Diane C. Kelley
** ******* ******, ********, ** *2152 ************@*****.*** 617-846-
1676
Qualifications:
An accomplished Executive Assistant with a consistent track record of
delivering outstanding support to high profile
executives managing both their professional and personal projects. Possess
excellent expertise within entrepreneurial
enterprises and skilled in performing multiple duties requiring the highest
degree of focus and attention to detail.
Exercise sound judgment and tact in augmenting both client satisfaction and
investor relations.
Employment History
Boston Medical Center HealthNet Plan, Boston, MA
Aug 2007 - Feb 2010
Executive Administrator to Executive Director
Boston Medical Center HealthNet Plan (BMCHP) has played a key role in
Massachusetts' Health Care Reform effort as the State's largest managed
care organization dedicated to underserved populations, with over 240,000
members. In addition to its 182,000 MassHealth (Medicaid) members, BMCHP
serves over 60,000 Commonwealth Care members, the State's new program for
the working poor. The organization has approximately 450 employees, with
annual revenues of $1.2 billion.
. Provides analytical and specialized administrative support to relieve
and assist the Executive Director of the Plan of complex details and
advanced administrative duties.
. Extensive coordination between departments, Board of Directors, and
outside parties including BMC executives, legal, and government
officials or representatives.
. Collects and prepares information for use in discussions/meetings of
executive staff and outside individuals and coordinates Leadership
meetings. Plans, solicits materials, organizes and prepares
presentation materials including materials for Board of Director (BOD)
meetings.
. Ensures accuracy of data/sources, and researches questions or problems
demonstrating a highly developed knowledge of specialty areas and
general corporate policies and operations.
. Applies application skills at an advanced level. Creates complex
memorandums, letters, reports, correspondence, analyses, charts,
graphs, tables, statistical summaries, timelines or presentations.
. Organizes, sets up and maintains record-keeping systems to support the
Office of the Executive Director.
. Trains and supervises other executive administrative support staff to
ensure backup coverage including Board of Director support.
. Coordinates executive calendar, meetings, schedule, travel, expense
reports, and prepares requisite materials. Consults with Executive
Director as needed to solicit information, provide critical updates
and to coordinate information and priorities.
. Organizes, tracks, updates and maintains files, budgets and
operational data. Coordinates meetings, conferences and orders
supplies. Applies a seasoned understanding of executive needs to
efficiently manage administrative control systems and provides back up
support to other executives as time permits.
Temporary/contract positions while relocating from Chicago to Boston:
Feb 2005 - Aug 2007
Finnegan Henderson Farabow Garrett & Dunner, LLP, Cambridge, MA
. Executive Assistant to Contract Partner
ABS Ventures, Waltham, MA
. Executive Assistant to Partners & Principals
OMBI Consulting, Cambridge, MA
. Executive Assistant to Founder and Managing Director
Morgan Stanley, Chicago, IL Jun
2006 - Sept 2006
Executive Assistant to Managing Director and Vice-Chairman
Morgan Stanley is a market leader providing investment management services
to private clients, pension funds, trustees and charities globally.
. Extensive meeting planning/coordination and follow-up, calendar
management, travel arrangements, multi-city tele/video
conferencing
. Extensive personal assistance including family travel and
working with architect on new family home
. Office administration: including coordinating work flow
. Available to MD on a 24/7 basis.
Diane C. Kelley
Continued - page 2
Urban Retail Properties Co., Chicago, IL
March 03 - June 2004
Executive Assistant to CEO
Urban Retail Properties Co. is a diversified real estate services company
with distinct business divisions that provide cohesive and comprehensive
property management expertise. Currently the largest third party
management company in the country.
Responsibilities included:
. Extensive meeting planning/coordination and follow-up, calendar
management, travel arrangements, multi-city tele/video conferencing.
. Developed Urban's Concession Management Services product by extending
services to include other park districts. Presented firm's product to
Baltimore, Houston, Atlanta, Milwaukee, Kansas City, Nashville and San
Francisco.
