Administrative Assistant High School
Resume:
DESIREE MECHELLE CLOUD
Los Angeles, CA 90034
SUMMARY
Diligent, conscientious and detail oriented professional seeks to
apply acquired skills in an environment conducive to further cultivate
my knowledge.
WORK EXPERIENCE
Marketing Liaison
Transamerica Investment Services
Los Angeles, California 4/09 - 3/11
Specific Responsibilities
* Prepared monthly/quarterly client reports
* Prepared monthly/quarterly marketing materials
* Prepared weekly reports for Portfolio Managers
* Prepared quarterly staff presentation for continuing
education
* Presentation binding
* Reception coverage when necessary
Compliance Analyst
Transamerica Investment Management, LLC (firm formed two separate
companies in 4/09)
Los Angeles, California 11/05 - 4/09
General Duties
* Monitored employees daily personal trading and quarterly
reporting
* Prepared monthly/quarterly/annual client reports
* Monitored and resolved client account trading violation
issues
* Conducted new employee training and annual compliance
training
* Maintained Compliance library and files for record retention
control
Specific Responsibilities
* Managed client proxy voting program
* Secretary of the Proxy Voting and Risk Assessment Committees
* Assisted Chief Compliance Officer on special projects
* Bloomberg team leader for client accounts compliance
monitoring and rule verification
Executive Assistant to President and Multiple Principals
Westcap Investors LLC (acquired by Transamerica Investment
Management, LLC in 8/05)
Los Angeles, California 10/97 - 10/05
General Duties
* Performed general executive administrative assistant duties
and confidential assignments
* Generated research reports and completed projects to assist the
Investment Team
* Assisted with monthly and quarterly financial accounting related
matters
* Assisted with SEC exam and in-house mock audits
Specific Responsibilities
* Managed client proxy voting program
* Managed client class actions
* Managed ADV annual filing with SEC, client mailing and state
filings
Special Events Director, Special Events Coordinator, Special Events
Administrative Assistant, Special Events Secretary
Natural History Museum
Los Angeles, California 7/88 - 2/97
General Duties
* Managed special events and on-site motion picture filming
for third parties
* Coordinated monthly in-house special events
* Project planning for long-range calendars
* Prepared invitation lists, supervised addressing and
mailing of invitations, and maintained RSVP
lists for exhibition openings
* Prepared event budgets & contracts; maintained accounts
receivables for events
Specific Responsibilities
* Managed Museum's annual galas; Dinosaur Ball & Open House
* Coordinated and managed the gala opening for the Petersen
Automotive Museum
* Coordinated and managed the gala opening for The Great Bird
Hall
Computer Skills
Proficient in: Microsoft Word, Microsoft Excel, Microsoft PowerPoint,
Microsoft Outlook, Internet,
Protegent PTA, SecAPL, Bloomberg, Charles River, Indata,
Morningstar Direct, Thomson, BlackRock, FactSet
EDUCATION
High School Diploma, Los Angeles, CA
Investment Adviser Certified Compliance Professional
PROFESSIONAL MEMBERSHIPS
Southern California Compliance Group
National Society of Compliance Professionals
Excellent References Available Upon Request
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