Experience

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  State Street

  • United States
  • Financial Services
  • 700 & Above Employee

  • Officer

    • Apr 2019 - Present

  • PROJECT ANALYST, SENIOR ASSOCIATE

    • Nov 2009 - Present

    Assist in the creation of a new, comprehensive Client Management databaseTrack and maintain reports of monthly performance analytic deliverables to clientsProcess and track access requests for all investment analytic staff to client funds, various proprietary networks, programs and databasesCollect departmental reports and data from various sources and analysis as a quality control measure to ensure accuracy in all reporting both client deliverables and internalSetup new client funds and issue new fund announcement to appropriate management and staff.

• 

  Keller Williams Real Estate

  • Salem, Massachusetts

  • Realtor

    • Apr 2014 - Sep 2018
    • Salem, Massachusetts

• 

  Old Mutual

  • ADMINISTRATIVE ASSISTANT AND EVENT MANAGER

    • Aug 2005 - Nov 2008

    Provide technical and administrative support to the three senior executivesCoordinate domestic and international travel arrangements Maintain Salesforce databases for both consultant relations and sub-advisory services Provide calendar maintenance, meeting planning, and client telephone supportPrepare and maintain expense reports for senior executivesPrepare PowerPoint presentations, marketing materials and conference related materialsManage $200,000 Retirement industry conference budget, coordinate sponsorship and participation in conferencesWork on broader conference team to organize, prepare and facilitate conferences. Organize and facilitate other events, trainings and meetings.

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  Deloitte

  • ADMINISTRATIVE ASSISTANT - FINANCIAL ADVISORY SERVICES

    • Jan 2003 - Dec 2004

    Provided technical and administrative support to the Regional FAS Partner in Charge, other partners, directors, managers and associates in a Financial and Legal environment, including Dispute Consulting, Forensics, and Reorganization ServicesCoordinated travel arrangements Maintained client information database Provided calendar maintenance, meeting planning, and client telephone supportPrepared and maintain time and expense reports for senior partnersPrepared PowerPoint presentations, client proposals, client bills and correspondenceConducted internet research to determine or disclose corporate or personal connections to existing or potential clients, discover additional knowledge related to leads, corporate/business affiliations and relationships.

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  KPMG, LLP

  • ADMINISTRATIVE ASSISTANT

    • Aug 2001 - Jun 2002

    Provided technical and administrative support to RAS partners, directors, managers and associatesCoordinated travel arrangements for supervising partnerDeveloped and maintained an electronic database of the departmental libraryMaintained client information database and organized monthly mailingConducted internet and Lexis/Nexis research, collected market, census, statistical and financial dataPrepared PowerPoint presentations, client proposals, pitch books, client bills and correspondenceCreated computer generated maps containing statistical, market and financial data using Arcview softwareMember of Work Life Initiative Local Action Council and Member of Emergency Management Team.

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  PREMIERE e-SOLUTIONS

  • EXECUTIVE ASSISTANT/DATBASE ADMINISTRATOR

    • Jan 2000 - Jun 2001

    Provided administrative support to the Principle, managers and staffSupervised two full-time departmental assistants, as well as seasonal temporary employees (February through August)Prepared presentations and proposals Maintained the integrity of the client services database (ComManD), by reviewing conflict reports daily, and requesting corrections from usersMaintained all client filing and administrative recordsServed as marketing liaison for service line, organized practice development and other special eventsOrganized and facilitated training programs, including an expatriate tax training session which included staff from across the country, as well as international participants Coordinated travel arrangements, both domestic and international.

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  METRO MARKET SERVICES

  • PRACTICE MANAGEMENT COORDINATOR

    • Jun 1995 - Aug 1999

    Provided support to the Director of Practice Management with administrative, managerial, marketing and financial tasksLiased between director and eight office managersAssisted with the design, writing, editing, production and distribution of marketing materials including marketing brochures, patient education materials and press releasesMonitored monthly expense reports and vendor invoices, saving the company thousands of dollars by recognizing cost reducing opportunitiesMaintained medical records of inactive patients for present and former BMHSI clinics within the Metro marketCreated and formatted Administrative and Clinical forms used in the physician practicesMaintained all non-clinical administrative records (human resources, correspondence, vendor contracts, accounts payable, etc.)Reviewed bi-weekly time reports of all staff in eight clinicsPerformed and maintained physical inventories of all corporate assets, and evaluated all electrical equipment for Y2K compliance issues.

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  ALVERNO MEMPHIS CORP

  • MARKETING ASSISTANT/EVENT COORDINATOR

    • Oct 1993 - Jun 1995

    Planned and implemented all aspects of special events and promotionsInvestigated and Targeted collective and individual promotional opportunities Assisted with the design, writing, editing and distribution of marketing materials for this Home Health and Primary Care Corporation.