Sarah Roytman

Sarah Roytman Email and Phone Number

Executive Assistant and Administrative Manager @ Circle Wealth Management, LLC
Matawan, NJ, US
Sarah Roytman's Location
Matawan, New Jersey, United States, United States
Sarah Roytman's Contact Details

Sarah Roytman personal email

n/a
About Sarah Roytman

Sarah Roytman is a Executive Assistant and Administrative Manager at Circle Wealth Management, LLC. She possess expertise in administrative assistance, event planning, restaurants, hospitality, hotels and 15 more skills.

Sarah Roytman's Current Company Details
Circle Wealth Management, LLC

Circle Wealth Management, Llc

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Executive Assistant and Administrative Manager
Matawan, NJ, US
Website:
circlewm.com
Employees:
21
Sarah Roytman Work Experience Details
  • Circle Wealth Management, Llc
    Executive Assistant And Administrative Manager
    Circle Wealth Management, Llc
    Matawan, Nj, Us
  • Circle Wealth Management, Llc
    Executive Assistant / Administrative Manager
    Circle Wealth Management, Llc Jun 2022 - Present
  • Bbr Partners
    Executive Assistant And Research Admin Team Manager
    Bbr Partners Mar 2019 - May 2022
    Greater New York City Area
  • Bbr Partners
    Executive Assistant/Research Assistant To Investment Research Team
    Bbr Partners Apr 2017 - May 2022
    Greater New York City Area
  • 40 North Management
    Research Assistant / Administrative Assistant To The Investment Team
    40 North Management Oct 2015 - Apr 2017
    New York, New York
    • Coordinated & scheduled meetings and travel arrangements for five sector heads, five analysts and Head of Mergers & Acquisitions• Registered and organized arrangements and itineraries for national and international industry conferences and roadshows • Managed calendars, schedules, and multiple phone lines• Collected and processed expense reports • Managed Outlook contacts bases• Arranged conference calls• Pulled research reports via Capital IQ, Bloomberg, A2 Access, & Alpha Sense• Maintained relationships with equity sales contacts with 20+ banks• Produced company comprehensive packs• Managed the macro research subscription database• Generated and distributed Pre/Post Market summaries and weekly real estate recap reports • Collaborated with the administrative team on company events and office projects
  • Magnitude Capital, Llc
    Administrative Receptionist
    Magnitude Capital, Llc Jun 2014 - Oct 2015
    Greater New York City Area
    • Handled meeting and conference room calendar coordination for multiple high-volume conference rooms, including meeting room setup and breakdown • Used warm communication skills to welcome candidates onsite; Served as first point of contact for high traffic and high-profile clients calling or visiting the office• Led office management tasks including general office upkeep, maintenance requests, office supply orders, and building services• Catering coordinator. Maintained catering relationships with 50+ restaurant managers and owners throughout Manhattan and Brooklyn• Provided administrative support to the operations team via booking bi-monthly expenses, sending out audit confirmation requests, filing and organizing electronic and hardcopy files• Arranged international travel arrangements for operations team • Coordinated logistics of firm wide on and offsite events including catering, venue choices, menus, and transportation• Arranged teleconferencing and video conferencing firm wide • Assisted Fund Partners and several senior level employees with special requests• Scheduled and coordinated complex calendar appointments between executives and clients• Provided backup administrative support to the CEO
  • The Madison Square Garden Company
    Maitre'D - Suites And Catering Department
    The Madison Square Garden Company Nov 2013 - May 2014
    New York City
    - Supervised and assisted union built staff of over 100 employees at various events- Acted as a liaison between management and executive suite attendants- Managed highly attended world class sporting events and concerts from start to finish and worked with clients to meet expectations through providing exceptional service - Cultivated relationships with suite owners through providing exceptional customer service - Handled and solved all customer complaints, problems or concerns with procision- Executed exclusive affairs including Justin Timberlake VIP Party, Professional Bull Riders Pre-Show event, Luke Bryan VIP Room, Billy Joel cocktail parties, & exclusive Westminster Dog Show private event
  • Westhampton Country Club
    Dining Room Manager
    Westhampton Country Club May 2009 - Nov 2013
    Westhampton
    - Motivated a staff of 50+ individuals comprised of over five different job titles within one team - Increased staff moral through incorporating incentives for superior service - Decreased employee turnover through creating a positive and effective work environment for staff- Initiated creative ideas to attract a wide range of members to daily events on site - Effectively planned and executed ladies golf tournaments, dinners, luncheons and benefit events

Sarah Roytman Skills

Administrative Assistance Event Planning Restaurants Hospitality Hotels Hospitality Management Banquets Hotel Management Catering Scheduling Food And Beverage Fine Dining Restaurant Management Meeting Planning Wine Expense Reports Microsoft Excel Powerpoint Hospitality Industry Customer Service

Sarah Roytman Education Details

  • Suny Plattsburgh
    Bachelor Of Applied Science (B.A.Sc.), Hotel, Restaurant, And Tourism Mangement
  • Eastport South Manor
    Eastport South Manor

Frequently Asked Questions about Sarah Roytman

What company does Sarah Roytman work for?

Sarah Roytman works for Circle Wealth Management, Llc

What is Sarah Roytman's role at the current company?

Sarah Roytman's current role is Executive Assistant and Administrative Manager.

What is Sarah Roytman's email address?

Sarah Roytman's email address is sr****@****ers.com

What schools did Sarah Roytman attend?

Sarah Roytman attended Suny Plattsburgh, Eastport South Manor.

What skills is Sarah Roytman known for?

Sarah Roytman has skills like Administrative Assistance, Event Planning, Restaurants, Hospitality, Hotels, Hospitality Management, Banquets, Hotel Management, Catering, Scheduling, Food And Beverage, Fine Dining.

Who are Sarah Roytman's colleagues?

Sarah Roytman's colleagues are Kelly Russo, Scott Dow, Cfa, Emma Fernandez Echeverri, Lindsay Cherashore, John Chrin, Theo Cambilis, Dana Walsh.

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