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Trade SupportJun 2005
Prepared the Virtual Portfolio Manager and Order Management trading systems for the daily market open. Prepared and executed end-of-day trade processes including broker notification and trade file uploads. Reconciled Brokerage reports to internal reports on a daily, weekly, monthly basis.
Marketing & Investor RelationsMar 2001
Implemented an e-mail marketing solution to aid in the distribution of investor correspondence. Created and compiled presentations, marketing material and correspondence. Planned and managed conference itineraries and events. Conceptualized and developed semi-annual direct marketing campaigns Managed a yearly project budget of EUR40,000 and consistently realized significant budget savings. Planned and coordinated fundraising events with clients and venture capitalists.
Office and Administrative SupportJun 1998
Over ten years of experience supporting C-level individuals as well as groups. Processed and payed vendor invoices using Quickbooks. Performed demanding calendar scheduling for multiple individuals. Arranged both domestic and international travel. Compiled complex expense reports. Frequently interacted with industry executives and their staff. Coordinated employee incentives. Conducted employee interviews and pre-screening. Created presentations and reports using MS Word, PowerPoint and Excel.
High School Diploma from Perth Academy NY1990 - 1994 (4 years)
Introducing Wall Street (2005)New York Institute of Finance
Specialized knowledge of Wall Street products and markets.