Executive Assistant Portfolio Manager
Resume:
Edie Hogan
Executive Assistant C-Suite Level
Bridgewater, NJ 08807
********@*****.***
Work Experience
Executive Assistant to the CEO
Imunon, Inc. – Lawrenceville, NJ
October 2022 to the present
• Managed extensive Outlook calendar: all meetings, heavy business travel both domestic and international, Zoom meetings, industry conferences, press interviews, prepared all itineraries
• Gatekeeper and liaison for the CEO in all business matters
• Planned and coordinated quarterly board meetings and board dinners both off-site and in- house, arranged travel for board members
• Compiled meeting materials and board books, phone coverage, document management, tracked and compiled CEO’s expenses, compiled expense reports, maintained all files
• Coordinated with all departments in meetings for the CEO
• Organized, proactive and detailed oriented, great multi-tasker, discreet in all matters Executive Assistant to Chief Science Officer & Founder RMI International Inc. – Montclair, NJ
August 2021 to April 2022
• Managed extensive Google calendar of both personal and professional appointments and heavy business travel both domestic and international
• Scheduled all daily and weekly meetings, Zoom calls
• Functioned as the Point of Contact with off-site business partners, patients and vendors
• Created documents and letters, organized filing systems, provided support in managing the Montclair office
• Upheld utmost confidentiality in all matters both personal and professional Executive Assistant to General Partner, In-house Counsel, Two Managing Directors
J. F. Lehman and Company – New York, NY
May 2019 to January 2021
• Maintained extensive Outlook calendars: meetings, travel, conference calls, industry conferences
• Booked all meetings, travel arrangements and accommodations, prepared itineraries
• Planned and coordinated quarterly board meetings and board dinners both in-house and off- site, coordinating with other board members nationally
• Provided meeting materials, phone coverage, document compilation and document management, tracked expenses and compiled expense reports Executive Assistant to Portfolio Manager
Baron Capital Inc. – New York, NY
January 1997 to February 2018
• Maintained extensive calendar for the Portfolio Manager of a $3 Billion mutual fund: all meetings, travel both domestic and international, industry conferences, Outlook calendar, personal calendar and personal appointments, maintained the quarterly earnings calendar, prepared all itineraries
• Arranged all meetings, presentations, assisted with the quarterly reports and speeches for the Portfolio Manager, screened all phone calls
• Gatekeeper for the Portfolio Manager for all professional matters
• Worked with the marketing team on the annual company conference with 4K+ attendees
• Managed Portfolio Manager’s extensive list of annual company conference VIP attendees
• Maintained extensive files for the Portfolio and personal files for the Portfolio Manager
• Worked collaboratively with colleagues and other departments to arrange meetings
• Tracked expenses, submitted all expenses and purchasing requests for supplies
• Worked on special projects for the Portfolio Manager: personal and charity
• Maintenance of Portfolio Manager’s email, mail, contacts list and phone calls, including drafting letters and documents and sending personal wire transfers
• Demonstrated leadership and excellent communication skills to work effectively with other portfolio managers, analysts, Executive Assistants and outside contacts Education
High school diploma in Business
Roselle Catholic High School, Roselle NJ
Graduated June 1986
Skills
- Microsoft Office Suite, Word, Internet, PowerPoint, Excel, superior communication skills
- Verbal and written strict adherence to SEC rules and regulations
- Employee Orientation
- Expertise and experience in event planning both personal and business
- Personal Assistant experience
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