Proficient in all Microsoft Office programs (Word, Excel, Outlook, Powerpoint), Concur Travel System, Outlook
Excellent project management and organizational skills
Strong attention to detail
Work effectively and efficiently under pressure
Natural high level of initiative and work ethic
Ability to prioritise, effectively manage, and execute multiple projects simultaniously
Overview
38
38
years of professional experience
Work History
Executive Assistant to two Partners -Global Head of Insurance Asset Management and Global Head of Interest Rate Strategy and the respective teams
Goldman Sachs
New York
05.2014 - Current
Calendar and Schedule Management: Managing complex calendars, arranging meetings, and coordinating appointments for executives. This often involves proactive scheduling and clear communication to ensure executives are prepared and on time
Communication and Correspondence: Preparing and editing reports, presentations, and other correspondence for executive review, as well as screening and prioritizing phone calls, emails, and other communications
Travel Coordination: Arranging detailed travel plans, including flights, accommodations, and transportation
Confidentiality: Maintaining confidential information with discretion and professionalism, which is a cornerstone of administrative roles and crucial for safeguarding sensitive data and building trust
Administrative and Project Support: Providing general administrative support to the team, assisting with project management tasks like tracking deadlines, coordinating team efforts, and managing and tracking expenses
Liaison and Information Flow: Acting as a liaison between executives, internal teams, and external stakeholders, and facilitating communication and information flow within the organization
Cross-Divisional Teamwork: Collaborate on tough and challenging schedules so key executives can get work toward a common goal
Insurance Asset Management Division
Executive Assistant to the Global Head of Interest Rate Strategy, the Global Chief Technical Analyst, Co-Global Head of Foreign Exchange Strategy and their respective teams
Morgan Stanley
New York
10.2008 - 05.2014
Interface with executive staff and high-profile clients
Maintain executive calendars, scheduling internal and external meetings and conferences
Send highly confidential research publications to thousands of clients on daily basis
Draft correspondence, memos, presentations and meeting materials
Manage arrangements of national/international travel and other accommodations, including comprehensive and detailed itineraries
Handle heavy volume of incoming and outgoing calls, email, and mail; keep detailed records
Manage all accounts payable, both personal and professional, for 18 executives
Act as a liaison between executives, clients and all internal departments
Work closely with executives on special projects and compilation of client databases
Coordinate all special events including luncheons, business and personal dinners, Holiday arrangements and executive parties.
Interest Rate Strategy Division
Executive Assistant, Convertible Bond Trading and Sales
Lehman Brothers
New York
04.2004 - 09.2008
Maintain executive calendars, scheduling internal and external meetings and conferences
Create highly confidential sales credit reports based on daily trading utilizing excel
Draft correspondence, memos, presentations and meeting materials
Manage arrangements of national/international travel and other accommodations, including comprehensive and detailed itineraries.
Partner Administrative Assistant
Brown Brothers Harriman
New York
06.1988 - 04.2004
Maintain executive calendars, scheduling internal and external meetings and conferences
Entrusted to handle confidential information
Draft correspondence, memos, presentations and meeting materials
Prepared expense reports for processing
Institutional Equity Sales Assistant
Brown Brothers Harriman
New York
Supported three analysts by maintaining executive calendars, scheduling internal and external meetings and conferences
Created daily and monthly volume reports
Draft correspondence, memos, presentations and meeting materials
Foreign Securities Processing Department / Administrative Assistant
Brown Brothers Harriman
New York
Supported two analysts by maintaining executive calendars, scheduling internal and external meetings and conferences
Input trades in mainframe system
Created daily and monthly volume reports on trades that were processed
Draft correspondence, memos, presentations and meeting materials
Administrative Assistant supporting the Operations Department of approx. 45 people. Responsibilities included: scheduling internal and external meetings and conferences, ordering supplies and submitting time sheets
Draft correspondence, memos, presentations and meeting materials
Education
Bachelor of Science - Business Management, Human Resource Mgt.
St. John's University
Jamaica, New York
Skills
Concur, Outlook, Microsoft - Word, Excel, Adobe Acrobat
Affiliations
New Generation German-American Club, Secretary, 2006-2009
References
Provided upon request
Timeline
Executive Assistant to two Partners -Global Head of Insurance Asset Management and Global Head of Interest Rate Strategy and the respective teams
Goldman Sachs
05.2014 - Current
Executive Assistant to the Global Head of Interest Rate Strategy, the Global Chief Technical Analyst, Co-Global Head of Foreign Exchange Strategy and their respective teams
Morgan Stanley
10.2008 - 05.2014
Executive Assistant, Convertible Bond Trading and Sales
Lehman Brothers
04.2004 - 09.2008
Partner Administrative Assistant
Brown Brothers Harriman
06.1988 - 04.2004
Institutional Equity Sales Assistant
Brown Brothers Harriman
Foreign Securities Processing Department / Administrative Assistant
Senior Executive Assistant II to the Head of Enable Product Organization at GEICOSenior Executive Assistant II to the Head of Enable Product Organization at GEICO