ALEXIS GABRIELE
Mahopac,NY
Summary
Detail-oriented Executive Assistant with 10+ years of experience supporting C-suite leaders, operations teams, and compliance functions in fast-paced financial services environments. Known for improving processes, managing complex workflows, executing high-stakes administrative tasks, and coordinating cross-departmental initiatives. Skilled in operations support, corporate access, travel management, compliance reporting, vendor management, policy updates, and event planning. Utilizes strong interpersonal skills to facilitate communication and collaboration among team members. Trusted for confidentiality, accuracy, and proactive problem-solving.
Overview
12
12
years of professional experience
Work History
Executive Assistant
Oak HC/FT
06.2024 - Current
- Provide high-level administrative support to Partners and advisors, managing complex and dynamic calendars.
- Coordinate internal and external meetings.
- Arrange domestic and international travel, including detailed scheduling, and manage last-minute changes.
- Serve as the primary point of contact for scheduling inquiries and external stakeholders, ensuring exceptional communication and professionalism.
- Process expense reports, track reimbursements, and ensure timely submission of Partner and team expenses.
- Maintain confidentiality around sensitive investment information, pipeline activity, and firm operations.
- Streamlined executive scheduling to optimize daily operations and enhance team productivity.
Executive Assistant
Altium Capital Management, LP
06.2022 - 06.2024
- Support Operations with documentation related to selling and exercising physically held warrants.
- Perform daily cash and position reconciliations; maintain internal restricted lists.
- Assist Director of Operations with restricting/unrestricting securities and provide backup for end-of-day reporting.
- Review and edit NDAs and CDAs prior to COO approval.
- Manage corporate access for Analysts including event registration, meeting coordination, travel booking, and relationship management with brokers.
- Collaborate with Office Manager to plan company events and outings.
- Implement quarterly cybersecurity testing across the firm.
- Assist with employee handbook updates and ad-hoc Business Development support.
- Provide IT troubleshooting support and manage expense submissions and scheduling.
- Recommend process improvements and support COO/Office Manager with special projects.
Office Manager
ABSA Securities U.S. Inc
12.2019 - 06.2022
- Supported Compliance with AUM verifications, due diligence reports, KYC/AML reporting, and employee brokerage statement reviews.
- Updated firm policies and compliance documentation.
- Assisted executives with PowerPoints, marketing decks, and special projects.
- Improved and implemented company credit card expense processes.
- Managed employee travel, expense reports, and credit card statements.
- Liaised with overseas IT team for U.S. office systems and equipment.
- Coordinated meetings, events, and vendor relationships.
- Oversaw office move and new office setup.
- Managed onboarding including equipment, access badges, and business cards.
- Led rollout of ComplySci platform and generated monthly reports.
- Recorded and distributed meeting minutes for key compliance committees.
Assistant Manager of Administration
American Pet Products Association
11.2013 - 11.2019
- Served as primary point of contact for office operations and employee support.
- Coordinated building management and IT for office issues.
- Prepared audit documentation and managed financial paperwork.
- Oversaw payment processing, invoicing, and expense workflows.
- Planned and supervised a full office move including vendor coordination and office setup.
- Created HR processes and forms for the company’s online portal.
- Supported onboarding and orientation for new employees.
- Maintained personnel records and compensation time workflows.
- Planned events, coordinated meetings, and managed vendor relationships.
- Managed office supplies, equipment, and mail distribution.
- Revised and maintained the employee handbook.
Education
M.B.A. - Management
Long Island University
05.2018
B.A. - Liberal Studies
Purchase College, SUNY
05.2013
Skills
- Microsoft Word, Excel, PowerPoint, Outlook; QuickBooks, Concur
- Securities Industry Essentials (2020)
- Series 99 Operations Professional (2022)
- Operations support, compliance workflows, corporate access, vendor management, event planning, travel coordination
Timeline
Executive Assistant
Oak HC/FT
06.2024 - Current
Executive Assistant
Altium Capital Management, LP
06.2022 - 06.2024
Office Manager
ABSA Securities U.S. Inc
12.2019 - 06.2022
Assistant Manager of Administration
American Pet Products Association
11.2013 - 11.2019
B.A. - Liberal Studies
Purchase College, SUNY
M.B.A. - Management
Long Island University