Stacy

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Stacy's client-centered approach, organization, and thoroughness make her a valuable asset to her clients. Stacy has a decade of career experience at the C-Suite level helping executives with maximizing their time and minimizing the noise that comes with a high-intensity position as well as providing outstanding customer service. She's orderly, focused, and dedicated to producing innovative and dynamic results. She prides herself on enhancing the client experience as she assists clients with executive administration, financial services, business operations, research, and business development needs. 

 

Stacy has also handled event planning for major cities of clients such as the City of Philadelphia and the District of Columbia. Stacy has expertise in several industries including Financial Advisors, Real Estate, Industrial Equipment, Behavioral Health, and Software.

She is known by our clients for the proactive way she provides professional, executive administrative support and how great she is with numbers. 

Stacy has experience handling a wide variety of tasks, including but not limited too, complex domestic and international travel coordination, meeting planning, complex documentation, auditing, compliance, purchasing, budgeting, operations and HR-related tasks including recruiting and placement.

Stacy is highly skilled in the entire Microsoft Suite, Google Suite, Sales Force, Teamwork PM and more. 

Stacy is a quick learner who is helpful and eager to help her clients implement the organization, systems, and processes to feel comfortable delegating. Stacy is always broadening her skills and she loves presenting innovative solutions to tackle complex problems. 

Ivy-league educated, Stacy received her Bachelor's Degree in Political Science and International Relations from the University of Pennsylvania and her Master's Degree in Management, Finance, and Banking from Boston University. Currently, Stacy is studying for her Professional in Human Resources® Certification.

When she's not reading, you can find Stacy buried in a good book or binge-watching a Netflix series.

Fun fact about Stacy - She is a former college track star.

Assessment Results

The DiSC Personality Traits Assessment gives us the chance to understand our Virtual Assistant's DISC personality blend. This way, we can take proactive steps to place that Virtual Assistant in environments where they'll feel comfortable and empowered, approach them in a way that they'll react positively to, and better understand and predict their actions and reactions in general. Stacy is a S/D blend. Some of the words that describe Stacy from her personality assessment are:

 

*Helpful

*Kind

*Methodical 

*Focused