Executive Assistant to Co-Founders & Managing Partners - Heritage Partners Group - New York, NY & Dallas, TX
(2017-03 - 2026-07)
Supports two Managing Partners of an institutional investment firm investing in consumer and business services companies.
- Serve as primary liaison between Managing Partners and portfolio company CEOs, lenders, and attorneys
- Coordinate board meetings, annual investor meetings, and strategic planning sessions
- Manage complex calendars across multiple time zones, balancing investor meetings, board meetings, and personal commitments
- Manage highly confidential correspondence, financial information, legal documentation, and sensitive personnel matters
- Coordinate special projects across multiple portfolio companies simultaneously
- Oversee firm administrative operations, vendor relationships, expense reporting, and office management
- Coordinate domestic and international travel for Managing Partners
Administrative Director - Stonewall Road Restaurant Group & Stonewall Road Automotive Group - Dallas, TX
Supported executive leadership of a private equity-backed, multi-unit consumer platform exceeding $125MM in annual revenue across three nationally recognized franchise brands.
- Coordinated cross-functional due diligence during acquisitions and divestitures, including documentation, data collection, stakeholder communications, and diligence request management
- Led administrative integration of newly acquired operating locations during periods of rapid growth
- Managed HR administration, payroll, benefits, onboarding, and employee records across multiple operating locations, including I-9 and E-Verify compliance
- Administered HRIS, payroll, and workforce management systems
- Yearly health permit renewals and new store opening permits which include COO
- Managed corporate insurance, licensing, vendor relationships, office administration, and operational compliance
- Coordinated communication among executive leadership, field operations, outside advisors, lenders, legal counsel, and vendors
- Managed end to end logistics for executive meetings, leadership offsites, and multi-location quarterly events, coordinating catering and cross office communications
- Analyzed monthly corporate American Express statements to identify and reduce overspending
- Developed administrative process improvements that increased efficiency across the organization
- Resolved customer and employee concerns by listening, troubleshooting issues, and implementing effective solutions to improve satisfaction and morale
- Received the President's Award, February 2020
Office & Administrative Manager - WenOne, Inc. - Richardson, TX
(1988-09 - 2017-03)
Led administrative, financial, and operational support for a mid-sized franchisee of a globally recognized restaurant brand.
- Served as administrative lead during the successful sale of the company, organizing due diligence materials, audits, and advisor communications
- Reduced the annual G&A budget by 10% or more year over year, saving $50K+ annually
- Prepared G&A budgets and analyzed monthly P&L reports to support business planning
- Directed day-to-day administrative operations supporting finance, payroll, tracking PTO, compliance, and executive leadership
- Oversee end to end HR operations while maintaining compliance with employment regulations and standards
- Handled customer and employee complaints with prompt resolution and root cause
- Insurance Claims including property casualty, workers comp and EPLI
- Managed vendor relationships and negotiations for office technology upgrades, securing new computers, copiers, and fax machines while reducing equipment procurement costs by 15%
- Managed insurance renewals and cost comparisons, claims administration, employee relations, and customer escalations; reviewed invoices and escalated overcharges
- Named Employee of the Year on multiple occasions
