TRESSA JAMES

(Email): ad2bet@r.postjobfree.com • (Phone): 347-***-****

1

Apollo Global Management Sept 2022 – May 2023

Executive Assistant Floater to Senior Partners, Partners & Managing Directors at Apollo

● Provide coverage to multiple Partners when EAs are on vacation/out of the office. Seamlessly manage multiple high-volume calendars, multi-time zones, international & domestic travel, and expense reporting using concur

● Coordinate and manage high levels of internal and external meetings to ensure all logistics i.e., Zoom/Team meetings, conference rooms, catering, registration of guests, and meeting materials are meticulously planned and prepared to ensure seamless functionality for all meeting participants, virtually and in-person.

BED BATH & BEYOND March 2022 – Sept 2022

Executive Assistant to Chief Customer & Technology Officer as well as Head of the Marketing, Transformation, and Digital Marketing Teams and his 3 Senior Vice Presidents of: Branding, Digital, and Transformation

● Proactively managed, assessed and anticipated the day-to- day needs of executives to ensure they were prepared and organized for all internal and external meetings and events.

● Acted as a trusted partner to the team and demonstrated sensitivity for confidential matters discussed or shared; maintained and ensured the integrity and confidentiality of all information and data.

● Planned long-term schedule of all major events,

conferences, 1:1’s w/directs, & key meetings to ensure everything was covered for the year.

● Scheduled all events (team offsites, workshops, townhalls, fireside chats, OKRs, etc.) including but not limited to communications, venue, catering, preparation of program material and management of audio/visual set-up as needed.

● Organized recognition and appreciation of team

members, milestones, anniversaries, birthdays, births, and grievances by either ordering flowers or deals toys as needed.

● Worked with the CEO Admin & Board Chair to prepare monthly & quarterly Board meeting agendas and Board packs and distributed to all C-suite executives no less than three days prior to any scheduled meetings.

● Maintained up-to-date paper and electronic records including Board packs, approved Board and Committee minutes, Board resolutions, new Board and Committee Member documents, and annual Board of Directors

changes.

● Prepared/coordinated communications for all Board events and elections in collaboration with the Board Secretary and Communications Department. Ensured Board content on BBB website and Board portal was current and executed any necessary revisions. Continuously monitored the Board email address and respond appropriately or directed inquiries to appropriate parties.

● Provided administrative support including, but not limited to, disseminating information to Board Directors,

maintaining Board records, overseeing the resolution process, and developing the draft annual Board and Committee calendars.

● Coordinated all Board travel functions & external events, including monthly Board & Committee meetings, Board and Committee trainings and professional development, the annual Board Retreat, Community Information Sessions, Board elections events, and Board social events.

● Was responsive to emails/texts/phone calls, outside normal business hours.

● Handled all on-boarding for new employees to include seating assignments, phone/cellphone, laptop/computer, and updating organizational charts, as well as sending out a welcome announcement to the team.

● Owned the daily management and communication for the Chief’s office and sent out all announcements regarding organizational changes & developments and brand

marketing events.

● Understood the functions, workflow, and priorities of the teams which helped me decipher which meetings to

prioritize & schedule.

JOHNSON & JOHNSON Sept 2021 – March 2022

Consultant - Executive Assistant to Head of Cross Functional Data Strategy and Governance & 3 Directors

● Managed multiple complex calendars across multiple time zones and various countries.

● Gathered briefing materials in advance of all meetings.

● Developed integrated schedule of exams, events, & key deadlines

● On-boarded multiple consultants

TRESSA JAMES

(Email): ad2bet@r.postjobfree.com • (Phone): 347-***-**** 2

BANK OF AMERICA MERRILL LYNCH Oct 2015 – Jan 2020

Business Support Lead, Global Technology & Operations Executive Assistant to COO, Global Information

● Scheduled workstream meetings, prepared & organized agendas, collected meeting materials. Tracked strategic projects and deliverables using SharePoint

● Coordinated and updated workstream playbooks

● Consolidated daily and monthly business priorities and deliverables.

● Captured key notes from executive meetings & coordinated next steps, distributed meeting notes after meetings Managed complex calendar across multiple time zones and locations.