. Event Planning: HQ luncheons for 135, Corporate Christmas party,
awards & tombstones.
. Tradeshow assistant: Assisted Corporate Communications Department
with the 10,000 sq ft. booth for the ICSC tradeshow in Las Vegas. (Set-
up, collateral material, traffic flow).
. Extensive personal assistance: family travel, family homes, charity
events, college applications.
. Advertising: worked extensively on Concessions Management Business
Brief.
. Extensive client contact: scheduling, meetings and troubleshooting.
. Always available to the CEO on a 24/7 basis.
HCA Capital Partners, Inc., Chicago, IL
Feb 2001 - Feb 2003
Administrative Director/Executive Coordinator
HCA Capital Partners, Inc. was a boutique investment bank that provided M&A
assistance and capital/debt raising in the Mid-cap Healthcare sector.
Responsibilities included:
. Extensive meeting planning, calendar management, travel arrangements,
multi-city video conferencing.
. Network administration: NT file server and Microsoft Exchange server
set-up and maintenance.
. Tradeshow coordinator: set-up HCA presence at all Medical tradeshows
across the country.
. Accounting responsibilities: billing/invoicing clients, payroll,
financial reporting & budget creation, check signing.
. General office administration: coordinated workflow among staff,
managed mailings & presentations.
. Managed office in the CEO's absence.
. Advertising: tombstone creation, ads for magazines, tradeshow
giveaways, web page update.
. Extensive client contact, involved in deal flow and decision making
and troubleshooting.
Chicago Strategy Associates, Inc., Chicago, IL
Mar 1999 - Feb 2001
Operations Manager/Executive Assistant to CEO
Chicago Strategy Associates (CSA) is a boutique marketing consulting firm
that focuses on channel strategy.
Responsibilities included:
. Ran the day-to-day operations of the CSA office.
. Handled Client billing, banking and pay all expenses and payables.
. Responsible for all expense reporting: Office and project.
. Event Planning: Company off-sites, including: fishing excursion,
golf outing and Christmas Party. Designed golf shirts and ball caps
for fishing/golf outing; travel included
. Purchased all capital equipment for office: phone system, computers
and copier.
. Meeting planning & scheduling: both personal and professional,
closing parties and dinners.
. Extensive client contact, scheduling and troubleshooting.
. Provided research material for projects.
. Systems maintenance and administration: backups and administrative
rights functions.
. Responsible for quarterly/year-end accounting to tax accountants
PENMAN Partners, Chicago, IL
Apr 1995 - Mar 1999
Office Manager/Executive Assistant to Sr. Managing Partner/Novell
Administrator
PENMAN Partners is a first time private equity fund, specializing in
mezzanine debt placement.
Responsibilities included:
. Running the day-to-day operations of the PENMAN office; supervised
support staff
. Handled all travel arrangements, including closing dinners, and annual
meetings
. Appointed as limited partner liaison.
. Capital equipment purchasing.
. Compiled all monthly/quarterly financial statements (at corporate
level).
. Budget creation and implementation.
. Coordination of closing dinners and annual meetings (travel included).
Diane C. Kelley
Continued - page 3
Richards & Tierney, Inc., Chicago, IL
Jan 1988 - Apr 1995
Associate
Richards & Tierney is a pension-consulting firm. The firm builds benchmark
portfolios and provides asset allocation
services to money managers and plan sponsor clients that run large
corporate funds. Responsibilities included:
. Extensive client liaison work.
. Developed and maintained manager database.
. Reconciliation of AIMR compliant portfolios.
. Input of historical client data for risk analysis.
. Assisted in compiling RFP's (check for accuracy and consistency).
. Set-up of all new clients (portfolio and return analysis).
. Made travel arrangements.
Education:
Loyola University of Chicago, College of Business, Chicago, IL
1980 - 1984
. Bachelor of Science, January 1984
. Emphasis in Business Management & Finance
Certified Novell Administrator
1996
Licensed Real Estate Sales Person (Illinois)
2003
Notary Public, Commonwealth of Massachusetts
2005