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Ann

About

Enneagram 9


A proactive and results-driven Senior Executive Assistant with over 15 years of experience supporting CEOs and C-suite executives. Adept at anticipating leadership needs, streamlining operations, and fostering strong stakeholder relationships. Known for strategic execution, business development contributions, and maintaining the highest level of confidentiality in high-pressure environments. A trusted partner in executive decision-making, ensuring seamless daily operations while driving efficiency and organizational success.


Ann’s primary focus outside of her corporate world responsibilities is her family. She is a wife and a mother. She also enjoys playing tennis in her spare time. She currently resides in the California Bay Area.

Work Experience

15+ years Executive Assistance & Coordination

15+ years Calendar & Time Management Optimization

15+ years Event Planning & Logistics Management

15+ years Travel Management & Cost Reduction

15+ years Confidentiality & Stakeholder Relations

15+ years Financial Administration & Invoice Reconciliation

Core Competencies

- Artificial Intelligence

- Business Operations

- Calendar Management

- CRM Tools

- Customer Service

- Data Entry & Management

- Education & Academic Support

- Email Management

- Event Planning

- Executive & Administrative Support

- Google Workspace

- HR & Payroll Support

- Microsoft Office

- Operations & Facility Support
- Presentation & Slide Design

- Project Management

- Real Estate Agent Support

- Real Estate Investor Support

- Specialized Software

- Survey & Form Management

- Team Communication Tools

- Training & Development Support

- Travel Coordination

- Vendor Management

- Web & Content Management

Technical Proficiencies

- Asana

- Board Vantage Software

- DealCloud

- Expensify

- Google Calendar

- Google Docs

- Google Sheets

- Google Slides

- LinkSquares Software

- Microsoft Excel

- Microsoft Outlook

- Microsoft PowerPoint

- Microsoft SharePoint

- Microsoft Word

- QuickBooks

- Salesforce

- SurveyMonkey

- Trello

Natasha

About

Natasha is a patient-focused healthcare and customer operations professional with over 8 years of experience across patient services, healthcare administration, and customer support. She’s known for creating calm, efficient experiences while managing front-desk operations, insurance verification, and high-volume communications. Natasha brings a strong balance of empathy, organization, and performance-driven execution in fast-paced environments. She excels at building trust with patients and clients through clear communication, attention to detail, and consistent follow-through. Her ability to navigate sensitive situations with professionalism helps ensure positive outcomes for both individuals and organizations. 

Education & Work Experience

Credit Earned: High School 


8+ years    Customer Service & Client Support 

6+ years    Healthcare Administration & Patient Services 

4+ years    Leadership & Team Management 

3+ years    Claims Processing & Insurance Operations 

2+ years    Event Operations & Concierge Support 

2   years    Retail Sales & Store Operations  

1+ year      Medical Billing & Coding 

Core Competencies

- Advocacy & Social Services

- Bookkeeping

- Business Operations

- Business Strategy & Planning

- Calendar Management

- CRM Tools

- Customer Service

- Data Entry & Management

- Email Management

- Event Planning

- Executive & Administrative Support

- Google Workspace

- Graphic Design

- HR & Payroll Support

- Inventory & Procurement

- Marketing Communications

- Operations & Facility Support

- Performance & Metrics Tracking

- Presentation & Slide Design

- Process Improvement & Workflow Optimization

- Project Management

- Research & Data Analysis

- Specialized Software

- Stakeholder Engagement

- Survey & Form Management

- Training & Development Support

- Vendor Management

- Web & Content Management

Technical Proficiencies

- Call Center Management Systems

- Claims Processing Systems

- Electronic Health Records (EHR) Platforms

- Healthcare Utilization Management Systems

- HIPAA-Compliant Healthcare Software

- Insurance Eligibility & Benefits Verification Systems

- Insurance Eligibility & Benefits Verification Systems

- Microsoft Office

- Payment Processing & POS Systems

- Scheduling & Appointment Management Systems

- Teleconferencing Tools (Zoom)

Chrystelle

About

 Enneagram 1 


Chrystelle is a dedicated and detail-oriented professional with nearly eight years of experience as a data encoder and office staff member. She excels in preparing presentations, layout and design, document filing, and maintaining strict confidentiality. Known for her strong organizational skills and disciplined work ethic, Chrystelle is adept at interdepartmental coordination and ensures seamless communication across teams. With a commitment to providing excellent service to students and clients, she brings efficiency and professionalism to every task she undertakes. 

