Executive Assistant to EVP, Global Technology Risk Practice Leader at Lockton Insurance Brokers (2024-01 – 2026-04)
Built practical operating rhythms for a distributed executive partnership between Los Angeles and San Francisco, supporting a $50M business unit serving 65,000+ clients across 140 countries.
- Crisis Communication: Led crisis communications during high-stakes transitions, ensuring operational continuity for senior leadership while limiting executive downtime to 30 hours per incident and managing 60+ critical incidents annually.
- Calendar Management: Balanced 30+ weekly stakeholder priorities while maintaining a 99.8% conflict-free schedule, enabling the EVP to stay focused on strategic initiatives.
- Cross-Functional Coordination: Tracked open items, confirmed owners and deadlines, and followed through with regional teams to keep critical priorities on schedule.
- Global Logistics: Modernized global travel programs across 200+ itineraries, achieving zero cancellations while reducing costs by 12% through targeted vendor negotiations.
- Inbox Management: Triaged 150+ daily communications, increasing executive response speed by 40%.
Executive Business Partner to Chairman, President & CEO at Lockton Insurance Brokers (2004-03 – 2024-01)
Served as the primary executive support partner to the Chairman, President & CEO and principal shareholder of Lockton Companies, coordinating executive priorities, board activity, travel, and key stakeholder relationships across a 140+ country global organization.
- Enterprise Operations: Built repeatable executive-support processes, including localized coordination protocols that kept leadership informed and operational during periods of rapid growth.
- Executive Coordination: Served as the CEO's primary autonomous gatekeeper, resolving high-stakes operational friction before escalation and reclaiming 15+ hours of leadership bandwidth weekly.
- Global Operations & Board Governance: Managed the end-to-end lifecycle for global summits and board meetings, allowing leadership to remain focused on core strategic priorities.
- Philanthropy & External Relations: Directed high-level philanthropic board engagements and executive partnerships, strengthening brand presence and supporting a 95% annual client retention rate.
- Fiscal Stewardship: Led budget lifecycles for critical units, synthesizing complex financial data into capital allocation insights that enabled fiscal decisions.
Executive Assistant to Pacific Southwest Tax Managing Partner at Ernst & Young, LLP (1999-11 – 2003-12)
Supported the Pacific Southwest Tax Managing Partner as the primary point of coordination for executive calendars, communications, reporting, events, and regional-practice priorities within a 150+ country global organization.
- Workflow Modernization: Implemented scalable systems that supported rapid regional growth and improved productivity for leadership and staff across the practice.
- Regulatory Continuity: Coordinated cross-functional communications and regulatory distributions for 200+ practitioners, helping the practice meet evolving tax-guideline requirements accurately and on time.
- Strategic Reporting: Developed 30+ complex monthly financial and strategic presentations for senior leadership, translating critical performance data into actionable insights for high-stakes decision-making.
- Event Operations & Fiscal Stewardship: Directed end-to-end execution for 10+ annual regional conferences, managing off-site event coordination and vendor contracts to reduce event expenditures by 15%.
Executive Assistant to J. Gregory Brown at J. Gregory Brown & Co. Inc.
Served as the President's primary operational partner, supporting underwriting operations and the placement of more than $250 million in life-insurance coverage through leading institutions, including Northwestern Mutual and National Life of Vermont.
- Managed the full lifecycle of 500+ insurance portfolios, including application processing, premium reconciliation, policy tracking, and high-touch client support.
- Cultivated professional relationships with high-level clients and carrier partners, identifying service needs and supporting long-term client retention.
- Managed weekly accounts payable, expense tracking, and financial recordkeeping for the President, ensuring accuracy and timely follow-through.
- Built and maintained organized recordkeeping systems that improved access to critical client, policy, and financial information.
Executive Assistant to Vice President of Production at ESPN Sports
Served as a key production partner in a high-stakes, deadline-driven global media environment. Emmy Award for Technical Achievement in Remote Operations — ESPN, Speed World.
- Executive and Production Operations: Managed daily operations, executive calendars, and weekly domestic travel for five senior leaders and a 150+ person technical crew.
- Project Leadership: Coordinated production schedules and cross-functional communications for 27+ annual media projects, meeting tight deadlines while maintaining a 10% budget surplus.
