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Executive Assistant

Huntington, New York, United States
May 19, 2017

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MaryAnn Wholey

Huntington, NY *****



WELLS FARGO PRIVATE BANK, New York, NY Sep 2008 – Feb 2017

Executive Assistant to Senior Director of Investment/Fiduciary Services, 2011-2017

Executive Assistant to Senior Director of National Sales, 2008-2011

Managed Senior Executive’s daily calendar, emails, telephone, frequently fluctuating travel arrangements, and expense reporting.

Organized internal meetings and conferences, video conferencing, regularly coordinated with recruiters for candidate interviews.

Assigned proxy as approver for expense reports, budgets for client events, HR Staff Management system and Sales Management Dashboard.

Fielded and resolved day to day concerns surfaced by direct reports and clients.

On boarded new hires, ordered necessary office equipment, made appropriate introductions and completed hiring documentation.

Analyzed and compiled sales / pipeline reports for internal distribution to senior management and producers on a weekly basis.

Assisted on special projects, prepared materials, and supported visiting Executives when in NY offices

Trusted liaison to senior executives, national leadership, and direct reports, adept at navigating a complex management matrix.

Practiced at discretion and handling confidential material and information with integrity.

Organized agendas, developed Power Point presentations and coordinated guest speakers for conferences, including contracting outside venues and catering.

Supported personal requests for family travel and hotel arrangements.

BANK OF NEW YORK, Great Neck, NY May 1998 – Mar 2002

Vice President/Branch Manager

Managed and directed branch with $80MM deposit base and staff of 10.

Successfully achieved investment sales and overall financial goals.

Coached and developed staff in sales and service skills to meet growth initiatives.

Prepared annual budgets and salary plans.

Represented Bank in the business community as member of Chamber of Commerce and Long Island Business Association.


State University of New York, Oneonta, New York

Bachelor of Arts in English


Proficient in Microsoft Word, Excel, Power Point, Outlook, Concur and Siebel Client Link/Management Dashboard

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