Kerry Gutierrez
Wilton,CT
Summary
Dynamic Executive Assistant with a proven track record at Black Diamond Capital Management, excelling in travel coordination and stakeholder communication. Expertly managed complex schedules and orchestrated high-level events, enhancing operational efficiency and executive productivity. Adept at problem-solving and document preparation, ensuring seamless support for top executives in fast-paced environments.
Overview
32
32
years of professional experience
Work History
Executive Assistant to the President
Black Diamond Capital Management
Stamford, CT
10.2024 - Current
- Arranged comprehensive travel plans for President, coordinating airfare, hotel, and car rentals.
- Managed executive calendar, scheduling meetings to optimize President's time.
- Facilitated communication between departments and external stakeholders effectively.
- Coordinated logistics for high-level events, ensuring seamless execution and adherence to schedule.
Executive Assistant to the CEO
Factset
Norwalk, USA
11.2022 - 11.2023
- Provided administrative support to the CEO of a globally recognized financial data and software company with offices worldwide
- Liaised with clients and department heads on behalf of the CEO, facilitating effective communication and managing expectations
- Coordinated complex global travel across time zones; maintained visa and passport expiration dates, remained abreast of changing entry laws, processed all expenses
- Worked with team members from worldwide offices to organize executive visits, internal meetings, client engagements, and recognition events; spearheaded efforts to improve executive coordination when traveling together
- Effectively managed the CEO's calendar; Analyzed time spent in meetings, traveling, and client visits over the previous year to identify opportunities to streamline and prioritize his time
- Globally recognized financial data and software company with offices worldwide
Executive Assistant / Office Administrator
NTC Group
Greenwich, USA
04.2021 - 11.2022
- Provided administrative support to Equity Partners of a boutique private equity firm with accuracy and attention to detail in a highly organized and professional manner
- Coordinated travel for the executive team; commercial and private air, hotel, and ground transportation
- Planned and executed board meetings and annual retreats; assisted with the development of meeting materials using PowerPoint and Excel
- Developed multi-day itineraries including meetings, meals, and recreation
- Arranged travel for all board members and spouses
- Recorded and published meeting minutes
- Managed physical office environment; interfaced with building management for maintenance, repair requests, and HVAC
- Maintained office and breakroom supplies
- Worked with service and office equipment vendors to ensure proper functioning
- Ensured deadlines were met for various State and Federal filings
- Maintained QuickBooks for multiple sub-companies which included creating customized reports and financial statements used by the company’s accounting firm
- Assisted in research & analysis using Excel analytical tools and developing spreadsheets
- Boutique private equity firm
VP, Project Manager, Private Banking Shared Services
JPMorgan Chase
New York, USA
02.2004 - 11.2012
- Managed the strategy and all related projects for the Private Banking Client Investment Statement
- Successfully insourced statement production from a vendor to an internal print group
- Eliminated physical mailings of mutual fund prospectuses, trade advices, and confirmations which reduced annual spending by $750 thousand
- Implemented various strategies to reduce costs and increase efficiencies
VP, Project Manager, Investment Banking Operations
JPMorgan Chase
New York, USA
06.2005 - 12.2006
- Developed weekly and monthly management reports on operational efficiencies and functional volumes related to Fixed Income trading
- Implemented a vendor workflow application to track trade reporting errors
- Participated in an international initiative to implement a global reporting application
VP, Special Projects, Small Business Banking Sales Support
JPMorgan Chase
New York, USA
02.2004 - 06.2005
- Participated in a multidisciplinary team, tasked with developing and implementing new credit processing protocols across the Branch and Relationship Management channels
- Developed business cases to increase 2006 staffing levels for the Small Business Equipment Finance and Merchant Services groups
- Supported the development of field management performance and compensation plans
Business Analyst
Goldman, Sachs & Co.
New York, USA
09.2001 - 11.2003
- Liaised with internal clients, managing technology costs, investments, and budgets
- Produced monthly & quarterly financial reports, annual budgets, short-term forecasts, and variance analyses used by senior management
Business Analyst
Benchmarking Partners
Cambridge, USA
06.2000 - 04.2001
- Worked with management teams of Fortune 500 consumer products firms to identify business requirements for enterprise planning solutions
Project Manager
International Business Communications
Southborough, USA
04.1996 - 11.1999
- Managed the planning and execution of educational seminars and conferences for senior-level executives in the energy industry, maintaining the finances and profitability of each event
Event Coordinator
The Holiday Inn of Mansfield & Foxboro
Mansfield, USA
06.1993 - 04.1996
- Seamlessly planned and executed professional and social events
Education
MBA - Management
Boston University
Boston, MABA - Business Management
Johnson & Wales University
Providence, RISkills
- Travel coordination
- Calendar management
- Event logistics
- Stakeholder communication
- Document preparation
- Client liaison
- Administrative support
- Problem solving
- Office administration
- Project management
- Interpersonal communication
Timeline
Executive Assistant to the President
Black Diamond Capital Management
10.2024 - Current
Executive Assistant to the CEO
Factset
11.2022 - 11.2023
Executive Assistant / Office Administrator
NTC Group
04.2021 - 11.2022
VP, Project Manager, Investment Banking Operations
JPMorgan Chase
06.2005 - 12.2006
VP, Project Manager, Private Banking Shared Services
JPMorgan Chase
02.2004 - 11.2012
VP, Special Projects, Small Business Banking Sales Support
JPMorgan Chase
02.2004 - 06.2005
Business Analyst
Goldman, Sachs & Co.
09.2001 - 11.2003
Business Analyst
Benchmarking Partners
06.2000 - 04.2001
Project Manager
International Business Communications
04.1996 - 11.1999
Event Coordinator
The Holiday Inn of Mansfield & Foxboro
06.1993 - 04.1996
MBA - Management
Boston University
BA - Business Management
Johnson & Wales University