Kelly

Program and administrative support professional with 10+ years of experience coordinating programs, events, communications, and executive operations in highly regulated, people-focused environments. Proven ability to manage initiatives end-to-end, coordinate vendors, support data tracking and reporting, and maintain confidentiality. Known for strong organization, cross-functional collaboration, and delivering high-touch, positive experiences aligned with organizational values.

Executive Assistant / Program & Administrative Support Specialist - Costanzo Financial Group - San Marcos, CA

(2018-01 - 2025-01)

• Coordinated day-to-day operations and internal initiatives supporting senior leadership in a fast-paced professional environment.
• Managed calendars, meetings, agendas, materials, and follow-up actions to ensure smooth execution of ongoing programs and initiatives.
• Supported data tracking, reporting, and documentation accuracy for operational and compliance-driven programs.
• Coordinated vendors, communications, and logistics related to internal initiatives and client-facing events.
• Led implementation of the AdviceWorks platform, improving communication flow, documentation access, and operational efficiency.
• Maintain highly confidential records and sensitive information with professionalism and discretion.
• Delivered consistent, high-touch service that supports positive relationship management and organizational culture.

Administrative Specialist - City National Bank - La Jolla, CA

(2016-01 - 2018-01)

• Provided administrative and program support to senior leadership, including scheduling, documentation, and reporting.
• Coordinated internal meetings and corporate events, managing logistics, materials, and communication.
• Assisted with data entry, audits, and compliance-ready recordkeeping in a regulated environment.
• Supported cross-functional teams with organization, communication, and process adherence.
• Maintained confidentiality while working with sensitive financial and personnel information.

Administrative Officer - Torrey Pines Bank - San Diego, CA

(2015-01 - 2015-12)

• Supported executive leadership with meeting coordination, reporting, and documentation.
• Managed logistics and communications for VIP client and executive events.
• Served as a liaison between leadership, clients, and internal teams to ensure seamless coordination.

Associate of Arts - Saddleback College

Bachelor of Arts - California State University San Marcos