A proven and experienced performer in running large and complex events and business support. Committed to being held accountable for all aspects of the role. Building strong relationships and trust with senior executives and industry stakeholders. Well regarded in the industry with a reputation for expertise and integrity.
Overview
25
25
years of professional experience
Work History
CLIENT SERVICES ASSOCIATE (Part time)
Ariel Investments
02.2018 - 03.2025
As Client Services Associate, I provided pivotal support to the Senior Vice President, Asia, Pacific & MENA in ensuring strategic priorities and sales initiatives with key industry stakeholders was met to the highest level with discrete professionalism
Provide comprehensive administrative support to the Senior Vice President, including calendar management, email coordination and document preparation
Ensuring timely preparation and distribution of all prospect reporting materials
Plan and execute bi-annual round table meetings held across Australia, New Zealand and Asia
Oversee financial management tasks including monthly expense reports
Booking of events, travel and accommodation requirements
Detailed CRM management
Liaising with internal stakeholders within the Chicago head office and New York Portfolio Managers offices
Hosting senior industry figures at client entertainment events
SENIOR EVENT MANAGER, CEO COMMUNICATIONS
Commonwealth Bank of Australia
06.2008 - 05.2009
As Senior Event Manager, I supported the Executive Manager to deliver the CEO’s strategic business events, to three senior management tiers
Liaising with the CEO and senior leaders around event content and logistics
Managed internal relationships with the communications team and senior executives
Delivered events within structured budgets and timeframes
Venue and supplier selection and negotiations whilst enforcing the CEO’s need for business discretion
Developed content and speaker briefing, production of presentations including audio and visual
Staff registration and logistics, print material, accommodation requirements, debriefing and attendee feedback
Build internal networks to support the delivery of the CEO events
Attend industry functions to build and maintain relationships and up-to-date knowledge of industry trends
Maintain confidence and diplomacy in highly demanding situations
EVENT & BRANCH MANAGER NSW/ACT
Australian & New Zealand Institute of Insurance & Finance
10.2006 - 06.2008
Company Overview: ANZIIF is a non-profit, member based accredited education provider to the Insurance and Finance Industry
The branch operates to provide ‘professional development’ for the members
Create, develop, produce and evaluate an annual calendar of over 100 events to meet the training needs of the members
Included producing the conference around a specific topic then sourcing qualified speakers
Responsible for managing and reporting of the NSW and ACT Branch net profit and loss as a self-funded operating branch
Branch revenue exceeded targets in 07 by 37%
Net surplus up 35% on 06 results
Secured sponsorship from industry supporters
2007 total sponsorship budget was met within first 8 months
Developed new marketing materials to give events consistency on brand message for promotion to members via website, email communication, industry magazines and networking opportunities
Manage two event assistants, overseeing workload, learning & training, professional development within their role and the industry and appraisals
Hold a seat on approximately 8 committees both within ANZIIF and on the education committee for AILA
ANZIIF is a non-profit, member based accredited education provider to the Insurance and Finance Industry
The branch operates to provide ‘professional development’ for the members
EVENT & MEMBERSHIP MANAGER, NSW/ACT
National Australia Bank, National Staff Association
05.2003 - 10.2006
Company Overview: The NSA is a non-profit, self-funded organisation within NAB with over 11,000 members nationally
The NSA’s vision is to provide members a balance between their work life and home life
Plan, budget, negotiate, facilitate and evaluate an annual event calendar including the NAB’s staff annual gala ball
Purchase and promote tickets for all major theatre, sporting, musical and concerts in NSW/ACT
Promote the NSA through every channel made available by NAB to increase membership numbers and to advise of upcoming activities
Forecast and manage an annual state budget
Monthly, quarterly and year-end financial reporting to a committee and the National Manager
Develop a strategy to achieve business objectives and generate additional revenue to expand event budgets
Build networks internally to gain support of the NSA’s activities
The NSA is a non-profit, self-funded organisation within NAB with over 11,000 members nationally
The NSA’s vision is to provide members a balance between their work life and home life
EVENTS EXECUTIVE
The Mode Group
Sydney
07.2002 - 02.2003
CORPORATE SALES EXECUTIVE
Hotel InterContinental
Sydney
01.2002 - 07.2002
EVENTS & CONVENTION MANAGER
Duxton Hotel
Wellington
01.2001 - 10.2001
SALES ADMINISTRATOR – EVENTS
Duxton Hotel
Wellington
01.2000 - 12.2000
Education
Bachelor of Hospitality Management -
Central Institute of Technology
Wellington, New Zealand
01.2000
Chefs Training - First Year
Restaurant Hospitality and Wine Courses -
Skills
Client relationship management
Financial reporting
CRM management
Calendar management
Event planning
Travel coordination
Stakeholder engagement
Project management
Meeting facilitation
Time management
Professional networking
Strong interpersonal skills
Client relationship building
Sales support
Customer education
Meeting deadlines
File management
Database management
Effective communication
Multitasking Abilities
Problem-solving abilities
Microsoft office
Hobbies and Interests
Health and fitness
Reading
Cooking
Wine appreciation
Travel
Spending time with the family
References
Referees are available upon request.
