Executive Manager

Pauline Guadian

San Francisco, CA

Phone: 415-***-**** (home & cell)

Email: acb6ct@r.postjobfree.com http://www.linkedin.com/pub/pauline-

guadian/10/ab3/34a

Professional Summary

Experienced Executive Assistant with 17+ years in executive administration

with financial services sector and 10+ years at the senior-executive level.

Highly experienced on the Microsoft Office 2007 & 2010 platform: Outlook,

Word, Excel and PowerPoint. Additional software: Adobe Professional

Acrobat, SharePoint and FTP file sharing, and proprietary databases.

Creating and finalizing various technical and detailed special projects on

Excel and PowerPoint. Excellent communications skills, outstanding

organizational skills, detail oriented, team player, high integrity and

possess the ability to multi-task and handle highly confidential

information. Performed well with little supervision as well as

prioritizing tasks effectively.

Professional Experience

Bank of the West, San Francisco, Nov. 2013 - present

Small and Medium Enterprise Banking Division

Wealth Management Group, Client Experience and Sales Strategy

Executive Assistant (c )

Supported Executive Vice President, Vice Presidents and a WMG Business

Analyst within Client Experience and Sales Strategy, accomplishments

include:

. Managed Executive Vice Presient and Vice President's calendars and

scheduling meetings and conference room requests.

. Coordinated travel arrangements and reviewed direct reports expenses

prior to EVP's approval and updated and prepared for final approval

expense reports. Updated purchase requests upon request.

. Created, edited and finalized PowerPoint decks for Wealth Management

which will be presented to Senior Executive Management teams.

Researched, created, and update spreadsheet for financial advisor's

designations and education programs and other administrative

functions.

. Touchpoint client database by pulled from website and delegating

requests to SME responsible officer.

. Proactively working with executives meeting schedule and management

tasks schedules.

Credit Suisse LLC, San Francisco, CA, April 2013 - June 2013

Investment Banking IBD Healthcare

IBD Healthcare Assistant (c)

Supported Managing Director and Co-Head of Investment Banking Department

Healthcare and Vice President, Investment Banking Department Healthcare,

. Calendar management, including updating road show events

. Highly extensive travel arrangements both domestic and international

arrangements, as well as car service arrangements.

. Travel expense for high level executives and submitting to account for

payment and reconciling credit card statements,

. General office duties including high level of phone support,

scanning, copying, setup of messenger services and other

administrative projects.

Wells Fargo Bank, Wealth Management Brokerage Retirement, December 2012 -

February 2013

Executive Assistant (c)

Supported Senior Vice President, Strategy Consultant, Strategy Insight

Group.

. Heavy scheduling and calendaring of senior level executives including

being highly proactive in management of their calendars, and

developing of schedules for SVPs.

. Coordinating high level senior executive meeting with other executive

assistant for offsites and other executive team meeting and

coordinating logistics for offsites.

. Updating and retrieving documents from various SharePoint files.

. Organized meeting materials including executive management and client

meeting including handouts, printing PowerPoint decks and other

documents, and complying binders. Completed any other details for

meetings including catering requests, and securing badges for visitors

and offsite employee access.

. Creating, researching and complying PowerPoint decks for Media group's

various requests for decks.

. Travel expenses and arrangements; onboarding/offboarding of employees,

technical request with IT Help Desk and ordering of office supplies

for the team.

Visa, Inc., Foster City, CA, Nov. 2011 - June 2012

- Visa Consumer & Small Business Products NA, 2012

- Visa Marketing Consulting

Executive Administrator (c)

Supported the Head of Consumer & Small Business Products NA, and two of his

direct reports which included the Head of Analytics and Head of Consumer

Debt Products. Supported Senior Business Leader (lead) in Visa Consulting

Marketing, and four other Senior Business Leaders and limitedly assisted

team members (40) including remote members of the team. Accomplishments

include but not limited to:

. Heavy scheduling and calendaring of high level executives including

being highly proactive in management of their calendars, and

developing relationships with several other senior executives'

assistants to coordinate senior level meetings including meetings with

board members in the San Francisco office.

. Organized meeting materials including executive management and client

meeting including handouts, printing PowerPoint decks and other

documents, and complying binders. Completed any other details for

meetings including catering requests, and securing badges for

visitors.

. Developed relationships with senior executives assistant to interface

with their senior executives for internal and external meeting

logistics.

. Travel arrangements, and assisting with on boarding of new employees,

and ordering of office supplies for the team.

. Complying documentation and any other requests for executive meetings

including catering requests and securing badges for visitors/clients.

