Executive Assistant End to End Forecasting Program Team
Bank of America
Charlotte, North Carolina
07.2025 - Current
In this role, I support the Executive of the End-to-End team. I am responsible for managing all aspects of their Outlook calendar, answering phones, correspondence, scheduling travel, typing presentations, timely expense reporting, planning of team functions and off-site meetings, and am also the point of contact for all other Managers and other team members that need administrative assistance.
Executive Assistant Enterprise Cost Management Team
Bank of America
Charlotte, North Carolina
07.2020 - 07.2025
In this role, I supported the Executive of the ECOM team. I was responsible for managing my Executives Inbox and all aspects of their Outlook calendars, answering telephones, correspondence, scheduling travel, typing presentations, timely expense reporting, planning of team functions and off-site meetings, and also the point of contact for all other Managers and other team members that need administrative assistance.
Business Support Analyst, Enterprise Data Management – Enterprise Information Exchange Team
Bank of America
Charlotte, North Carolina
07.2015 - 07.2017
In the Business Support Analyst role, I performed various functions to include: Administrative/Business Support and Project Management. Business Support responsibilities include planning team off-sites and functions, on-boarding and off-boarding of associates, compiling agendas and scheduling of weekly staff meetings and bi-monthly forum meetings. Input time allocation on CAPPM for our team, ordering supplies and equipment. For the Project Management portion of my role, I manage four initiatives by maintaining TAR lists of to-do items to make sure the project stays on time for specific release dates, host weekly meetings to go over these items and attend daily meetings that pertain to the projects. SPOC
Executive Assistant, Global Financial Crimes Compliance – Global Detection & Monitoring Team
Bank of America
Charlotte, North Carolina
11.2013 - 07.2015
In this role, I supported the GD&M Executive and 3 of his Direct Reports. I was responsible for managing my Executives Inbox and all aspects of their Outlook calendars, answering telephones, correspondence, scheduling travel, typing presentations, timely expense reporting, planning of team functions and off-site meetings, and am also the point of contact for all other Managers and 150 other team members that need administrative assistance. This is a fast paced, constantly changing role that I excel at.
Administrative Assistant III, Enterprise Business Services
Bank of America
Charlotte, North Carolina
07.2011 - 11.2013
In this role, I support the Enterprise Services Executive/Supplier Diversity Executive and two Vendor Executives. I was responsible for managing all aspects of their Outlook calendars, answering telephones, correspondence, scheduling travel, typing presentations, timely expense reporting, planning of team functions and off-site meetings, and am also the point of contact for all other Managers and other team members that need administrative support. I also work with outside Vendors to schedule meetings with my Executive. I am in charge of collecting information for monthly reports that are used for Executive Management.
Administrative Assistant III, Finance Systems Roadmap
Bank of America
Charlotte, North Carolina
10.2009 - 07.2011
In my role with the Finance Systems Roadmap Team, I supported two Program Management Executives. I was responsible for managing all aspects of their Outlook calendars, Outlook Inboxes, answering telephones, correspondence, scheduling travel, timely expense reporting, typing presentations, planning of team functions and off-site meetings, and am also the point of contact for all other Managers and other team members that need administrative support. I compiled monthly reports for managers that were sent to Executive Management.
Executive Assistant, Global Delivery Finance
Bank of America
Charlotte, North Carolina
06.2006 - 10.2009
As an Executive Assistant supporting the Global Delivery Executive, I was responsible for managing all aspects of their Outlook calendars, Outlook Inboxes, answering telephones, typing letters, scheduling travel, timely expense reporting, typing presentations, planning of team functions and off-site meetings, and am also the point of contact for all other Managers and other team members that need administrative support. Work extensively with our partners in the India FAKC offices in Gurgaon and Mumbai. I help plan meeting and travel for several of the India associates.
Executive Assistant, Finance
Bank of America
Charlotte, North Carolina
06.2003 - 06.2006
As an Executive Assistant in the Finance Department, I supported a Finance Executive and Senior Finance Managers. Responsibilities include managing all aspects of their Outlook calendars, answering telephones, correspondence, scheduling travel, timely expense reporting, typing presentations, planning of team functions and off-site meetings, and was point of contact for all other Managers and other team members who needed administrative support. In this position I also had daily contact with many Finance Executives.
Relationship Associate, Private Banking & Trust
Bank of America
Charlotte, North Carolina
09.2001 - 06.2003
As a Relationship Associate for the Private Bank, I supported the Compliance Managers in the Department. It was our responsibility to make sure that our client information was kept up to date and that their Trust funds were appropriately managed. In this role, I also assisted the Compliance Executive in our department. Responsibilities included answering phones, scheduling meetings and travel, typing correspondence and any other daily duties needed.
Relationship Associate, Commercial Bank
Bank of America
Charlotte, North Carolina
03.2000 - 09.2001
As a Relationship Associate for the Commercial Department, I supported two Client Managers and their clients on a daily basis. Responsible for helping clients with their daily banking needs, including transferring funds, wiring funds, opening and closing bank accounts and certificates of deposit, keeping organized files for each client, troubleshooting and keeping them up-to-date on all bank products to simplify their banking needs. My most important responsibility was to maintain an excellent working relationship with each client.
As Executive Assistant for the Southeast Region Executive of the Private Bank, my responsibilities included daily typing of letters, memos and presentations; tracking and typing of monthly progress reports on each of the 20 Relationship Managers; answering multiple phone lines and acting as office liaison. Also included, the planning of office functions and functions ranging from 25 to 400 of our Private Banking clients; contact with these clients and with many Executives of the Bank. For a one-year period, I acted in a duel role as Executive Assistant and as a Relationship Associate. My duties as a Relationship Associate included, transferring and wiring of funds from and into accounts and helping clients with their daily banking needs.
Education
Diploma - Business and Office Occupations
Valdosta Technical University
Valdosta, Georgia
01.1987
Skills
Dedicated, detail-oriented administrative professional with 40 years experience with 33 years supporting Bank executives and management teams
Seasoned global traveler with ability to work well multi-culturally
Adapts well to change
Specific strengths include: time management, organization, customer/client/team relationships, motivated self-starter; strong analytical and problem solving skills, strong communication skills, has a broad working network at the bank
Computer applications: Microsoft Outlook, Excel, Power Point, Word, Visio, Ariba, Concur, Org Plus, Merlin, Mainframe, Internet Explorer, CAPPM, SPOC
Timeline
Executive Assistant End to End Forecasting Program Team
Bank of America
07.2025 - Current
Executive Assistant Enterprise Cost Management Team
Bank of America
07.2020 - 07.2025
Business Support Analyst, Enterprise Data Management – Enterprise Information Exchange Team
Bank of America
07.2015 - 07.2017
Executive Assistant, Global Financial Crimes Compliance – Global Detection & Monitoring Team
Bank of America
11.2013 - 07.2015
Administrative Assistant III, Enterprise Business Services
Bank of America
07.2011 - 11.2013
Administrative Assistant III, Finance Systems Roadmap