KATHLEEN A. BARRETT
*** ** ******, ********, *** York 11209
**********@*****.***
718-***-**** (home)
917-***-**** (cell)
PROFESSIONAL EXPERIENCE:
Executive/Personal Assistant to John F. Farrell, Jr., Investment Banker,
Chairman and CEO
New York, New York
1984 - Present
. Work directly with Chairman throughout his career as CEO of various
corporations providing business and personal administrative support
. Act as gatekeeper for Chairman
. Coordinate Chairman's calendar and re-adjust minute by minute based upon
changing requirements and unscheduled events
. Anticipate Chairman's needs and handle majority of responsibilities with
little direction
. Take and transcribe dictation, create Excel spreadsheets, PowerPoint
presentations, compose letters and other confidential correspondence and
complex reports
. Coordinate extensive international and domestic business/personal travel
for Chairman and family, including private plane arrangements
. Prepare Chairman for all trips, meetings and events including detailed
itineraries, travel logistics, ground transportation, lodging and dining
reservations
. Research necessary information to keep Chairman abreast of all industry
news/events
. Plan and coordinate all corporate board meetings, and annual bank and
shareholder's meetings, both on and off site with Directors and additional
staff
. Maintain all office equipment and supplies
. Act as liaison for all charitable organizations, including preparing for
participation of Board meetings, responding to charitable requests and
tracking all contributions
. Provide administrative support to Chairman's business partners and CFO as
needed
. Maintain daily correspondence including e-mail, handle other general
office functions such as faxing, scanning documents, file organization and
archiving, researching requested information and preparing pre-meeting
materials for Chairman
. Work with Chairman's spouse and family on a daily basis and assist with a
variety of personal duties
. Develop and maintain effective and cordial relationships with the
Chairman's family, friends, business associates and staff
. Implemented and maintain contact database
. Oversee maintenance and management for multiple properties
. Manage business/personal brokerage and bank accounts
. Track and process all business/personal bills and expenses
. Responsible for liquidation of estate for family member
. Assist in business/personal tax preparation
. Assisted in liquidation of company assets
Company Affiliations
o 2006 - Present Independent Consultant, John F. Farrell, Jr.
o 1998 - 2006 Automatic Service Company
o 1989 - 1998 North American Mortgage Company (NYSE)
o 1986 - 1989 Walls Industries, Inc.
o 1984 - 1986 Integrated Resources, Inc. (NYSE)
EDUCATION:
The Wood-Tobe Coburn School, New York, New York
St. Francis College, Brooklyn, New York
SKILLS:
Microsoft Word, Excel, PowerPoint and Outlook, QuickBooks, Act!, Internet,
Pitman shorthand, Dictaphone
. New York State Notary Public
. New York State Real Estate License