Education & Work Experience

Bachelor’s Degree: Food Technology 


7 years Data Encoding & Administrative Support

1+ years Restaurant Management & Operations

Core Competencies

- Artificial Intelligence

- Business Operations

- Data Entry & Management

- Digital Marketing

- Education & Academic Support

- Email Management

- Executive & Administrative Support

- Google Workspace

- Graphic Design

- Marketing Communications

- Microsoft Office

- Presentation & Slide Design

- Process Improvement & Workflow Optimization

- Research & Data Analysis

- Training & Development Support

Technical Proficiencies

- Adobe Photoshop 

- Canva 

- Google Calendar 

- Google Docs 

- Google Sheets 

- Google Slides 

- Microsoft Excel 

- Microsoft Outlook 

- Microsoft Powerpoint 

- Microsoft Word

Angelica

About

Enneagram 6


Angelica is a trusted and go-to General Virtual Assistant who keeps operations organized and running efficiently. 

She manages schedules, handles emails, coordinates projects, and ensures everything stays on track. With a sharp eye for detail and a problem-solving mindset, she helps executives remain focused on what matters most.


Proactive and adaptable, Angelica is always ready to step in where needed. She’s passionate about streamlining processes, improving workflows, and creating efficient systems. Reliable and resourceful, she’s committed to making work easier for the people she supports.

Education & Work Experience

Associate’s Degree: Computer Technology 


3 months Talent Acquisition & Recruitment

12+ years Process & Operations Management

12+ years Data Entry & Documentation

4+ years Administrative & Executive Support

Core Competencies

- Artificial Intelligence

- Business Operations

- Calendar Management

- Content & Copywriting

- CRM Tools

- Customer Service

- Data Entry & Management

- Email Management

- Executive & Administrative Support

- Google Workspace

- Graphic Design

- Microsoft Office

- Performance & Metrics Tracking

- Presentation & Slide Design

- Research & Data Analysis

- Survey & Form Management

- Training & Development Support

Technical Proficiencies

- Adobe Photoshop 

- Canva 

- CapCut 

- ChatGPT 

- Google Calendar 

- Google Docs 

- Google Sheets 

- Google Slides 

- Microsoft Excel 

- Microsoft Outlook 

- Microsoft PowerPoint 

- Microsoft Word

- Notion 

- Slack 

- SurveyMonkey 

- Talkpush 

- Teams 

- Trello 

- WebEx 

- Zoom 

Immanuel

About

Immanuel David is a detail-oriented general administrator and reports analyst with a strong background in data analysis, administrative support, and customer service. With a Bachelor of Science in Information Technology, he excels in optimizing workflows, managing schedules, and providing accurate reporting to enhance efficiency.

Immanuel has experience in multimedia content creation, customer service, and data analysis, working with tools like Microsoft Office, Google Workspace, SQL, Power BI, and Adobe Creative Suite. He is highly adaptable, organized, and committed to problem-solving in fast-paced environments.

Education & Work Experience

Bachelor's Degree: Information Technology (IT) 


2+ years Multimedia & Content Creation

9 months Customer Service & Technical Support

1+ year Data Analysis & Reporting

2 years Administrative & Operations Management

Core Competencies

- Artificial Intelligence

- Business Operations

- Calendar Management

- CRM Tools

- Customer Service

- Data Entry & Management

- Email Management

- Executive & Administrative Support

- Google Workspace

- Graphic Design

- Microsoft Office
- Performance & Metrics Tracking

- Podcast Production

- Presentation & Slide Design

- Project Management

- Research & Data Analysis

- Team Communication Tools

- Web & Content Management

Technical Proficiencies

- Adobe After Effects 

- Adobe Photoshop 

- Adobe Premiere 

- Airtable 

- Canva 

- Google Calendar 

- Google Docs 

- Google Sheets 

- Google Slides 

- Microsoft Excel 

- Microsoft Outlook 

- Microsoft PowerPoint 

- Microsoft Word 

- MS Dynamics 

- Power BI 

- SQL 

- Zendesk 

Sauma

About

Enneagram 1


Sauma is a highly organized Business Operations Specialist with a Master of Public Health and a strong background in project management and research. She has supported senior leaders across public health, research, and nonprofit sectors by managing calendars, streamlining communication, and coordinating teams. With both domestic and international experience, she brings strong analytical skills and a calm, solutions-focused approach. 