● Gathered briefing materials in advance of leadership meetings.

● Developed integrated schedule of exams, events, & key deadlines

● Arranged intricate domestic and international travel and processed expense.

● Liaison and relationship builder between the executive team, employees, and stakeholders ensuring deadlines were met. JOHNSON & JOHNSON April 2013 – Sept 2015

Consultant - Executive Assistant to VP, Worldwide Digital Strategy in the Global Digital Center of Excellence

● Processed and submitted purchase orders & invoices (Ariba) and set up new vendor accounts (Aravo)

● Worked regularly with business leads to discuss and implement cost savings and operational improvements.

● Mediated between vendors, business units, and accounts payable. to quickly resolve any invoicing issues that may have arisen.

● Tracked and reported status of requisitions, PO’s and SOWs throughout the procurement process.

● Created and distributed PO tracking and invoices to business units providing payments, approvals and renewal summaries. HSBC, NEW YORK, NY 10018 Oct 2007 – Apr 2013

Executive Assistant/Ofc Manager (administrative, HR, and marketing support) ADMINISTRATIVE

● Supported the EVP, Head of PCM North America and his 9 domestic direct reports.

● Managed calendar of appointments, prioritized meetings and events with senior officers and advised essential engagements.

● Provided meeting briefings, participant bios, and agenda items.

● Arranged intricate travel providing detailed itineraries. HUMAN RESOURCE

● Recruitment plan: Partnered with team leaders to determine recruitment plan for open positions, prepared job descriptions, and gathered requisitions. Submitted to HR to post or post via ATS system.

● Interviews: Liaised with Human Resources, recruiting firms & sales team to schedule candidate interviews (room reservations, audio visual setup, and travel accommodations). Greeted and guided candidates to the appropriate interview area ensuring a positive candidate experience.

● Pre-hire compliance: Ensured all new hires met compliance metrics prior to start (I-9 documentation etc.)

● On-boarding: Set up LAN/profile accounts, email accounts, ordered laptops or desktops, mobile phones, remote access tokens, corporate cards, access to the shared drives, and travel profiles.

● Training: Provided in-depth training on administrative policies and systems. Aligned new hires with a peer or mentor. Coordinated group training sessions with domestic and international offices inclusive of travel accommodations. Scheduled site visits to the Buffalo office and introductory meetings with the client on-boarding team located in Delaware.

● Database management: Updated employee information in HR database (transfers, promotions, resignations, terminations, location and work status updates, salary increases) and scheduled exit interviews.

● Continuous support: Created organizational change announcements & emailed to all staff. Maintained the educational budget (books, classes, courses, certifications, subscriptions, licenses and license renewals). Assisted in the development of quarterly forecasts. Spearheaded the summer intern process (final offer selection, welcome orientation breakfast & lunch, intern training, assigning team/manager and peer mentor).

● Assisted with annual performance review and mid-year review processes.

● Off-boarding: Send term alerts to IT & security to disable all hardware, electronic devices and LAN accounts, calculate PTO accrual and payout, update ATS and internal

documents/applications.

MARKETING

● Provided support to the Global Marketing Team on Financial Trade Show Events such as AFP, Euro-Finance, and NAFTA

● Ordered marketing materials and promotional items and ensured sales staff needs were met.

TRESSA JAMES

(Email): ad2bet@r.postjobfree.com • (Phone): 347-***-**** 3

HSBC, NEW YORK, NY 10018 Oct 2007 – Apr 2013

Executive Assistant/Ofc Manager (administrative, HR, and marketing support (cont.)

● Managed travel reservations and logistics provided room block management.

● Oversaw event communications and meeting materials inclusive of invitations, client confirmations, agendas, client briefing memos, coordination of client meeting schedule log for all events

(breakfast, lunch, dinner, and meetings) maintained the guest list, seating arrangement, meeting attendee/participant

lists/cancellations, and AFP booth schedule.

● Attended regular project planning meetings with event stakeholders during event planning process to discuss/finalize materials coordination (i.e., gifts, giveaways, name badges, programs, and posters) and to ensure we we’re staying within the event budget regarding entertainment, food, hotel, travel, client passes, etc.

