Executive Assistant to Co-Chief Executive Officer.

Executive Assistant to the Chief Human Resources Officer, Chief Marketing Officer and General Counsel.

• Provided full administrative support to the public equity team (consisting of senior managing director and head of public equity, four portfolio managers and two traders) of an investment management firm with assets under management of $77 billion from Jul. 2017 to Oct. 2021.• Performed general office duties including scanning, copying, filing, fielding calls, maintaining and updating team calendar.• Coordinated and planned monthly team meetings, quarterly meetings and annual offsite meetings along with arranging catering needs.• Booked air, car and hotel reservations including both domestic and international travel arrangements and completed expense reports.• Assisted team in producing, scanning and copying documents, correspondence, agreements and reports.• Coordinated with office services at main office, served as office manager and receptionist for Schaumburg facility, handled guest needs, ensured building access for visitors, handled vendor accounts, liaised with building management and ordered office supplies.• Communicated and coordinated with other groups within PPM America and affiliates which reside in different or remote locations.• Formatted and distributed files for proxy voting.• Maintained investment recommendation files, proxy voting files and broker contacts.• Formatted, distributed and calculated annual broker vote.• Distributed all mail, packages, research, print jobs, etc. daily.• Coordinated offsite storage of materials as well as destruction of materials pursuant to the records retention policy.

• Provided full administrative support to the legal and compliance team (consisting of four attorneys (general counsel and three senior counsel), chief compliance officer and four compliance associates)) of an investment management firm with assets under management of $110 billion from Feb. 2012 to Jun. 2017.• Maintained and updated team calendar as well as calendar of general counsel who traveled between Chicago and New York offices regularly (including scheduling meetings).• Heavy communication/acted as liaison via phone and e-mail with internal department heads (and assistants) as well as department heads (and assistants) of parent company and other subsidiaries.• Coordinated logistics for and assisted in the successful handling of compliance and audit review, including production of materials and scheduling meetings.• Assisted in document preparation for regulatory exams.• Assisted in the annual compliance training by scheduling department sessions.• Maintained compliance and legal files including corporate minute books, records, and legal library.• Assisted team in producing, scanning and copying documents, agreements and reports.• Maintained various monthly, quarterly and annual reports and documents, including material litigation, new entities, structure charts, corporate governance chart, signing authorities, committees/compensation committee lists and confidentiality log.• Booked air, car and hotel reservations including both domestic and international travel for team (and some personal travel for GC).• Coordinated offsite storage of materials, as well as destruction of materials and process per records retention policy, and assist with related training.• Maintained continuing legal education documentation for compliance with Illinois and New York State Bar requirements.

*Provided full secretarial support to the chairman of the board and several managing directors of a privately held investment banking firm as well as provide back-up support to CEO and other bankers, when necessary* Acted as "gatekeeper" to chairman, handle all incoming calls, e-mails, and correspondence* Heavy communication/acted as liaison via phone and e-mail with clients, brokers, account representatives, accountants and lawyers regarding trades, investment information, charitable contributions, etc.* Maintained and updated calendars including all business meetings, board meetings, conference calls, dinners, special events, personal appointments as well as travel, both for business and family (work side-by-side with assistant at chairman's residence to coordinate events with spouse and family)* Coordinated domestic and international luxury travel, all inclusive from Point A to B: car service, greeters, hotel, commercial and/or private charter flights and effectively manage an ever-changing itinerary* Executed wire transfers and maintain records for capital calls and distributions of private equity investments; updated valuations; handle wire transfers for the residence in connection with payment of personal expenses and household bills as well as recorded all incoming and outgoing monies of all financial accounts.* Maintained web-based account access and monitor function/accuracy of all investment websites as well as maintained a web-based program for tracking 25-30 market accounts, 15 private equity funds, 15 private investments and 8 properties.* Maintained and constantly updated large database of contacts* Recorded expenses and submit expense reports to various board memberships, financial entities and book projects* Researched potential investment opportunities* Set regular business development meetings for managing directors and assist with travel and monthly expense reporting* General office assistance

Provided full secretarial support to two partners working in the area of intellectual property law* Maintained all court filings, contacts and correspondence on firm's intranet "case web" system for all active cases * Handled all filing and record management, both paper and electronic * Maintained and entered attorneys' time on a daily basis and prepared fee bills* Prepared correspondence, court documents, memoranda, e-mails, etc. * Maintained calendars and coordinated all travel plans, itineraries and hotel reservations * Scheduled meetings, arranged for catering and technical needs* Interacted and formed relationship with top client on a regular basis regarding meeting planning, cases, travel, etc.* Assisted senior partner with personal bills, travel and child's school calendar and correspondence* Provided assistance to other attorneys and secretaries, as needed, according to team structure

Provided full secretarial support to founder and chief executive officer of proprietary trading firm* Assisted executive professionally, in the office, as well as personally, in relation to his home/family life, personal foundation/charity and seat on the board of trustees at the University of Dayton* Acted as "gatekeeper" to executive, handled all incoming calls, e-mails, and correspondence* Returned calls, e-mails and correspondence on behalf of and as directed by executive* Maintained and updated executive's calendar including all business meetings, personal doctor's appointments, children's activities as well as travel, both for business and family* Kept executive on time and on schedule on a daily basis* Kept executive well-prepared for all upcoming meetings, calls and appointments by preparing daily meeting folders* Made charitable donations from his personal foundation/charity as directed as well as kept accurate records of such* Opened all mail, both professional and personal. Passed along pertinent mail to executive, filed, and/or paid bills as necessary* Maintained ledgers for all disbursements from executive's various personal accounts* Made all travel arrangements for business travel, University of Dayton board of trustees travel and personal family travel including preparation of detailed itineraries for all trips. Made last minute changes to travel plans as needed* Ran personal errands as necessary* Assisted other members of executive team and head traders as needed

• Provided full secretarial support to office of four partners, two associates and one analyst (alongside another EA)• Prepared briefing and background materials for business development initiatives• Typed and edited client proposals, presentations, and references• Maintained partner calendars and coordinated meetings and travel plans including detailed itineraries• Verified degrees and other candidate credentials as well as made candidate travel arrangements• Heavy interaction and relationship building with clients and their assistants, primarily over the phone• Acted as a liaison between clients and candidates, such as scheduling interviews• Maintained client and candidate information in a research database• Accurately managed expense reimbursement on a timely basis, applying knowledge in accounting principles• Created and maintained accurate filing systems, both of hard copies and electronically• Room set up for in office meetings, including ordering food• Performed general office duties such as greeted clients, answered phones, ordered office supplies and groceries

Provided full secretarial support to three partners working in the areas of corporate law and intellectual property * Prepared correspondence, court documents, memoranda, e-mails, etc. * Handled filing and record management * Entered attorneys' time on a daily basis and prepared fee bills * Maintained calendars and coordinated all travel plans, itineraries and hotel reservations * Scheduled meetings, as well as, arranged for catering and technical needs

Utilized time management and organizational skills to balance workload as secretary for busy four attorney firmfocusing on estate planning, real estate, corporate and litigation * Prepared correspondence, court documents, e-mails, etc. * Handled filing and record management * Prepared client bills using Timeslips v.10.5 * Accounts payable/receivable * Prepared annual reports and kept corporate records for clients * Heavy client interaction, in person and over the phone* Maintained office docket * Managed daily operations of office, answered phones and greeted clients * Managed and facilitated office machine maintenance, telephone system and file storage * Ordered office supplies for all staff members and monitored supply levels