Experience

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  Camelot Venture Group

  • Farmington Hills, MI

  • Executive Assistant

    • Apr 2005 - Feb 2015
    • Farmington Hills, MI

     Maintain the principal’s extensive calendar of meetings, appointments, events, trips and update contacts Manage all aspects of travel including private/commercial flights, ground transportation, accommodations and advise on charter plane options and trip cost analyses Handle all banking and bookkeeping, i.e. expense reports, bank accounts, and account reconciliations for multiple residences and all family members  Coordinate with and supervise the principal’s estate manager and staff  Administer philanthropic pledges/requests and contribution schedules  Troubleshoot and solve any communication, administrative, or logistical challenges that may arise  Screen and process correspondence  Provide administrative support to principal’s spouse and family members

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  EGL Investments LLC

  • Ann Arbor, MI

  • Family Office Coordinator

    • Aug 2003 - Sep 2004
    • Ann Arbor, MI

     Managed all bookkeeping, expense reporting, bank accounts, and account reconciliations for an Ann Arbor entrepreneur, his investment company, and his charitable foundation  Provided administrative support for all three entities by scheduling appointments/meetings, synchronizing extensive travel plans, typing/filing correspondence, maintaining calendars, coordinating logistics and materials for company functions and board meetings, and researching/implementing office systems and equipment Acted as liaison to his professional advisors and business contacts

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  Advanced Technology Ventures

  • Waltham, MA

  • Financial Analyst

    • Dec 1999 - Jul 2003
    • Waltham, MA

     Coordinated, compiled, printed and distributed all reporting material, including Board of Advisors’ books, quarterly reports, annual meeting books, and annual reports for 12 funds to over 400 limited partners Restructured and implemented standard reporting and transaction procedures for partners and associates  Maintained and updated investment portfolio tables for over 70 portfolio companies, including current valuation, sales/liquidation, and distribution data Monitored and reconciled stock certificates, notes, warrants, and closing documents against investment activity  Collected portfolio company financial information and capitalization schedules to reconcile with ATV tables Completed quarterly surveys to multiple venture capital research entities reflecting ATV’s financing activity Supported 8 partners in their research needs by accessing industry and market trends reports Assisted CFO in gathering fundraising due diligence for ATV’s $800 million fund

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  Prudential Financial

  • Needham, MA

  • Preferred Advisor

    • Sep 1995 - Dec 1999
    • Needham, MA

    Preferred Advisor Gathered quantitative and qualitative data necessary to customize plans Prepared comprehensive financial plans using Lumen Financial Planning software Guided clients through the implementation process in an organized, coherent manner Monitored portfolios and asset allocation mix through quarterly and annual reviewsSpecial Agent Developed insurance client base through referral prospecting  Qualified for two silver and one gold award for three 1996 sales campaigns  Attained 8 of 8 Client Development Bonuses in 1996 and 1997