1. 1
Patricia Ann Preston patty_dray@yahoo.com
3254 Ida Dr.
Concord, CA 94519
Cell: 650-208-3065
Professional Summary:
PatriciaAnnPrestonhasdiverse backgroundcovering23+years of AdministrationandManagementinHealth,
InformationTechnology,Retail,andHospitalityindustries. Attributingvalueasa teammember,orindividualcontributor
inmulti-environments;Extensive clientsupport-care inanon-site customerenvironment(Corporate)toinclude
Executive ManagementandOfficers,Customer,andPeerlevelsof communication;Processdocumentation(Technical
and Administrative),withthe abilitytogather,correlate,assemble,andanalyze statistical,legal, andfinancial datato
developsolutionsforproblemsthatmayinvolvevariousattributinggroups,outside vendors,andcustomerservice level
agreements;Self-starter,goal achieverwithexcellentfollow-upmethodologies;BusinessandOperationsconcepts,
billingprocesses,andvendoracquisitionof services;Extensive AccountsPayable/Receivable transactions,balancing
dailysales(retail),schedulingemployeestobalance sales-to-laborbudgets,BusinessFiscal andCycle Reporting.
Software Skills:
PeopleSoft(HRTool)
SAP(Employee time-keepingandpayroll
management)
eTime (TimekeepingandPayroll system)
MicrosoftOffice Suite (2003, 2007, 2010)
MicrosoftAccessand Publisher
SharePoint
AutonomyTeamsite-Xopus
Adobe Acrobat
Lotus Notes
Remedy ReleaseChange Management (System
House)
HEAT TicketTracking
OneNote
Vantive
TelcoOrderManagementInventorySystem
(TOMIS),unique onlyforChevron
Concur (Expense processingandsubmission)
WebEx
NetMeeting
PEAKTravel
KENEXA
Workday
Jabber,Trillian, andLyncIMtools
BOX Administration
DetailedExperience:
AAA NCNU November2014 to April 2015 (Contract)
Executive Assistant,Office of the President & CEO:
Strong management of schedulingall internal and external meetings, travel itineraries,conferencecalls and day to day
activities.
Intuitive withanticipating needs of the senior executive to organizeand manage his business,personal timeand projects
to meet or exceed all deadlines. Actively investigated and researched ad-hoc requests for business and strategy needs.
Independent, conflictresolution, developingrecommendations and solutions to solvecomplex issues in an effort to
anticipatesenior executive needs, or team effort.
Prepare meeting materials for Executive Team meetings, Executive Officeand Board of Director meetings. Prepare agendas,
proof-read team materials for edification.Problemsolvingand resourcefulness in organizingcorporatemeetings, travel,
and coordinates complex in nature.
Perform confidential secretarial functionsas preparingconfidential correspondence,reports and other complex documents.
Continuous use of technical and business vocabulary and a detailed knowledge of company operations,organizational
procedures, and resources. Facilitatingin implementinga new phone set system for Executive Assistantstaff.
Write, edit and respond to correspondence on behalf of the senior executive.
Type memos, update and modify beneficiary,tax,and personal financial documents; purchaserequisitions,payment
requests and other internal department forms and proprietary documents.
Ability to make sound,independent decisions and useown initiativeto accomplish tasks athand.
2. 2
Understands and navigatethrough the organization to get the job done in a timely and efficient manner.
Wellness under pressureand resourceful when managingthe business of the Executive Office.
Organizeprograms,events, meetings or conferences by arrangingfacilities and caterers,issuinginformation or invitations,
negotiating vendor contracts and controllingevent budget.
Conduct budget, managing general expenses on behalf of the senior executive and his team congruent to corporate
guidelines and fiduciary stewardship of finances. ManagingCEO’s expenses for Board and CFO approval.
Bank of the West- August 2014 to November2014 (Contract)
Technical Writer (Autonomy-Teamsite/Xopus):
Organize material andcomplete writingassignmentsaccordingtosetBankof the West standardsregarding
order,clarity,conciseness,style,andterminology forcustomerBankingProfiles.
Maintainshared-file recordsandfilesof workand revisions forRBGgroup and peers.
Edit,standardize,ormake changesto material preparedbyotherwritersorestablishmentpersonnel. Thiswould
include BOTWCorporate CommunicationsTeamresponsibleforSharePoint/Domino.
Conferwith RBG peergroups, Trainers, management, vendors,orpublishertoestablishtechnical specifications
and to determinesubjectmaterial tobe developedforpublication.
Interactand conferwithSME’s on Technical issuesandproblematicfixestosystemtools,processes,andfixes
relatedtobuilding Teamsite systemProfiles.
Reviewpublishedmaterialsandrecommendrevisionsorchangesinscope,format,content,andmethodsof
reproductionandbinding.
Chili’sBarand Grill (SanLeandro/Concord,CA) - January2014 to August 2014
Server
Norman’sGrill (CastroValley,CA) - November 2012 to June 2013
Operation’sAssistant
SequoiaApartments, Merrill Lynch (Pleasanton,CA) - November 2012 to June 2013 (Contract)
OfficeAdministrator/ProjectAnalyst/Porter:
Facilities maintenance,Office management andheavyphones,move-inmove-outprocedures,andproperty
walk-throughs. Multi phonelines,residentsupport, problemresolution/solvingskills,communicationand
projectstatusimplementation.