● Assisted with managing on-site production and clean up for events as necessary (Prepare nametags, materials, notebooks, packages, gift bags, registration lists, seating cards, table numbers/place cards etc.)

● Assisted with preparing budgets and provided periodic progress reports to SLT for each event project.

● Kept track of event finances including contracts, invoicing, and receipts

● Negotiated all required contracts with venues and vendors to ensure meeting and budgetary objectives were met.

● Typed up monthly calendar of events & updated weekly and distributed to team.

● Provided timely updates and communicated project status with SLT.

● Provided on-site event support at all team events. OFFICE & FACILITIES MANAGEMENT

● Managed approvals (delegated such as on-boarding, software, credit cards, purchase orders, etc.)

● Maintained in-house space planning software system for all offices by entering new hires, contractors and moves to ensure seating plans were accurate and up to date, coordinated all logistical and internal/external moves.

● Handled all corporate credit card matters which included reconciliation, collections, increases, holds and delinquencies.

● Processed and submitted expense reports as well as kept a monthly/year end log of all TE Expenses charges per cost center.

● Vendor management (forecasting/run-rates for SOWs, contractors, and invoice management tracking/processing for the PCM group

● Resource management (hiring requests &approvals, forecasting, on-boarding, mandatory training tracking, contract/contractor management)

● Supported operational risk as related to disaster recovery & business continuity plans and ensured all call tree lists/org charts were up to date.

● Coordinated communications of processes/ procedural changes as well as technology/software system migrations and supported training needs in association

EXECUTIVE ASSISTANT POSITIONS October 1996 – May 2007 Goldman Sachs – NY, NY - Dec 04 – May 07 UT MD Anderson Cancer Ctr -Houston, TX - Feb 03 – Jul 04 Rawkus Entertainment - NY, NY – Apr 00 – May 02 Depository Trust Corporation - NY, NY, Feb 99 – Mar 00 Merrill Lynch, NY, NY Oct 96 – Dec 98

● Maintained CFO’s demanding calendar and heavy International

& Domestic traveling engagements as well as coordinating the international & domestic touring schedule of all artists, solely responsible for calculating all T& E Reports and converting foreign currency when applicable.

● Oversaw all day-to-day operations of the three Accounting Departments which included divisions in California and London

● Prepared weekly reports for CFO: invoice aging, cash on account, credit memos, daily/weekly cash receipt balances, collections, itemized sales for gear by artist and volume, as well as albums, cassettes, and 12-inch vinyl by artist and volume Worked with bank to process (foreign/domestic) transfers, placed stop payments, verified when checks cleared and analyzed daily account balances.

● Supervised the payables by auditing, coding, and batching of invoices to specific business units/chart of account codes, ensured that invoices had proper signature approval before processing, assisted in the negotiation of terms and payment conditions with departmental managers.

● Utilized JD Edwards to post manual checks/wire transfers to the G/L, void checks/vouchers, set-up new vendors as well as business units in the system and applied cash receipts to applicable vendor accounts in the QuickBooks/JD Edwards system.

● Coordinated and prepared all Strategic Investment PowerPoint presentations for ISPG Roadshows & Training Seminars in which he would train 60-100 Financial Consultants on Portfolio Select software and advise on ML’s Investment Strategies, and on the role of Asset allocation.

● Diversification in investing, attended all seminars to provide on- site support, installed Portfolio Select software for FC's

● Assisted with preparation of various reports: headcount maintenance for budget planning/forecasting and project cost analysis.

● Assisted with the preparation of clients’ Asset Allocation Analysis Reports per Financial Consultants request and data supplied daily viewed the financial markets to keep clientele informed of any changes/fluctuations to their portfolio’s. SOFTWARE

Microsoft Office 365 (Word, Excel, PowerPoint, Outlook, OneNote, Visio, Teams), WebEx, SharePoint, Adobe Acrobat Pro, Concur, Zoom, and Aravo, Ariba/eRequest, QuickBooks 2013, Salesforce, Asana, & Oracle Financials

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