Experience

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  Fnz Group

  • Executive Assistant To Group Ceo And North America Divisional Head
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  FNZ Group

  • Boston, Massachusetts, United States

  • Executive Assistant & Divisonal Head

    • Jun 2022 - Present
    • Boston, Massachusetts, United States
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  Bank of America

  • Business Support Manager

    • Oct 2019 - Jun 2022

    • Responsible for all CIO Fixed Income marketing collateral including client approvedfact sheets for $39B in assets under management.• Fixed Income lead for monthly calls with 1,500 Bank of America & Merrill LynchFinancial Advisors.• Main liaison between compliance and legal for CIO Fixed Income; work closely to ensure all collateral meets brand standards to mitigate risk.• Coordinate weekly calls with internal team of 50 associates. Collaborate with portfoliomanagers, analysts and traders on a PowerPoint deck to accompany call.• Special Project includes acting as the main contact for Operational Excellence (OpEx)within CIO Fixed Income. Tasks include working with teammates to identify opportunities to improve workflow, to find faster, simpler and more efficient ways to drive responsible growth. Once opportunities are identified, present them to the OpEx team so that additional investments can be made in teammates, technology, and capabilities.

  • Portfolio Management Associate

    • Feb 2017 - Oct 2019

    • Responsible for assisting senior portfolio managers with day-to-day oversight of portfolios including overdrafts, high cash balances and variances.• Operated in the Charles River portfolio management and trading program to oversee daily activity in portfolios.• Daily reporting using Tableau for both internal oversight and client portfolios.

  • Portfolio Manager Assistant

    • Feb 2016 - Feb 2017

    • Responsible for assisting the CIO Fixed Income Liquidity Strategies team with day-to-day oversight of portfolios including overdrafts, high cash balances and variances.• Completed monthly reporting for an ultra high net worth client with over $500mm in assets, including reports from FactSet, Excel, FirstRate and Charles River.• Worked with internal developer to create an internal Excel-based add-in to run both ad-hoc and monthly client portfolio reports, saving the Fixed Income team a collective 1,500 hours of manual work per year.

  • Administrative Assistant III

    • Aug 2013 - Feb 2016

    • Assistant to the Head of Fixed Income and Trading for BofA U.S. Trust (now Private Bank).• Responsible for booking travel, expenses, answering phones and calendarcoordination for 8 senior associates.• Coordinated on-site meetings in Boston for clients & visitors including conference rooms, food, travel and building access for top U.S. Trust clients.• Created, printed and bound client presentations for on-site and off-site meetings.

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  kor group

  • Office & Marketing Manager

    • Jul 2008 - Aug 2013

    • Responsible for running weekly internal production meetings.• Managed client schedules on project management tool Basecamp.• Arranged and scheduled client conference calls, virtual meetings and client budgets using Excel.• Researched specialty vendors, planned, coordinated and executed company&...

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  Weston Public Schools

  • Weston, MA

  • Special Education Teacher

    • Sep 2007 - Sep 2008
    • Weston, MA

    • Responsible for maintaining and carrying out individual education plans (IEPs) for various special education students in 1st and 3rd grade by spending time in small groups both in and out of the classroom making accommodations and modifications per the IEP for each student.• Communicated on a r...