Susan Tilson Email & Phone Number

New York City

Support the Global Head of Alternative Investor Relations Operations

New York, Ny

Supported Managing Director of Client Development for Wealth Management Group. •Prioritized and managed workflow in a fast paced environment. Handled busy phones for Managing Director, Senior Financial Advisor and Partner. Set up meetings, managed calendar conflicts, arranged paperwork, conference rooms, confirmations and refreshments. Liaison with clients. •Originated client letters, clarified with managers, reviewed and processed through compliance.•Handled all travel arrangements, expense account reimbursement and collection. •Effective communicator interacting with stakeholders, senior managers, clients and team members.

New York, Ny

•Reviewed and processed billing for outside counsel, vendors and consultants. Followed through for errors and duplication saving the firm money and reconciling accounts.•Managed domestic and international travel, transportation, accommodations and arranged staff dinners for senior executives. Prepared and followed up on travel and entertainment expense reports. Approved expense reports for domestic and international employees within policy guidelines.•Maintained schedules, materials and logistical details to assist managers with major speaking engagements and presentations targeted to increase industry-wide recognition.

New York, Ny

Business Continuity Emergency Crisis Management Team for Lehman Brothers post 9/11. Handled manpower planning. Scheduled the IT recovery team arranging multiple moves between New York and New Jersey, organizing desk sharing with seats, computers and phones, all with critical timing. •Handled recruitment process for new staff. Scheduled interviews with department heads, followed up with recruiters and Human Resources. Oriented new hires, processed paperwork, drug testing, secure IDs, passwords and technical hardware acquisition. Set up desk logistics and functioned as point person and ambassador for all new hires and consultants. Utilized company procedures to streamline efficiency and time management.•Planned and organized large scale moves for 160 people in a timely manner. Created spreadsheets, organized seating, hardware and phone installations. Collaborated with move consultants, movers, move teams, facilities, technical support and management. •Managed domestic and international travel, transportation, accommodations and arranged staff dinners for senior executives. Prepared and followed up on travel and entertainment expense reports. Approved expense reports for domestic and international employees within policy guidelines.•Maintained schedules, materials and logistical details to assist managers with major speaking engagements and presentations targeted to increase industry-wide recognition.•Planned and organized meetings, road shows and special events for clients and staff. Maintained hectic calendars for senior executives. Ensured all goals and commitments were met.