Played a pivotal role in providing comprehensive executive support for over two decades, effectively coordinating calendars, organizing speaking events. Successfully transitioned the new Chief Investment Officer into their role, minimizing onboarding time and enabling swift integration into responsibilities. Streamlined and coordinated CIO calendars, reducing scheduling conflicts and improving time management for strategic activities. Efficiently organized speaking events for the CIO… Show more Played a pivotal role in providing comprehensive executive support for over two decades, effectively coordinating calendars, organizing speaking events. Successfully transitioned the new Chief Investment Officer into their role, minimizing onboarding time and enabling swift integration into responsibilities. Streamlined and coordinated CIO calendars, reducing scheduling conflicts and improving time management for strategic activities. Efficiently organized speaking events for the CIO, enhancing corporate visibility and positively impacting stakeholder engagement. Managed and budgeted the operational needs of the AMG Investment Grp. reducing overall operational costs. Provided guidance and motivation to new Investment Advisors, contributing to an improvement in their assimilation into PNC's culture and enhancing their overall performance. Proactively communicated with various areas within PNC, facilitating the updating of corporate information and data, improving cross-departmental collaboration and information flow. Show less

Played a central role in supporting 3 Investment Officers, efficiently managing, guiding, and prioritizing large accounts to enhance overall client satisfaction. Demonstrated expertise in executing trades, composing effective correspondence with both PNC and clients, and responding to client calls promptly.

Served as the primary point of engagement with clients, fostering positive interactions and contributing to a welcoming environment. Orchestrated seamless preparations for client meetings, demonstrating strong organizational skills, and composed various correspondence with precision, ensuring effective communication between PNC and clients.

Ensured customer satisfaction and operational efficiency by proficiently supporting the opening of customer accounts. Processed and executed bank loan applications, responded promptly to clients' inquiries, and effectively resolved client issues, contributing to a positive overall customer experience.