Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Highlights
Skilled and dedicated Executive Assistant with more than 15 years of experience coordinating, planning, and supporting daily operational and administrative functions. * Proven strong interpersonal skills plus ability to efficiently handle multiple projects and work independently. * Proactive self-starter with excellent follow-up and time management skills. * Ability to work under pressure while maintaining a positive attitude and strong work ethic. * Demonstrated capacity to provide comprehensive support for executive-level staff; excel at scheduling meetings, coordinating travel, and managing all essential tasks. SKILLS: * MS Office (Word, Excel, PowerPoint, Outlook), Bloomberg, Spiderweb, and highly Internet Savvy.
Accomplishments
Experience
02/2015 to 04/2015
Executive Assistant to the Chairman, CEO & PresidentOrthoNet – City, STATE,
Worked closely and effectively with the CEO to keep him well informed of upcoming commitments and responsibilities
Planned, coordinated and ensured the CEO's schedule is followed. Provided a "gatekeeper" role, creating situations for direct access to the CEO's time.
Researched, prioritized and follow up on incoming issues and concerns addressed to the CEO, including those of a sensitive or confidential nature.
Managed calendar appointments and completed expense reports. Arranged detailed travel plans, itineraries, and agendas; and compiled documents for travel-related meetings.
09/2014 to 12/2014
Executive/Personal Assistant to Head Portfolio Manager of a Hedge FundTIG Advisors – City, STATE, * Provided executive administrative support to Portfolio Manager in a timely and conscientious manner; acted as gatekeeper. * Scheduled all investor meetings and coordinated complex travel arrangements. * Managed all incoming emails. * Scheduled all personal appointments and worked closely with his family. * Provided administrative support to 3 analysts and 1 lawyer.
11/1999 to 07/2014
Executive Assistant to Chief Operating Officer and Global Group Head of the Financial Sponsors GroupCredit Suisse Securities, LLC – City, STATE, New York, NY 11/1999 - 07/2014 Executive Assistant to Chief Operating Officer and Global Group Head of the Financial Sponsors Group * Provided comprehensive executive administrative support to the Chief Operating Officer and Global Group Head and the Financial Sponsors Group. * Managed and maintained busy calendars, scheduled meetings and appointments, coordinated extensive travel arrangements, prepared detailed itineraries, prepared and processed expense reports, prioritized and distributed correspondence, etc. * Managed Principal's calendar, correspondence and communications, and confidential files. * Helped select venues for Board of Directors meetings, offsite meetings, sporting events, entertainment and dining engagements, etc. * Organized and coordinated conferences, meetings, and events; prepared all corresponding materials. * Liaised with internal clients and employees to assess needs; ensured client satisfaction. * Distributed industry research data and managed group prospectus library. * Worked with visa and passport agencies to maintain updated passports and obtain proper visas, letters of support, or sponsor letters as required for management team and guests. * Organized and set up subcommittees for performance reviews. * Coordinated interviews with internal staff members for recruiting. * Prepared and tracked expenses and reimbursements in accordance with Credit Suisse policies. * Managed administrative coverage: phones, web, and audio conferences; addressed issues effectively. Investment Banking Committee (IBC) Administrative Assistant (evenings & weekends) * Served as back-up in representing the organization for the Investment Banking Committee Administrator. * Coordinated, scheduled, and documented all IBC meetings (between banking teams and committee members as well as London and Asia based IBC Administration teams). * Provided guidance to committee members and deal team bankers on IBC rules and procedures. * Distributed materials to committee members.
06/1998 to 11/1999
Executive Assistant for the International Private Finance GroupMerrill Lynch – City, STATE, * Provided high-level executive administrative support for 12 Senior Managers. * Screened, answered, and directed high volume of incoming phone calls and reviewed/distributed incoming mail. * Drafted and typed correspondence, prepared agendas, set up meetings, and managed multiple complex calendars. * Generated, received, processed, and maintained status on all loan documentation. * Trained new employees on Merrill Lynch policies and procedures. * Purchased office supplies and processed outstanding invoices/expense reports.
Education
Expected in 1998
Bachelor's: International Management, Latin American Studies Pace University - New York, NY GPA: Pace University, New York, NY * Credits towards Bachelor's degree; Major: International Management, Minor: Latin American Studies (1995-1998)
Presentations
Organized and coordinated conferences, meetings, and events; prepared all corresponding materials
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School Attended
Pace University
Job Titles Held:
Executive Assistant to the Chairman, CEO & President
Executive/Personal Assistant to Head Portfolio Manager of a Hedge Fund
Executive Assistant to Chief Operating Officer and Global Group Head of the Financial Sponsors Group
Executive Assistant for the International Private Finance Group