CPMCSutter Pacific - May 2010 to December2010 (Contract)
CIO Executive Assistant/ EHR ProjectCoordinator
Coordinatedheavytravel andmeetingscheduleforthe CIO-CPOVPof InformationTechnology,andExecutive
PhysiciansspecializinginHepatologyandPediatrics.
Managed PeopleSoft,SAP,SharePoint (EHRProject),andConcurfor expensereconciliation andOneNote for
dailycommunicationwithVP.
Blue Shieldof California,GoldRiver,CA - September2006 to January 2010
Director’s SeniorAdministrative Assistant(Corporate re-org)
Managed PeopleSoft,SAP,coordinatingheavytravelandmeetingschedulesfortwoExecutive Directorsand
theirSalesteams.
Administered HRpoliciesandproceduresincludingemployee files, EmployeeReview updates,payrates,andjob
postings. LiaisonassistanttoVPof ProducerSales.
Coordinated Eventplanningforteams toinclude monthlyandbi-annual All-State Regional meetings.Logisticand
Menu coordination,travel logistics,blanketcommunicationof planningtoteams/clients,videoandaudio
conferencing.
Administeredcalendarandconferencingupdatesandoptions.
3. 3
InteractedwithexecutiveBrokersforlogisticsandcalendarcoordinationforDirectors.
Managed Expense ReportsandreconciliationforteamsandDirectors.
Trackedmonthly expenditureprocessforDirectorsforP&L budgeting.Detailedreconciliationformileage
tracking,travel andmeals.
PlannedClientandVendormeetings andcommunicationonbehalf of Directors,agendaandmemocreation,
meetingtranscriptionwhere necessary,andover-all communicationtoindividualstoensure continuity.
ElectronicData Systems,San Francisco, CA - April 2001 to September2006
C-ExecutivesOfficeSupport: SeniorAdministrativeAssistant
Managed calendars forExecutive teamandover-alloffice managementfor150 employees.
Supervisedcall screening andvisitors. Liaisonforvendorsandon-site ClientandCorporate Executives.
Administered HRpoliciesandprocedures; employeefiles, Review updates,payrates, jobpostings.
Travel and meetingarrangementsforeventsandvisitorsmanaging logisticsandexpensesforbothClientand
Vendortravelers. Reconciledexpensesandexpense reportsforExecutive QuarterlyP&Lreview.
Coordinated assignedad-hocProjects usingsuperbinterpersonal skillswithahighdegree of flexibilityfor
superiorcustomerservice andsatisfaction.
Office Management, supplyorderingtobudget,equipmentissuesandvendor- management. Administered
Service Dashboardmetricsandreporting.
Client:ChevronTexaco March 2004 to September 2006
Telecom Network BusinessAnalyst (Chevron-TexacoMergerProject)
Technical andAdministrative responsibilitiestoincludeNetworkReportingMetricsandRevisions,Client
RelationshipBuilding,Client/PeerCommunications,ProjectplanningandImplementation,ProblemAnalysisand
resolution,InventoryandReporting metrics.
Technical attributestoinclude International andDomesticTelecomvendormanagement,Telecomordering
proceduresanddocumentation,NetworkBillingandReconciliation,NetworkEngineeringsupportandtrouble-
shooting,NetworkArchitecturedrawingupdatesandnetworkstorage.
Managed circuit,LAN,andWAN inventorycontrolswithvendorbillingandinventory databasesusingVantive
and TOMIS. Auditedandreporteddiscrepancies,root-cause analyses, andsuggestedfix-protocols.
Pointof contact for DomesticandInternational EngineersforProjectDisconnectandMoveswithBillingand
Assetprocedures.
Trouble TicketandWork OrderRoot-cause analysesandprotocolsusingVantive. WorkOrderassignment,
monitoring,andclosingproceduresusingRemedy.
Client:CSAA April 2001 to March 2004
BusinessAnalyst/TelecomAnalyst
Troubleshootingbreak-fix TelecomLAN andCSAA SFHome Office connectivityissues; outagesinvolvingmoves
and erroneous connectivityissues.
Administered NetworkBilling,Reporting,andReconciliationwithvendors(AT&T,SBC,Sprint,Verizon)
Coordinated LAN installsde-installswithlocal Telecomvendorsforhome-office sites,and CSAA SFCorporate
office.
AssignedTrouble tickets,administeredmonitoring andclosingprotocols, androot-cause analyses procedures
usingRemedy.
AdheredtoSLA standardsand protocols as percontractual agreements,andprotocolssurrounding highlevel
SEV1 and SEV2 networkorLAN specificoutages.
ReportingliaisontoExecutive Teamformorningoutage callsandreportingstatusresultsforbenchmarking
service levels.
Liaisonwith3rd
party vendorforDSL-highspeedadds,moves,andchangesforoffsite CSAAAgenthome offices.
Assignedtoappropriate ticketsassociatedtoDSLhigh-speedservice foragentsandsupportedandadministered
problem-solvingskillsasneeded.