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Mental Health Professional

Newark, NJ
March 14, 2018

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Octavia Breland

*** **** ******, ******, ** ***** • • • 347-***-****


BMO CAPITAL MARKETS, New York, NY Jan 2017 – Feb 2018

Executive Administrative Assistant

Supported the Head of Life Sciences and the Healthcare Team within the Investment Banking Division. Weekly tasks included the following:

Monitored the client contact database (Salesforce). Produced customized reports, and ensured data quality is maintained on behalf of the business

Maintained the professionals’ calendars of scheduled appointments, upcoming events and matters requiring immediate attention

Coordinated agendas, and dispatched meeting invitations and agendas to attendees, reserved conference rooms and arranged for IT resources and refreshments in support of a smooth and efficient meeting facilitation

Arranged domestic/international travel and managed the expense account for the team

GOLDMAN SACHS & CO., New York, NY Mar 2016 – Aug 2016

Executive Assistant (Consultant)

Provided proficient administrative support to the Global Chief Operating Officer, Global Head of Fixed Income for Private Wealth Management, the Head of Stock Risk Management, and the Head of Municipal Fixed Income for Private Wealth Management within the Investment Management Division which involved:

Provided additional support in a team environment to a large group of analysts, associates, and vice presidents

Offered back-up coverage for senior MDs and other administrative assistants on the team

Coordinated a high volume of domestic/international travel arrangements and completed expense reports

Scheduled complex, senior-level internal and external meetings and conference calls

Approved timesheets and track vacation time for the entire Investment Management team

Processed expenses incurred to ensure corporate credit cards are paid according to Goldman Sachs reimbursement regulations


Executive Assistant and Project Coordinator (Consultant)

Delivered executive support to the Head of Human Resources and her direct reports within the Human Resources Department and the Office of Behavioral Health. Daily responsibilities included:

Assisted the President and CEO of HHC with his monthly presentations to the Board of Directors regarding healthcare regulations

Maintained contracts and other vendor agreements utilized by HHC for contract employees

Processed timesheets, invoices and other payroll material for the Human Resource Department

Conducted workshops and presentations regarding benefits offered by HHC to their employees

HSBC, New York, NY Apr 2014 – Oct 2014

Senior Executive Assistant and Project Manager to the Group Chief Data Officer of HSBC’s Data Management Office (Consultant)

Administered project management level support to the Group Chief Data Officer and members of the DMO team. Daily tasks were the following:

Maintained and coordinated the Chief Data Officer’s complex calendar for internal/external and international executive meetings

Exclusively responsible for creating and implementing the Data Management’s on-boarding process for both permanent and temporary staff based for the US office

Maximized the value of HSBC’s funds spent on business travel by identifying the least expensive flight, hotel, and ground transportation with cost alternative recommendations where applicable

Accurately processed expenses for the entire DMO team utilizing the BuySmart reporting system diligently before corporate card due dates to avoid finance and late charges

CITY NATIONAL BANK OF NEW JERSEY, Newark, NJ Aug 2012 – Oct 2013

Executive Assistant and Project Coordinator to Chairman, President and Chief Executive Officer (Consultant)

Offered executive level administrative support to the Chairman, President and CEO, eight C-Suite Executives, and Board of Directors. Responsibilities included but were not limited to:

Solely responsible for creating first bank-wide expense tracking system, providing uniformed processes for tracking corporate and personal expenditures and invoicing

Researched and secured lucrative domestic/international travel discounts and deals that saved the company 25% on average per trip without agency support

Handled extensive confidential HR business, correspondence and bank information, facilitated high volumes of meeting requests by prioritizing and resolving schedule conflicts, synchronized detailed domestic/international corporate and personal travel

Managed all logistics for highly visible monthly board meetings which included review and editing of the CEO presentations, reports, agenda preparation, approvals for press releases/client correspondences and all other approvals

Primary liaison to HR, Legal, Compliance, Portfolio Managers, IT, and Public Relations consisting of managing projects ranging from monthly bank events, internal/external communications including drafting and editing of press releases

GOLDMAN SACHS & CO., New York, NY Aug 2010 – Aug 2011

Executive Assistant

Provided executive support to the Global Head/Managing Director of Accounting Policy and his direct reports within the Finance Division. Daily duties consisted of:

Worked closely with Senior Managing Partners, Principals, Managing Directors and Senior Vice Presidents when scheduling executive board meetings with the Securities Exchange Commission in Washington, DC

Responsible for booking international/domestic travel arrangements for the entire Accounting Policy team and immediately processing expenses incurred to ensure corporate card accounts were paid according to Goldman Sachs reimbursement regulations

Strategically scheduled weekly, bi-weekly and monthly global accounting policy team meetings

Maintained more than 20 databases, distribution lists and file systems containing confidential accounting information for the accounting policy team

Approved timesheets and tracked vacation time for the entire accounting policy team

Processed quarterly consultant invoices from Pricewaterhouse Coopers, Ernst & Young and KPMG


Jun 2007 – Apr 2010

Executive Assistant

Managed administrative operations for the Senior Managing Director, Managing Director, Directors, Vice Presidents, and Analysts of Client Coverage Group within Equities/Americas Division which included:

Worked directly with C-Suite Executives which included the Vice Chairmen, CEOs, CFOs, COOs, and Managing Partners, on initiatives to strategically strengthen and merge client relationships

Designed a frame work of client facing materials used for Key Account Management Reviews in Private Banking, Asset Management, Investment Banking and Securities Divisions for approximately 150 of the firm’s top clients

Coordinated approximately 15 or more annual video conference calls and executive meetings for 50 domestic and international clients


Jun 2005 – Aug 2006

Executive Assistant

Supported Advisory Director, Managing Director and Executive Director of Institutional Securities Management Group within Investment Banking Division

Saved over 50% in expenses by researching and negotiating lowest rates for corporate travel utilizing concur

Established new billing invoicing procedure that effectively met deadlines for client reimbursement

Served as primary point of contact between personnel, clients and vendors maintaining high level of confidentiality


Feb 2004 – Jun 2005

Provided short-term services to companies including:

Morgan Stanley, Executive Assistant to Advisor Director and Managing Directors in the Investment Banking Division

Goldman Sachs, Administrative Assistant to Managing Directors in Global High Yield / Technology Departments


Oct 2000 – Dec 2002

Banking Administrative Assistant

Supported Vice President, Associate and Analysts of Natural Resources Group within the Investment Banking Division by:

Drafting and preparing extensive domestic & international travel arrangements. Maintained complex business/social calendars; screened/answered mail and telephone calls, supported other executive administrative assistants

Managed, organized, and distributed full range of incoming executive correspondence. Made decisions on destinations and actions required on most items, releasing Associate Bankers for more important activities

Expedited reimbursements by designing forms enabling executives to track business expenses more efficiently


Career Vision Technical School, New York, NY May 2005

Pursued certifications in Multi-Networking and Securities Professional Program

A+ (PC Repair), Network+, MCP, MCSA, MCSE, CCNA and CIW Security

Certifications Obtained: A+, Network+

BS, Health Care Administration, State University of New York, College at Brockport December 1999


Microsoft Office 2000-2010, Outlook 2010, Google Calendar, Lotus Notes, Adobe Acrobat, Concur, Salesforce, SharePoint, BuySmart, Windows XP Professional, Windows 98, XMS Expense Management Software, Cliqbook Travel Software. Licensed Notary Public: New York and New Jersey; Member of National Notary Association; Active Alumni Board Member: SUNY COLLEGE AT BROCKPORT; Active Mentor: Big Brother Big Sister Mentoring Program

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