Regan Ann Giddens
New York,USA
Summary
Dynamic Executive Assistant with extensive experience at some of the top financial firms, adept at managing complex calendars and travel logistics. Proven track record in expense reporting and administrative support, demonstrating exceptional attention to detail and problem-solving skills. Successfully coordinated high-stakes meetings, enhancing team efficiency and collaboration across departments.
Overview
18
18
years of professional experience
Work History
Executive Assistant to SETI Technology Group (temporary assignment)
Morgan Stanley
New York, NY
01.2022 - 10.2025
- Provided general administrative support to Managing Director of the SETI Technology group and their direct reports.
- Prepared complicated domestic and international travel for the SETI Group.
- Maintained complex calendars and schedules meetings for multiple team members.
- Worked directly with corporate HR/recruiting team to schedule candidate interviews.
- Compiled expense reports for processing using the Concur SAP Expense System.
- Arranged meetings & conferences both onsite and virtually via Zoom & MS Teams.
Executive Assistant to ATM Group (temporary assignment)
Cantor Fitzgerald
New York, NY
07.2021 - 01.2022
- Provided general administrative support to 2 Managing Directors and their direct reports.
- Prepared complicated domestic and international travel for the ATM Capital Markets (CEO) Group.
- Maintained complex calendars and schedules meetings for multiple team members.
- Compiled expense reports for processing using the Oracle Expense System.
- Arranged meetings and conferences and prepares audio, video and catering as required.
Executive Assistant to Fixed Income Group (temporary assignment)
APG Asset Management
New York, NY
02.2020 - 01.2021
- Provided general administrative support to 2 Managing Directors and their direct reports.
- Maintained complex calendars and scheduled internal meetings for multiple team members.
- Compiled expense reports for processing using the SAP Concur Expense System.
- Prepared complicated domestic and international travel for the Fixed Income Group.
- Arranged meetings and conferences and prepared audio, video and catering as required.
- Assisted with scheduling conference rooms for internal and external requests via Office Services Team.
- Managed attendance and vacation requests for the Fixed Income Group.
Expense Manager/Regional Travel & Expense Controller (temporary assignment)
UBS
New York, NY
06.2017 - 01.2020
- Approved and processed expense reports for approximately 200 Bankers in the SAP Expense system.
- Trained all new hire junior level bankers on the SAP system & UBS Policy.
- Implemented crucial policy updates to best achieve company goals.
- Drafted and distributed emails regarding policy updates and amendments, companywide.
- Worked closely with executives and clients to ensure claim reimbursements were expedited.
- Improved company mandates to insure cost savings.
Executive Assistant (temporary assignment)
The College Board
New York, NY
01.2017 - 06.2017
- Provided general administrative support to a Senior Vice President, 2 VPs and their junior team members.
- Prepared domestic & international travel arrangements and handled crisis management for travel as needed.
- Organized heavy meetings and calendar arrangements on behalf of Presidents and team members.
- Managed media requests for senior level executive team members.
- Composed and organized expense reports via Concur for the office.
- Coordinated internal and external meetings and conferences including catering and AV equipment procurement.
- Managed supply room inventory and daily operations.
Executive Assistant/Associate, Expense Manager/Approver, Investment Banking Administration
Jefferies Group, Inc.
New York, NY
07.2007 - 07.2016
- Provided general administrative support to a Managing Director and Senior Vice President.
- Prepared domestic & international travel arrangements and composed expense reports via Concur.
- Managed heavy calendars via Outlook.
- Coordinated internal and external meetings and conferences including catering and AV equipment.
- Approved and processed expense reports for approximately 400 Bankers in the Concur Expense system.
- Trained all new hire junior level bankers on the Concur System & Jefferies Policy.
- Drafted and distributed emails regarding policy updates and amendments, companywide.
- Managed member accounts in the Seamless Web System and Kronos Time Management System.
- Prepared, coded, and expedited all Investment Banking Vendor invoices to Accounts Payable.
- Monitored all internal email correspondence via the Orchestral iConsole system.
- Approved all supplies ordered via the E-Pro system as proxy.
- Authorized as proxy all I-Bank (Pre-Trip Authorizations) for out of policy business travel.
Education
Bachelor of Arts Degree - Communication & Culture
CUNY School of Professional Studies
New YorkSkills
- Microsoft Office Suite
- Concur
- SAP
- Oracle
- Kronos
- Aperture
- E-Pro
- Orchestra
- PeopleSoft
- I-Bank
- Slack
- Basecamp
- WordPress
- Google Workspace
Timeline
Executive Assistant to SETI Technology Group (temporary assignment)
Morgan Stanley
01.2022 - 10.2025
Executive Assistant to ATM Group (temporary assignment)
Cantor Fitzgerald
07.2021 - 01.2022
Executive Assistant to Fixed Income Group (temporary assignment)
APG Asset Management
02.2020 - 01.2021
Expense Manager/Regional Travel & Expense Controller (temporary assignment)
UBS
06.2017 - 01.2020
Executive Assistant (temporary assignment)
The College Board
01.2017 - 06.2017
Executive Assistant/Associate, Expense Manager/Approver, Investment Banking Administration
Jefferies Group, Inc.
07.2007 - 07.2016
Bachelor of Arts Degree - Communication & Culture
CUNY School of Professional Studies