Results-driven professional with a proven track record of achieving company objectives through systematic and efficient practices. Expertise in thriving under pressure and adapting to dynamic environments to strengthen organizational branding.
Overview
32
32
years of professional experience
Work History
Small Business Owner
Financial Advisory Services
01.2012 - Current
Assess and develop financial strategies to optimize client investment portfolios with decisions on investments such as: stocks and bonds, tax laws, and insurance.
Conduct risk assessments to ensure compliance with regulatory standards.
Help clients plan for short and long-term goals, such as budgeting for education expenses and saving for retirement through investments.
Analyze market trends to provide informed recommendations for clients' financial decisions.
Establish a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
Established a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
Created financial plans and budgets to optimize resources, track expenses, and ensure profitability.
Evaluated sales reports and financial statements to manage cash flow and develop techniques to improve business.
Provided elite customer service by resolving escalated problems and calmly responding to shifting priorities.
Senior Executive Assistant – Industrials Group (P
Deutsche Bank Ag, Global Business Services
01.2010 - 02.2012
Coordinated intricate scheduling for senior executives to enhance productivity and streamline meeting processes.
Established and sustained efficient office procedures to streamline daily operations and support productivity.
Enabled effective communication between departments to support collaborative efforts on various projects and initiatives.
Managed comprehensive travel arrangements, including itineraries and accommodations, to facilitate executive efficiency.
Conducted workflow analysis to identify and recommend improvements, supporting increased organizational efficiency.
Facilitated accurate and timely processing of travel expenses and reimbursements to support executive operations.
Fostered strong partnerships with internal teams to support collaborative efforts on key initiatives led by senior leadership.
Developed and instituted efficient administrative procedures and protocols to optimize productivity levels.
Oversaw the distribution of company-wide announcements. Managed conference room bookings for events. Organized catering services for annual staff development forum.
Screened calls and emails and responded accordingly to support executive correspondence.
Screened incoming mail, publications and other correspondence directed to management team members.
Enhanced communication between executives and staff by acting as a liaison and promptly addressing issues or concerns.
Global Head Executive Assistant – Real Estate Priv
Credit Suisse Bank
09.2007 - 09.2009
Coordinated complex executive schedules and managed travel arrangements efficiently.
Developed and maintained comprehensive filing systems to enhance document retrieval.
Facilitated communication between executives and internal/external stakeholders to streamline processes.
Organized high-level meetings, preparing agendas and taking detailed minutes for effective follow-up.
Mentored junior administrative staff, fostering professional growth and enhancing team productivity.
Collaborated with cross-functional teams to support project initiatives and improve departmental performance.
Handled confidential and sensitive information with discretion and tact.
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Processed travel expenses and reimbursements for executive team and senior management group.
Answered high volume of phone calls and email inquiries.
Screened calls and emails and responded accordingly to support executive correspondence.
Improved office efficiency by implementing new filing systems and document management processes.
Contributed to budget management by monitoring expenses and providing detailed expenditure reports regularly.
Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Executive / Personal Human Resource Assistant
Digitas LLC
08.2006 - 09.2007
Facilitated administrative support for Global Head and Senior Vice President of Human Resources.
Coordinated executive calendar and managed travel arrangements. Supported development and implementation of HR practices, including performance management and employee relations activities.
Managed a 1.5 million dollar budget while organizing team meetings and off-site events. Collaborated with office presidents to facilitate communication and project alignment.
Senior Executive Assistant – Global Technology Ope
Deutsche Bank Ag, Global Business Services
04.2004 - 07.2006
Delivered comprehensive administrative support to enhance efficiency for one managing director and three directors of global technology operations.
Directed management of complex daily calendars and activities, facilitating rescheduling on short notice and ensuring timely notifications to all stakeholders.
Oversaw arrangements for domestic and international travel, including accommodations and transportation, with a focus on time zone considerations. Managed processing of travel and expense reconciliations and invoices; developed comprehensive reports in Word and Excel and refined PowerPoint presentations for departmental financial analysis.
Senior Commodity Trader Assistant
The Bank of Nova Scotia - Scotia Mocatta
11.1993 - 02.2004
Provided trading, operational and administrative support to the Senior Vice President and three Managers of Operations Trading/Borrowing/Lending facilities of US dollars & foreign currencies to fund trading positions, including hedging & dollar allocations.
Established consistent updates of daily cash positions and receivables. Responsible for the daily shipping & receiving of precious metals through several depositories; postings of precious metal transactions and keeping a consistent update of daily positions.; Processed investigations, compensation, and value adjustment claims for all currencies and precious metals transactions.
Created spreadsheets to determine daily US and Foreign Exchange trading activities. Generated federal wire transfers to/from all USD and Foreign Exchange accounts.
Executed trades across multiple platforms, ensuring compliance with regulatory requirements and internal policies.
Collaborated with cross-functional teams to develop risk management frameworks and enhance trading operations.
Mentored junior traders on market analysis techniques and effective trading practices to improve team performance.
Analyzed market trends to inform trading strategies and optimize commodity portfolios.
Developed predictive models for price forecasting, contributing to more informed decision-making processes.
Evaluated supplier contracts and pricing structures to maximize profitability and align with market conditions.
Implemented process improvements that streamlined operations, reduced costs, and enhanced overall efficiency in trading activities.
Spearheaded initiatives aimed at streamlining trading operations, leading to increased efficiency within the organization.
Actively participated in industry events and conferences, expanding professional networks and staying informed about emerging trends within the commodities space.
Developed expertise in specific commodity sectors, providing valuable insights to clients and colleagues alike.
Maintained accurate records of all transactions, allowing for efficient analysis of performance metrics.
Verified deliveries and resolved discrepancies between order and shipment.
Monitored regulatory changes affecting the commodity sector, ensuring ongoing compliance with industry standards.
Assisted in training new staff, fostering a collaborative environment for skill development.
Acquired Series 6, Series 7, and Series 63 Licenses.
Analyzed market data to identify profitable trading opportunities and make informed decisions.
Arranged for payment and maintained records of bids, orders, and financial transactions.
Managed scheduling and travel arrangements for executives, ensuring optimal time management and resource allocation.
Trained new staff on operational procedures, promoting adherence to company policies and practices.
Safeguarded sensitive information through proper documentation handling, data entry, and record maintenance procedures.
Education
Master of Science - Global Economics
Pace University
New York (City), NY
06.2005
Master of Science - Financial Management
Pace University
New York, NY
06.2005
Bachelor of Science - Management Information Systems
Pace University
New York (City), NY
06.1993
High School Diploma -
Saint Joseph High School
Brooklyn, NY
06.1987
Skills
Data management
Timeline
Small Business Owner
Financial Advisory Services
01.2012 - Current
Senior Executive Assistant – Industrials Group (P
Deutsche Bank Ag, Global Business Services
01.2010 - 02.2012
Global Head Executive Assistant – Real Estate Priv
Credit Suisse Bank
09.2007 - 09.2009
Executive / Personal Human Resource Assistant
Digitas LLC
08.2006 - 09.2007
Senior Executive Assistant – Global Technology Ope
Deutsche Bank Ag, Global Business Services
04.2004 - 07.2006
Senior Commodity Trader Assistant
The Bank of Nova Scotia - Scotia Mocatta
11.1993 - 02.2004
Master of Science - Global Economics
Pace University
Master of Science - Financial Management
Pace University
Bachelor of Science - Management Information Systems