Natalia Fonseca
Palo Alto,CA
Summary
Detail-oriented Executive Assistant with progressive experience in financial oversight and strategic planning at Merrill Lynch. Skilled in budget management and delivering actionable insights through Tableau and Salesforce. Proven track record of supporting executive leadership while handling confidential information and managing complex schedules effectively. Committed to enhancing operational strategies and fostering collaborative environments that drive market growth. Exceptional communication and organizational skills meet dynamic business needs. Diligent in managing high-priority projects and facilitating effective interdepartmental communication, showcasing proactive problem-solving abilities in fast-paced settings.
Overview
6
6
years of professional experience
Work History
Executive Assistant
Mizuho | Greenhill
2025.12 - Current
- Managed complex calendars using Microsoft Suite.
- Scheduled client meetings and coordinated details such as availability, catering needs, guest registration, conference rooms, and video connectivity.
- Coordinated domestic and international travel arrangements including flights, hotels, and ground transportation.
- Processed, submitted, and maintained business expenses while adhering to policies.
- Acted as gatekeeper by answering phone lines, screening calls, and delivering detailed messages.
- Administered client data in Salesforce database.
- Assisted with communications between management and banking division.
- Participated in business unit projects as assigned.
- Oversaw general office needs including ordering supplies and mail distribution.
- Served as liaison between IT department and business unit for onboarding new hires and troubleshooting.
- Executive Assistant to 3 Managing Directors, 1 Director, 2 VP's
Executive Assistant
Merrill Lynch
2022.07 - 2025.11
- Supported executive leadership in managing a $308 AUM market, contributing to strategic initiatives that propelled the market into the national Top 10 for the past two years
- Coordinated market events and initiatives for 150 financial advisors and client associates, supporting AUM growth through strategic marketing efforts
- Led planning and execution of alternative investment events, developed marketing strategies, and managed timelines to ensure successful implementation
- Scheduled and coordinated executive calendar, expenses, and travel management
- Managed and optimized various budgets, ensuring financial compliance and resource allocation
- Coordinated FA Client Transition Program, ensuring accurate compensation adjustments and efficient transitions
- Processed market-level invoices, expense reports, tracking and reconciling expenditures
- Monitored market trends, providing insights and actionable reports to inform strategic decisions
- Implemented a filing system, enhancing document management and retrieval compliance
- Reviewed and updated policies, coached staff on Options Forms and VODs for process accuracy
- Performed performance tracking and analysis, generating reports to aid management decision-making
- Managed CART Transfer processes and account splits for Financial Advisors
- Organized seminars and events, managing logistics and communicating with clients
- Processed state registrations for Financial Advisors, ensuring compliance with regulations
- Executive Assistant to the Market Executive; Managing Director 10/2023 - Present
- Executive Assistant to Compliance Managers; 1 Director, 1 SVP 07/2022 - 10/2024
Call Center Associate
Harborside
2020.03 - 2021.11
- Managed multi-location phone communications, drafting and updating delivery and compliant logs
- Coordinated curbside, pick-up, and delivery orders, ensuring complete order fulfillment
- Reported inconsistencies to store managers, facilitating prompt resolution for smooth operations
- Applied membership discounts, verifying account status across multiple logins
- Planned and assigned daily delivery routes, improving route efficiency and service quality
- Monitored driver safety and trip progress, ensuring safe and efficient deliveries
Education
Bachelor of Arts - Economics
San Francisco State University
San Francisco05.2022
Timeline
Executive Assistant
Mizuho | Greenhill
2025.12 - Current
Executive Assistant
Merrill Lynch
2022.07 - 2025.11
Call Center Associate
Harborside
2020.03 - 2021.11
Bachelor of Arts - Economics
San Francisco State University