In my role of videographer, I recorded and edited a variety of video projects, with a focus on live musical/theatrical performances. Whenever possible, I was present for rehearsals to confirm the best possible camera settings/positioning beforehand to maximize the effectiveness of a single-camera shoot, and to get a sense in advance of when, where, and how far to pull in to capture those special moments. After a shoot, I worked closely with clients throughout the editing process to help ensure that the final master digital file, delivered in a timely manner, met their expectations down to the last detail.

Working at The Duncan Group was an incredible experience. Coming primarily out of the world of finance, I had a lot to learn about the workings of a Retained Search Firm, and there was no better teacher/mentor than Melba J. Duncan. In my role as Assistant to the President, I had responsibility for many day-to-day functions providing support to Ms. Duncan, which included: management of incoming calls; serving as liaison; administering requests on behalf of President; tracking general correspondence; coordination of meetings; oversight of office calendar; making travel arrangements, domestic and international (including air, hotel, and ground transportation); proofreading/editing speeches, correspondence, and presentations (Ms. Duncan is a noted author and sought-after presenter); preparing meeting materials; greeting guests and preparing conference rooms; personal errands, as needed.In my role as VP, Client Relations, I executed a wide variety of functions, including:• Serving as a first point of contact for prospective clients (phone and email); high success rate of moving clients forward to next steps. Researching information about prospective clients, and providing detailed reports to President.• Interacting with C-Suite Executives, high-net-worth individuals, HR Managers, and all levels of administrative personnel throughout the recruiting process.• Managing scheduling of candidate interviews with clients (in person, phone, or videoconference). Making candidate travel arrangements, when required.• Taking detailed notes of client and candidate post-interview feedback.• Conducting finalist candidate reference checks, as needed; creating detailed reports for clients. • Serving as client-candidate interface throughout the hiring process. Maintaining client files. Managing invoicing. In addition, I supervised the office administrative team and trained new hires. I was also tasked with general office management functions.

In my first foray into the creative world, and my first experience in running my own business, I recorded and edited a variety of video projects, including concerts, music videos, religious services, weddings, memorial services, promotional/educational videos, and various private events. My noted clients included Tim Brumfield, Cathedral Organist at the Cathedral of St. John the Divine, and world-renowned jazz trombonist Wycliffe Gordon.

In my 22+ years with UBS (starting out with PaineWebber in 1985, and continuing through the UBS takeover in 2000), I "wore many hats" within the TFI Retail Division:NYSE Listed Bond Trader/Trading Assistant, Corporate Taxable Fixed Income (TFI) Trading Desk (2003-2007)• Executed all bond transactions with NYSE. • Managed corporate Medium Term Note (MTN) Program (issued weekly): interacted with external bond issuers, TFI Traders, TFI Sales Liaisons, financial advisers and operations pertaining to the posting, distribution, closing and reporting of sales/revenue figures for the Program. Maintained MTN archive.• Served as trading assistant and troubleshooter for the corporate trading desk.• Coordinated with sales, operations, re-org and compliance on trade-related issues.TFI Sales Liaison for Western Sales Division (1999-2003)• Interacted with traders, financial advisors, branch managers, and operations pertaining to the sale and distribution of new issue and secondary TFI products to retail clients, including corporate bonds, treasury bonds, government agency bonds, mortgage-backed securities, preferred stock, commercial paper and ARPS (Auction Rate Preferred Securities).• Created customized TFI portfolios for individual clients on behalf of financial advisors. • Calculated and reported divisional sales/revenue figures to department manager on a daily basis.• Interacted with trading and operations on sales-related issues. General troubleshooter pertaining to sales errors and discrepancies. • Trained new hires to the Western Sales Desk.Assistant to Head Trader & Executive Director, Fixed Income (1988-1999)• Assisted the Head Trader (who managed the Retail Fixed Income Division) • Reconciled Head Trader’s and various corporate traders’ bond positions/P&L on a daily basis.• Managed the allocation of corporate bond inventory to sales liaisons. Assistant to Manager of Fixed Income Trade Support Group/Corporate Bond Operations Specialist (1985-1988)