Management Executive Assistant

CHRISTA WITTWER

*** **** **** ******, *** *H / New York, NY 10022 / 917-***-****

*******.********@*****.***

BUSINESS EXPERIENC

Wachovia Securities / Wells Fargo Advisors New

York, NY

Executive Assistant to Managing Director of Wealth Management Aug

2000 - May 2012

. Performed diversified administrative duties including written and

verbal correspondence, calendar management, computer graphics for

presentations, maintaining and organizing files

. Coordinated detailed travel arrangements, including air, hotel,

ground transportation, visas and meal reservations, as business needs

and personal preferences dictate (provided travel itinerary)

. Received, screened and/or routed all incoming telephone calls, mail

and publications, proactively handled questions and information

requests

. Resolved scheduling conflicts as they arrived, prioritized issues to

ensure an effective time management, juggled multiple tasks

simultaneously and dealt with highly confidential information

. Coordinated calendars and organized meetings, conference room

scheduling, ordering meals

. Maintained executives' contact list in Outlook, processed expenses

through Concur

. Acted as interface for clients and all levels of Wells Fargo staff as

appropriate

. Collaborated with other Executive Assistants to provide coverage and

general team support

CIBC WORLD MARKETS New York, NY

Registered Client Associate Apr 1990 -

Aug 2000

. Consulted with clients in Canada and the US as to economic aspects of

investments with special emphasis on foreign / emerging markets and US

Fixed Income / Equities

. Analyzed long and short term economic projections of issuing company

or government and performed comparative analysis of alternative

investments

. Traded Financial & Commodities Futures daily

ACCOMPLISHMENTS

. Recognized for two years (2010 & 2011) as "Distinguished Services

Professional"

. Promoted to Officer in 2010

. Supported team in increasing revenue by 21% in 2011, also achieved a

99% retention

. Leading role in converting 60% of clients to discretionary fee-based

accounts

. Spearheaded Envision plan initiative for Top 60 household accounts by

analyzing assets, liabilities, income needs, retirement, life style

priorities and asset allocation goals, resulting in team receiving

$1M+ bonus

EDUCATION

Zurich University (Zurich, Switzerland): BA Business Administration

Brandon College (San Francisco, CA): Certificate English / American

language & culture

Anglo Continental School (Bournemouth, England): First Certificate &

business course

SKILLS / CERTIFICATIONS

FINRA Series 7, 63, NYS Life / Accident & Health, NYS Public Notary

Fluent in English, German & French

Microsoft Excel, Word, Outlook, Concur

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