Executive Assistant Management

Kelley M. O’Brien

Summary

Proactive and resourceful independent thinker that is a detail oriented multi-tasker. Organized team player that thrives in a challenging environment and seeks to identify opportunities where efficiencies can be realized in daily activities.

Experience

2006 – Current First Citizens Bank, Columbia, SC

Portfolio Strategy Specialist

Coordinate key functions in the completion of strategic projects

Serve as liaison between field associates and internal investment managers on all topics regarding the management of client accounts

Manage regional reporting

Analyze financial data and prepare new business and /or client review materials

Executive Assistant

Managed the administrative needs of the Director of Capital Management, Director of Personal Trust and Director of Compliance and Operations

Prepared marketing/sales materials to include brochures, Requests for Proposal and PowerPoint presentations

Implemented and oversaw contact management system

2004 – 2006 Otis Spunkmeyer, Inc., West Columbia, SC

Executive Assistant

Reported to the Vice President of Manufacturing and Vice President of Supply Chain with key responsibilities including but not limited to: financial reporting, meeting/event coordination and contract assessment

Led a project in the development of a multi-faceted database that retained product information, including recipes, packaging specifications and pallet configurations

2002 – 2004 All South Federal Credit Union, Columbia, SC

Financial Services Coordinator

Coordinated multiple marketing campaigns and seminars spotlighting the financial services program

Managed the maintenance of several confidential databases

1999 – 2002 American Heart Association, Columbia, SC

Walk Director

Collaborated with local businesses for sponsorship development

Recruited, trained and managed volunteers including three Board of Directors in multiple counties

Education

Midlands Technical College, Columbia, SC

Associates, Management 3.4

Midlands Technical College, Columbia, SC

Associates, Marketing 3.4

100 Circleview Drive . Lexington, SC 29072

803-***-**** . *************@*****.***

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