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Click here or scroll down to respond to this candidateCandidate's Name
EMAIL AVAILABLE PHONE NUMBER AVAILABLE New York, NYPROFESSIONAL SUMMARYExperienced senior executive providing top-tier support to C-Suite, high level executives, and senior advisors. Proven history of delivering assistance including detailed domestic and international travel and accommodations for executives. Organize meetings, leadership events, board meetings, multiple ever-changing calendars. Process all expense claims. Proofread all meeting materials and agendas. Manage high volume of phone calls and messages along with additional ad-hoc requests. Pragmatic initiative-taker requiring little to no supervision. A true go-getter forecasting and avoiding potential conflicts and delivering resolutions with a positive demeanor. Approachable and confident in working with all levels of clients, investors, stakeholders, and colleagues alike. Upholds highest levels of integrity, committed to acting as an extra right hand to all Executives while maintaining a poised and approachable presence. Exceptional written, verbal, communication, and interpersonal skills. Strategic and prepared, always thinking 10 steps ahead with a role up your sleeves attitude and mentality of no task too big or small in a highly fast-paced, matrixed environment.EXPERIENCEGreenhill & Co., New York, NY May 2015 to May 2022 Senior Executive Assistant: Mergers and Acquisitions Primary support to 8-9 C-Suite, senior executives, and advisors covering multiple sectors and industries at a leading investment bank. Organized all in-office meetings, confidently greeting clients, and guests, ensuring impeccable conference room set up, proper distribution of all meeting materials, charts, and agendas. Ensured catering (if requested), prep testing of A/V functionality prior to meetings and distributed all post meeting minutes highlighting action items for executives. Stellar time-management anticipating last minute shifts in tasks to pivot at any moment, ensuring priorities are aligned with expectations of executives, clients, and investors alike. Work with all subject matter experts, senior leaders, legal and compliance professionals, along with corporate communications, in updating pitch-books (Power Point), Excel Spreadsheets (including formula updates), fact sheets, internal and external monthly business development update reports. Supported in all special projects and initiatives as needed. Demonstrated an initiative to continuously keep up on industry trends, business matters, initiatives, projects etc. Fielded all inbound communications, exercising best judgement in determining the appropriate resources to address any requests. Circulated daily email briefing to executives to ensure follow-up items and updates are conducted in a timely, prioritized manner. Collaborate with other assistants when help or coverage is required/needed to ensure all Executive Teams have proper coverage. Organized all Team/Company/Firm outings to develop strong relationships and engagements resulting in a more cohesive business environment. Single-handedly organized Greenhill Annual Holiday party for ~675+ attendees. Adhere to all Firm policies, procedures (written or unwritten) ensuring all appropriate decision-making protocols are met. Gatekeeper of all proprietary material and handling requests for information including potentially confidential and critical information with utmost discretion and sound judgement. Accuchex Corporation, Marin County, CA August 2013 to February 2015 Senior Executive Aid to CEO, CIO & COO, Sales & Client Relationship Manager Completed and surpassed sales goals, producing historically record levels of revenue stream and client acquisition. Managed all marketing & promotional events, client relations, communications etc. Salesforce CRM utilization tracking all phases of attaining and onboarding new clients. Primary closer for all industries; adept in business conveying benefits of Accuchex products to generate strong revenue stream and significant increase in sales. Neuberger Berman Group LLC, New York, NY July 2010 to November 2012 Senior Executive Assistant Marketing Communications & Project Management Managed marketing communications & project management initiatives across institutional, intermediary and high net worth channels for firm with ~$475B in assets under management. Coordinated media, press interviews, appearances including CNBC, CNN, MSNBC, and additional media outlets. Scripted and produced quarterly market update podcasts with all portfolio managers. Conceptualized and implemented a host of materials including brochures, white papers, RFPs, DDQs and intranet copy for Institutional clients, mutual fund and high net worth business. Lehman Brothers Trust Company, N.A., New York, NY November 2007 to July 2010 Executive Aid to President & Head of Institutional Trust & Client Relationship Facilitation Focused on institutional pension, public fund and endowment and foundation clients. Managed monthly AICC meetings, along with other meetings to ensure all client accounts were managed within regulatory ERISA compliance and guidelines. Delivered client custom reports, composite data, monthly/quarterly/annual performance, processed daily NAV reports at close of market.EDUCATIONYale School Of Management (Yale Som)Yale Business School Concentration: Business Management, 2020 University Of California, Los Angeles, Los Angeles, CA School of Letters & Sciences: B.A. English (pending undergraduate units for transfer), 2007 Harvard University, Cambridge, MASecondary Program - Emphasis: Government & Politics, Photography, 2002 Oxford University, Oxford, UKSecondary Program - Emphasis: Philosophy, Studio Art, 2001 SKILLS Microsoft Office Suite, Bloomberg, Reuters Plus, Salesforce, Preqin, Concur, Adobe, MS Teams, Slack, Zoom, Google Meet, Google Calendar, PMaps, e-signature, Notary Public in process Languages: English (fluent), Norwegian (fluent), Swedish (highly advanced), Spanish (highly advanced) ASSOCIATIONS & ACCOLADES UCLA Division I Athlete (All-American) Womens Rowing and (Club) Womens Volleyball Ambassador to No Kid Hungry Organization, New York B Strong Global Disaster Relief Initiative Greenhill Captain of annual J.P. Morgan 5K Challenge, New York Organizer and volunteer Norwegian Seamens Church, New York Inducted into the 125th Anniversary edition of Marquis Whos Who 2024 |