Paul C. Rizzo Associates, Inc., Oakland, CA 2009-2011

Executive Administrative Assistant/Office Manager

Supported Senior Consultant Engineer, formerly head of International Civil

Engineers Company (ICEC), Branch Manager and three Principal Engineers for

the Western Regional Office. Responsible for the Oakland office's

administrative functions and other general office functions.

Accomplishments included but are not limited to:

. Screened incoming calls and visitors/clients who visit the office, and

general office copying, faxing and binding of reports and proposals.

Setting up conference room for video conferences and coordinating with

technology department for smooth running of video conferences.

. Prepared and finalized expense reports for engineers which included,

but is not limited to complex domestic and international travel.

. Performed travel arrangements both domestic and international, and

extensive travel arrangements for employees and visiting clients while

visiting the company's Oakland office for meetings.

. Edited and formatted technical engineering work plans, proposals and

reports utilizing the company's detailed format structure.

Charles Schwab & Co., Schwab Institutional Services, San Francisco, CA

2006-2009

Senior Administrator

Supported Vice President-Managing Director, Strategic Business Development,

and his team as needed and assisted Director of Advisors Turning

Independent (ATI) Program, Client Experience Group. Managed Vice

President's phone and screened calls, periodic mail distribution, faxing,

copying, scanning, extensive calendar management for scheduling meetings

and conferences.

. Performed complex travel arrangements and travel expenses for Vice

President and one of his reports. Also ordered office supplies,

processing purchase orders and requisitions and implementation of work

order for requisitions, ordered technical equipment and services on

SSR's (company's system for order various technical services).

. Management of calendars for Vice President-Managing Director with

extensive and complicated meetings and travel schedules including

management of both his calendar and the Director of ATI Program.

. Managed department's corporate card which included processing and

managing department corporate card and coordinating with others in

group to utilize department card for clients when travelling to

Schwab's San Francisco office.

. Partnered with Events & Incentives Group when setting up off sites

included but limited to company sponsored corporate events with

advisors and other vendor conferences in which senior executives

participate includes preparation and logistics. Preparation and

organization of video conference offsite, including logistics of setup

of video conferences, setting up pretesting of video conferences.

. Researched background and preparation for executive when attending

client meeting including searches of the web and Schwab proprietary

databases for clients. Client interaction was extensive which

included arranging accommodations and documentation preparation and

other requests for client visits. Created, modified various

documentation which includes marketing production of presentations,

meeting agendas including interview schedules for client visits,

internal spreadsheets including confidential departmental PowerPoint

presentations, letters, spreadsheets, presentation decks.

Franklin Templeton Investments, Retirement Division, San Mateo, CA 2000 -

2005

Executive Assistant

Supported the President of the division, four of his subordinates, which

included three Senior Vice Presidents and one Vice President. In

partnership with Marketing Department assisted the Marketing Director.

Also assisted the National Sales Manager and the Senior Financial Analyst

upon request. Accomplishments include but not limited to:

. Phones, distributed mail, managed calendars, faxing, copying and

preparing documents for senior management meetings, and other

administrative tasks.

. Prepared travel arrangements and complex expenses reports and

reconciled expense reports for President on a quarterly basis. Setup

and arranged client conferences for both audio and video conferences

for client meetings. Ordered supplies and technical equipment for

department including having new hires equipped upon their start dates.

. Organized and composed various financial spreadsheets, PowerPoint

decks including reports that are incorporated into the department's

MOR (Monthly Operations Report) and department's check requests,

expense tracking reports and other expenditures.

Awarded two Spot awards for 2004 (outstanding performance award) for

Franklin Templeton for preparation of a Road Show trip for President and

Portfolio Manager.

Bank of America, BancAmerica Securities, San Francisco, CA 1995 - 2000

Executive Administrative Assistant

Supported two managing directors and assisted department financial

analysts. Accomplishments include:

. Answered phones distributed mail, sent faxes, and other general

administrative duties. Performed travel arrangements and travel

expenses for managing directors.

. Coordinated and completed term sheets, memos, letters and other

documentation. Assisted financial analysts with developing the "info

memorandum" book presentation packages, organization charts using

Word, Excel and PowerPoint.

. Prepared and finalized financial bank letters and other correspondence

for the department executives. Completed other numerous administrative

duties as per requested by banking executives.

. Researched and contacted the bank's clients to complying various bank

contacts lists for mass mailing for bank deal meetings, prepared MCI

faxes, and labels for "info packages" sent out to various banking

institutions for deals.

Education

City College of San Francisco, Office Administrative Support Certificate

including Bachelor Studies

Majors: Administrative Support Technology, Computer Technology and Business

Administration.

Contact this candidate