Experience

Meritage Group LP

• United States
• Financial Services
• 1 - 100 Employee

• Executive Assistant/Research Coordinator

  • May 2011 - Present



Elm Ridge Management

• Irvington, NY

• Executive Assistant to Portfolio Manager

  • Apr 2009 - Apr 2011

  Elm Ridge Management operates a long/short equity fund with approximately $2bn of assets. Directly supported CEO/Portfolio Manager (PM) Managed extensive quarterly preparation for all portfolio and watch list companies overseen by PM Constant observation of all of PM’s portfolio and watchlist companies to notify of any significant news releases or SEC filings Organized PM’s business and personal calendars ensuring all obligations were met Maintained tracking of PM’s personal… Show more Elm Ridge Management operates a long/short equity fund with approximately $2bn of assets. Directly supported CEO/Portfolio Manager (PM) Managed extensive quarterly preparation for all portfolio and watch list companies overseen by PM Constant observation of all of PM’s portfolio and watchlist companies to notify of any significant news releases or SEC filings Organized PM’s business and personal calendars ensuring all obligations were met Maintained tracking of PM’s personal foundation donations and liaise with accountant and back office to ensure full disclosure Managed PM’s benefits administration Acted as liaison between office staff and PM Gatekeeper to PM access to outside entities Provided back up support to analysts and traders Maintained firm wide broker list and analyst sector coverage lists/updates Managed firm wide calendaring system for all earnings calls (500+) Managed firm wide earnings sheet for all portfolio and watch list companies (500+) inclusive of tracking earnings from analyst notes Organized firm wide entertainment events Scheduled in-house appointments for staff Show less Elm Ridge Management operates a long/short equity fund with approximately $2bn of assets. Directly supported CEO/Portfolio Manager (PM) Managed extensive quarterly preparation for all portfolio and watch list companies overseen by PM Constant observation of all of PM’s portfolio and watchlist companies to notify of any significant news releases or SEC filings Organized PM’s business and personal calendars ensuring all obligations were met Maintained tracking of PM’s personal… Show more Elm Ridge Management operates a long/short equity fund with approximately $2bn of assets. Directly supported CEO/Portfolio Manager (PM) Managed extensive quarterly preparation for all portfolio and watch list companies overseen by PM Constant observation of all of PM’s portfolio and watchlist companies to notify of any significant news releases or SEC filings Organized PM’s business and personal calendars ensuring all obligations were met Maintained tracking of PM’s personal foundation donations and liaise with accountant and back office to ensure full disclosure Managed PM’s benefits administration Acted as liaison between office staff and PM Gatekeeper to PM access to outside entities Provided back up support to analysts and traders Maintained firm wide broker list and analyst sector coverage lists/updates Managed firm wide calendaring system for all earnings calls (500+) Managed firm wide earnings sheet for all portfolio and watch list companies (500+) inclusive of tracking earnings from analyst notes Organized firm wide entertainment events Scheduled in-house appointments for staff Show less



