University of Utah - David Eccles School of Business

Operations Manager and Executive Assistant at Glynn Capital Management

San Francisco Bay Area

Glynn Capital Management is focused on investments in leading private and public technology growth companies. We seek to be long-term investors in a limited number of excellent companies with world-class management teams, sustainable business models, and long-term growth potential. 

Glynn Capital Management

Operations Manager

- Provides high‐level administrative support; excels at scheduling meetings, coordinating business and personal travel (international/domestic), maintaining and updating calendars both professional and personal, and managing all essential tasks
-  Conducts extensive Internet research on competitors and potential acquisitions and reports findings to Partners
-  Adapts to developing and maintaining administrative processes that improves efficiency and achieves organizational objectives 
-  Processes monthly expense report reconciliation in a timely manner 
-  Organizes and schedules quarterly board meetings for portfolio companies
-  Checks mail, runs personal errands and handles all personal bill payments


Silver Lake Kraftwerk

Executive Assistant

- Provides high‐level administrative support to Partners; excels at scheduling meetings, coordinating travel (international/domestic), maintaining and updating calendars, and managing all essential tasks
-  Adapts to developing and maintaining administrative processes that improves efficiency and achieves organizational objectives
-  Processes bi‐weekly expense report reconciliation in a timely manner
-  Organizes and schedules quarterly board meetings for portfolio companies

Bertram Capital

Administrative Assistant

- Responsible for updating the status of projects to enhance productivity
- Analyzes data to build proposals and sample portfolios for existing and prospective clients using Excel and PowerPoint 
- Strengthens client relationships which maintain a positive rapport between the client and Morgan Stanley
- Designs and updates team websites to enhance business and attract potential clients

Morgan Stanley Smith Barney

Registered Client Service Associate

- Exceeded sales goals every quarter which enhanced leadership and motivated my coworkers to reach their sales goals
- Developed exceptional attention to detail which enhanced my ability to identify fraudulent activity to prevent potential losses to the bank

Wells Fargo

Bank Teller

- Audited reports identifying discrepancies that did not match rates and prices to accepted published fixed amounts or rates 
- Prepared and updated each day’s online CD Auction and condensed information for traders which resulted in more efficient daily operations for my team
- Sought opportunity to observe traders first-hand and interviewed coworkers to increase knowledge and observe financial transactions

Courtney Scheidemann