Experience

Sycamore Tree Capital Partners, L.P.

• United States
• Financial Services
• 1 - 100 Employee

• Office Manager

  • Oct 2020 - Present

  Sycamore Tree Capital Partners is a value-oriented, durable-alpha investment firm specializing in alternative credit. Founded by industry veterans Mark Okada, Trey Parker and Jack Yang, the firm has deep experience across economic and market cycles. Headquartered in Dallas, TX with an office in New York City, the firm’s investment expertise includes bank loans, high yield bonds, structured credit and special situations. For additional information, please visit our website at www.sycamorelp.com. Sycamore Tree Capital Partners is a value-oriented, durable-alpha investment firm specializing in alternative credit. Founded by industry veterans Mark Okada, Trey Parker and Jack Yang, the firm has deep experience across economic and market cycles. Headquartered in Dallas, TX with an office in New York City, the firm’s investment expertise includes bank loans, high yield bonds, structured credit and special situations. For additional information, please visit our website at www.sycamorelp.com.



Texas Capital

• United States
• Banking
• 700 & Above Employee

• Executive Assistant

  • Feb 2016 - Jul 2020

  Texas Capital Bank – Executive Assistant Executive Assistant to the CEO - Managed confidential documents and correspondence with discretion in relation to TCB business and personal - Provided support for quarterly board meetings and earnings calls - Coordinated scheduling of complex calendar for business/personal meetings, events and personal appointments - Planned detailed domestic and international travel for TCB and personal needs: airfare, lodging, meals, client/prospect meetings, registration for conferences and entertainment - Facilitated purchase of stocks and wires for CEO’s personal investments - Handled distributions to various accounts and monitored investments - Prepared CEO’s personal financial statement twice a year - Gathered, reviewed and coordinated submission of annual tax paperwork on various entities - Managed and handled payments for personal credit cards, taxes and household expenses - Oversaw CEO’s personal timeshare property: HOA dues, bookings and banking options - Maintained passwords and contacts for all personal and business accounts Executive Assistant to the COO - Managed calendar: monitored emails, scheduled internal/external meetings - Booked travel arrangements for client/prospect visits and conferences: airfare, hotel, registration, external meetings and activities - Managed expense reports and reconciliation - Coordinated breakfast/lunch for internal meetings - Created reports as needed via Salesforce and maintained contact database in Outlook - Updated organizational chart via Visio - Organized town hall events and managed sporting event tickets for client/prospect entertainment - Oversaw payments for conferences, managed invite list and tracked attendee registration - Managed invite list for corporate client retreats and sent correspondence to clients/prospects - Coordinated payments, submitted attendees and provided marketing items for sponsorships - Provided marketing support as needed Show less



Markit

• United Kingdom
• Information Services
• 400 - 500 Employee

• AVP - Marketing Specialist

  • Aug 2010 - Jan 2016

  Markit - Assistant Vice President Marketing Specialist - Designed and delivered strategic marketing plans for Loan Franchise and Corporate Actions to ensure business objectives are executed and sales/revenue goals are met - Facilitated the growth of products and services through B2B marketing activity to ensure lead generation, customer retention and brand awareness are maintained to effectively increase sales’ pipeline and guarantee ROI - Provided support to multi-functional teams with product positioning and new product launch strategies - Managed all marketing activities: customer communications, customer events, tradeshows and webcasts - Worked closely with the sales team to develop marketing collateral: sales presentations, brochures, factsheets and web content(sales, communications, web design) - Maintained Salesforce activity by managing campaigns, lead conversions, contact entries and reporting Show less

• Administrative Assistant

  • Feb 2008 - Aug 2010

  Markit – Associate Administrative Assistant - Assisted 3 managing directors and provided support to other employees: booked travel, managed calendar requests and updated Outlook contacts - Supported the CAO and office manager daily - Assigned clerical functions to the administration team and supervised the team as needed - Maintained and updated various excel spreadsheets for monthly/quarterly budgets - Reviewed and approved supply requisitions - Provided accounts payable support: submitted invoices and monitored payments - Payroll: tracked and submitted weekly payroll amounts - Managed T&E: submissions and reimbursement process - Researched and worked with vendors on daily lunch orders - Answered multi-phone lines, greeted guests and Markit employees, maintained filing system and submitted work orders to building management Show less



Sewell Automotive Companies

• United States
• Retail Motor Vehicles
• 700 & Above Employee

• Executive Assistant/Administrative Sales Assistant

  • Nov 2005 - Jun 2007

  Sewell – Executive Assistant/Administrative Sales Assistant - Assisted the general manager - Planned and coordinated training dinners, special events and meetings - Monitored and controlled pre-owned inventory - Researched and implemented new strategies for increasing sales volume and profit - Processed inventory payables using ADP - Generated weekly reports of car sales and cars in inventory - Entered data for invoices and dealer trades, booked wholesales and submitted purchase orders - Prepared and finalized pre-owned information (descriptions & photos) for E-biz website - Audited inventory reports for Saab and Hummer - Answered multi-phone lines, assisted guests and Sewell employees along with other clerical tasks Show less