As a member of the Schultz & Williams Direct team, Theresa serves as executive assistant to Senior Vice President Krista Sassaman. In addition to her role coordinating Krista’s busy schedule, Theresa manages travel plans and itineraries, conferences, meetings and calendars for the entire Direct team. She also compiles documents for client and sales meetings and prepares analytical reports and summaries, PowerPoint presentations and other external and internal correspondence. Theresa undertakes event planning and gift procurement, for the office, when needed. She is also responsible for researching and submitting entries for all direct marketing awards for the Direct team.
Prior to joining S&W, Theresa worked as an executive assistant to the president and CEO of a mid-size company in the financial industry. Her duties included managing calendars for multiple CEOs, scheduling appointments and executing transportation arrangements. Theresa also processed all letters of agreement and notifications for all state required licenses and acted as the point of contact for all business-related issues.
Theresa holds a bachelor’s degree in adult and organizational development from Temple University, where she was a member of Phi Theta Kappa Honor Society and is an active alumna. She lives in Glenside, PA with her children.