Other Study
Chefs Training – First Year
Restaurant Hospitality and Wine Courses
Business Experience
Ariel Investments, CLIENT SERVICES ASSOCIATE (Part time), 02/01/18, 03/01/25, Provided pivotal support to the Senior Vice President, Asia, Pacific & MENA in ensuring strategic priorities and sales initiatives with key industry stakeholders was met to the highest level with discrete professionalism., Provided comprehensive administrative support to the Senior Vice President, including calendar management, email coordination and document preparation., Ensured timely preparation and distribution of all prospect reporting materials., Planned and executed bi-annual round table meetings held across Australia, New Zealand and Asia., Oversaw financial management tasks including monthly expense reports., Booked events, travel and accommodation requirements., Detailed CRM management., Liaised with internal stakeholders within the Chicago head office and New York Portfolio Managers offices., Hosted senior industry figures at client entertainment events.
Commonwealth Bank of Australia, SENIOR EVENT MANAGER, CEO COMMUNICATIONS, 06/01/08, 05/01/09, Supported the Executive Manager to deliver the CEO’s strategic business events, to three senior management tiers., Liaised with the CEO and senior leaders around event content and logistics., Managed internal relationships with the communications team and senior executives., Delivered events within structured budgets and timeframes., Venue and supplier selection and negotiations whilst enforcing the CEO’s need for business discretion., Developed content and speaker briefing, production of presentations including audio and visual., Staff registration and logistics, print material, accommodation requirements, debriefing and attendee feedback., Built internal networks to support the delivery of the CEO events., Attended industry functions to build and maintain relationships and up-to-date knowledge of industry trends., Maintained confidence and diplomacy in highly demanding situations.
Australian & New Zealand Institute of Insurance & Finance, EVENT & BRANCH MANAGER NSW/ACT, 10/01/06, 06/01/08, Created, developed, produced and evaluated an annual calendar of over 100 events to meet the training needs of the members., Responsible for managing and reporting of the NSW and ACT Branch net profit and loss as a self-funded operating branch., Secured sponsorship from industry supporters., Developed new marketing materials to give events consistency on brand message for promotion to members., Managed two event assistants, overseeing workload, learning & training, professional development within their role and the industry and appraisals., Held a seat on approximately 8 committees both within ANZIIF and on the education committee for AILA.
National Australia Bank, National Staff Association, EVENT & MEMBERSHIP MANAGER, NSW/ACT, 05/01/03, 10/01/06, Planned, budgeted, negotiated, facilitated and evaluated an annual event calendar including the NAB’s staff annual gala ball., Promoted the NSA through every channel made available by NAB to increase membership numbers and to advise of upcoming activities., Forecasted and managed an annual state budget., Monthly, quarterly and year-end financial reporting to a committee and the National Manager., Developed a strategy to achieve business objectives and generate additional revenue to expand event budgets., Built networks internally to gain support of the NSA’s activities.
The Mode Group, Sydney, EVENTS EXECUTIVE, 07/01/02, 02/01/03
Hotel InterContinental, Sydney, CORPORATE SALES EXECUTIVE, 01/01/02, 07/01/02
Contract Teaching Artist at Carter G. Woodson Elementary, Ariel Elementary Community Academy, James E. McDade Elementary Classical School, James R. Doolittle Elementary SchoolContract Teaching Artist at Carter G. Woodson Elementary, Ariel Elementary Community Academy, James E. McDade Elementary Classical School, James R. Doolittle Elementary School