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Creative problem solver with strong organizational, communication, and interpersonal skills with focus on achieving continuous & improved business performance.

Work experience

Executive Assistant/ Trade Support

Cambridge Mercantile

Cambridge Mercantile Corp., Princeton, NJSeptember 2005 – March 2007

Executive Assistant/ Trade Support

·Directly assisted Managing Director with expenses, productivity reports, employee benefits, business correspondences, and foreign exchange transactions (FX)

·Administrative contact for Traders in US, UK, and Canadian offices

·Tracked and submitted commission and incentive reports to payroll department

·Processed a daily average of $800k in electronic check payments for FX transactions

·Performed transaction reconciliations and daily bank deposits

·Conducted online demonstrations of company’s foreign exchange trading website to clients as well as provided technical support

·Participated in business development projects as well as solicited prospects

Apr 2007Present

Mutual Fund Analyst-Board Management Services


BlackRock Inc., Princeton, NJ                                                                April 2007 - Present

Mutual Fund Analyst-Board Management Services

  • Coordinate presentations, financial reports, memos and agendas for the printing, mailing and distribution of Board of Directors meeting and marketing materials
  • Build and link meeting materials to online board books platform to reduce overall board materials production and mailing costs
  • Manage ad-hoc projects for presentation to Corporate Officers and Board of Directors
  • Implement proactive strategies to improve process controls for data validation and reporting objectives
  • Monitor budget, process invoices & provide expense analysis for mutual fund mergers
  • Liaise with Legal, Accounting, Tax, Compliance and Performance departments for the preparation of shareholder proxy reports due to fund mergers or liquidations
  • Track and disclose Board of Directors annual compensation, biography info, and meeting attendance for shareholder proxy statements and prospectus reports
  • Prepare ACH payment requests for Board of Directors retainers, meeting fees and out of pocket reimbursements
  • Foster group cohesion through leadership and coordination of monthly team meetings