Executive Assistant Manager
Resume:
Patricia A. Scott
Rowayton, CT *6853
Cell Phone: 203-***-****
adeo4b@r.postjobfree.com
Objective: To utilize my vast knowledge of products, services, procedures and systems in a finance environment. Excellent communication skills with the ability to organize and prioritize. Quick learner with attention to detail. Computer Skills: Advanced experience of Microsoft software products including Word, Excel, PowerPoint and Outlook. In depth knowledge of Adobe, QuickBooks, Junxure (CRM) and Advent software (APX). Custodian platforms include Charles Schwab and Wells Fargo.
Experience:
2003 – 2019 A.L. Stuart Financial Services, LLC Stamford, CT Registered Investment Advisor / Family Office
Business Manager/Treasury report directly to Patriarch and Chief Financial Officer Registered Investment Advisor/Family Office involving 15 business enterprises including various family trusts, a private fund (fund of funds), a family foundation and outside clients:
• Developed and maintained professional relationship with bank and investment management managers. Managed multiple bank accounts and associated wire transfers. Reviewed and reported accounting discrepancies including General Ledger, journal entries, accounts payable, and accounts receivable.
• Revenue invoicing, reporting and collections for the various companies.
• Provide required support to all existing and prospective clients. On boarding liaison for new investors including contracts and asset transfers.
• Collaborate with departments to manage all funding for disbursement accounts.
• Collaborate with various departments in opening and closing of all accounts.
• Assist in the preparation of monthly performance reporting.
• Work with external auditors/examiners to prepare for compliance reviews. 2000- 2002 PanAmSat Corporation, Chantilly, VA
Satellite Company with 22 geo-stationary satellites Internet streaming media service, Computer Lab
Executive Assistant to Senior Vice President
1999-2000 GE Capital, Stamford, CT
Commercial Finance, Underwriting & Portfolio
Executive Assistant for two Managing Directors (Chief Credit Officers) 1998 –1999 Temporary Assignments
Finance, Investing Banking, Venture Capital
Executive Assistant
1996 – 1998 Endeavor Capital Management, LLC, Westport, CT Venture Capital firm specializing in technology companies Administration/Office Manager
1994 – 1996 Long Term Capital Management, LP, Greenwich, CT Hedge Fund
Administration/Office Manager
Education: Sacred Heart University, Business Administration and Finance Norwalk Community College
Notary Public, State of Connecticut - commission expires January 31, 2021
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