Tammy Schulz Email & Phone Number

3925 N. I-10 Service Rd. W, Ste 105

- Handled daily administrative functions and tasks as needed by answering all Executive VPs e-mails and preparing all invoices for payment signatures by the Executive VP- Managed daily calendar and schedules for Executive VP- Maintained all personal accounts and issued checks when needed- Monitored incoming e-mail with invoices for the architects and landscape department- Maintained resource file center; maintained supplies; coordinated office cleaning; managed payroll sign-in sheets- Worked with the Executive VP coordinating agenda for all board meetings and events; prepared minutes following all meetings

Metairie, Louisiana, United States

- Handled daily administrative manager functions and tasks as needed by answering all Foundation e-mails and preparing all invoices for payment signatures by the board- Compiled monthly financials report for the CPA and the annual audit- Managed all donations into Donor Perfect as needed and prepared bank deposits- Handled the Foundation’s calendars and schedules- Worked with the Board Chair coordinating agenda for all Board meetings and Events; prepared minutes following meetings- Helped with coordinating all fund raisers with the event coordinator

Greater New Orleans Area

 Worked directly with the Director of Research to proactively follow through on compliance related and confidential issues and deadlines within the research department. Duties included fielding telephone calls and emails, keeping him up-to-date on office efficiency in the New Orleans office. Coordinated office meetings, luncheons, presentations and marketing packages. Handled a broad variety of daily administrative functions as well. Daily sorting and distributing incoming e-mails to the appropriate analysts, proofing and modifying documents including correspondence, report drafts and memos.  Worked closely with the compliance department monitoring outgoing correspondence. Managed daily/monthly Research calendars, schedules and travel arrangements. Prepared and modified research marketing presentations (PPT), research reports (Word), monthlies (Excel), etc. Special projects such as external meetings, luncheons, holiday parties and the annual energy conference. Maintained support of the Sales Research tool to keep the sales team up-to-date on the research news flow.  Activated and maintained the entitlement request e-mails from third parties such a FactSet, Thomson and Bloomberg.  Managed and maintained resource center library documents on the website. Maintained client manager lists in BlueMatrix to keep lists current for all outgoing research material. Worked closely with the Research department on the BlueMatrix platform problem solving as needed.

Greater New Orleans Area

 Handled a broad variety of daily administrative functions and tasks as needed along with working closely with the compliance department daily regarding all outgoing Research correspondence. Worked directly with the Director of Research and 15 research analysts on all outgoing commentary to assure proper content to the sales team in a timely manner.  Edited, formatted and proofed all communications and prepared documents with proper compliance material (e.g., morning commentary, research updates, research reports, marketing brochures, corporate newsletters, and web content). Used my proficiency with MS office to introduce new ideas and content.  Managed daily/monthly Research calendars and schedules (liaison with sales, trading and research). Established and maintained Scotia Howard Weil’s global e-mail distribution list in Access.

Greater New Orleans Area

Assisted in overall support and operations of the corporate finance department such as answering phones, opening mail, maintained office supplies and contracts and managed other office assistants with daily time schedules.