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Executive Assistant Office

Stamford, Connecticut, United States
June 12, 2018

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Cesar Cotillo

Stamford, CT *****


Summary of Qualifications

A highly motivated and detail-oriented executive administration professional within the finance industry. Experienced in providing a high level of support to officers, partners, and managers in all aspects of daily duties while providing and respecting company/client sensitivity. Additional experience in portfolio administration and operations.

Professional Experience

New York Life – Stratford, CT

Executive Assistant to Managing Partner Jan 2016 to Present

●Provided daily administrative support in regards to heavy calendar, emails, coordinating travel and answering calls for a group of 7 advisors and directors

●Assisted with various ad-hoc reports and projects as needed

●Outlined and distributed advisory updates to various departments

●Provided general office management such as space arrangement, doc reviews, expense report reviews, copies, etc.

●Drafted and prepared comprehensive investment plans to new/existing clients for the senior wealth manager

●Created, maintained and updated office docs which provided reporting to the senior manager and district partner

●Facilitated /coordinated monthly seminars for various advisors leveraging other office assistants

●Took meeting notes and ensured deliverables are followed through

●Effectively communicated to executives, clients, and associates informing and updating about meetings, events, etc

Northwestern Mutual – Norwalk, CT

Executive Assistant to Managing Director Dec 2014 to Dec 2015

●Administered daily support with calendar, emails, light travel and answering calls for a group of 2 office directors and 4 executive advisors

●Aided in the creation of meeting and presentation material for weekly status reports for discussion to entire office

●Supported the managing director in all daily general offices duties as well as looked for ways to improve office efficiency

●Collaborated with the managing partner on the planning and execution of a seasonal intern rotational program

●Organized and developed new agent/intern educational series as well as other group activities within the entire office

● Updated and distributed research reports for senior managers to review

●Available as back up support to other assistants as needed and provide immediate backing to the advisors

M17 Capital Management – Greenwich, CT

Sr. Executive Assistant to Managing Partner Feb 2012 to Dec 2014

●Managed/coordinated the partners schedule for sale pitches when traveling nationally and internationally

●Arranged complex domestic and international travel logistics; including flight, ground transit and hotel accommodations

●Oversaw and performed a wide range of diverse administrative activities and served as primary point contact with external agencies on a wide range of specified issues and in the resolution of day-to-day matters

●Scheduled conferences/investor forums worldwide for the managing partner

●Assisted in preparing monthly factsheets and monthly reporting of the paper fund to be distributed to potential clients

●Reconciled the fund portfolio from a Bloomberg platform to Excel on a monthly basis

●Reviewed the accuracy of trade bookings to various pricing sources ensuring fair valuations

●Streamlined the operations of the paper fund up to full launch and custodial integration

Gabelli & Partners – Greenwich, CT

Sr. Executive Assistant to Managing Partners/Sr. Portfolio Mgr./Sr. Analyst Jan 2011 to Feb 2012

●Managed all of the daily office operations including but not limited to ordering supplies, IT scheduling, employee filings, etc

●Point of contact between Partners/Sr. Portfolio managers and traders for ad-hoc reporting requests

●Extensive calendar management – preparing meeting agendas, setting appropriate conf. rooms, distribution of proper doc’s

●Constructed and developed action plans based on key themes from daily, weekly, monthly meetings

●Created and maintained various daily performance spreadsheets to provide the partners of the funds

●Developed and refined processes for team increasing effectiveness and decreasing costs

●Maintained and updated monthly fact sheets and company commentary for several funds

●Constructed the operational process for corporate actions to effectively sync with the parent company’s back office group

●Coordinated/scheduled meetings, trips and conferences for the executives/partners of the fund throughout the world

●Supported and maintained data interfaces between various back office groups and systems

●Collaborated with and managed the parent company’s back office team to handle the funds daily activity

AllianceBernstein – New York, NY

Sr. Executive Assistant to Head of Global Fixed Income Jan 2008 to Sept 2010

●Provided project support to the global fixed income head and CEO with various ad-hoc reports as requested

●Supported the global fixed income head through personal document management and collateral preparation for meetings

●Managed/tracked conference room schedule for senior management requests

●Maintained and updated fund documents to be used at a companywide level, such as templates and senior managers communications for performance management and fund operational workflows

●Restructured reporting output requests leveraging the use of new company technology systems

●Edited and formatted various PowerPoint presentations for senior level meetings to ensure clean/effective design

●Successfully problem solved data sharing compliance issue with several funds decreasing the workload output for a group of 10 members and 3 senior managers

●Contributed to the streamlining process of integrating research, investment strategy development, and risk management of 7 fixed income funds

●Constructed departmental surveys for portfolio management systems testing as well as analyzed and aggregated the data

●Liaised with other department teams to provide answers in regards to general fund questions and activities

●Responsible for compliance- investment policy guideline development/review

●Updated client presentations with specialized analytic data

Executive Assistant to Head of Emerging Markets Fixed Income Sept 2004 to Jan 2008

●Heavy calendar maintenance – setting meeting agendas, scheduling conference rooms, coordinating catering services, manage production and availability of meeting material.

●Prepared and provided support to the Emerging Market head and senior portfolio managers with various tasks as needed

●Liaison between the portfolio managers, economist, research analyst and global heads/senior managers

●Organized and revamped the process/operations of the emerging market department to meet compliance regulations

●Developed and refined processes for team increasing effectiveness while reducing time constraints

●Provided portfolio managers with performance and asset allocation analysis on a daily basis

●Performed due diligence reviews on currency rates exposure and credit sector exposure for senior portfolio managers

●Ensured conformity with internal/regulatory compliance requirements


Roger Williams University – Bristol, RI

Bachelor of Arts and Sciences, June 1999



●Financial executive administration and operations experience

●Ability to multitask to meet numerous deadlines in a fast paced, dynamic environment

●Strong communication and organizational skills

●Highly proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc), Concur, CRM tools

●Ability to summarize issues and develop recommendations

●Effective coordination and scheduling through various groups and key point of contact

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