Experience

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  RailWorks Corporation.

  • Greater New York City Area

  • Executive Assistant/Office Manager

    • Feb 2012 - Mar 2012
    • Greater New York City Area

    Temp Assignment supporting corporate President/CEO, Senior Partner, HR Director and team. Maintained calendars, scheduled meetings, screened calls and coordinated intense international and domestic travel. Spear-headed multiple onsite/offsite annual and quarterly executive board meetings (including, edited and collected documentation for board books, created and binded books, coordinated and arranged offsite annual board meeting dinner, secured and coordinated conference center for board meeting. Planned and provided travel and secured overnight accomodations for board members. In addition, provided other administrative support such as, invoiced monetary contributions for charity events and assisted in development of corporate marketing ad for full page layouts. Reviewed and prioritized incoming mail. Screened and addressed all calls made to the president of the company.

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  Credit Suisse

  • Switzerland
  • Banking
  • 700 & Above Employee

  • Eexecutive Assistant IB Global Rates Fixed Income

    • Dec 2011 - Jan 2012

    Delivered administrative support to IB Global Rates Trading consisting of 2 MDRs, 2 DIR, 35 Traders; processed and distributed globally nightly P&L; submitted wkly federal reports; reconciled trading desk invoices; arranged and coordinated intense global travel; obtained renewal passports and/or visa; scheduled global video/audio conferences; gathered and processed high volume of business expense reports; on-boarded new hires; arranged candidate interviews; distributed mail.

  • Executive Assistant IB Reference Data

    • Aug 2011 - Nov 2011

    Delivered administrative support to Investment Bank Finance Global Head of Reference Data Dept and various other high level executives managing multiple intense global calendars and scheduling global video/audio conference meetings and townhall sessions. Answered, screened and directed phone calls. Arranged international and domestic travel. Processed expense reports and equipment procurements. Handled onboarding all new hires and transfers including obtaining security clearances. Created and maintained global distribution lists and performed general office duties.

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  GenSpring Family Office

  • Executive Administrative Assistant

    • May 2007 - Mar 2011

    Assisted, developed, and implemented new systems and procedures of fiduciary templates for new client accounts. Drafted business communications, presentations and advertisement specifications. Coordinated meetings and events. Developed multi-budget management data systems, processed expense reports, and coordinated travel. Maintained daily multi-calendars and client data bases. Served as notary to GenSpring Family Offices and SunTrust Bank. Proficient Microsoft Office Suite software.

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  All American Mortgage Bankers

  • Mortgage Loan Officer

    • Oct 2003 - Jun 2007

    Originated residential mortgage loans, conducted client interviews, reviewed credit reports, and collected documentation to fit program parameters. Maintained client data base and developed referral base. Served as liaison between clients, underwriters, banks and attorneys.

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  Dresdner Kleinwort Wasserstein

  • Executive Administrative Assistant

    • 1998 - 2004

    Supported high-level global executives and managing directors. Spear-headed entire dissolution of North America Global Finance Troubled Assets in New York. Coordinated and hosted conference meetings of up to 230 attendees. Managed daily administration of back office, maintained books and records of all troubled assets accounts and apostiled documents for international use.

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  Donaldson Securities Incorporated

  • Executive Assistant and Office Manager

    • Nov 1994 - Aug 1997

    Supported CEO and principals, managed daily operations of office, prepared and submitted Form U-4s for broker dealer and brokers, kept CRD compliance logs, reconciled daily blotters and trade ticket confirms, kept daily stock watch, maintained general ledger accoounts, coordinated conferences and marketing events, arranged extensive travel and maintained multi-calendar schedules.

• 

  Roosevelt/St. Luke's Hospital

  • Emergency Room Clerical Supervisor

    • Dec 1988 - Apr 1990

    Supervised, delegated and coordinated emergency room assignments for staff of 19. Scheduled weekend shifts, revised and implemented policies and procedures, kept incident reports, gathered and computed hospital patient census reports. Maintained quality assurance of personnel, emergency equipment and supplies. Performed staff evaluations. Served as liaison between patients, medical staff and clerks.