Danielle Stevens Email & Phone Number

300 N. Lasalle St.

PFA Coordinator/Executive Administrator• Ran the Global Head of PFA’s calendar, scheduling, travel, meetings, meeting prep, notes, boards, charity events, and personal/family calendar• Covered 14 other bankers including Executive Directors, Vice Presidents and Associates• Arranged regional and international road shows for PFA Managing Directors• Managed up to 20 GP client calendars in coordination with PFA road shows • Worked with internal agency to book heavy/extensive travel• Coordinated with clients and their assistants to schedule meetings/calls• Logged and prepared salesforce notes for daily meetings/calls• Prepared multiple bi-weekly expense reports• Organized/hosted the annual Moelis/McGraw clay shoot event

Chicago

• Attending to guest’s needs and problem solving for any mishaps internally or via the customer• Excel data entry to roll up to managers regarding finances, scheduling and resources• Answering customer phone calls; polite, prompt and warm• Working in a fast paced environment

Executive Assistant/Office Manager:• Worked under 2 executives maintaining their monthly expenses, travel and scheduling (VP of National Sales and VP of Regional Sales)• Helped with sales force meetings and coordinated client events locally and bi-coastal• Organized top priorities throughout VP’s day• Assisted VP with extra projects including research and editing • Imputed Excel data regarding finances, scheduling & resources• Conducted meetings with HR and followed through with company concerns or office difficulties• Planned and conducted agency events in excess of 50K to ensure maximum client appreciation• In charge of on-boarding and training of new employees• Provided the office with equipment, supplies, and daily necessitiesDigital Account Specialist:• Trained in overseeing full sales cycle from leading in the creation of strategic RFPs to ensure full delivery among multiple KPIs• Trained in managing top accounts by assisting with planning, developing, presenting and executing online media and custom content campaigns• Supporting the sales strategy team with marketplace insights