Education & Work Experience

Master of Public Health (MPH)

University of North Carolina at Chapel Hill, 2023

  • Master’s Merit Fellowship Recipient
  • Delta Omega Public Health Honor Society – Theta Chapter

Bachelor of Science in Public Health Science

University of Maryland, 2020

  • Summa Cum Laude | GPA: 3.97
  • Farley Award Recipient – Public Health Science Department


5+ years Project Management & Business Operations

4+ years Monitoring, Evaluation, and Data Management (MEL)

4+ years Research & Policy Support 

3+ years Communications & Content Creation

Core Competencies

- Advocacy & Social Services

- Artificial Intelligence

- Business Operations

- Content & Copywriting

- CRM Tools

- Data Entry & Management

- Digital Marketing

- Executive & Administrative Support

- Google Workspace

- Microsoft Officeunications

- Microsoft Office

- Operations & Facility Support

- Project Management

- Research & Data Analysis

- Specialized Software

- Stakeholder Engagement

- Team Communication Tools

- Training & Development Support

- Web & Content Management

Technical Proficiencies

- Canva

- Dropbox

- Facebook

- Google Calendar

- Google Docs

- Google Sheets

- Google Slides

- Instagram

- LinkedIn

- MailChimp

- Microsoft Excel

- Microsoft Outlook

- Microsoft PowerPoint

- Microsoft Teams

- Microsoft Word

- NetSuite with OpenAir

- Qualtrics

- SharePoint

- Slack

- Stata

- SurveyMonkey

- Tableau

- Trello

- Twitter

- Zoom

Kimberly

About

Enneagram 9


Kimberly is a versatile Project Manager and Executive Assistant with over 10 years of experience supporting founders, managing cross-functional teams, and driving digital, marketing, and operational initiatives. She excels in fast-paced startup environments, bringing structure to complexity and delivering exceptional support to clients and executives. Kimberly has successfully led digital marketing and IT projects, streamlined operations, and enhanced client experience across multiple industries. Known for her adaptability, discretion, and results-driven execution, she excels at anticipating needs, aligning teams, and enabling leaders to focus on growth and strategy. 

Education & Work Experience

Bachelor of Science in Organizational Leadership

Indiana Institute of Technology  

  •      Summa Cum Laude Cumulative GPA: 4.0  

Associate’s Degree: Arts


5+ years  Project & Operations Management  

3+ years  Executive & Administrative Support  

4+ years  Digital Marketing & Content 

8+ years  Entrepreneurship & Client Services 

3+ years  Data-Driven Instruction & Educational Strategy

1+ years  Human Resources Support 

Core Competencies

- Artificial Intelligence

- Business Operations 

- Business Strategy & Planning

- Calendar Management

- Content & Copywriting

- CRM Tools

- Customer Service

- Digital Marketing

- Executive & Administrative Support

- Google Workspace

- HR & Payroll Support

- Microsoft Office

- Operations & Facility Support

- Project Management

- Research & Data Analysis

- Team Communication Tools

- Training & Development Support

- Vendor Management

- Web & Content Management

Technical Proficiencies

- 17 Hats 

- Adobe Photoshop & Lightroom 

- Beautiful AI 

- ChatGPT 

- ClickUp 

- Dialpad 

- Figma 

- Gmail

- Google Calendar

- Google Docs

- Google Sheets

- Google Slides

- HubSpot 

- Microsoft Excel

- Microsoft Outlook

- Microsoft PowerPoint

- Microsoft Word

- PandaDoc 

- Pipedrive 

- Pixieset 

- Slack 

- Wix 

- Zendesk 

- Zoom

Angela

About

Enneagram 8


Angela is a visionary operations and customer experience leader with a proven track record in driving transformational change, optimizing workforce performance, and aligning business strategies with long-term goals. Trusted by C-suite executives, she is recognized for her data-driven decision-making, inclusive leadership, and ability to lead large-scale digital transformation initiatives. Known for bridging strategy and execution, Angela delivers measurable improvements in efficiency, scalability, and customer satisfaction. 

