Executive Assistant Office

Anna Carpio Connecticut & Westchester, NY 917-***-**** *********@*****.***

Bedford Hills, NY

Executive Assistant with extensive trading floor, administrative, and business management experience; excellent communication, leadership, and organizational skills.

Experience

Investment Technology Group, (ITG) New York, NY (Acquired by Virtu Financial 11/18) 1/16 – 3/19

Senior Executive Assistant to the President & CEO and Executive Team

Directed all operational activities for the CEO

oAssisted all members of the Executive Committee as well as the Board of Directors

oProvided constant feedback from Trading Floor to ExCo on company initiatives

oPrioritized critical information for the CEO

oCreated extensive travel itineraries, domestic & international

oGatekeeper for upper management

oPlanned all administrative tasks

oProvided oversight to projects of high importance

oCommunications/presentation coach for CEO

oAssisted managing of executive staff

oComprehensive knowledge of key technology products

Barclays, New York, NY 7/09 – 12/14

Senior Executive Assistant & Equities Trading Floor Administrator

Relationship Management

oManaged vendor relationships; negotiated corporate contracts with travel, hotel, and car service companies

oCommunicated with internal and external clients; responded to all correspondence, queries, and complaints

Administration

oOrganized daily operations to optimize efficiency; managed the real estate including business continuity, safety, technology, and phones; recorded office expenditures and managed the budget

oDeveloped new record management systems

oPlanned and implemented meetings and networking events

oManaged CEO and global staff’s complex travel and accommodations

oRecruited candidates and ensured adequate staffing; liaised with recruiters and candidates; created and maintained candidate profiles

oAssisted in transition of new hires to the firm; scheduled orientations and trainings

Divisional Responsibilities

oCreated a division-wide invoice system; managed vendor relationships, negotiated costs, tracked invoices, and ensured timely payments

oWorked extensively with market data vendors to help build successful trading platforms and capsules

oTrained administrative staff on expense management system

oEnsured technology standards were met; updated and distributed the TRID list for Equities Trading

oCoordinated all emergency housing for Equities employees and their families during Hurricane Sandy

Global Operational Support for NQuant Desk (100 employees) 2010 – 2014

oFacilitated the global build-out of the team; assisted with business plan and business review roll-out

oProvided administrative support to senior management

oOrganized all business management meetings

oManaged administrative aspects of recruiting and hiring; relocated new and existing employees

oImplemented and tested business continuity management plan

Executive Assistant, Global Portfolio Trading Team (100 employees) 2009 – 2010

oCreated travel and expense systems

oConducted budget management; tracked and planned for new investments and associated funding requirements

oLiaised with compliance to ensure trading desks operated within prescribed framework

oManaged agenda and global policy communications

Goldman Sachs, New York, NY 2004 – 2008

Executive Assistant Algorithmic and Electronic Trading and One Delta Strategies

Supported two senior Managing Directors and several teams in high intensity trading floor environment; maintained confidential records and information

Executive Level Support

oManaged fluid and complex calendars; coordinated extensive domestic and international travel and personal matters including investments, charitable grants, and real estate; relocated managers and families internationally; oversaw families’ immigration documentation

oVetted all requests for executive meetings, appearances, and appointments; managed incoming calls

oRecruited candidates for the department

oPrepared, processed, and maintained T&E reports; monitored credit card accounts

oOrganized client events and meetings; oversaw food, materials, caterers, food, and space; liaised with key clients

oOrdered office supplies; partnered with vendors and building maintenance

PALI Capital, New York, NY 2003 – 2004

Trading and Executive Assistant

Managed daily operations of an Equities Retail Trading desk (50 Employees); handled highly confidential account information

Business Operations

oMonitored client documentation, posted and managed daily trading account activity

oAssisted Managing Director in business and personal affairs including finance, investments, charitable grants, travel, real estate, vacation homes, and insurance claims

oArranged client events and meetings and organized all materials; booked conference rooms, caterers, and food

oHandled specialized and technical publication subscriptions; processed all T&E reports

Education

Pace University, Equine Science and Pre-law Westchester, NY, and New York, NY

Technical Skills

Microsoft Office Suite, Outlook, Concur, SAP, Sales Force, Bloomberg, Market Data, Platforms, Thompson Reuters, and Basic Knowledge of Artificial Intelligence & Data

Languages

fluent in Thai

Contact this candidate