Dynamic Executive Assistant with a proven track record in supporting senior leadership through effective schedule management and project organization. Expertise in delivering high-quality administrative support while maintaining professionalism and sound judgment in task prioritization. Demonstrated ability to analyze complex situations and execute solutions efficiently.
Overview
28
28
years of professional experience
Work History
Executive Assistant
Blue Sea Capital
West Palm Beach
10.2022 - Current
Managed executive calendars and scheduled appointments efficiently.
Prepared meeting agendas and documented minutes for stakeholder meetings.
Facilitated communication between departments and external partners effectively.
Organized company events and ensured all logistics were handled smoothly.
Maintained confidential files and sensitive information with discretion.
Streamlined office processes to improve administrative efficiency and support teams.
Maintained confidential records and files related to executive operations.
Maintained company confidence and protected business operations by keeping sensitive information confidential.
Monitored incoming emails and responded accordingly in a timely manner.
Performed data entry tasks into various software programs including MS Excel spreadsheets.
Coordinated travel arrangements and itineraries for senior leadership.
Executive Assistant to Chief Deposit Office and Executive Vice President of Business Banking
First Citrus Bank
Tampa
07.2021 - 01.2022
Managed extensive calendar for executives, ensuring efficient meeting preparation.
Answered phones and processed monthly expenses while maintaining accuracy.
Created and analyzed daily and monthly reports to inform decision-making.
Coordinated Business Disaster Continuity Plan as assistant coordinator.
Collaborated with Human Resources on various ad hoc projects with discretion.
Supported marketing department by assisting team members with initiatives.
Provided backup coverage for CEO office during absences.
Ordered and picked up lunch daily for CDO along with personal requests.
Executive Assistant to Six Circles Chairperson and Global Finance Officer
JP Morgan
New York
06.2018 - 06.2021
Support Chairperson of Six Circles Funds and three Managing Directors, manage complex calendar and act as a gatekeeper
Provide administrative support for Six Circles Board Trustees, manager quarterly board meetings, create timed agenda and coordinate internal and external presenters
Organize and coordinate intricate domestic and international travel and processed expense reports and VISA coordination
Manage logistics of in-house and off-site meetings and events; liaised with high profile stakeholders and senior management
Process invoices a weekly for Alternative Fund Controllers and various groups
Coordinator for business continuity plan
Floor captain in Brooklyn and New York – manage moves and restacks
Managed active calendar for CEO and family, prioritizing meetings with discretion.
Coordinated business and personal travel, including private jet bookings and detailed itineraries.
Oversaw Board Committees' calendars, planning meeting frequencies and maintaining documentation.
Ensured timely preparation of expense reports and reconciliation of credit card accounts.
Prepared coursework and presentations for adjunct professor role at University of Wisconsin.
Communicated daily schedules and travel plans with CEO’s household staff for family matters.
Supervised junior executive assistant and personal assistant to enhance productivity.
Executed ad-hoc projects as assigned, maintaining flexibility in operations.
Administrative Manager | Senior Executive Assistant to Global Chief Operating Officer and C Suite
TIAA-CREF (Nuveen)
New York
03.2014 - 06.2017
Trained, motivated and managed Administrative Assistants team to promote an environment of excellence and teamwork
Managed complex ever-changing calendar across multiple time zones and follow-up accordingly
Organized intricate domestic and international travel including VISA requirements and prepared itineraries
Maintained relationships with staff and all levels of management including board members and investors
Handled events from inception through completion including generation of event ideas, prepared of budget, identified venues, contract negotiation, and onsite execution
Prepared, and reconciled expenses; monitored budget forecast/variance analysis in support of maintaining expenses within budget
Maintained and monitored project plans, project schedules and expenditures
Acted as North American Regional Coordinator of internal office moves for over 200 employees; maintained and monitored project plans, project schedules and expenditures
Primary point of direct administrative contact and liaised with internal and external contacts on a range of various issues
Worked closely with Human Resources on/off-boarding new hires, processed technology set-up working closely with IT
Prioritized conflicting needs; handled matters expeditiously, proactively, and followed through on projects to successful completion, often with deadline pressures
Senior Executive Assistant | Administrator to CIO
BlueCrest Capital -Nomura Securities
New York
02.2012 - 01.2014
Delivered comprehensive administrative support to Chief Investment Officer and Portfolio Management Team of 33.
Managed build-out of Equity Trading Desk, supervising onboarding and offboarding processes.
Facilitated software distribution and cost tracking in collaboration with COO.
Screened high volume of calls on multi-line phone bank, delegating inquiries effectively.
Scheduled meetings, managing complex calendar and resolving conflicts as necessary.
Coordinated video and telecom conferences along with internal and external meeting logistics.
Organized intricate domestic and international travel, conducting budget analysis and corrective actions.
Served as backup for CEO's office, engaging daily with senior officers, managers, and investors.
Senior Executive Assistant | Administrative Manager to Global Head of Equity Capital Markets and Co- Head of Trading Desk
RBC Capital Markets
New York
03.2009 - 01.2012
Managed and maintained complex executive calendars, scheduled meetings, coordinated conference calls and followed-up
Created training manual for assistants for Equity and Fixed Income Administrative Assistants
Organized and coordinated intricate domestic and international travel, processed expense reports and passport renewal
Responsible for organizing teach-in, management presentations and assisted in preparation of client presentations
Arranged domestic and international road shows for Energy, Technology and Healthcare teams
Liaised with sales, trading, analysts and investment bankers
Reviewed and analyzed special reports summarizing confidential information for Senior Management Committee
Assisted Business Manager and coordinated the business operational requirements of a Broker Dealer Trading Floor encompassing over 700 personnel across Equity, Fixed Income and proprietary trading businesses
Maintained office efficiency by planning and implementing office systems, layouts, and equipment procurement
Organized logistics of in-house and off-site meetings; liaised with high profile clients and senior management
Senior Executive Assistant
Barclays Capital
New York
09.2007 - 03.2009
Managed complex calendars for Global Head of Corporate Real Estate and CFO, acting as gatekeeper.
Oversaw daily office operations, policies, and procedures with full accountability.
Provided backup coverage for CEO's office, ensuring continuity in support.
Interacted with C-suite executives, clients, and vendors to facilitate communication.
Analyzed real estate matters from Lehman bankruptcy and supported senior management during integration.
Coordinated intricate domestic and international travel arrangements, including accommodations and transport.
Led coordination of office restacks between 200 Park Avenue and 745 7th Avenue during integration.
Supervised training of Lehman assistants on Barclays systems and methodologies.
Fixed Income Institutional Sales
UBS Securities LLC
New York
01.2002 - 01.2007
Fixed Income Institutional Sales and Equity Capital Markets
Credit Suisse First Boston
Boston
01.1998 - 01.2001
Education
Bachelor of Arts - History and Economics
Hunter College
New York
12.2004
Skills
Microsoft Office Suite
Salesforce and CRM
Data visualization tools
Financial software expertise
Project management applications
Calendar management
Travel coordination
Office administration
Team collaboration
Discretion handling
Other Professional Experience
UBS Securities LLC, New York, NY, Fixed Income Institutional Sales, 01/01/02, 12/31/07
Credit Suisse First Boston, Boston, MA, Fixed Income Institutional Sales and Equity Capital Markets, 01/01/98, 12/31/01
Timeline
Executive Assistant
Blue Sea Capital
10.2022 - Current
Executive Assistant to Chief Deposit Office and Executive Vice President of Business Banking
First Citrus Bank
07.2021 - 01.2022
Executive Assistant to Six Circles Chairperson and Global Finance Officer