SKILLS:

PC and MAC; Microsoft Office (Word, Excel, PowerPoint, Outlook), Reuters, Access, ACT, Bloomberg, Visio, JD Edwards, QuickBooks, BlackBerry, Lotus Notes, Fast Long Hand and Typing 75 WPM

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY

Executive Personal Assistant

Responsibilities:

• Was the primary gatekeeper for family
• Was responsible for booking private travel arrangements (domestic and international)
• Handled all event planning and holiday gift purchases including all birthdays
• Maintained and scheduled all Board Meetings
• Handled wire transfers and worked closely with accountants and outside bankers
• Oversaw management of homes upstate and in Jamaica, ensured that all homes are ready for family
• Provided heavy calendar management and worked closely with corporate Executive Assistant (of husband)
• Maintained car and healthcare insurance

Personal Assistant /House Manager

Confidential

Responsibilities:

• Functioned as Gatekeeper for the family
• Managed an ever changing busy personal and professional calendar
• Planed and coordinated family and professional trips on private planes
• Project management including new home construction, private plane maintenance, and event/party planning
• Handled personal errands, shopping, and online ordering/returns
• Functioned as House Manager for homes (NYC, St. Barths and Hamptons)
• Oversaw household staff for homes in NYC and Hamptons
• Scheduled and confirmed games for professional hockey team
• Worked directly with private flight crew and confirmed all charters
• Was the point person for auction houses for artwork and jewelry appraisal
• Interacted with Executive/Personal Assistant in office and at Family Office
• Updated weekly outings for children; scheduled after school events

Confidential, New York, NY

Personal Assistant/House Manager to Founder

Responsibilities:

• Acted as primary gatekeeper and liaison for Founder and family
• Organized an ever changing business and social calendar and complex schedule of events
• Managed travel itineraries, domestic and internationally
• Executed and facilitated personal wire transfers and updated monthly all investment portfolios
• Prepared son’s school calendar, after school functions and all travel during the year
• Oversaw and managed three homes (NYC, Florida and Martha’s Vineyard)
• Created email and mail correspondence as well as coordinated mass mailings
• Handled charitable contributions during the calendar year
• Created PowerPoint presentations for client meetings
• Managed and supervised office staff in the New York office; hire/terminated/oversaw domestic staff
• Planned events in the company and for Partners of RCW
• Liaison with home transactions (purchasing insurance, legal, building management)

Confidential, New York, NY

Executive/Personal Assistant/House Manager

Responsibilities:

• Managed ever - changing business and personal Outlook calendars for principal, spouse and children
• Opened, closed and managed estate in Southampton
• Scheduled extensive business and family travel; domestic and international, including private jets
• Confirmed, scheduled and rescheduled family appointments and meetings as well as Board Meetings
• Produced and set up routine and advanced personal correspondence including letters and e-mails
• Updated and maintained vendor and personal contact lists
• Purchased gifts and ordered online (Christmas gifts for family, friends, service providers, and birthdays)
• Handled property management of homes (NYC, Southampton and private hotel in St. Barths)
• Supervised staff and provided direction when needed (nannies, housekeepers, chefs, drivers, and care taker)
• Scheduled and confirmed reservations for personal and business, lunches and dinners
• Designed yearly events, parties, children’s birthday parties, house luncheons, and dinners
• Liaised with service providers: accountants, personal bankers, interior designers, staffing agencies, and event planners
• Restructured and updated monthly PowerPoint presentations for Board Meetings
• Interacted closely with other business companies (Green Partners, Hotel and Next Jump)
• Ordered, organized and took inventory of personal wine cellars in home and with outside vendors

Confidential, New York, NY

Executive/Personal Assistant

Responsibilities:

• Assisted General Partner and Analyst with day-to-day operations of $140 million fund
• Responsible for domestic staff management including hiring, training, and supervision
• Scheduled Board Meetings and monthly updates
• Planned events; décor, floral arrangements, guest lists, music, wines, catering, and staffing for elite cocktail parties or promotional events
• Prepared and updated valuation analysis report
• Organized monthly, quarterly and annual reports results to 45 partners and prospects
• Interacted with partners and prospects; developed new relations that resulted in partnership within fund
• Assisted new partners with rules of partnership, subscription agreements, offering memorandum, and limited partnership agreements
• Maintained funds’ daily calendar and weekly prospect meetings
• Managed accounts payable
• Maintained and updated business contact database
• Designed and updated website
• Worked with traders and clearing agents and satisfied requests/trades
• Managed General Partners’ personal accounts and paid household monthly bills using QuickBooks

Confidential, New York, NY

Executive Personal Assistant

Responsibilities:

• Prepared all presentations for privately sponsored investor conferences, round table dinners, breakfast meetings, and annual events
• Arranged distribution of quarterly CIG Hedge Fund Manager Directory
• Maintained Senior Managing Directors calendars and coordinated extensive domestic/international travel arrangements
• Prepared and submitted group expense reports
• Maintained and updated US/European client, investor and prospect database
• Answered all incoming calls and coordinated conference calls with investors/managers

Confidential, New York, NY

Chief Executive Assistant

Responsibilities:

• Worked directly with SVP and directors, managed and maintained all correspondence within Confidential Clearing Services
• Created and updated Clearing/Financial reports on a day-to-day basis
• Provided account coverage support to internal and external clients and staff
• Assisted in preparation of expense reports and travel arrangements
• Updated and maintained customer files and data