Denise Schultz Email & Phone Number

St-Laurent, Quebec, Ca

New York, Ny, Us

Waltham, Massachusetts, Us

Supporting the CEO, Chief Administrative Officer and Chief Legal Officer

Boston, Ma, Us

Boston, Ma, Us

Provide stellar executive support to the Chief Financial Officer and Chief Operating Officer, as well as the the executive leadership of the Finance and Operations departments. Duties include complex and sensitive calendar management, coordinating travel (domestic and international) and expense management. Facilitate projects as needed and support project manager on corporate banking projects. Coordinate and ensure proper approvals and payments for a variety of expenses including payments that need legal approval, statements of work and navigating the purchase order system.

Boston, Massachusetts, Us

Director, Outreach and Operations, Center for Women in Politics and Public PolicyAs a member of the senior leadership team, I provide guidance, strategy and management of resources to our organization focused on women's public leadership. My portfolio includes financial management, broad HR responsibilities, and outreach targeted to our New England Women's Policy Initiative. I am strategize and lead fundraising efforts that include corporate and foundation sponsorships, grant writing and grant management. I also recruit and train volunteers, work study students and part time employees. In this role I coordinate the six New England states in our policy initiative, track our 10 policy areas and advocate on policy issues, including paid leave and equal pay. Working closely with our Director, I execute and submit grant applications, fundraising strategy and networking opportunities. During my tenure we have raised several hundred thousand dollars in external support for our grants and initiatives.2018 Awardee - UMass Boston Chancellor's Service Award - Honorable Mention

Provided support to two key practice managers as needed. Created and maintained websites for high net worth clients to access their financial data. Organized continuing education seminars for CPA's twice a year - from design and production of invitations to all hotel contracts, mailing lists, receiving and maintaining guest lists, handouts, on site seminar requirements, registration and follow up. Heavy focus on customer service.

Key assistant to busy Financial Planner (Managed $80MM). Managed all aspects of business - investment money coming in, annual reporting on retirement plan accounts, preparing quarterly reports for client meetings, organizing seminars for CPAs and potential clients, mandatory filing requirements for financial documents, managed databases and calendars. Set up seminars and meetings.

Provide analytical support to senior-level software analysts. Took over the production of monthly investment report sent to buy-side analysts. Data and reporting tasks part of daily routine. Seminar and conference duties several times a year.

Graduate Certificate In Gender, Leadership And Public Policy

Bachelor Of Arts, Women'S Studies

Bachelor Of Arts - Ba, Women And Gender Studies