Establishing a framework to measure technology adoption through a set of performance metrics and key performance indicators to establish the IT organization's performance dashboard. Working with IT Leadership to ensure the implemented changes are sustained and change management methodology is followed. Engaging with the Continuous Improvement program and partnering with Enterprise Continuous Improvement Organization to implement digital transformation projects. Working with executive leadership to maintain operating plan to achieve strategic vision, operating platform and document business requirements.

Executive Assistant to The Chief Technology Officer and Managing Director of the Information Technology Organization. Helping support and deliver the Technology Investments to improve the firms business process and technology capabilities. Providing general and advanced administrative, and project support, to multiple senior executives in the Information Technology department. Acting as a liaison between IT and the Executive Leadership Team. Assisting executive to maintain leader's operating plan to achieve the strategic vision and operating platform that defines the people, processes, tools and technology. Providing support to meet the required on-going business demands and understanding of the new technology and capabilities in the 3-year strategy and execution plan.

Studied and got certified for my 200hr Power Yoga Teacher certificate. In addition got certified to teach Yin Yoga and Children's Yoga. Taught at local schools for children's Yoga enrichment classes.

Administrative support to Fixed Income Full Discretion Team. Responsible for running daily S&P Lists, Research and Daily briefings. Running monthly mutual fund and performance reports, and business activity logs with value rankings. Tracking business travel and media logs. Running bi-weekly Characteristic reports, regime weight and themes and strategy reports. Along with weekly team calendar monitoring and distribution, team travel and expense reports.

Provides support to Fixed Income Business Management. Supports the Fixed Income & Equity Trading departments, consisting of 40+ traders, 5 Trading Directors and 10+ Fixed Income Portfolio Specialists.

Supporting the Fixed Income Administrative Manager and providing back-up support to the Chief Investment Officer. Project based work.

Supporting an Emerging Markets Debt team under Global Fixed Income. Provide support to the Head of Emerging Markets, three Portfolio Managers, and an Emerging Markets Analyst. Responsibilities include but are not limited to preparing heavy International travel, coordinating Roadshows with our partner, acting as a liaison with our Corporate Communications department, calendar management, booking client and analyst meetings.

Transferred from the Small/Mid Cap Growth team to Global Opporunities. Provide administrative support to managing director/portfolio manager, three VP/analysts, and a VP/product specialist. Maintain 5 busy individual calendars. In Addition to prior duties of my old position as an Administrative Assistant to the Small/Mid Cap Growth; Arranging seminars and consultation calls with specialty doctors. Preparing research for Healthcare Conferences held locally and nationally.

Provide administrative support to two managing directors/porfolio managers, one director, three VP/analysts, and a VP/product specialist. Maintain 7 busy individual calendars. Booking and scheduling meetings, including coordinating conference rooms, meeting and greeting visitors and clients. Handles both domestic and international travel itineraries, including visas, airline reservations, hotel accommodations, car rental reservations, and car service arrangements. Process and trace expense reports and reimbursements. Answering phones. Produce letters, memoranda, and presentation reports. Run departments daily, weekly, monthly and quarterly reports. Pull research on companies we meet with. Core administrative support including but not limited to faxing, filing, and copying.

Provided administrative support to Principal & Managing Director. Developed policy and procedures manual. Responsible for client data entry, including weekly updates of client assets. Responsible for preparing client investment meeting presentations. Responsible for general client communication and scheduling. Responsible for preparation of paperwork for outside vendors.

Provided administrative support to Boston based relationship manager, private wealth advisor and investment manager. Provided Administrative back-up support to President and SVP of Asset Management & Insurance division. Secretary for Asset Management & Insurance Committee with high level management including CEO. Successfully implemented procedures to maximize efficiencies and reduce cost of delivering service. Developed, implemented and maintained physical records management system. Responsible for travel arraignments and calendar and Outlook Management for three officers of bank. Scheduled and prepared for meetings, including PowerPoint presentations. Organized internal and external meetings and conferences including committee meetings. Created organizational charts, timelines and calendars. Processed expense reports. Submitted bills to accounts payable. Handled incoming and outgoing phone calls and e-mails, routing to direct individual. Responsible for daily client contact including responses to client inquiry, proactive communication campaigns and official company correspondence. Preparing RFPs. Responsible for daily maintenance of client files including account coding, wire transfer, check requests and ACH transfers. Responsible for opening and closing procedures for escrow, custody, employee benefit, investment management, investment advisory, corporate trusts, and separately managed accounts. Responsible for periodic trust administrative reports, anti-money laundering and OFAC procedures and searches. Provide support to NE Private Banking and Investment Services groups. Responsible for several special projects including a significant role in the development and testing of the division’s disaster relief and business recovery plan. Developed New Employee Manual for division. Streamlined division’s Pipeline Reporting System. Provided significant role in developing a new business line; High Net Worth division, working closely with managing director.

Private Wealth Management: Administrative assistant to a Relationship Manager, Private Wealth Advisor and Investment Manager while being successful in creating proper time management skills to complete all tasks in an efficient time frame. Maintained office filing system. Responsible for answering phones along with scheduling meetings. Typed all client documents. Daily administrative tasks including faxing, scanning, e-mail, copying, and mail mergers.

Community Banking Office - Manomet, MA: Responsible for all daily client contact to meet and exceed all customer-banking needs either via telephone, e-mail or in person. Responsible for ATM, Vault and monetary instruments settlement. Managed three to five tellers. Responsible for operational duties, including but not limited to random cash draw checks, maintaining monthly training in Bank Secrecy Act, Customer Identification Program, Privacy and Personal Securities Transactions. Performed duties towards retention.

Community Banking Office - Plymouth, MA: Processed customer deposits, withdrawals, loan payments, monetary instruments, gift checks/cards, foreign currency exchange, savings bond redemption and sales. Cross-selling products and referring financial questions to proper departments throughout the bank. Responsible for acquired employee training on teller systems. Completed personal banking training to swing from the teller line to customer service to help in account opening and closing of checking, savings, certificate of deposits, business, trust and IRA accounts. Maintained and balanced cash draw on a daily basis.