Franca B. Email and Phone Number

Assisted the Accounts Payable department while employee was out on sick leave

Sold life insurance and guided individuals with their financial planning needs part-time while I was a stay at home Mom

Sold supplemental insurance to companies and individuals part-time while I was a stay at home Mom

Set up Broker Dealer; Oversaw day-to-day operations of 2 person firm and helped build out to over 20 employees in 4 locations worldwide; Set up technology infrastructure; Set up HR programs; Liaison with SEC; Set up bookkeeping system and worked closely with accountant on all financial statements and reports; Purchased office supplies/equipment and furniture for all locations; Left company to stay at home full time to raise children

Oversaw day-to-day management of NYC and NJ offices; Conducted two office space moves; Generated quarterly reports, annual reports, financing memorandums, company brochures and investment recommendations; Prepared all partners expense reports; Composed correspondence; Researched investment industry considerations; Maintained money market, checking and brokerage accounts and some personal accounts; Eventually helped dissolve partnership (closed since 1995, was originally the venture capital arm… Show more Oversaw day-to-day management of NYC and NJ offices; Conducted two office space moves; Generated quarterly reports, annual reports, financing memorandums, company brochures and investment recommendations; Prepared all partners expense reports; Composed correspondence; Researched investment industry considerations; Maintained money market, checking and brokerage accounts and some personal accounts; Eventually helped dissolve partnership (closed since 1995, was originally the venture capital arm of Smith Barney) Show less

Lead Executive Assistant to Head of Technology Finance division and full staff of 25 employees; First job out of college and attended business classes at night