Tower Three Partners

• Greenwich, CT

• Executive Assistant

  • Jul 2008 - Mar 2009

  Private equity fund focusing on underperforming and distressed middle-market companies in the U.S. Directly supported two Partners, a Vice President and two Associates Extensive scheduling of both internal and external meetings Kept current contact management information for fundraising Managed all office ordering, i.e., supplies, equipment, groceries Maintained vendor files and contracts Maintained software research databases and contracts Managed preparation of capital… Show more Private equity fund focusing on underperforming and distressed middle-market companies in the U.S. Directly supported two Partners, a Vice President and two Associates Extensive scheduling of both internal and external meetings Kept current contact management information for fundraising Managed all office ordering, i.e., supplies, equipment, groceries Maintained vendor files and contracts Maintained software research databases and contracts Managed preparation of capital calls for GP Maintained calendar of one Partner between multiple businesses he was involved with as well as heavy personal scheduling Organized all charter flights for Partner Show less Private equity fund focusing on underperforming and distressed middle-market companies in the U.S. Directly supported two Partners, a Vice President and two Associates Extensive scheduling of both internal and external meetings Kept current contact management information for fundraising Managed all office ordering, i.e., supplies, equipment, groceries Maintained vendor files and contracts Maintained software research databases and contracts Managed preparation of capital… Show more Private equity fund focusing on underperforming and distressed middle-market companies in the U.S. Directly supported two Partners, a Vice President and two Associates Extensive scheduling of both internal and external meetings Kept current contact management information for fundraising Managed all office ordering, i.e., supplies, equipment, groceries Maintained vendor files and contracts Maintained software research databases and contracts Managed preparation of capital calls for GP Maintained calendar of one Partner between multiple businesses he was involved with as well as heavy personal scheduling Organized all charter flights for Partner Show less



Platinum Grove Asset Management, L.P.

• Financial Services
• 1 - 100 Employee

• Associate - Investor Liaison

  • Apr 2001 - Apr 2008

  Platinum Grove Asset Management operates one hedge fund with approximately $5bn of assets over three feeder funds. Managed extensive calendar and arranged appointments with all investors and potential investors for marketing staff Managed extensive marketing trips for marketing group and Chairman to meet with both investors and potential investors worldwide. Mapping out potential plan, making meeting arrangements as well as all of the accompanying travel Prepared presentations for… Show more Platinum Grove Asset Management operates one hedge fund with approximately $5bn of assets over three feeder funds. Managed extensive calendar and arranged appointments with all investors and potential investors for marketing staff Managed extensive marketing trips for marketing group and Chairman to meet with both investors and potential investors worldwide. Mapping out potential plan, making meeting arrangements as well as all of the accompanying travel Prepared presentations for client meetings Processed all incoming subscriptions and redemption requests and created tracking spreadsheet for use both internally and with external clearing group Managed personal scheduling and travel arrangements for Principals Fulfilled monthly expense reports for staff Managed client dinners and events Acted as point-of-contact for investor queries – over 140 investors worldwide Communicated with investors on a daily basis, answering questions regarding their accounts Communicated with prospective investors, provided information to review in regards to the Fund Maintained investor database – inclusive of all investor contact, meetings, calls, notes as well as individual balance data Responsible for updating monthly materials with competitor data retrieved via Bloomberg and BondHub Assisted in completion of numerous due diligence requests received from both existing and potential investors Worked with the accounting group to provide information for payment to contracted third-party marketers Maintained a strong relationship with internal business groups in order to distribute weekly and monthly reports to investors Show less Platinum Grove Asset Management operates one hedge fund with approximately $5bn of assets over three feeder funds. Managed extensive calendar and arranged appointments with all investors and potential investors for marketing staff Managed extensive marketing trips for marketing group and Chairman to meet with both investors and potential investors worldwide. Mapping out potential plan, making meeting arrangements as well as all of the accompanying travel Prepared presentations for… Show more Platinum Grove Asset Management operates one hedge fund with approximately $5bn of assets over three feeder funds. Managed extensive calendar and arranged appointments with all investors and potential investors for marketing staff Managed extensive marketing trips for marketing group and Chairman to meet with both investors and potential investors worldwide. Mapping out potential plan, making meeting arrangements as well as all of the accompanying travel Prepared presentations for client meetings Processed all incoming subscriptions and redemption requests and created tracking spreadsheet for use both internally and with external clearing group Managed personal scheduling and travel arrangements for Principals Fulfilled monthly expense reports for staff Managed client dinners and events Acted as point-of-contact for investor queries – over 140 investors worldwide Communicated with investors on a daily basis, answering questions regarding their accounts Communicated with prospective investors, provided information to review in regards to the Fund Maintained investor database – inclusive of all investor contact, meetings, calls, notes as well as individual balance data Responsible for updating monthly materials with competitor data retrieved via Bloomberg and BondHub Assisted in completion of numerous due diligence requests received from both existing and potential investors Worked with the accounting group to provide information for payment to contracted third-party marketers Maintained a strong relationship with internal business groups in order to distribute weekly and monthly reports to investors Show less



