Isabel Vera-Acevedo Email & Phone Number

Atlanta, Georgia, US

Atlanta, Georgia, US

• Calendar management that consists of scheduling meetings for the SVP both internal & external with key stakeholders & executives.
• Coordinate internal and external meetings. Duties included securing a conference room or establishment, sending out meeting requests or invitations, setting up audio visual equipment, assist in catering, negotiate.
• Maintain the calendar daily with contact numbers, locations and time allotted for each meeting with printouts of agendas and materials.
• Pull and create monthly budget reports for SVP to monitor department risks and expenses while understanding sensitivity of information & deadlines.
• Create, draft, coordinate and distribute presentations for management, colleagues, clients and conferences as needed.
• Involved in projects from the planning stages through to completion as well assisting in the execution of projects.

Atlanta, Georgia, US

• Heavy calendar management that consists of scheduling meetings for the SVP both internal & external with key stakeholders & executives as well as assisting C-Suite executive with meeting agendas, minutes, and time.
• Coordinate internal and external meetings. Duties included securing a conference room or establishment, sending out meeting requests or invitations, setting up audio visual equipment, assist in catering, negotiate.
• Maintain the calendar daily with contact numbers, locations and time allotted for each meeting with printouts of agendas and materials.
• Pull and create monthly budget reports for SVP to monitor department risks and expenses while understanding sensitivity of information & deadlines.
• Create, draft, coordinate and distribute presentations for management, colleagues, clients and conferences as needed.
• Involved in projects from the planning stages through to completion as well assisting in the execution of projects.

New York, New York, US

• Coordinated and organized the execution of all Corporate Real Estate agreements/contracts (such as master agreements, amendments, letter agreements, statements of work etc) for the Procurement & Commercial Management.
• Prepared all Non-Disclosure agreements for timely execution to potential vendors in engineering, architecture, general contractors, hospitality, and project management that included the planning and contract execution.
• Managed all documents that included executed agreements in TeamConnect and SAP where the agreements are housed while maintaining the policies and procedures for all real estate contracts in PCM which include contract.
• Updated and maintained the vendor information for over 100 vendors in the Vendor Management Portal (VMP).
• Created, drafted, coordinated and distributed presentations for management, colleagues, clients and conferences as needed.
• Maintained the calendar daily with contact numbers, locations and time allotted for each meeting with printouts of agendas and materials.

Jersey City, New Jersey, US

• Managed and maintained the National Customers Group, which consist of three departments; East Coast Account Managers, Customer Training, and General Customer Service.
• Prepared all month end reporting such as Monthly Statements for our customers, budget the car service expense, and maintained any legal documents between Pershing and its customers.
• Setup all Multiple Customer Training Sessions on an external site called IBM Lotus Sametime and WEB EX.
• Arranged the new hire process within the National Customers Group, which includes setting up the different access within the departments and their equipment.
• Performed administrative duties such as managing the calendar, creating PowerPoint presentations, setting up appointments, meetings and conference calls for the Director.
• Completed all travel expense reporting though an excel worksheet and through the departments database CCMS, on a monthly basis that includes airfare and the trainers trip expenses.

Zurich, CH

• Maintained all logistics pertaining to the professional development training program for Financial Advisors during stages three and four.
• Arranged hotel accommodations, negotiating prices, finalizing contract, air & ground transportation, AV requirements, conference room allocations, food and beverages.
• Prepared and shipped materials, sent invitations, arranged speakers, coordinated on-site events and data entry work pertaining to tracking program participants.
• Ran reports pertaining to New Financial Advisors field training by entering information into an access database, and setting up the reports that contained the assets the Financial Advisors obtained.
• Performed clerical duties such as answering busy multiple phone lines, typing, faxing, and photocopying and created PowerPoint presentations for the Director for all meetings.Tempted through Leafstone September 2004

Bachelor Of Arts (B.A.), Journalism & Mass Media Studies

Associate Of Arts (A.A.), Liberal Arts