Anna Wood Email and Phone Number
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An experienced team player delivering programs that provide upper-management additional capacity and efficiencies. As a Myers Briggs ISFJ, I am hard-wired to be practical, loyal, observant, reliable and supportive. I am seeking a dynamic, challenging position that utilizes and broadens my skills.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Carter Financial Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
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Office AdministratorCarter Financial Management May 2023 - PresentDallas, Texas, UsMaking a big impact for a small, prestigious Dallas wealth management firm as their Office Administrator. Will oversee office administration, human resources, marketing, and project management.
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Executive/Investor Relations AssistantTrigate Capital, Llc Sep 2019 - Feb 2023Dallas, Tx, Us▪ Produce and prepare quarterly reports and investor relations materials ensuring latest press releases and investor materials are up to date▪ Provide administrative support for professional staff, along with coordinating travel arrangements, facility management -
Reportinng Specialist & Database AnalystColony Capital, Inc. May 2007 - Jun 2019Los Angeles, Ca, Us▪ Led migration of an enhanced surveillance program, covering $5B in assets under management, spread over 2,000 properties, from manual processes to an automated system. Ultimately, the program provided 40% of associated Asset Managers’ time back to the business and allowed for real-time analysis of compliance issues. ▪ Prepared corporate reporting packages for Board Members and Investor Calls, covering 8 funds, and $4B in loans. The reports included asset performance and trends (NOI, debt yield, debt service coverage, market performance) and required the data roll-up of 5 business lines. ▪ Nominated as the “Data Expert” for the mapping of 1,000+ data fields, 8,000 capital stack positions over 2,500 properties, allowing senior management to focus on underperforming assets.▪ Assisted the development and ongoing design of NSTATS for surveillance and asset management of loan and owned-asset portfolios covering $2B in assets under management. -
Hr & Marketing AssistantRazor Competitive Edge Jun 2005 - Apr 2007St. Louis, Mo, Us▪ Responsible for >200 employees, including new hire onboarding and orientation, open enrollment and paid time off. Process improvement initiatives created a 35% increase in capacity of the HR Director, enabling an increased focus on quality of new hires, and process refinements.▪ Revised time and expense policies and procedures, including a company-wide approval process of travel logistics that resulted in a 20% reduction in travel expenses. ▪ Led market research of new retail clients to determine viability, scope and marketplace challenges, making recommendations to the Business Development Team (BDT). Analysis increased the transition from potential to actual client by 41%.▪ Produced pitch presentations that included competitive analysis, recommended team constructs, scoped deliverables, and value-added activities. Presentations were supplemented with detailed assessments of the client’s team(s) and likely points of commonality. -
Office Manager And Report PreparationWalden Management Llp Nov 2002 - Jun 2005▪ Prepared investor materials, including annual, quarterly and flash reports, covering 4 funds, with >$750M in assets under management.▪ Created asset origination pitch documentation for the Investment Committee, and tracked all actions requiring follow-up and ongoing monitoring to ensure compliance metrics are obtained. ▪ Day-to-day office manager for over >120 employees including direct responsibility for relationships with building representatives and service providers. ▪ Led process improvements activities that reduced administrative headcount, saving >$100K per annum. -
Executive Assistant (Partners)Olympus Partners Aug 1998 - Nov 2002Stamford, Ct, Us▪ Provided executive-level administrative support for the named partners, with >$1M budget responsibility. ▪ Administration of property-level insurance and real estate taxes for >300 properties, and managed the bidding process, providing 25% savings portfolio-wide in reduced tax assessments and insurance policy expense. ▪ Prepared and published quarterly and annual reports for 3 funds, with >$500M in assets under management. -
Junior Analyst & Executive AssistantGe Real Estate May 1994 - Aug 1999Norwalk, Ct, Us▪ Nominated by five different departments within the company and awarded the Diamond Award for outstanding administrative performance.▪ Led efficiency programs to reduce corporate travel and expense processes, alongside creation of a credit underwriting template used for >$1B of new originations.▪ Produced legal documents and financial presentations for senior management, detailing operating performance across 8 portfolios of >1,000 distressed assets.▪ Directed creation of a temporary office, with >$500K budget, on the West Coast for a due diligence team of 18 staff, including office space, furniture, office equipment, temporary staffing, travel and hotel accommodations over a 3-month period, to ensure a smooth due diligence operation.
Anna Wood Skills
Frequently Asked Questions about Anna Wood
What company does Anna Wood work for?
Anna Wood works for Carter Financial Management
What is Anna Wood's role at the current company?
Anna Wood's current role is Office Administrator at Carter Financial Management.
What is Anna Wood's email address?
Anna Wood's email address is aw****@****tal.com
What is Anna Wood's direct phone number?
Anna Wood's direct phone number is +197247*****
What skills is Anna Wood known for?
Anna Wood has skills like Financial Analysis, Microsoft Excel, Powerpoint, Underwriting, Accounts Payable, General Ledger, Accounts Receivable, Finance, Human Resources, Payroll, Employee Benefits, Outlook.
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