Executive Assistant Management

MICHELE ORES

***********@*****.***

**** *. ******** **., **** 7 Chicago, IL 60657 773-***-**** OVERVIEW: Dynamic senior professional with a proven track record of superior performance, seeks to leverage expertise in Executive Support, Program Execution, Client Relations, Analysis/Data Intelligence, Operations Streamlining, Strategic Reporting, and Compliance to support key initiatives and critical goals.

SUMMARY: Resource Coordination Possess a proven ability to anticipate unique requirements or potential road-blocks across a variety of situations. Continually develop back-up plans to minimize risk and deliver exceptional results; streamline communication and implementation channels to effectively meet client and organizational needs. Relationship Management Highly experienced in assessing true needs and expectations, while building lasting professional relationships. Continuously seek to grow and deepen strategic partnerships to achieve mutually beneficial outcomes. Process Streamlining Effectively manage complex and diverse tasks, within a wide range of environments; evaluate situations, assess emergent needs, and implement solutions in a prompt efficient and effective manner.

Integrity Have a demonstrated track record of outstanding service; a calm, dependable professional who devotes every effort to achieving the best results. EXPERTISE: • Calendars/Logistics • International & Domestic Travel • Project Management

• Data Management • Continuous Change Management • Strategic Communications PROFESSIONAL COLUMBIA WANGER ASSET MANAGEMENT, LLC 1996 to Present EXPERIENCE: Executive Assistant to the President / CIO & Sr. VP of Marketing Chicago, IL

• Coordinate logistics to streamline President’s schedule, calendar, and agendas.

• Act as voice of the President to outside analysts, brokers, client partners, as well as acting in proxy to resolve issues for leadership and officer personnel.

• Prepare, edit, and formalize critical documentation and written correspondence.

• Plan/book travel accommodations and manage expense reporting.

• Prepare and disseminate meeting presentations for Sr. VP of Marketing and send monthly/quarterly statements to clients.

• Train and mentor junior staff members to ensure best practices in support of operations.

• Schedule and track analyst meetings with portfolio managers of smaller funds.

• Track, schedule, and apprise leadership of upcoming conferences and key meetings.

• Coordinate with brokers to set meetings with companies and analysts both domestically and overseas.

Highlights Plan and coordinate all aspects of analyst meetings, including catering & A/V needs.

Research/compile evidence-based data for president’s quarterly letter to shareholders.

Obtain and renew passports/visas for senior leadership team to support travel.

Liaise with search firm as recruiter for senior management, coordinating and booking travel to meet with President and senior analysts.

Relied upon for critical ad hoc projects, including coordination of a time sensitive meeting between President, Compliance Department, and Analyst to price an equity that was halted from trading.

Edit/fact-check annual company statement to trustees, including: fund performance data, staff additions, research team projects, and pertinent data.

Compile annual data on funds that make up Thermostat fund, updating trustees.

Designated as Secretary of the Intern Committee, coordinating with educational institutions regarding processing applicants for open positions.

Manage company library of industry related materials and publications, overseeing subscriptions and renewals for physical and online content.

Prepare and submit monthly expense reports via SAP Concur for President and Sr. VP of Marketing per intricate coding requirements. TECHNOLOGY: • MS Office • SAP Concur Expense Management • Bloomberg

• Thompson Reuters • Various Proprietary Software

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