Erica Rueckwald
New York,NY
Summary
Multitalented professional with several years in top-tier organizational support. Skilled at close work with the senior executive team. Robust history offering office management, support staff management, training, supervision and event planning. Excellent research, project support and organizational abilities.
Overview
1
1
Language
11
11
years of professional experience
Work History
Executive Assistant
Morgan Stanley
Purchase, NY
10.2023 - 05.2025
- Coordinated large-scale virtual internal and external client meetings and events, enhancing client engagement and communication
- Coordinated in-person client meetings, global events, and conferences, facilitating collaboration and relationship-building
- Managed complex schedules and competing priorities, balancing tactical execution with strategic priorities to ensure seamless operations
- Processed travel approvals for team members and itineraries, anticipating conflicts and expense approvals
- Managed monthly newsletter and global communications
Senior Executive Assistant to Global Head of Investor Relations
The Carlyle Group
New York, New York
05.2022 - 06.2023
- Coordinated internal and external Investor Relations events, ensuring seamless execution of board meetings, fundraising initiatives, and offsites.
- Managed extensive and complex Outlook calendars for the Investor Relations team across multiple time zones, efficiently and proactively handling conflicts
- Leveraged CRM to manage key contacts, calendar data, pipeline reports, and task workflows
- Organized complex executive travel with detailed itineraries
- Cultivated relationships with stakeholders and clients, fostering collaboration and supporting strategic communication initiatives.
Senior Executive Assistant
Citibank
New York, NY
06.2017 - 06.2022
- Led travel logistics, expense reimbursements, and complex international scheduling for Senior Executives involved in high-performing Senior Management global leadership conferences and development programs
- Developed executive presentations to measure ROI of teams and secure budgeting approvals for global executive development programs, enhancing team visibility among senior leadership
- Managed operational processes including program executive recruiting and program budgeting
- Executed special projects for performance management initiatives for performance management and executive coaching.
- Designed and implemented comprehensive project plans for business initiatives
- Developed strong relationships with high-touch clients and key stakeholders across the firm
Executive Assistant to Managing Director and Banking Team
Citibank NA / Citi Private Bank
New York, NY
05.2014 - 01.2016
- Coordinated Investor Relations events for High-Net-Worth clients, enhancing client engagement and communication
- Coordinated Investor Relations events for HNW clients and internal strategy meetings, supporting strategic initiatives and team alignment
- Managed Outlook calendar and Concur travel for Investor Relations team, ensuring seamless scheduling and timely reimbursements
- Created various strategy documents, metrics reports, and presentations using advanced Excel skills
Education
Master of Science (MS) - Human Resources Management
Pace University
New York, NYBachelor of Arts (BA) - Economics and Policy
Boston University
Boston, MASkills
- Executive travel coordination
- Calendar management
- Expense reporting
- CRM data management
- PowerPoint presentations
- Project management
Personal Information
Title: Senior Executive Assistant
Languages
French
Professional
Timeline
Executive Assistant
Morgan Stanley
10.2023 - 05.2025
Senior Executive Assistant to Global Head of Investor Relations
The Carlyle Group
05.2022 - 06.2023
Senior Executive Assistant
Citibank
06.2017 - 06.2022
Executive Assistant to Managing Director and Banking Team
Citibank NA / Citi Private Bank
05.2014 - 01.2016
Master of Science (MS) - Human Resources Management
Pace University
Bachelor of Arts (BA) - Economics and Policy
Boston University