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Candidate's Name
Street Address  Myrna LaneStaten Island, NY Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEExperience:April 2004- July 2012Oppenheimer & Co., Inc., New York, NYExecutive Assistant/Sales Assistant Supported five-seven Executive Directors in the Institutional Sales Department. Organized and maintained heavy appointment calendars and call sheets Answered and screened all calls for the entire sales desk Coordinated all travel arrangements on a weekly basis for our Canadian team Processed and tracked monthly expense reports for my sales executives Coordinated the distribution of prospectuses to various client lists Obtained updated research models from analysts & ensured timely delivery to clients Assisted with multiple conferences in the New York area Coordinated, submitted, and maintained updated client 1-on-1 conference schedules May 2002-Nov. 2003Free Star Capital Inc., New York, NYSales Assistant/Office Manager Provided daily support for ten Asset Managers. Supervised all junior sales assistants and receptionists Coordinated receptionists and other Sales Assistants work schedule & daily responsibilities Provided daily assistance to our Colorado-based affiliate, Phillips David, LLC. Had daily communication with clients Maintained records of all incoming deposits Printed daily money line reports Sent out & tracked new account documents on clients Maintained monthly bills for all Asset Manager packages Aug. 2000-Sept. 2001Montgomery Sterling Inc., New York, NYReceptionist/Sales Assistant Sent new account documents to clientsPrepared and sent out lead packages to potential clients Created new account filesAnswered heavy phones lines for multiple Salesmen Handled extremely detailed and hectic Calendar for the President and CEO Education:Sept. 2012Penn Foster College OnlineDegree program: Business ManagementSept. 1999-April. 2000Drake Business School, Staten Island, NYCertificate GPA: 4.0Deans ListSkills:Microsoft OfficeKeyboarding WPM: 45-55 WPM