Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Wendy Borden

Wendy Borden

703 Hillen Rd Towson,MD

Summary


Talented professional considered as knowledgeable leader and dedicated problem solver. Bring years of valuable expertise to forward company objectives. Attentive to detail with experience in coordinating projects, programs, and improvements. Ready to tackle new challenges with dedication and enthusiasm. Promotes an upbeat workplace environment



Overview

11
11
years of professional experience

Work History

Fund Associate

WMS Partners
08.2023 - Current
  • Preparing and reviewing capital calls and distribution allocations
  • Preparation of the monthly, quarterly, and annual financial statements
  • Ensure client enquires/complaints and internal departments’ requests are properly handled
  • Distribution of audits, capital call notices, statements, and tax documents to investors.
  • Reviewing due diligence documents for fund investors.
  • Maintain electronic and hard copy client files on a daily basis and archiving as necessary.

Office Administrator

WMS Partners
05.2019 - 08.2023


  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Boosted productivity by prioritizing tasks, managing schedules, and coordinating meetings for staff members.
  • Aided in employee onboarding through training new hires on office procedures, software applications, and company policies.
  • Supported HR activities, facilitating hiring process by scheduling interviews and liaising with candidates.
  • Assisted in event planning efforts for company gatherings, conferences, or workshops to enhance employee engagement and networking opportunities.
  • Enhanced efficiency by automating routine tasks, allowing staff to focus on more strategic projects.
  • Facilitated transition to remote work by setting up efficient virtual office systems, maintaining productivity during challenging times.

Executive Assistant

World Cocoa Foundation
07.2017 - 01.2018
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
  • Served as a liaison between departments to facilitate effective communication throughout the company.
  • Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
  • Prepared and edited presentations on behalf of executives for both internal meetings and external conferences.
  • Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.
  • Delivered exceptional organizational support enabling executive focus on high-level strategic initiatives fostering company growth.
  • Enhanced efficiency of meeting outcomes by preparing detailed minutes and action items.
  • Coordinated international travel arrangements, ensuring seamless logistics for executives attending global conferences.

Founder

Federation of Women and Development (US)
10.2013 - 04.2017


  • Successfully developed and implemented a reproductive health project (cervical cancer screening).
  • Coordinated fundraising, procurement, and fulfillment of Cervical Cancer Screening Kits for poverty-stricken women in West Africa
  • Built strong relationships with key stakeholders, including board members, donors, and community partners to foster collaboration and support.
  • Secured significant financial resources through well-executed annual giving campaigns, special events fundraisers, and major gift solicitations.
  • Expanded organizational reach by identifying partnership opportunities with like-minded organizations and creating joint initiatives that benefited both parties.

Education

MBA - Financial Management

Johns Hopkins University
Baltimore, MD
05-2023

Bachelor of Science - Business Administration

John Carroll University
Cleveland, OH
05-2013

Skills

  • Investments
  • Data Analysis
  • Teamwork
  • Time Management
  • Leadership
  • Effective Communication
  • Critical Thinking
  • CRM
  • Microsoft Excel

Languages

English
Native or Bilingual
French
Native or Bilingual

Timeline

Fund Associate

WMS Partners
08.2023 - Current

Office Administrator

WMS Partners
05.2019 - 08.2023

Executive Assistant

World Cocoa Foundation
07.2017 - 01.2018

Founder

Federation of Women and Development (US)
10.2013 - 04.2017

MBA - Financial Management

Johns Hopkins University

Bachelor of Science - Business Administration

John Carroll University
Wendy Borden