SCP Investment, LP
June 2019 - August 2020
Wendy began at SCP Investment as an independent contractor, where she was hired to orchestrate and seamlessly execute the company’s 6-person move into a newly constructed office space. Shortly thereafter, she was promoted for a full-time role as a joint Office/Accounting Manager to act as the general point-of-contact for all administrative and office maintenance projects as well as process payments for 20+ high net-worth accounts. Wendy was popular throughout the office for her healthy approach to “wellness-in-the-workplace,” constantly maintaining a well-rounded and stocked pantry and fridge.
Technical Duties
Managed daily phone/email correspondence and payment coordination for 20+ high net-worth accounts, sustaining a high level of professionalism and confidentiality
Processed a monthly average of 70-80 domestic/foreign transactions via wire transfer, ACH and paper check
Reconciled quarterly expense reports for C-Level Executives
Orchestrated and executed 6-person office move for seamless transition into newly constructed space
General point-of-contact for administrative and office maintenance projects
Oversaw corporate holiday gift program for investors and general clientele
Personal Assistant, Private Residence
April 2019 - October 2019
Technical Duties
Coordinated property upkeep through regular vendor communications, household supply maintenance, and weekly grocery shopping
Sourced and designed weekly floral arrangements
Scheduled personal appointments, restaurant reservations, and organized small private gatherings
Assisted with sourcing and purchasing holiday/birthday gifts for family and friends and additional ad hoc projects
Garden Nest Residential Landscaping
July 2018 - April 2019
As the Office Manager at a local residential landscaping business, Wendy worked closely with vendors, clients and landscape contractors to maintain the flow of projects from start to finish. Her calming and supportive demeanor was appreciated amongst clients and management, and contributed to a successful workflow.
Technical Duties
Managed all aspects of banking via Quickbooks Online
Coordinated sales pipeline through phases of prospect, design, installation and maintenance
Worked closely with vendors, clients, and landscape contractors
Calendar management via Outlook
Rosecrest Special Events
June 2018 - October 2019
Born with a natural ability to plan the perfect event, working as an Event Planner with Rosecrest Special Events was a perfect opportunity for Wendy to share her talents. No project was ever too small or too big. Her can-do attitude was a large contributor to her success in finding creative ways to make events uniquely special. While she did not directly conceptualize each event, Wendy was instrumental in orchestrating the preparation and logistics to see them through to fruition.
Technical Duties
Assisted in project proposals, venue research, layout, timeline and budget for private/corporate events ranging from 30-225 persons
Interfaced with vendors, venues and clients to execute event setup and flow
Exercised creative sourcing and efficient budgeting methods
Favor-Its
2005 - 2009
Who wants to leave a party empty-handed? Through Wendy’s love of gifting and keen eye for good packaging, she created Favor-Its (…for the “it” party favor) to craft fun and personalized takeaways for birthdays, anniversaries, showers and corporate events. Wendy’s satisfaction rate was high, leaving her clientele confident their guests would always leave with the “it” party favor.
Il Fornaio (America) Corporation
1989 - 1995
Marketing Manager
“Wendy is a great person to work with. Her professionalism, work-ethic and follow-through are exceptional. She goes the extra step to insure that she solves problems and gives the best customer service possible. She is very organized and has great communication skills with a very positive attitude.”
— Vendor, SCP Investment, LP
“Whether you are a colleague, a client, or a business owner Wendy makes you feel like your needs are her primary personal concern.”
— Consultant, Garden Nest Residential Landscaping
“Wendy is a creative, detail-oriented, ‘energy has no bounds’ kind of person. We had so much fun working together on high pressure, large event productions, and she is just one of those people who gets things done!”
— Founder, Rosecrest Special Events
“She is so creative, and is always thinking outside the box. Wendy is a go-to for fun ideas when throwing a party”