Executive Assistant Marketing

PROFILE

A creative and outgoing Executive Assistant with 7 years' experience in

Corporate Finance, M&A, Market Research, Risk Analysis and Marketing. A

detailed-oriented team player who thrives in fast-paced environment, while

coordinating a multitude of time-sensitive projects.

. Creating and maintaining relationship and trust with clients and

coworkers

. Strong problem solving skills and work ethic

. Proficient in Microsoft Suite, MAC, Capital IQ, Bloomberg and Factiva

PROFESSIONAL EXPERIENCE

Picton Mahoney Asset Management (2 month temp)

Senior Executive Assistant to Portfolio Managers and Bond Traders

12.2013 - 2.2014

o Supporting 5 Portfolio Managers and 4 Bond Traders with all their travel,

internal/external meetings, calendar, expenses and client needs

o Assist in market research, client presentations and pitches

o Coordinate all internal and external client projects

o Liaison to high profile clients and manage all their needs for when they

travel to Toronto to meet with our Portfolio Managers

o Coordinate and execute all Bond Team internal and client social events

Difference Capital Financial Inc.

Office Manager/Executive Assistant

11.2013 - 12.2013

o Supported 4 Managing Partners with their travel, meetings, calendar,

expenses and following up with clients on their behalf

o Conducted and analyzed extensive research in the Tech, Media and

Healthcare and presented findings to the Managing Partners

o Managed all travel bookings, calendars and all expense/time reporting

o Monitored and managed office needs which included but not limited to:

ensuring kitchen/office supplies were fully stocked, boardroom prep,

courier services, and filing systems

o Created marketing materials and presentations which were used by the

Managing Partners for time-sensitive client sales pitches

o Organized numerous of internal and external client events within budget.

Responsible for sourcing venue and catering when necessary

o Responsible for onboarding and setting up new hires

o Answered all general phone calls about the company in a friendly and

professional manner

Collins Barrow LLP

Project Coordinator 9.2013

- 11.2013 (contract)

o Assisted in all marketing materials for events and corporate finance team

o Coordinate all internal and external meetings

o Maintain and created all CRM database (Sales Force & Capital IQ)

o Conduct all market research for the Corporate Finance team

o Strategic brainstorming sessions with the Executive team

o Create and maintain all marketing material for all meetings

o Responsible for all administrative tasks; travel, calendar, expenses and

client follow ups

MARCATUS QED

Senior Executive Assistant to the CEO

6.2013 - 8.2013

o Developed and maintained administrative processes that reduced

redundancy, improved accuracy and efficiency for all departments while

achieving higher organizational objectives for the CEO. Examples

included: revamping scheduling system, project controls and introducing

"Closed Door Policy "

o Successfully coordinated and executed event planning for internal and

external business functions; created invitations, marketing materials,

venue booking, and catering while staying within a strict budget

o Proactively worked with the Marketing team to develop a competitive

branding edge and facilitated implementation on company go to market

strategy for an array of products

o Directly worked with the CEO on weekly brainstorming sessions and

strategized for new business ventures; prepared international market

analysis and statistics to aid in determining business viability

o Managed CEO's domestic and international travel (multi-leg flights and

hotels, transportation), calendars, internal and external

correspondences, and personal business such as banking and property

management

TREZ CAPITAL

Senior Executive Coordinator

4.2012 - 9.2012

o Coordinated and maintained Trez Capital's IPO (Initial Public Offering)

successfully raised 150MM within 2 weeks of the 30 day road show

o Was the sole liaison from Trez Capital for investors, bank executives,

lawyers, external directors, syndicates, and the public for general

inquiries

o Directly worked with external marketing group for a total rebranding for

Trez Capital and entities

o Assisted in conducting all extensive analysis and research of trades on

Toronto Stock Exchange, New York Stock Exchange and Asian Markets.

o Reported directly to the Senior Partner; managed all calendar, travel,

internal/external meetings, invoicing, and expenses

KPMG

Project Coordinator/Senior EA - Corporate Finance Mergers & Acquisitions

9.2010 - 4.2012

o Conducted extensive research in mining sector and other commodities,

analyzed and presented findings and stock price markets and other

business issues

o Provided senior level support to the Mining Mergers & Acquisitions team

that consisted of 7 Executives, managed local and international travel

bookings, calendars and all expense/time reporting

o Prepared and proofread all correspondence such as proposals, reports,

billings using various software

o Coordinated all client related matters such as scheduling meetings,

conference call, video conferencing, international meetings with clients

and partners from our various offices

o Drafted an array of correspondence and developed proposals/presentations

for executive clients

o Created reports using Factiva; shared key market data pertaining to

individual client acquisitions

o Executed client and team events by organizing and planning from start to

finish

o Coordinated all Corporate Finance internal and external client events in

a timely manner and within the budget

FELDMAN DAXON PARTNERS Inc.

Executive Office Coordinator

9.2007- 9.2010

o Partnered with management, consultants, corporate and individual

clients, to support restructuring and career management processes

o Managed confidential client information in a tactful manner and entered

sensitive information into MS Access database

o Assisted the Executive Search Consultants by creating multi-faceted

PowerPoint presentations for upcoming events and seminars pertaining to

career search

o Scheduled client meetings, travel arrangements and provided senior level

administrative support to the Partners of the firm

o Prepared and tracked monthly client invoices and ensured timely receipt

of outstanding bills

o Assistant with Outplacement and Career Transition needs for new clients

in a professional and timely manner

THE ADLIB GROUP

Marketing Coordinator/Public Relations (contract)

2.2007-5.2007

o Conducted extensive market research, competitor analysis and assisted in

developing effective marketing strategies for portfolio of clients

o Created a new Public Relations database, which resulted in easier access

to client information and improved metrics tracking

o Assisted in drafting customized media plans and liaised with external

media publication firms (consumer magazines, newspapers) to ensure

timely advertisements. Monitored status to ensure budget and timelines

were met

o Tracked campaign schedules and milestones; took meeting minutes and

updated related documentation; liaised with cross-functional teams to

ensure the project was on the right track

o Provided senior level administrative functions to the President and VP

and managed all office related activities, including Reception coverage

MCLEAN BUDDEN

Office Administrator (contract)

5.2006 - 11.2006

o Coordinated schedules, work plans and priorities for 84 staff members

and maintained oversight of all office activities by updating a shared

office time table on a weekly basis for Toronto, Montr al, Vancouver,

and Chicago offices.

o Managed, maintained and distributed Mutual Funds and quarterly annual

reports to existing and prospective clients

o Coordinated all internal meetings which required sourcing caterers for

large groups of external stakeholders and senior level executives

o Conducted preliminary market research and company analysis for Vice

Presidents and presented data in a concise manner prior to their

meetings

EDUCATION & TECHNICAL PROFICIENCY

George Brown College Business-Sales Marketing/Advertising (completed)

Algonquin College International Business - Marketing/Advertising

(completed)

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