Experience

Gallagher Re

• United Kingdom
• Insurance
• 700 & Above Employee

• EA to The Global CEO & Chief Counsel (2012-2017), Chairman (2017-Present)

  • Jun 2012 - Present

  New York, NY • Gatekeeper to the Executive Team (CEO of NA, Chairman, Vice Chair) • Coordinate extensive and complex multi-city domestic and international travel • Coordinate video conferences and conference calls among multi-country participants • Plan several major conferences throughout the year: coordination of meetings, lunches, dinners, cocktail parties. In addition to space acquisition, technology connections, food service, room setup, transportation… Show more • Gatekeeper to the Executive Team (CEO of NA, Chairman, Vice Chair) • Coordinate extensive and complex multi-city domestic and international travel • Coordinate video conferences and conference calls among multi-country participants • Plan several major conferences throughout the year: coordination of meetings, lunches, dinners, cocktail parties. In addition to space acquisition, technology connections, food service, room setup, transportation, etc. • Assist with Board presentations • Arrange internal and external meetings for senior level executives • Establish and maintain effective working relationships with all levels within the firm • Compiles, formats, prepares and distributes Legal Matter Meeting materials, minutes, and action tracker; Follow up on all action items • Assists with numerous highly confidential functions including merger & acquisition documents, confidentiality agreements and compensation agreements • Ensure that all items critical to the business are on the Executive’s calendar in a timely manner • Maintain all legal matters and invoices using or Ty-Metrix database • Keep a schedule of direct reports’ leave/travel • Monitor and approve expense reports for executive and his direct reports • Ability to proofread documents and make edits as needed • Prepare invoices and transfer payments for accounting via Ty-Metrix • Draft and edit correspondence (Confidentiality Agreements, Compensation, Agreements, etc.) • Meet and greet clients – heavy client interaction • Responsible for onboarding all new hires for our New York office • Distribute our Standard Intermediary Questionnaire to clients via email (over 200 clients) • Acting Notary Public for our firm Show less



British Airways Plc

• Executive Assistant to General Counsel

  • Jun 2011 - Jun 2012

  Greater New York City Area • Maintained all legal files for reference • Liaison for counsel • Performed research for lawyers • Prepared material for employees who will represent us in small claims cases • Gathered information and responding to subpoenas • Kept abreast of court dates and ensure all documentation has been submitted



Aetos Alternatives Management

• United States
• Investment Management
• 1 - 100 Employee

• Executive Assistant to Managing Partner

  • Oct 2006 - Jun 2011

  New York, New York • Scheduled annual compliance training ( NY, CA, HK/China offices) • Liaised with household staff • Submitted payment for personal bills • Assisted with personal restaurant reservations • Mailed and shipped personal items • Coordinated and arranged lunches for senior management • Gatekeeper to senior management • Answered phones, coordinated all meetings/conference calls with clients/ conversion of documents into PDF format and word format • Responsible for maintaining… Show more • Scheduled annual compliance training ( NY, CA, HK/China offices) • Liaised with household staff • Submitted payment for personal bills • Assisted with personal restaurant reservations • Mailed and shipped personal items • Coordinated and arranged lunches for senior management • Gatekeeper to senior management • Answered phones, coordinated all meetings/conference calls with clients/ conversion of documents into PDF format and word format • Responsible for maintaining the highest amount of discretion when handling employees’ brokerage account statements, trades, client investments and other confidential information • Coordinated domestic and international travel for senior staff • Coordinated and prepared a high volume of documents for upper management to execute • Distributed newly executed client investment management agreements to the marketing team • Assisted with PowerPoint presentations • Ensured all clients have provided correct documentation (ex, license, tax forms, copy of organization documents, list of authorized signatories, etc.) • Acted as the liaison between clients and management to ensure they provided all correct documentation • Coordinated expense reports for senior management • Maintained spreadsheets • Assisted with clients issues • Internet research • Coordinated and maintained all employees’ brokerage account statements; ensuring they have pre-cleared any trade that is found on their statements. • Distributed board materials to all board members for quarterly meetings • Took notes and organized in a professional fashion to be distributed among senior management • Mailed quarterly documents to all clients and ordered business supplies for department Show less



AllianceBernstein

• United States
• Investment Management
• 700 & Above Employee

• Executive Assistant to 2 Partners

  • Jul 2004 - Apr 2005

  New York, NY • Coordinated domestic and international travel arrangements • Arranged meetings with senior management • Created PowerPoint presentations • Arranged conference calls among clients and senior management • Submitted check requests for departmental invoices • Scanned and emailed documents / modified and mailed documents • Coordinated hand deliveries to outside clients • Followed up on client requests • Acted as the liaison among department and outside… Show more • Coordinated domestic and international travel arrangements • Arranged meetings with senior management • Created PowerPoint presentations • Arranged conference calls among clients and senior management • Submitted check requests for departmental invoices • Scanned and emailed documents / modified and mailed documents • Coordinated hand deliveries to outside clients • Followed up on client requests • Acted as the liaison among department and outside clients • Kept track of files in an Excel spreadsheet for several filing cabinets Show less