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Work experience

Aug 2006Dec 2009

Executive Assistant to the CEO

Upon request: Confidential
I was the right-hand woman, "you name it, I'll get it done" executive assistant for the busy CEO of an Internet Marketing firm. The details are below: Scheduled meetings, appointments and travel arrangements with demanding time constraints Organized and maintained multiple databases and filing systems for seamless operations and business continuity Drafted successful proposals to solicit new business, created presentations, training materials, cost analysis and expense reports; supervised accounts payable and receivable; coordinated with CPA on accounting issues (P & L, Revenues, Tax planning) to facilitate orderly financial reviews Coordinated and executed multiple training seminars and parties for 30 to 100+ attendees Produced all outgoing correspondence, maintained phone system, served as gatekeeper and liaison Submitted numerous real estate contracts on behalf of company; helped facilitated real estate transactions coordinating with various entities (appraisers, closing attorneys, mortgage brokers) Oversaw business units and maintained continuity during CEO’s travels, provided daily updates Maintained meeting minutes, organized notes, helped delegate and implement action items both individual and for other employees Negotiated and secured discounted services from vendors/contractors, reviewed service contracts Oversaw full day to day operations of $490,000+ real estate coaching unit including sales, enrollment and fulfillment, personally generated over $200,000 in sales for program
Nov 2001Jun 2006

Discount Broker

Wachovia Securites now Wells Fargo
I served as a discount trading desk representative. During this time, I became proficient with Quicken in particular and financial website functionality in general. Below are the particular duties I performed on a daily basis: Placed complex securities orders rapidly for full service brokers and discount brokerage clients Assisted clients/brokers with trade corrections, account reconciliation, transfers, estate processing Served as liaison between branches and clients for access issues to facilitate a positive experience Provided expert technical support to clients for Quicken downloads and website navigation
Jun 1999Jun 2001


CSFBdirect formerly DLJdirect
I worked as a trading associate at CSFBdirect. My duties are below: Accepted and executed client securities orders during an extremely volatile market period Addressed client inquires and explained complicated industry practices such as margin trading, margin calls and general account requirements and compliance rules Submitted client instructions and explained consequences involving corporate actions, account transfers Resolved client conflicts with an emphasis on client satisfaction and loyalty


Aug 1993Dec 1997

Bachelor of Arts

University of South Carolina

BA in Advertising, Minor in Media Arts


High-level Executive Assistant

Former stockbroker who thrives in high pressure, detail and result oriented environments.

A successful sales representative and team player with excellent communication skills, also resourceful and loyal at all times.


Loyal, detail-oriented executive assistant to high-level management; dynamic former stockbroker, delivering superior performance as liaison between management and clients, proficient at adapting to changing business needs, excellent communication and problem-solving skills; self-starter



Privacy and Confidentiality Laws
Extensive knowledge gained from financial background of Privacy Laws, "Know Your Customer" banking rules, Investment Compliance rules, and professional discretion and confidentially of trade and company secrets/ insider knowledge        
Office Skills
Superior skills in Business writing, email and office etiquette,  52 wpm typing speed,
Microsoft Power Point
Microsoft Word
Microsoft Excel