SHANNON ROPER

510-***-**** / acfh4b@r.postjobfree.com

PROFESSIONAL EXPERIENCE

LPL FINANCIAL, Menlo Park, CA

**/**-*******

Client Services/Marketing Assistant

. Process investment applications and other account servicing needs

. Build rapport with clients and accurately respond to client requests

. Generate performance and positions reports

. Coordinate marketing events and social media efforts

. Vendor/supply management

. Maintain compliance standards

. Maintain CRM database and office website

JP MORGAN, San Francisco, CA

02/11 -05/12

Executive Assistant

. Directly supported the Executive Director of the Private Wealth

Management Group

. Utilized online system to review and process travel/entertainment

. Processed expense reimbursements and invoices for payment

. Responsible for opening new client accounts

. Coordinated calendar of business appointments, meetings, dining

engagements, travel arrangements and special events

. Handled conference logistics including selecting venues, hiring

catering companies, obtained audio/visual equipment and ensuring

smooth program operation

Bank of America Merrill Lynch, San Francisco, CA

10/09 - 02/11

Department Manager / Executive Assistant

. Directly supported the Healthcare Group

. Ordered office supplies

. Coordinated with building management

. Reviewed and processed expense reimbursements and invoices for payment

. Reconciled AMEX cards/statements

. Assisted clients with requests including confirming dining engagements

. Arranged complex travel, transportation, and hotel accommodations

. Interfaced with corporate executives, attorneys, financial officers

and high-net worth clientele

. Hired and supervised temporary Administrative Assistant for the

Healthcare Department

Credit Suisse, New York, NY

06/05 - 08/09

Executive Assistant

. Directly supported the Director, and staff of the Global Mergers and

Acquisitions Division

. Maintained corporate credit cards for six bankers

. Conducted extensive expense reporting; which included bank

reconciliation

. Made extensive travel arrangements both Domestic and International

. Prepared/distributed Public Information Books, PowerPoint

presentations, and correspondence

EDUCATION

M.B.A. Business Administration University of Phoenix - 2010

B.S. Business Administration University of Phoenix - 2008

SKILLS

Microsoft Word, Excel, PowerPoint, Outlook, Concur, QuickBooks, Salesforce,

Oracle, PeopleSoft, Branch Net, Red Tail

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