Sandra Whitman Email & Phone Number

Boston, Ma

- Manage and prioritize tasks for one Portfolio Manager and three Global Industry Analysts through day-to-day functions- Schedule meetings, coordinating between both external and internal parties and investors' schedules- Work effectively as a team member, assisting fellow assistants as needed- Communicate clearly with companies, brokers, and analysts as the first point of contact for all phone calls and emails- Train new investment assistants on procedures such as expenses, CorpAxe (meeting/conference database) and travel- Coordinate domestic and international travel using detail-oriented skills to arrange hotels, flights, trains and creating exceptional itineraries- Ensure that passport information is up to date and proper visas are received for travel.Firm-wide Work/Engagement- Wellington Women’s Network- Disabilities Awareness Network- Becoming Allies member

Provided support coverage to the partner & director of US business development, and director of Global Consultant Relations. Responsibilities included: Extensive phone coverage; travel (domestic and international); maintained and assisted in the cleaning the company database before changing to new database. Also, assisted in the preparation of the Quarterly Review which included making changes to PDF documents and sending via a mass e-mail to about approximately 150 people as well as producing hardcopies for mailing. Assisted in the hiring and training of new administrative assistants.

The MBA is a multi-faceted banking trade group that represents over 200 banks all across Massachusetts. These institutions, large and small, are commercial, savings and co-operative banks and savings and loan institutions, in every corner of the Commonwealth, and a few are in neighboring states. While at the MBA, I performed full administrative duties for the Senior Vice President of Government Affairs and Trust Services. My duties included: Coordinated all Trust conferences and educational programs and prepared, revised and distributed a variety of publications using desktop publishing, including the 900-page Massachusetts Statutes on Banks and Banking. I also prepared Massachusetts statutes for filing at the State House. I typed and formatted the “Weekly Legislative Bulletin” for distribution to all members. This newsletter contained informational news that took place the previous week at The State House. This document initially was printed and mailed then switched over to incorporating onto the website using HTML software

Diploma, Business Courses

Certificate, Executive Assistant/Executive Secretary