Julie Harmuth Email & Phone Number

Sunnyvale, CA, US

Sunnyvale, CA

Deliver comprehensive executive and office administrative support to the Vice President/Controller and the entire Finance organization including but not limited to:- Heavy calendar management and coordination with global business partners - Balance conflicting priorities to manage workflow, addressing critical deadlines and business objectives and key.

Sunnyvale, California

In my professional sphere, I am passionate about helping and supporting others. My role as LinkedIn Finance teams’ shared assistant enabled me to work with the best people in the industry. As Steve Jobs once said, “Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the.

Sunnyvale, CA 94085

Expert multi-tasker. Specialize in all aspect of administrative responsibilities.

San Francisco Bay Area

San Francisco Bay Area

Provided administrative support to C-level Executives, Directors, and their staff in various contractual assignments throughout the Bay area. Served as facilitator and liaison handling business as well as personal matters of a highly confidential and critical nature.- Arranged complex multi-segment domestic and international travels.- Screened high volume.

San Francisco, CA

Partnered with relationship managers, portfolio managers, and research analysts to provide dedicated and high-quality client support to sophisticated retirement plan sponsors, institutional investors, and consultants across the nation. - Researched and wrote responses to multi-million dollar Request for Proposals (RFPs) for equity, fixed income, and.

- Relocated to San Francisco Bay area. Supported two Senior Client Relationship Managers and supervised and trained three marketing assistants. - Managed all aspects of executives’ complex domestic and international travel arrangements ensuring their timely arrival and participation at all meetings.- Developed correspondence, reports and PowerPoint.

Los Angeles, CA

- Generated monthly investment results reportings for over 900 client portfolios. Ensured reporting consistency and accuracy in compliance with the Global Investment Performance Standards (GIPS).- Validated and analyzed portfolio and index data for anomalies or inconsistencies, and performed calculations to prepare for statistical attribution analysis..

Los Angeles, California, United States

Supported two marketing associates in all aspects of their client relations responsibilities, and provided phone coverage for over 20 departmental phone lines.- Assisted with written correspondence, RFP responses, expense reports, meeting minutes.- Maintained clients and prospects database.

Bachelor’S Degree, Economics And Psychology

Education record