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Operations/Administration professional with 20 years of experience in business support, working across various management levels. Detail-oriented individual with excellent planning and organizational skills. Strong attention to detail when leading projects.Experienced business leader with expertise in implementing business strategies that drive results and optimize operations. Well-versed in building credibility with executive management, stakeholders, and employees through excellent communication and interpersonal skills.
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Assistant Vice President Investment Banking Capital Markets CaoCredit Suisse Aug 2017 - Apr 2022Greater New York City AreaManaged key Investment Banking strategic change projects with a broad portfolio covering corporate real estate, sustainability, efficiency management, business technology advancement, policy governance, employee culture, and corporate philanthropy. Internal communications specialist.Highlights: Oversaw the corporate real estate occupancy strategy for a national investment bank. Strategized and executed the Americas IBCM division transition to remote working accommodations according to Credit Suisse Compliance and CDC safety guidelines during the COVID-19 pandemic. Implemented COVID office strategy and safety compliance, including multiphase return-to-office strategy for critical staff in Investment Banking Capital Markets, Equity Capital Markets, and Wealth Management divisions. Responsible for major campus renovations, including ground-up development over-site in coordination with IB Workforce Strategy. Worked with access control on day to day operations with Security Technology in regions ranging from Project layout and deployment, Access Control Systems Administration, and vendor management. Responsible for all building request approvals to IBC America’s location access and quarterly security reviews.Organizational efficiency:Implementation of paperless expensing in Concur for Investment Banking users. Managed centralization of client-related corporate giving process including budgets, approval chains, and P2P payments.Human Capital: Managed & Coordinated logistics of annual IBCM Analyst & Associate Summer internship program. Supervised and mentored IB division Group Operation Generalists and developed pipeline of administrative talent for IB divisions. Served as member of Diversity & Inclusion Steering Committee.Provided tactical leadership for IBC Americas, including space management of 14 offices.Maintained occupancy floor plans for all Credit Suisse campuses.
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Group Operations Generalist, Mergers & AcquisitionsCredit Suisse Aug 2011 - Dec 2017In partnership with the groups COO, managed 100+ employees in accordance with Compliance, Legal, HR, and Marketing guiding principles. Focus on balancing business and banker needs by providing tailor made solutions to drive efficiency.Manage all operational logistics within businesses including: business continuity planning, admin oversight, expense approvals, deal file management, travel, training and attendance tracking.Track and ensure group’s 100% completion of regulatory FINRA and the firm’s requirements/training/e-learning.Champion, execute and effectively communicate firm initiatives driven by Management and industry regulations.Perform risk assessments, establish and implement document control procedures.Partner with COO and group heads to strategize and improve group development, as well as human capital.
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Administrative ManagerMerrill Lynch Nov 2006 - Aug 2011 -
Marketing CoordinatorSaks Fifth Avenue 2002 - 2006
Annette Rodriguez Skills
Annette Rodriguez Education Details
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Community Organization And Advocacy -
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Marketing
Frequently Asked Questions about Annette Rodriguez
What is Annette Rodriguez's role at the current company?
Annette Rodriguez's current role is Assistant Vice President, IBCM CAO Management & Corporate Real Estate.
What is Annette Rodriguez's email address?
Annette Rodriguez's email address is ne****@****aol.com
What schools did Annette Rodriguez attend?
Annette Rodriguez attended Suny Empire State College, Suny Empire State College, Suny Empire State College, Gibbs College.
What skills is Annette Rodriguez known for?
Annette Rodriguez has skills like Financial Modeling, Investment Banking, Valuation, Corporate Finance, Due Diligence, Investments, Budgets, New Business Development, Finance, Bloomberg, Mergers, Financial Services.
Not the Annette Rodriguez you were looking for?
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Annette Rodriguez
Assistant Professor At University Of North Carolina At Chapel HillChapel Hill, Nc1brown.edu3 +150557XXXXX
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Annette Rodriguez
St Paul, Mn2ecumen.org, rebuildingtogether-twincities.org -
Annette Rodriguez
Miami, Fl7warburgpincus.com, mba2008.hbs.edu, warburgpincus.com, navabcapital.com, navabholdings.com, warburgpincus.com, mkhpartners.com1 +121287XXXXX
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Annette Rodriguez
Seattle, Wa3nordstrom.com, aol.com, tucows.com2 +170733XXXXX
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