Education & Work Experience

Bachelor’s Degree: Science in Theology

Business Administration Degree:

  • Entrepreneurship 
  • Project Management Studies


Ongoing   Executive & Strategic Consulting   

13+ years Entrepreneurship   

10+ years Workforce Operations & Leadership 

9+ years   Early Career & Project Management  

6+ years   International Operations Leadership 

Core Competencies

- Artificial Intelligence

- Business Operations 

- Business Strategy & Planning

- CRM Tools

- Customer Service

- Digital Marketing 

- Executive & Administrative Support

- Google Workspace

- Marketing Communications

- Microsoft Office

- Operations & Facility Support

- Performance & Metrics Tracking

- Presentation & Slide Design

- Process Improvement & Workflow Optimization

- Research & Data Analysis

- Stakeholder Engagement

- Team Communication Tools

- Training & Development Support

- Vendor Management

- Web & Content Management

Technical Proficiencies

- AI Chatbots

- Aspect

- Avaya POM/CMS

- CosmoCom

- Embrace

- Gmail

- Google Calendar

- Google Docs

- Google Sheets

- Google Slides

- GPT-powered Solutions

- IVR Systems

- LiveChat

- Microsoft Excel

- Microsoft Outlook

- Microsoft PowerPoint

- Microsoft Word

- NICE

- Real-Time Analytics Dashboards

- Salesforce

- Tableau

- Verint

- ViciDial

- WFM Systems

- Workforce Analytics Platforms

Morgan

About

Morgan is a detail-oriented, results-driven Virtual Assistant with over 15 years of customer service experience and more than a decade of administrative and operational support across corporate, legal, academic, and remote environments. She brings strong organizational, communication, timeline management, and task coordination skills, along with a reputation for reliability, initiative, and adaptability. Morgan provides high-quality administrative, social media, and project management support, consistently managing priorities, meeting deadlines, and handling sensitive information with professionalism and discretion. Proactive by nature, she streamlines processes, solves problems, and adds measurable value to help businesses operate more efficiently and achieve their goals. Highly motivated to continuously learn and grow, Morgan is committed to excelling within the Virtual Assistant industry. 

Education & Work Experience

Bachelor’s Degree: Criminal Justice  |Cumulative GPA: 3.0 | 2016

Associate’s Degree: Criminal Justice |Cumulative GPA: 3.2 | 2012


15+ years   Administrative & Virtual Support  

15+ years   Customer Service & Hospitality

15+ years   Marketing & Brand Representation

  5+ years   Sales & Financial Services


Core Competencies

- Advocacy & Social Services

- Artificial Intelligence

- Business Operations

- Business Strategy & Planning

- Calendar Management

- CRM Tools

- Customer Service

- Data Entry & Management

- Digital Marketing

- Education & Academic Support

- Email Management

- Executive & Administrative Support

- Google Workspace

- HR & Payroll Support

- Inventory & Procurement

- Marketing Communications

- Microsoft Office

- Operations & Facility Support

- Performance & Metrics Tracking

- Podcast Production

- Presentation & Slide Design

- Process Improvement & Workflow Optimization

- Project Management

- Real Estate Agent Support

- Real Estate Investor Support

- Research & Data Analysis

- Specialized Software

- Survey & Form Management

- Team Communication Tools

- Training & Development Support

- Vendor Management

- Web & Content Management

Technical Proficiencies

- Artificial Intelligence Tools

- Calendly

- Canva

- ClickUp

- Google Calendar

- Google Docs

- Google Drive

- Google Forms

- Google Meet

- Google Sheets

- Google Slides

- Google Workspace

- Marky

- Microsoft Excel

- Microsoft Office Suite

- Microsoft Outlook

- Microsoft PowerPoint

- Microsoft Teams

- Microsoft Word

- Notion

- Salesforce

- ServiceNow

- Slack

- Talkpush ATS

- Zoom

Dayanara

About

Dayanara is a results-driven Virtual Assistant with over 5 years of experience supporting business owners through administrative, marketing, and lead generation tasks. She specializes in social media management, CRM management, email marketing, and workflow automation to help businesses stay organized and grow efficiently. Dayanara has worked with coaches, consultants, and small business owners across various industries, contributing to increased visibility, engagement, and revenue. Known for her strong attention to detail and proactive approach, she ensures smooth day-to-day operations while improving systems and processes. She is passionate about helping entrepreneurs save time and focus on scaling their businesses. 

