Executive Assistant Management

MARYANN DOYLE

*** **** **** ****** ? Apt. *B New York, NY 10065

C: 917-***-**** ? H: 212-***-**** ? email: *****.********@*****.***

Career Summary

Experienced Executive Assistant to top management, with a strong background

handling professional and personal business; extensive work in financial

services and trading.

Executive/Personal Assistant

. Responsible for executive correspondence, emails and telephone

inquiries.

. Prepare memos and reports utilizing Microsoft Office Suite (Word,

Excel and Power Point)

. Calendar and schedule management utilizing Microsoft Outlook

. Coordinate and arrange travel itineraries

. Manage billing data base utilizing Microsoft Access

. Responsible for Medicare/Insurance claims and follow-up for principal

partner

. Prepare expense reports

. Business and personal bookkeeping utilizing Quickbooks

. Maintenance of office supply inventories

. Supervise household staff for 2 residences

. Ad hoc duties as required

Equity Trader/Operations Manager

. Extensive experience trading US Equities (Small, Mid and Large Cap),

Mutual Fund and Fixed Income Products (Treasuries, Municipal and

Corporates)

. Trading and Operations management for accounts comprised of

Institutional, High Net Worth Individuals, WRAP and separately managed

accounts

. Work closely with Chief Compliance Officer identifying and

controlling regulatory risk and surveillance of portfolios to

align with client investment parameters

. Oversight of trade settlements, reconciliations, account openings and

client service for Institutional and Family Office clients

. Manage commission budgets and monitor soft dollar budgets, identifying

critical services and eliminating under used or redundant

research products

. Preparation of RFPs and consultant questionnaires

. Experienced user of Advent suite: AXYS and MOXY.

Employment History

Executive Assistant to Senior Partner 2011-

Present

Dagmedia Corporation, New York, NY

Executive Assistant to Chief Executive Officer

2008-2011

Icebreaker Entertainment, New York, NY

Vice President - Trading

2007

Steinberg Asset Management, New York, NY

Vice President - Head of Trading 2001-

2007

First Republic Wealth Management (formerly Trainer Wortham & Co.)

Education

New York University: Bachelor of Arts: Economics

University Scholar

Dean's List

Contact this candidate