Jacqueline McKinney

Cell: 561-***-****

Email: acuysc@r.postjobfree.com

Atlanta, GA

I have a strong work ethic and experienced in dealing with confidential and sensitive information. I’m detail oriented, self- motivated and work well under pressure. I am proficient in Microsoft Outlook, Word, Excel, PowerPoint, Global Relay, Corporation Service Company, Charles Schwab Compliance Technologies (formerly known as Compliance 11), Guidepoint, Concur, Adobe, Salesforce and Expensewire.

Work Experience

COMVEST PARTNERS (Private Equity Firm) West Palm Beach, FL November 2009 – October 2015 C Level-Executive Assistant to CFO, Managing Directors and Finance Department Compliance Administration Responsibilities

Planned yearly compliance training for the office.

Prepared compliance data/reports by compiling internal information.

Maintained compliance meeting presentations and task list electronically.

Recorded, transcribed and distributed minutes of compliance meetings; followed up on action items.

Planned ACA Compliance Group quarterly email reviews for the year. Responsibilities

Researched special projects for the CFO.

Prepared and edited correspondence, communications, presentations and other documents.

Filed and retrieved documents and reference materials.

Managed and maintained executives' schedules, appointments, conference calls and travel arrangements.

Planned and coordinated Board of Director, Executive Committee and Managing Director Forum meetings.

Maintained Investment Committee and Oversight Committee approvals and files.

Composed and maintained legal hold and proxy voting spreadsheets and files.

Received and interacted with incoming visitors.

Liaison with internal staff at all levels and interacted with external clients.

Answered and screened the executive’s telephone calls.

Reviewed and responded to mail and overnight packages.

Composed and distributed professional correspondence, memos, e-mails and faxes.

Established and maintained highly organized efiling system.

Completed expense reports and processed invoices.

Assisted with special projects as assigned including creating spreadsheets, Word documents and PowerPoint presentations.

Maintained the legal database (Corporation Service Company).

Prepared, distributed and compiled the employee reviews for bonus consideration.

Performed general clerical duties including but not limited to filing, photocopying, scanning, faxing, and mailing.

Notarized legal documents for the firm.

THE CARLYLE GROUP (Global Private Equity and Alternative Investment Firm) WPB, FL April 2008 – December 2008

Executive Level-Executive Assistant/Office Manager to Founders & Managing Directors

Office Manager to the satellite executive office suite in West Palm Beach.

Supported the visiting top-level executives via their executive assistants.

Communicated via email, to top level executives scheduled to be in the West Palm Beach office, who will be in the office suite during their visit.

Answered the executive’s phone upon request.

Greeted clients coming to the office for meetings.

Reserved and set up the conference and/or meeting room upon request.

Ordered lunch for meetings upon request.

Worked with Washington D.C. IT staff to ensure all computers, video and printer equipment is working properly.

Worked with building management and maintenance.

Worked with various vendors (office suite security system and air conditioning).

Set up, activated and replaced security access cards for the executive office suite.

Approved monthly bills and forwarded to the Washington D.C. office for payment.

Ordered supplies as needed.

Received packages, picked up company mail and handled parking issues. John W. Henry & Company, Inc. (Investment Management Firm) Boca Raton, FL May 1998 – April 2008 Executive Assistant to CEO, CIO & CFO (January 2001 – April 2008)

Acted as liaison between CEO, CIO & CFO and high level executives as well as the rest of the organization.

Managed and maintained executives' schedules, appointments, conference calls and travel arrangements.

Reserved, set-up and breakdown office conference room or boardroom for client meetings.

Screened calls for solicitors, checked voice mail and sent an email message, if traveling for more than two days.

Prepared expenses for approval.

Typed and proofread hand written articles to be published in industry magazines.

Typed, printed and emailed business letters to clients as needed. Legal and Director of Compliance

Printed out selling agreements for signature and sent to clients via FedEx.

Prepared and submitted invoices to finance for payment.

Maintained the compliance forms, disclosure document, offering memorandums and monthly financials.

FedEx’d filing updates to the National Futures Association. Marketing

Emailed financial updates once a month to five hundred business associates.

Printed fund letters for five funds and mailed out to clients quarterly. Human Resources

Distributed employee 401K plan information, maintained employee database of employed and resigned.

Maintained spreadsheet of non-exempt employee’s timesheet for payroll.

Prepared health insurance statements for payment.

Supported the Director when the Human Resources Manager was on vacation. Administrative Assistant (May 1998 – December 2000)

Supported the office manager as a backup.

Ordered office supplies, groceries and coffee supplies for the office.

Planned hurricane travel for the traders and technology associates.

Reconciled corporate AMEX for payment.

Notarized legal documents for the firm.

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