Cindy Colón

Cindy Colón Email and Phone Number

Assistant/Customer Service at Morgan Stanley
Cindy Colón's Location
New York City Metropolitan Area, United States
Cindy Colón's Contact Details

Cindy Colón work email

Cindy Colón personal email

n/a
About Cindy Colón

Cindy Colón is a Assistant/Customer Service at Morgan Stanley. She is proficient in Spanish. Colleagues describe her as "I know Cindy to be a dedicated, hard working, trust worthy, highly energetic and a resourceful individual. She readily accepts all assigned tasks with great enthusiasm. She was a delightful person to work with and a terrific team player. I strongly recommend Cindy for any position that can utilize her organization and customer service skills." and "Cindy was my Executive Assistant while I was Executive Vice President and Head of the Sponsor Finance business at The CIT Group. We hired her to CIT in February 2006. I left CIT in early 2008 to join Tygris Commercial Finance. Cindy is a terrific employee and Executive Assistant. She is very capable, a hard worker, and accountable. I could always depend on Cindy to get whatever task was assigned to her and to get it done right and done on time. She has excellent technical skills, but… Show more"

Cindy Colón's Current Company Details

Assistant/Customer Service at Morgan Stanley
Cindy Colón Work Experience Details
  • Morgan Stanley
    Assistant - Morgan Stanley Investment Management
    Morgan Stanley Mar 2017 - Nov 2019
    Investment Management/Fund Services • Managed day-to-day operations of department; arrange global multi-media conference meetings and calls; maintain manager’s complex calendars, meetings and travelling schedules;• Help oversee office management, responding to and reporting facility issues until resolved; • Created, processed and followed-up on expense reports using Concur until payment confirmed;• Professionally interact with staff (at all levels) remaining flexible, proactive and resourceful;• Volunteered in various department charity activities and help to increase donor contribution in company’s philanthropic missions (i.e. Dress Down Fridays Charity, Giving Back to Communities, Bike MS NYC).
  • Hsbc Global Banking And Markets
    Assistant / Securities Trading Floor
    Hsbc Global Banking And Markets Jan 2014 - Jan 2016
    Provided administrative support to six Regional Managing Directors in the Equities Team. Managed busy calendar, coordinated and scheduled meetings, arranged international and domestic travel and completed paperwork for obtaining visas for international travel as needed. Arranged conference calls, rooms, AV Equipment, Dial In Numbers, and Video Conference facilities. Completed monthly expense claims for the managers and confirmed when payment was processed. Provided administrative support for any ad hoc projects (e.g. off-sites, on-sites, social events, team meetings). Proactively formed a good working relationship with other admins in the team to achieve shared goals.
  • Bessemer Trust
    Client Service Assistant
    Bessemer Trust Jul 2009 - Feb 2012
    Supported Senior Client Account Managers and Team; Responsibilities included general administrative duties and special projects as required; scheduled very busy calendar; organized detailed travel plans and itineraries; arranged meetings with senior management and clients; prepared spreadsheets and presentation books for meetings; updated client information on CRM; provided customer service and operational day-to-day support, including but not limited to password changes; processed client remittances in conjunction with client requests; performed cash management functions using Workflow & Atlas in accordance with account procedures; worked directly with other departments for implementation and any client service issues.
  • Cit
    Assistant / Event Planning - Sponsor Finance
    Cit Feb 2006 - Oct 2008
    Executive Assistant to EVP / Head of Sponsor Finance:Managed day-to-day operations of the office which included answering phone calls, answering and/or redirecting e-mails/correspondence, processed expense reports and invoices. Successfully scheduled meetings, conference calls, and travel arrangements; conducted research, prepared and distributed reports, spreadsheets, presentations, and memos. Supported marketing manager with event planning on projects; coordinated logistics of client and/or group events (i.e. town hall meetings, client-closing deal dinners, company sponsorship activities, special event celebrations) including special projects as assigned.
  • Deutsche Bank
    Client Service Executive Assistant Private Wealth Management
    Deutsche Bank Oct 1997 - Oct 2005
    International Private Wealth Management. Provided client service for high net-worth clients; responsibilities included: open&close accounts, fielding inquiries, initiated wire transfer transactions, collected research data for monthly reports, presentations, client data management, and executed client requests.Responsible for recording and tracking the process of the KYC application. Confirmed all necessary documentation was included and recorded. Process was managed from inception to completion for final approval from CEO or CFO.

Cindy Colón Skills

Powerpoint Spreadsheets Microsoft Excel Microsoft Word Accounting Crm Travel Arrangements Office Management Outlook Time Management Event Management Customer Service Expense Reports General Administrative Support Bilingual English/spanish Office Administration Executive Calendar Management Client Service Oriented Event Planning Microsoft Office Organizational Leadership Social Media Project Management

Cindy Colón Education Details

Frequently Asked Questions about Cindy Colón

What is Cindy Colón's role at the current company?

Cindy Colón's current role is Assistant/Customer Service at Morgan Stanley.

What is Cindy Colón's email address?

Cindy Colón's email address is cc****@****ine.net

What schools did Cindy Colón attend?

Cindy Colón attended Iona College.

What are some of Cindy Colón's interests?

Cindy Colón has interest in Children, Education, Disaster And Humanitarian Relief.

What skills is Cindy Colón known for?

Cindy Colón has skills like Powerpoint, Spreadsheets, Microsoft Excel, Microsoft Word, Accounting, Crm, Travel Arrangements, Office Management, Outlook, Time Management, Event Management, Customer Service.

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