Education & Work Experience

Credit Earned: High School 


4+ years   CRM Management

5+ years   Administrative & Virtual Assistance

3+ years   Email Marketing & Automation

1+ year     Grant Research & Funding Support

3+ years   Lead Generation & Sales Support

4+ years   Marketing & Social Media Management

3+ years   Website & Technical Support

Core Competencies

- Advocacy & Social Services

- Artificial Intelligence

- Bilingual

- Business Operations

- Business Strategy & Planning

- Calendar Management

- Content & Copywriting

- CRM Tools

- Customer Service

- Data Entry & Management

- Digital Marketing

- Email Management

- Event Planning

- Executive & Administrative Support

- Google Workspace

- Grant Professionals

- Graphic Design

- Marketing Communications

- Microsoft Office

- Operations & Facility Support

- Performance & Metrics Tracking

- Process Improvement & Workflow Optimization

- Project Management

- Survey & Form Management

- Team Communication Tools

- Web & Content Management

Technical Proficiencies

- Apollo.io

- ChatGPT

- Facebook Business Suite

- Facebook Pages

- Google Workspace

- Instagram

- LinkedIn Sales Navigator

- Mailchimp

- Microsoft Office

- CRM Systems (Contact & Pipeline Management)

- Social Media Scheduling Tools

- Spreadsheet Management Tools

- Wix (Website Builder & Email Automation)

Cheryl

About

Cheryl is a finance and bookkeeping specialist with over 25 years of experience, including full-cycle bookkeeping, accounting, and strategic financial analysis. Driven by meticulous attention to detail and a high commitment to financial integrity, she provides high-quality, customized financial solutions. Beyond the numbers, she excels at building lasting partnerships founded on transparency and mutual trust. Her ability to translate complex data into customized solutions ensures she will be a high-impact asset, fostering the strong professional relationships necessary to drive both financial accuracy and long-term organizational growth. Her extensive background ensures that every financial decision is backed by seasoned expertise and a collaborative spirit.  

Education & Work Experience

Bachelor’s Degree: Business Administration and Finance

Master’s Degree: Education and Curriculum


25+ years  Accounting & Financial Management 

  8+ years  Team Leadership & Development 

  3+ years  Human Resources & Compliance 

Core Competencies

- Bookkeeping

- Business Operations

- Human Resources 

- Leadership Development

- Research & Data Analysis

- Team Communication Tools

- Training & Development Support

Technical Proficiencies

- ADP Payroll 

- Asana 

- Bill.com 

- Canva 

- Capcut

- Data Entry 

- Expensify 

- Google Calendar 

- Google Docs 

- Google Sheets 

- Google Slides 

- Microsoft Excel 

- Microsoft Outlook 

- Microsoft PowerPoint 

- Microsoft Word 

- Planning Center 

- QuickBooks

- Ramp 

- Stripe 

Catherine

About

Catherine is a seasoned HR and business operations professional with over 20 years of experience helping organizations build strong teams, streamline operations, and create healthy workplace cultures. She has supported businesses through strategic HR consulting, leadership development, recruitment, employee engagement, and policy implementation. Her background also includes business operations, marketing support, training, and organizational development, making her a well-rounded partner for companies focused on sustainable growth and people-first leadership. 

Education & Work Experience

Bachelor’s Degree: Bachelor of Arts in English

Master’s Degree: Master of Business Administration (MBA)

Honors: Dean’s List, Honors College member, and scholarship recipient


20+ years  Human Resources Management & Training

20+ years  Office Administration 

14+ years  Client Relations

14+ years  Leadership Development & Training 

14+ years  Strategic Planning 

13+ years  Project Management 

13+ years  Business Operations

10+ years  Marketing & Branding

10+ years  Web & Social Media Management       

Core Competencies

- Artificial Intelligence

- Bookkeeping

- Business Operations

- Business Strategy & Planning

- Content & Copywriting

- Customer Service

- Digital Marketing

- Email Management

- Event Planning

- Executive & Administrative Support

- Google Workspace

- HR & Payroll Support

- Marketing Communications

- Microsoft Office

- Operations & Facility Support

- Performance & Metrics Tracking

- Process Improvement & Workflow Optimization

- Project Management

- Research & Data Analysis

- Specialized Software

- Stakeholder Engagement

- Team Communication Tools

- Training & Development Support

- Vendor Management

- Web & Content Management


Technical Proficiencies

- Adobe Acrobat

- Google Calendar

- Google Gmail

- Google Sheets

- Google Slides

- Microsoft Excel

- Microsoft Outlook

- Microsoft Teams

- Online Communication Platforms

- Social Media/Website Management Tools

- Payroll and Timekeeping Software

- Password and Documentation Management Tools


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