Experience

• 

  Prudential Financial

  • United States
  • Financial Services
  • 700 & Above Employee

  • Executive Assistant to the Head of U.S. Customer Service

    • Jun 2019 - Present

  • Executive Assistant to the Group Operations Officer, Enabling Solutions

    • Jul 2018 - Jun 2019

  • Executive Assistant to the Chief Legal Officer of Retirement Law

    • Sep 2015 - Jul 2018

    Primary support to the CLO of Retirement Law while also assisting the attorneys on the Pension Risk Transfer team. Maintain management tracking/reporting process for CLO and Team Leads with regard to Compliance, Regulatory Initiatives, Legal Inventory, Knowledge Management, and staff activities and accountabilities.

  • Executive Assistant, Insurance and Annuities Law Department

    • Oct 2010 - Aug 2015

    Support five attorneys in the Insurance and Annuities Law Department in the Enterprise & Operations Support and Product Marketing areas. Assist with the submissions of Form D filings for various business entities on reinsurance agreements/amendments and redomestications. Coordinate meeting schedules and travel arrangements, manage expense reimbursements, track monthly accruals and process outside counsel invoices.

• 

  International Association of Administrative Professionals (IAAP)

  • United States
  • Professional Training and Coaching
  • 100 - 200 Employee

  • Member

    • Dec 2010 - Nov 2014

  • President-Elect, Prudential Corporate Chapter (2012-2014)

    • Jul 2012 - Oct 2014

• 

  Nuveen Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Office Manager (January 2005-June 2009)

    • Mar 2000 - Jun 2009

    Ensured smooth operation of the New York based office by providing administrative support to the executive staff of six Managing directors. Acted as liaison between vendors as well as building management and security, maintained all technology/equipment and acted as on site support with ability to resolve minor technical issues, and worked in conjunction with the corporate office in Chicago.> Coordinated two office moves of which one involved site visits, determining appropriate location and build out of new space.> Supported the launch of a newly created Exchanged Traded Notes Product Platform through marketing and training presentations, conference call coordination and special events with key speakers such as Jim Rogers where he presented on Commodities.> Maintained inventories of all equipment, furniture, appliances, artwork and general office supplies.

  • Executive Assistant (March 2000-January 2005)

    • Mar 2000 - Jun 2009

    Assisted the President of the Managed Assets Group through intensive calendar scheduling, travel arrangements and expense reporting. Coordinated conference participation by colleagues to present at various industry conferences such as the Money Show and IMCA events.> Coordinated a Christmas Party at Rockefeller Center for the Tree Lighting with 200 invited guests.> Organized an exclusive event for key executives to attend the US Open in Tulsa where event registration and all aspects of transportation were coordinated, guests stayed at private homes that were reserved solely for their use and hosted a cocktail reception.

• 

  Prudential Financial

  • United States
  • Financial Services
  • 700 & Above Employee

  • Executive Assistant, Mutual Fund Product Development and Management Group (1999-2000)

    • Mar 1999 - Mar 2000

    Supported a group of 13 people which included two Vice Presidents and three Directors. Coordinated travel arrangements, scheduled meetings and handled expense reports. Requested cusip numbers for new mutual funds and circulated Morningstar ratings reports internally. Maintained facility management for the entire floor (about 70 people).

  • Facilities Coordinator, Prudential Global Asset Management (1998-1999)

    • Jan 1998 - Mar 1999

    Maintained lease files for all Prudential Global Asset Management sites and assisted with space needs for Executives. Implemented a project tracking system and group calendar. Facilitated conversion of all non-Xerox copy machines over to Xerox and arranged for replacements as needed.

  • Sr. Administrative Assistant, Private Asset Management (1996-1998)

    • Jan 1996 - Jan 1998

    Assisted the Vice President of Human Resources with travel arrangements, calendar scheduling and voucher processing. Handled projects such as headcount and budget reports, as well as the Annual Conflicts of Interest Questionnaire. Processed HR transactions for Operations & Systems clients

  • Administrative Assistant (1994-1996)

    • Jan 1994 - Jan 1996

    Provided administrative support to the entire Human Resources department (20-30 people) with primary support to the Vice President of Human Resources. Also provided back-up support to the President of Prudential Investment Company.

• 

  Loria Food Management, Inc.

  • Bernardsville, New Jersey

  • Assistant Manager (1991-1993)

    • Mar 1991 - Aug 1993
    • Bernardsville, New Jersey

    Managed restaurant in absence of owner. Supervised and trained staff of 15. Responsible for the recruiting and hiring of staff. Reconciled end-of-day cash sales and prepared payroll. Certificate received in Basic Management Training program which included course in interviewing, scheduling, sales and loss prevention.