Executive Assistant Sales Manager

Danielle M. Witt

*S*** Stewart Drive, Naperville, IL 60563

Phone: 630-***-****

E-mail: ************@*****.***

Summary of Qualifications

Exceptionally detailed, results oriented, and highly motivated

administrative professional with a unique ability to successfully manage

multiple projects simultaneously. Extensive experience in organizational

support, project management, and personnel supervision. Proven competencies

as an office administrator with the ability to empower others and foster

cohesive business environments.

. Proven track record of accurately completing research, reporting,

information management, marketing, and business-development efforts

within budget requirements.

. Adept at developing and maintaining detailed administrative and

procedural processes that reduce redundancy, improve accuracy and

efficiency, and achieve organizational objectives.

. Demonstrated capacity to provide comprehensive support for

executive-level staff including scheduling meetings, coordinating

travel, and effectively managing all essential tasks.

. Highly focused and results-oriented in supporting complex, deadline-

driven operations; able to identify goals and priorities and

resolve issues in initial stages. Able to quickly modify work

priorities to meet unexpected and sometimes competing deadlines.

. Proficient in Microsoft Office Systems, Microsoft Visio,

QuickBooks, HotDocs, FundingPro and PlanningPro, LexisNexis, Calyx,

ACT, GroupWise, Time Management, TimeSlips, E-Cabinet, Automated

Underwriting Systems, Adobe Programs, and most Internet Browsers.

Experience

Law Offices of Gary R. Waitzman August 2009 - March 2010

Executive Assistant to Gary R. Waitzman

Coordinated all aspects of Estate Planning, Probate and Estate

Settlement, Guardianship proceedings and Medicaid/Asset protection

planning, including the completion and submission of Medicaid

Applications. Handled complex estate planning and administration

matters for high net worth individuals, specializing in the

development of individually tailored strategies for the preservation,

protection, and transfer of family wealth.

. Drafted Revocable and Irrevocable Trusts, grantor retained annuity

trust agreements, simple and complex living wills, Durable Powers

of Attorney, Health Care Proxies, probate court filings; funding

and trust administration documents, deeds and inventories.

. Communicating with people outside the organization, representing

the organization to customers, the public, government, and other

external sources. This information can be exchanged in person, in

writing, or by telephone or e-mail.

. Processed corporate filings, including entity formation and

dissolution.

. Capably performed all administrative responsibilities including

complex word processing, managing databases, management of A/R and

A/P Accounts, scheduling meetings and teleconferences, coordinating

travel arrangements, answering telephones and filing.

McPhail and Associates, PLC November 2007 - July

2009

Estate Planning and Settlement Coordinator

Performed complex legal assignments with a high degree of independence

under minimal supervision of the attorney. Managed office operations

to ensure an efficient and productive office environment. Demonstrated

extensive paralegal experience, skill and knowledge, while

understanding the necessity to preserve and maintain confidential

communications and legally privileged information.

. Coordinated and assigned projects to staff, and assured they were

appropriately prioritized and completed on time.

. Extensive interaction with financial institutions, accountants,

life insurance companies and transfer agencies relating to the

establishment, maintenance and closing of accounts, stock

transfers, settlement of insurance claims, determining values of

estate assets, and financial planning for clients.

. Prepared fiduciary accounting, estate, inheritance, individual, and

corporate income tax returns, asset allocations, final distribution

schedules and obtained federal taxpayer identification.

. Interviewed clients and verified asset values and dispositions to

determine protection and estate planning needs.

. Analyzed estate planning documents to determine the manner and

distribution of assets, successor trustees and powers, and

beneficiaries of the estate.

. Developed and implemented detailed procedures for trust and probate

administration from beginning to end, including merge documents and

illustrated step by step instructions for each process within the

procedure.

United Financial Mortgage July 2005 to September 2007

Production Partner / Sales Manager

As production partner (executive assistant) to the President, I

coordinated all aspects of the loan process, supervised eight loan

officers, designed marketing strategies, developed and maintained

investor relationships, oversaw human resource responsibilities and

company finances.

. Developed, originated, documented, and closed commercial,

wholesale, and retail mortgage loans.

. Managed daily office operations, resolved company decisions when

the President was not available to do so, implemented office

policies and procedures, and ensured compliance with federal and

state lending regulations.

. Developed and managed a wide range of marketing tools, including

promotional materials, direct-mail pieces, and Web site content.

Defined and evaluated product marketing collateral, programs, and

analyses. Provided leadership and direction to all associates to

guide the creation of marketing materials and ensure congruence

with objectives.

Cayenne Systems Inc. June 2003 to July 2005

Executive Assistant to the CEO

. Acted as the primary liaison between the CEO and the staff,

organizations, vendors, consultants and other internal and external

contacts.

. Coordinated and scheduled calendars in a way to maximize CEO work

time, including internal meetings, client meetings, teleconferences

and personal appointments, and managed travel if necessary for

these commitments.

. Prepared, finalized and distributed project proposals and various

reports and correspondence for clients and industry partners.

. Created PowerPoint presentations for industry functions and

teaching engagements.

Professional Affiliations/Community Service Involvement

Department of Energy's Fermi National Accelerator Laboratory

Community Advisory Board Member (Currently)

. Comment and feedback on proposed new projects

. Review of proposed construction activities for new projects;

insight on potential community concerns and advice on how to best

mitigate any impacts

. Discussion of how changes at Fermilab are likely to affect

surrounding communities; and guidance and insight on how best to

integrate new activities at Fermilab with local communities

. Liaison with local organizations and communities

. Ongoing input and advice on implementing Fermilab's public

participation program

Education

Business Administration - Grand Rapids Community College, Grand Rapids, MI

. Business Law I & II

. Business Administration & Management

. Marketing

. Principles of Accounting

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