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Click here or scroll down to respond to this candidateCandidate's Name
Mobile: PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLEWork HistoryGeller & Company New York, NY March Street Address January 2024Senior Executive Personal Assistant Provided high level support to Partner and Managing Director for both business and personal Coordinated complex travel arrangements including flights, cars, hotels, and other reservations Processed all expense reports Drafted, edited and reviewed appropriate private and confidential documents and obtained signatures scanned in, and saved executed copies for tracking purposes Reviewed monthly financial statements for variances and/or suspicious activities and communicated findings with Senior Manager Scheduled annual performance review meetings with internal and external clients Managed calendar invites and planed in-house and off-site activities, including but not limited to: team offsites, employee happy hours, culture building events, etc.Allen and Company LLC - New York, NY June 2018 December 2018Senior Executive Personal Assistant (Contract role) Supported Senior Banker by providing C-Level executive support in a one-on-one working relationship Managed complex business and personal calendars by organizing and prioritizing meetings, both internally and externally Prepared detailed expense reports; screened all calls and emails for Senior Banker - handled all routine inquiriesClayton, Dubilier & Rice - New York, NY April 2017 April 2018Senior Executive Personal Assistant Supported the Vice Chairman and Chief Operating Officer providing executive support in a one-on-one working relationship Maintained tax documents and estimated tax payment schedules by coordinating with accountants throughout preparation Secured clearance on all trades, gifts, and entertainment through the firms compliance system Managed complex business and personal calendars by organizing and prioritizing meetings, both internally and externallyMetropolitan Real Estate Equity Management/The Carlyle Group - New York, NY April 2008 April 2017Senior Executive Personal Assistant Supported the President/CEO of Metropolitan during a period of rapid growth and sale of the company to The Carlyle Group. After the merger, responsibilities expanded to include supporting the Chief Financial Officer and other senior executives Organized and managed frequent global travel schedule, including identifying, negotiating, and arranging private jets Managed the CEOs calendar of meetings and appointments, which included monitoring emails and proactively responding to time-sensitive inquiries and/or arranging for the CEO to respond Managed CEOs business needs including IT support and purchases and office aesthetics, researched any specifics personal needs corporate requests Supported the CEO in his role on various non-profit boards and committees by scheduling meetings and organizing non-profit dinners/events Managed personal banking for the CEO, including handling capital calls, distributions and check writing Acted with high level of confidentiality and discretion; incorporating specific nuances for CEO, acted with high level of tact and sensitivity to many different business relations for the CEO; acted as representative and main point of correspondence for many high-profile relationships and executives Organized all CEOs various expenses, including recurring work-related reimbursements; prepared, submitted, and tracked reimbursement and allocations of all expensesBanc of America Securities LLC - New York, NY July 2007 April 2008Senior Executive Personal Assistant Supported Global Head of Investment Banking as Second Executive Assistant Prepared a weekly performance report across all departments within the investment division Sent and received Division Head's email documents and email communications Oversaw expense processing and budgetingCitigroup - New York, NY January 2001 July 2007Executive AssistantHuman Resources Division (3/05-7/07) Supported the Managing Director of the Human Resources division, which covered Legal, Finance, Technology, and Operations Worked with management to develop presentations for compensation reviews Responded to employees HR questions and managed details involved with personnel transfers Scheduled bi-weekly and monthly meetings domestically and internationally with all team members Handled all executive level administrative functions including heavy phones, very complex calendar, and all relations with high level executives on behalf of Managing Director.Banking Division (8/04-3/05) Supported the Senior Managing Director of the Import and Export Investment group for the Latin America Division Acted as a liaison between the Global Head of the department and Global Senior Managers to ensure that all pipeline reports were accurate and ready for weekly and monthly meetings Processed and managed complexed expenses for Senior Managing Director and team Directly supported Managing Director with extensive International and Domestic Travel Answered heavy phones, checking mobile and landline voicemails, worked with Executive to manage and track calls and responsesEquity Research Division (1/01-8/04) Supported the Managing Director, Director, and Research Managers in the Global Equity Research Division Coordinated new hire training Effectively handled multiple priorities and exercise sound judgement for time sensitive materials and events Served as liaison between offices, staff and managementEDUCATIONUNIVERSITY OF PHOENIX BACHELORS OF SCIENCE IN BUSINESS & CERTIFICATE IN LEADERSHIP IN MANAGEMET (IN PROGRESS)SKILLSMICROSOFT OFFICE SUITE (WORD, POWEPOINT, EXCEL, OUTLOOK), GOOGLE SUITE, WORKDAY, SHAREPOINT, CONCUR, BILINGUAL (SPANISH AND ENGLISH)CERTIFICATIONSCERTIFIED AS BEST BUSINESS PARTNER BY CITIGROUP, STRATEGIC THINKING, COLLABORATION PRINCIPLES AND PROCESS, COACHING AND DEVELOPMENT EMPLOYEES |
