Social Media Assistant
Resume:
Patricia Osborne McCormick
White Plains, NY 10605
**** – Present This That and The Other Thing, Virtual Assistant Services
Virtual Assistant to the following independent financial planners
2007 – 2020 Harmony Financial Advisors LLC, Financial Planning, New York, NY
Partnered with Founder and IT team to implement Cybersecurity systems.
Ensure compliance with SEC and NYS.
Website/Social Media maintenance.
Managed client financial database, generated client financial reporting. assisted clients in opening and closing accounts with Broker-dealer.
Managed Accounts Receivables/Payables.
2011 – 2019 Horizon Planning Inc, Financial Planning, New York, NY
Client liaison managed financial planning database, seamless integration of data from broker dealer, generate client financial reporting on a quarterly basis and assisted in completion of SEC audit.
2004 – 2007 K/A/P Planning Advisory, Financial Planning Scarsdale, NY
Back-Office Administration
2004 – 2005 Alix-Marie Hall, MBA, CFP, Financial Planner/Advisor Tarrytown, NY
Back-Office Administration
2003 McCreight Partners/Board Effectiveness Partners Fairfield, CT
Strategic Change and Corporate Governance Consulting Practices
Research and Operations Center Associate
Responsible for generating marketing and promotional material for a start-up consulting practice.
Liaise with CEO’s of Fortune 100 companies to facilitate increased awareness of practice and generate meetings with three managing principals of firm.
Assisted in designing company logo and business cards.
1989 – 2008 Alexander Ross & Company, Executive Search Firm, New York, NY
1996 – 2008 Director
Conduct Executive Searches in Organization Development and Human Resources.
1992 – 2008 Office Manager
Seamlessly manage day to day operations of a multi-disciplinary executive search firm reporting to three partners, coordinating researchers and overseeing admins.
1989 – 1992 Administrative Assistant
Client/candidate liaison, scheduling and travel, correspondence, database and file maintenance.
1989 – 1992 Pace University, New York City
BA, Psychology
1988- 1989 University of Utah, Salt Lake City, Utah
Psychology/Philosophy/Journalism Studies
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