Vad Word Resume 4-09
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EXPERIENCE PSILOS GROUP MANAGERS, LLC, NEW YORK, NY
MARCH 2000 to DECEMBER 2008
Executive Assistant to CFO, Controller & other Senior Partners Acted as right arm to CFO, performing basic administrative functions quickly and efficiently. gatekeeper for incoming calls from investors / clients.
Functioned as
Provided onsite support to visiting cofounder in collaboration with west coast executive assistant: handling heavy incoming calls and high volume of emails, calendar management, arranging complex domestic and/or international travel, consisting mostly of private plane or charter plane logistics coordination, interacted with personal bookkeeper for payment of bills and other personal finance issues. Assisted all partners with special projects as needed. Provided distance computer-based assistance to managing director working in Santa Fe office as well as on-site assistance in the NYC office. Coordinated high level teleconferences, videoconferences and in-person meetings, including portfolio board meetings and management meetings. Attended weekly staff meetings with senior partners and prepared and distributed minutes for the meetings. Organized the ground work of five annual investors’ meetings. assembled copies for distribution.
Created Powerpoint presentations and
Created and maintained investors’ database in MS Access, which allowed me to provide investor related data to be used by members for future marketing / fundraising activities. Implemented a highly effective filing system which simplified the process of indexing, filing, and off-site storage of company and partner documents. This system allowed for easy access to critical and time sensitive information. Facilities management: maintained inventory on all office supplies, coffee and beverages; arranged for building repairs, electrician work and other office upgrades as necessary. Performed a variety of key investor related functions; addressing inquiries of current and potential shareholders. Worked with partners on investor related marketing initiatives. Collaborated with CFO and Controller when distributing quarterly financial reports, monetary distributions, and K-1s for more than 200 investors. Methods used were Priority and electronic mail. Uploaded reports using Investran, the company’s online reporting application. Responsible for communicating all correspondence to investors and clients of company. Liaised with investors and clients answering basic fund questions regarding capital calls, monetary distributions and quarterly reports, referring calls to CFO as necessary. Assisted Controller with all aspects of Accounts Payable and Accounts Receivable. Proofed and edited company’s quarterly press releases in collaboration with CFO and handled distribution to investors and clients.
WASSERSTEIN, PERELLA & CO., NEW YORK, NY
JUNE 1998 to MARCH 2000
Executive Assistant to Managing Directors in Healthcare, Oil & Gas, & Merchant Banking Industries Assisted senior level executives: answered phones, prepared expense reports, coordinated extensive travel arrangements, both domestic and international.
CISCO SYSTEMS, NEW YORK, NY JUNE 1997 to JUNE 1998 Administrative Assistant
Supported Regional Manager, Account Managers and Systems Engineers with product orders.
SKILLS Proficient in Word, Outlook, Excel, PowerPoint and Access, ACT, Visio, Peachtree, Concur, Investran, Windows and Mac O/S, Internet research.
EDUCATION Thomas Nelson Community College and County College of Morris, 32 total credits. The New School, Basic Accounting course.
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