Deb Smith Email & Phone Number

Dallas, TX

Forensics* Anti-Corruption Services* Fraud & Investigative Services* Litigation & Dispute Services* Forensic Technology ServicesValuations [Acquiring or Selling; Raising Capital; Transferring Ownership; Resolving Disputes, etc.]* Business Value* Asset Value (Tangible and Intangible)* Equity, Debt, Derivatives* Financial Reporting (Purchase Price.

• Provided key administrative support for National and International Partners with numerous highly visible appointments, and Private Wealth Services with exposure to sensitive information necessitating considerable use.
• I dealt with several service lines which required my adaptability, quick action and with highly confidential matter to be prioritized, completed and communicated in an urgent manner. Extensive U.S. and Global travel.
• I scheduled 2 non-stop, extremely intense calendars full of meetings, appointments, daily national and international conference calls and video conferences and I dealt with a complex assortment of intense subject matter.
• Produced, reviewed and prioritized correspondence, presentations, and reports using Microsoft PowerPoint, Word, Excel, Outlook, and Visio.
• I had frequent interaction with Senior Partners and Board Members necessitating initiative, good judgment, explicit follow up and decision making skills. I maintained Tax Services organizational charts and worked with.
• I have excellent organization and time management skills. I have demonstrated the ability to communicate effectively in visual, oral and written form with a high level of professionalism and the ability to work under.

Dallas, TX

• Assisted in outside auditors/ audit completion requests for Lee Financial fund partnerships.
• Generated correspondence to Fund Managers; assisted Controller with administrative duties.
• Responsible as the company liaison, for over 200 Alternative Investment Funds ($900 million AUM) ensuring completion of correct client offerings for company growth and profitability.
• Responsible for the restructure and streamlining of the outside partnership funds’ K-1 contacts and processing requests, tracking, deliverance, and posting K-1 information to applicable in-house systems.
• Responsible for the transfer of hundreds of client accounts from one custodian to another, IRA money movement, processing wires, journals, distributions, check requests, capital calls, compliance, and numerous.
• Utilizing multiple technological systems, responsibilities included auditing Alternative Funds’ information, ongoing data stewardship, compliance, reports, recording and tracking the numerous partnerships our clients.

Dallas, TX

• Completed client correspondence for 14 private equity/limited partnership funds (i.e., PPM subscription documents, Capital calls, K-1s, Realized Gains, Semi-Annual, Quarterly & Monthly updates, Annual Privacy Notice.
• Confidently assisted in projects that required a high degree of confidentiality.
• Coordinated meetings, social events, and work projects for executive staff.
• Created extensive PowerPoint presentations to accurately illustrate company initiatives and offerings.
• Demonstrated capacity to effectively perform tasks equal to 2 assistants in my supporting (simultaneously) 6 top-level executives with an acute ability to prioritize and complete correspondence and tasks in a timely.
• Organized public relations, marketing material, flipbooks, client information and correspondence with the talent to handle production and issues in a professional manner to ensure the seamless day-to-day operations of.

Dallas, TX

• Analyzed post performance, and developed business operations strategy.
• Customer Service: Communicated with customers, customer service department, and vendors. Resolved disputes, and tracked performance. Prepared promotion summaries and analyzed data.
• Events: organized and attended sponsorship, promotional, and media events. Took lead role in contracting, entertainment, food and beverage selection, and invite lists.
• Budget: Monitored monthly finance reports for anomalies of billing codes, reserves, budget vs. actual; Rolling Forecast; follow up when needed. Assisted with FY budgeting; created real time budget planning utilizing.
• Database and operations management: collected, maintained databases; analyzed and provided demographics summary; created unique charts and tables. Generated master reports based on the direct effect of strategies.
• Worked with communication plan: described situation, established objectives, strategies, and provided recommendations; attended weekly creative brainstorming sessions.