Allison Oatley Email & Phone Number

Ann Arbor, Mi, Us

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

• Collect, track and analyze acquisition data to provide strategic counsel to keyexecutives regarding future investments and divestments• Automated quarterly tracking system for receiving and collating related partyquestionnaire data to support critical audit timelines• Collaborate directly with executives and strategy teams to effectuate seamlessintegration of newly acquired portfolio companies• Onboarded a Board management services company and implemented documentproduction and corporate governance procedures

New York, Ny, Us

• Reorganized, enhanced and streamlined the Acquisition Committee process startto finish to facilitate efficient decision-making• Successfully prioritized and coordinated tasks, follow ups, schedules anddeadlines to manage the scope and completion of various projects across the firm• Managed multiple cross-functional calendars using Outlook and coordinatedweekly travel arrangements, and prepared and processed Concur expense reports

New York, Ny, Us

• Provided executive administrative support to the Head Event-Driven Strategist• Interpreted complex legal merger agreements to create clear, concise overviews utilized by a distribution list of 500+ external and internal recipients• Strategically analyzed an average of 12 potential mergers worth at least $1 billion per month, providing advice on all merger aspects (e.g. product overlaps, market shares, potential divestitures needed) and likelihood of deal completion• Developed, implemented, and maintained desk’s tracking system through extensive custom Excel spreadsheets, saving .4 FTE/week• Doubled desk sales coverage by directly advising 8 clients daily of risk and reward analysis on potential mergers; continue to grow personal and desk client base• Increased volume of incoming orders 20% by recruiting new clients and further developing existing relationships via in-person meetings 3 times per week• Scheduled and organized all meetings, events, and conference calls; manage and maintain busy calendar using Outlook• Coordinated domestic and international travel arrangements and itineraries for the entire department; prepare and process related expense reports; travel with Head Event-Driven Strategist as required

New York, Ny, Us

• Efficiently coordinated with clearing agency to ensure 150+ trade settlements per day keeping the firm’s $100 million revenue book flat• Provided detailed coverage and managed progress throughout the entirety of the 1-3 day trade lifecycle, combining middle and back office responsibilities• Facilitated daily communication with clients and traders regarding individual order details, worth up to $2 million each, to keep the firm compliant with security regulations

New York, Ny, Us

• Planned and executed 7 successful company events on a budget, including off-sites, outings, and parties with an average of 100+ attendees• Developed seamless process for booking and monitoring travel for the entire firm cutting in half the number of required steps• Assisted the HR department with onboarding new hires and reorganized the employee filing and tracking systems to create a smooth transition during the firm’s expansion

• Managed calendar, and appointment booking, for 10 stylists• Greeted and assisted clients; managed cash register• Organized inventory, arranged interior, maintained cleanliness of working spaces

• Organized floor-plan, assigned wait staff to appropriate tables, bussed and served tables and bar• Trained 15 new employees, both wait staff and hosts; balanced cash register after every shift• Mixed up to 40 cocktails, 15 coffee drinks, including latte art; knowledgeable of 200-bottle wine list and full menu, including brunch, lunch and dinner

• Created and ran unique outdoor programming for up to 60 children at once, implemented 2-week long yoga class, nail art and design, and soccer tournament• Planned, organized, and led off-site camping trip to Sleeping Bear Dunes National Park• Communicated effectively with parents and directors