Boating
Makeba Coyoca
Summary
Self-directed and resourceful Management and Administration Professional with over 25 years of experience successfully servicing, organizing, managing and delivering cross-functional projects and increasing production. Influences and guides at an executive-level while structuring and executing complex analyses to support strategy in fast-paced and evolving environment. Excellent influencer and relationship builder with a growth mindset and strong communications skills. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Collaborative leader with dedication to partnering with coworkers to promote engaged and empowering work culture.
Overview
25
25
years of professional experience
3
3
Certification
Work History
Chief of Staff/Senior Executive Assistant
Harves Group/Harves Global/Harves Century
07.2016 - Current
- Provide comprehensive professional and personal support to the Chairman/CEO, enabling them to focus on critical decision-making and leadership tasks
- Strategically curated content with the marketing department for the company and the Chairman/CEO's social media presence to foster a strong online presence that resonates with target audiences
- Supervise ten executive assistants, manage board relations and act as conduit for C-level executives to communicate with the Chairman/CEO of Harves Century in the United States, United Kingdom and China (PRC)
- Attend meetings and events nationally and internationally on the CEO's behalf with sport franchises, professional athletes, amusement parks, hotels, malls, restaurants, casinos and land
- Review, revise and negotiate all contracts with legal counsel and C- suite executives prior to presenting to Chairman/CEO
- Review and approve all corporate spending and travel prior to turning over to accounts receivable
- Buy and sell personal real estate for the Chairman/CEO of Harves Group and Harves Century in the United States
- Purchased land, managed project, construction, interior design and budget for the 1st families estates in Mclean, VA, Chicago, IL and Los Angeles, CA
- Manage all private and personal needs of the Chairman/CEO.
- Established successful partnerships with external organizations, expanding business opportunities and resources available to the company
- Digest feasibility studies and financials for potential acquisitions of hotels, amusement parks and restaurants prior to presenting to the Chairman/CEO by creating well-organized agendas, timelines and ensuring clear communication of objectives for each project
- Led crisis-management efforts and secured PPP (Paycheck Protection Program funding during COVID pandemic; mitigating potential negative impacts on business operations
- Mentored and developed junior staff members; fostering a culture of continuous learning and collaboration within the organization
- Supervised staff and participated in hiring, training and performance evaluations to establish and enforce policies and procedures for business functions
- Managed business operations while overseeing contractors and consultants to verify on-time completion of key deliverables
- Cultivated strong relationships with vendors and partners supporting administrative operations
- Completed bi-weekly payroll for U.S. based employees
Group Director/SCSA
Morgan Stanley Wealth Management/The Stuart Group
08.2022 - 03.2023
- Lead two full-time support team members who manage the service and business activities of the team
- Direct support to the Executive Director
- Allocate work across team members, manage priorities and schedules while serving as escalation point for team-related issues and concerns
- Oversees the development and implementation of strategies to execute the Executive Directors business plan to support existing clients and bring in new clients
- Support the $7B assets under management team holistically, contributing to a strong culture by motivating team members to embrace new ideas and ensure a high level of service.
- Established strong relationships with clients, ensuring their needs were met and promoting long-term partnerships.
- Monitored office workflow and administrative processes to keep operations running smoothly.
- Optimized operational processes using analytics tools to address client-specific metrics.
- Boosted team productivity by implementing efficient project management strategies.
Managing Member/Investment Banking
RSP Investments LLC
02.2018 - 11.2021
- Investment Banking, identify companies that need capital
- Conduct due diligence, assess risk
- Negotiate and structure deals
- Monthly meeting with the firms investment bankers
- Put together decks for deals.
Senior Financial Associate
Oppenheimer and Co, Inc./CIBC
02.2000 - 07.2016
- Provide support and assistance in business move from Scott & Stringfellow to CIBC Oppenheimer for $1MM financial advisors
- Provide various administrative duties for up to five financial advisors
- Asset allocation models and alternative investment reviews with advisors
- Conduct weekly team meetings to ensure business is running smoothly and communication is occurring
- Dealt with margin calls, RMD's and compliance reviews
- Manage team calendar including daily, weekly and monthly appointments
- Handle high volume of incoming calls, emails and tasks from clients, financial advisors and internal management
- Attend client meetings when needed with or without financial advisors
- Back-up support for all office financial advisors
- Provide support for clients with Online Services and Banking Services
- Assist with putting together client events and seminars
- Establish new client accounts and coordinate transfers from one institution to another
- Execute trades
- Syndicate Coordinator.
Education
Computer And Information Systems Security
Strayer University
Washington, DC05.1994
Skills
- Mediate disputes and a resourceful problem solver
- Task prioritization
- Trade executions, account openings and transfers, client meetings, account reviews
- Leadership development
- Strategic planning
- Excellent interpersonal skills and outstanding customer service
- Organizing procedures to ensure optimal efficiency and productivity
- Exceptional oral communication skills
- Proficient in managing and filtering critical, time-sensitive, and confidential information
- Vendor management
- Workforce planning
- Meeting facilitation
- Business acumen
- Conflict resolution
- Ethical leadership
- Risk assessment
- Delegation skills
- Staff supervision
- Contract Administration
- Administrative Management
- Schedule Management
- Payroll Oversight
- Supply Management
- Staff Management
- Workflow Planning
- Event Coordination
- Negotiation
- Quickbooks
- Policy and Procedure Modification
- Service Quality Standards
- Performance Evaluations
- Microsoft Office
- Training and Orientation
- Hiring and Terminations
- Personnel Needs Assessments
- Payroll and Budgeting
- Stakeholder engagement
- Critical thinking
Work Proficiencies And Skills
- Microsoft Office (Word, Excel, PowerPoint, Windows XP, Internet Explorer and Outlook)
- Wealth Desk
References
References upon request
Certification
- Series 7 - General Securities Representative License (2005)
- Series 63 - Uniform Securities Agent State Law License (2006)
- SIE - Securities Industry Essential Examination (2018)
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations
- Ft. Washington Boaters Association
- Bowie University Capstone Judging Panel
Interests
Cornhole
Giving back to the community
Volunteering
Timeline
Group Director/SCSA
Morgan Stanley Wealth Management/The Stuart Group
08.2022 - 03.2023
Managing Member/Investment Banking
RSP Investments LLC
02.2018 - 11.2021
Chief of Staff/Senior Executive Assistant
Harves Group/Harves Global/Harves Century
07.2016 - Current
Senior Financial Associate
Oppenheimer and Co, Inc./CIBC
02.2000 - 07.2016
Computer And Information Systems Security
Strayer University
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