Lisa Urrizalqui

Lisa Urrizalqui she / her

 

)(415) 596-6170                                                                                                    * lurrizalqui@gmail.com

 

 

 

Key Skills

·   Administrative: Fulfill all aspects of a successful Executive Assistant while working and communicating on behalf of the CEO and Principal both professionally and personally.

·   Project Management: Set and manage deadlines for multiple projects, completing projects on time, with accuracy and within budget while exceeding expectations.

·   Event Management: Plan and lead several key domestic and international events with complex logistics and thousands of attendees.

·   Technology: Thrive in a technically savvy environment by leveraging resources that streamlining results.

 

 

 

Professional Experience

 

 

Jonathan C. Turner, (Enigma Capital Management, Headline, and Home Office)

Executive & Personal Assistant to Jonathan C. Turner, Managing Partner and Principal           October 2018- Present

·         Strategically manage time and schedules for the Principal and his family, including long-term planning and up-to-the-minute changes for both professional and personal calendars.

·         Successfully orchestrate detailed international travel for the Principal and the executive team, including private air travel.

·         Execute personal travel both domestic and international, for the founder and his family.

·         Partner with the Director of Investor Relations, strategizing and prioritizing investor meetings for smooth transitions and interactions.

·         Owning expense reporting and reconciliation of expenses both corporate and personal.

·         Extension of the Principal, in drafting correspondence and maintaining his executive presence.

·         Manage personal investments and entities, including capital calls, distributions, and tracking.

·         Plan and execute detailed personal and professional events and engagements.

·         Build, manage, and strengthen relationships, including internal teams, external stakeholders, boards and committees.

·         Property manage personal real estate portfolio, overseeing projects and troubleshooting in the moment.

·         Influence and lead the creation DEI&B strategy and initiative.

·         Take the seemingly impossible and bring it to fruition while demonstrating subtlety, tact, and judgment.

 

Masons of California, Grand Lodge

Executive Assistant to the Grand Secretary (CEO) & Project Manager                                                 May 2012-May 2018

·         Actively managed all key activities & administrative duties for a busy CEO, including travel arrangements, calendaring, correspondence, and expenses while maintaining visibility as one of the organization’s top producers of essential projects.

·         Lead project manager for the organization’s annual three-day user conference. Encompassed planning and execution of multiple daily sessions and events, meeting timeline and budgets.

·         Successfully produced many different versions of the comprehensive script used for this conference. Developed a detailed project & content plan to assist in tracking the hundreds of details that must be contained in the final versions. Streamlined distribution and cut the production time from 6 months to 3.

·         Filled in as Board Secretary for the 6 boards that meet at Grand Lodge, completing Board books, minutes and reviewing governance.

·         Led a cross departmental team in the production of the proceedings of the three-day conference. This annual record of the conference includes minutes of the yearly meeting and hundreds of pages of reporting. Took over leadership and management of this historical recording, saving more than six months in production time.

·         Held a leadership role from the very beginning to the final accounting of a large international conference (http://www.wcrmgl.com). Served as the central point of contact for the 25,000 invitees. Led the team through much of the event and focused mainly on building a registration tool in four languages that would allow me to track all registrations, accept payment and assist in all aspects of reporting data. Managed all logistics, event production, and ground transportation for the 1,500 attendees from 67 countries.

·         Negotiated contracts from 2016-2020 for 26 annual events held by Masons of California, in some cases bringing costs down up to 20% annually.

·         As a member of the Executive Cabinet, I made a visible impact on specific elements of the

organization’s Strategic Plan such as building Rewarding Member Experiences and driving Impact on Society.

·         Earned distinguished reviews, awards, and accolades for going above and beyond in my different roles over my tenure.

 

Mediasmith

Executive Assistant to CEO                                                                                                                                May 2007 – May 2012

·         Managed and produced all internal events including vendor sponsored business development activities.

·         Orchestrated complex calendaring scheduled all appointments.

·         Prepared detailed, up-to-the-minute travel arrangements, dossiers, and presentations for domestic and international speaking engagements.

·         Responded to the CEO’s incoming email and implemented a system for prioritizing and escalating as necessary.

·         Compiled and created expense reports for senior executives and board members.

·         Screened incoming calls and visitors, acting as gatekeeper always with grace and integrity.

·         Maintained both the personal and professional documents and databases for the CEO with the utmost discretion.

 

Robert Fountain Event Designs

Executive Assistant/Personal Assistant to Principal                                                                         October 2004 – April 2007

·         Led the company through rebranding, updating marketing and public relations material.

·         Dealt with all aspects of new business, including initial contact with new clients and continuing as the point person for repeat clientele.

·         Resourced materials and for client presentations and event production.

·         Successfully managed accounts receivable/accounts payable, handled petty cash and assisted with all aspects of general accounting.

·         Led the search for new employees, created job descriptions and led the screening process. Put together and created hiring packages for new employees.

·         Managed Principal’s calendar and arranged high level client meetings with confidentiality and discretion.

·         Created and processed email and written correspondence on behalf of the Principal.

·         Coordinated detailed travel arrangements for the Principal, clients and guests.

·         Handled confidential material with discretion, good judgment and sound decision making.