Expert Executive Assistant with C-level executive support background at the highest levels of the financial services industry. Erudite, imaginative, and accomplished in multiple creative disciplines. Novelist, composer, playwright.
Overview
24
24
years of professional experience
Work History
Executive Assistant to Chief Risk Officer
Morgan Stanley, Wealth Management
New York, NY
12.2006 - 01.2009
Managed multiple calendars for the highest executives of this multinational financial services company with $60B in annual revenue, serving as their representative to 75,000 employees in over 40 countries. Ensured the smooth and efficient time organization crucial to the execution of their complicated schedules, developed worldwide corporate calendar, oversaw and facilitated weekly meetings of all Operating and Management Committee members. Mastered multiple software systems, handled personal trading with discretion and confidentiality, managed complex expenses and cross-trained to perform duties of all C-Level assistants, working at various times for the CFO, CLO, COO, President, and CEO John Mack.
Managed security pass access for executive floor, initiated all move management requests, oversaw new employee orientation, including staff IDs, credentials, data access, background checks, and security staffing. Oversaw fundraisers and social events for U.S. Presidents and members of congress.
On September 29, 2008, at the height of the financial crisis, with stock prices collapsing and the future of the firm in doubt, MUFG Bank, Japan's largest bank, invested $9 billion in a direct purchase of a 21% ownership stake in Morgan Stanley. The payment from MUFG was supposed to be wired electronically; however, because it needed to be made on an emergency basis on Columbus Day when banks were closed in the US, MUFG cut a US$9 billion physical check, the largest amount ever written via physical check at the time. As the trusted representative of the Chief Risk Officer, I took personal custody of this famous check and oversaw its delivery to the Global Head of Mergers and Acquisitions, a race against time that successfully ended the firm's greatest market crisis.
Executive Assistant
TAVERN ON THE GREEN
New York, NY
03.2004 - 11.2006
Developed and administered public and private Events for this world landmark restaurant located in New York’s Central Park, including New York Marathon/Road Runners (17,000 guests), Broadway openings, and National Conventions.
Event Administrative Assistant
HUDSON RIVER CLUB, L.P
New York, NY
08.1996 - 09.2001
Developed and oversaw functions for this World Financial Center restaurant and its subsidiary venues: the Winter Garden ballroom, the Entrepreneur II yacht, and at various off-site locations.
Author
Self Employed Writer
Salem, United States
01.2009 - Current
Author of The Jason Crane Series and of the novellas Under the Grassy Knoll and The Journal of Tom Whills.
Composer/Lyricist/Librettist: Dorian, premiered at Goodspeed Opera House, East Haddam, CT. The Golden Days, in collaboration with Hyundai Theater and the South Korean Ministry of Arts, premiered Seoul, South Korea 2010 and at the Rose Theater, Lincoln Center, NYC 2012.
Senior Registered Client Service Associate at Morgan Stanley, Wealth ManagementSenior Registered Client Service Associate at Morgan Stanley, Wealth Management
Vice President, Reliability Engineering at Morgan Stanley (Wealth Management)Vice President, Reliability Engineering at Morgan Stanley (Wealth Management)