.)-Manage home and health insurance including submitting and tracking claims-Maintain systems for logins, passwords and subscriptions-Ensure electronics and Wi-Fi are updated, syncing and working properly -Manage personal and business accounts payable/receivable including budgeting and bill pay-Draft correspondence, spreadsheets and presentations using Excel, Microsoft Word, and PowerPoint as well as take meeting minutes and performing transcription duties-Provide personal and business shopping, errand running and gift buying utilizing such applications as Amazon, Shipt and Task Rabbit -Event planning and hosting-Manage and maintain positive relationships with household staff, contractors and vendors-Collaborate with designers while being aware of and intuitive to the client’s personal style-Process household and business staff payroll and reimbursements along with general HR duties such as hiring, training reviews and release-Track and schedule vehicle and pet maintenance

Experience

1. Director of Getting Things Done

   Stevelear.Org

   Aug 2023 — Present · Minneapolis, MN, US

   Chief of Staff and as Steve calls me,\"Director of Getting Things Done.\" Most of my work involves Asana project management and high-level executive assistant tasks for an interactive learning center focusing on personal finance, leadership and generosity. Our vision is to transform lives by creating a forum for people deeply invested in personal growth, personal finance and thriving communities.

Education

• University of Wisconsin-Stout

  Bachelor of Science, Business Administration

  1994