Westway Capital

• Office Manager & Executive Assistant

  • Aug 2000 - Apr 2001

  Westway Capital managed the TechVantage Partners hedge as well as two other fund vehicles. Maintained and update investor database for three individual hedge funds Daily updating stocks on interest lists for traders/analysts Coordinated all monthly and quarterly distributions, inclusive of balance sheet updates for each individual investor and the quarterly letter Managed website administration along with Correctnet Provided general office administration including, bill payment… Show more Westway Capital managed the TechVantage Partners hedge as well as two other fund vehicles. Maintained and update investor database for three individual hedge funds Daily updating stocks on interest lists for traders/analysts Coordinated all monthly and quarterly distributions, inclusive of balance sheet updates for each individual investor and the quarterly letter Managed website administration along with Correctnet Provided general office administration including, bill payment and processing, ordering supplies, contact for building management, telephone maintenance and I.T. issues Arranged travel and schedules for President as well as two additional investment professionals Show less Westway Capital managed the TechVantage Partners hedge as well as two other fund vehicles. Maintained and update investor database for three individual hedge funds Daily updating stocks on interest lists for traders/analysts Coordinated all monthly and quarterly distributions, inclusive of balance sheet updates for each individual investor and the quarterly letter Managed website administration along with Correctnet Provided general office administration including, bill payment… Show more Westway Capital managed the TechVantage Partners hedge as well as two other fund vehicles. Maintained and update investor database for three individual hedge funds Daily updating stocks on interest lists for traders/analysts Coordinated all monthly and quarterly distributions, inclusive of balance sheet updates for each individual investor and the quarterly letter Managed website administration along with Correctnet Provided general office administration including, bill payment and processing, ordering supplies, contact for building management, telephone maintenance and I.T. issues Arranged travel and schedules for President as well as two additional investment professionals Show less



Saunders Karp & Megrue

• Executive Assistant

  • 1999 - 2000

  SKM was a private merchant bank managing over $1.5bn in three private equity funds and invested in approximately 26 portfolio companies. Maintained and updated fundraising database with all calls, meetings and notes generated via investor contact Provided professionals with all investor notes and potential investor information prior to new meetings/contact Managed complex travel plan organization for both Partner and Principal Scheduled all new business meetings for Partner and… Show more SKM was a private merchant bank managing over $1.5bn in three private equity funds and invested in approximately 26 portfolio companies. Maintained and updated fundraising database with all calls, meetings and notes generated via investor contact Provided professionals with all investor notes and potential investor information prior to new meetings/contact Managed complex travel plan organization for both Partner and Principal Scheduled all new business meetings for Partner and Principal Responsible for Confidentiality Agreement database Presentation work includes Fund Annual Meeting portfolio company reports, PIPEs new business presentations and bank presentations Show less SKM was a private merchant bank managing over $1.5bn in three private equity funds and invested in approximately 26 portfolio companies. Maintained and updated fundraising database with all calls, meetings and notes generated via investor contact Provided professionals with all investor notes and potential investor information prior to new meetings/contact Managed complex travel plan organization for both Partner and Principal Scheduled all new business meetings for Partner and… Show more SKM was a private merchant bank managing over $1.5bn in three private equity funds and invested in approximately 26 portfolio companies. Maintained and updated fundraising database with all calls, meetings and notes generated via investor contact Provided professionals with all investor notes and potential investor information prior to new meetings/contact Managed complex travel plan organization for both Partner and Principal Scheduled all new business meetings for Partner and Principal Responsible for Confidentiality Agreement database Presentation work includes Fund Annual Meeting portfolio company reports, PIPEs new business presentations and bank presentations Show less