Executive Assistant Administrative

MICHELLE ROWE

**** ****** ******, ********, ** **205

Mobile: 908-***-****

***********@*****.***

EXPERIENCE:

BTIG, LLC – New York, NY 2018-2020

Associate, Investment Banking

Associate to the Head of Energy and Shipping, Managing Director of E&Ps and Refiners, and the Managing Director of Equity Capital Markets.

• Provided administrative and personal support to a savvy, high-energy team.

• Interacted with corporate clients, private equity firms, venture capital firms and senior bankers. Facilitated internal and external meetings and industry-wide conference calls with business partners and VIPs.

• Coordinated the Annual Energy & Shipping Conference, NDRs, reverse NDRs and special events in collaboration with Corporate Access, Regional Managers, Research Sales, Media and Compliance.

• Developed hit lists to aid in promoting relationships and identifying new business opportunities with potential prospects. Prioritized contact list and distribution list maintenance.

• Assisted in the compilation and distribution of pitch books and other sensitive, deal-driven documents.

• Arranged executive travel including finicky and complex international itineraries. Liaised with our luxe travel team; monitored travel on a 24/7 basis. Processed all T&Es in accordance with the firm’s policies.

• Periodically reviewed the firms’ best practices and ensured the team was updated and compliant.

• Maintained quarterly earnings calendars. Tracked energy research reports and online readership.

• Managed various concurrent tasks and shifted priorities accordingly. Alerted relevant parties to implement changes. Oversaw multiple calendars and inboxes. Fielded a high volume of incoming and outgoing phone calls and e-mails. Drafted correspondence. Provided back-up support.

• Organized and proactive, with a high level of integrity and discretion. Strong written and oral communication skills. CREDIT SUISSE SECURITIES (USA) LLC – New York, NY 2006-2018 Administrative Assistant - Equities Research

Administrative Assistant to the Global Co-Head of Energy, Managing Directors of Equip/Services and Offshore, E&P, Majors, Macro, Directors of SMID E&P, Offshore/Marine, Refiners, and MLPs. Point person for global energy. (9 1/2 years)

• Coordinated the landmark Annual Vail Energy Summit: sent C-Suite speaker and VIP client invitations, collaborated with speakers and their entourage, marketed the event with the global equities sales teams, analysts and corporate access, scheduled keynote speakers and industry experts, slotted presentations and coordinated one-on-one demand and schedules. Established strong relationships with corporates, IR and event coordinators.

• Executed logistics and determined budgets for conferences, Non-Deal Roadshows, analyst marketing, non-bus tours, fieldtrips, and due diligence.

• Monitored account penetration, communicated with sales and clients to ensure accounts were segmented properly. Logged activities for analysts’ score cards, reviewed P&Ls to identify where costs could be streamlined.

• Responsible for implementation of best practices. Sent red alerts to ensure we were compliant.

• Admin skillset: expenses, travel arrangements, calendar management, phone coverage. Interfaced with internal and external clients and fielded requests. Maintained earnings calendars, tracked estimates vs. consensus. Research Administrative Assistant to the Managing Director and Global Sector Head covering the Electrical Equipment and Multi- Industry sector, Managing Director of Industrials and Director of Shipping. (2 years) GOLDMAN SACHS & CO. – New York, NY 1999-2006

Executive Assistant to Senior Analyst, Global Investment Research

• Supported equity research teams in the following sectors: Real Estate/REITS, Telecom, Transportation (Air Freight, Trucking, Shipping, Rails) and Business Services.

• Coordinated conference & property tours, fieldtrips, management meetings, industry dinners, and special events.

• Liaised with Research Sales, Marketing, Investment Banking, Trading, Compliance and Human Resources.

• Submitted models to company website, generated and sent out research reports, tracked quarterly earnings, maintained spreadsheets.

• Handled high telephone call volume, acting as the primary contact with clients and company management.

• Maintained contact lists, monitored client segmentation and revenue across equity research and the global bank.

• Responsible for all administrative tasks and ad hoc projects: calendars, travel, expenses, internal mobility, onboarding new hires. Supervised employee orientation and training. HEPBURN MARINE, INC – New York, NY 1997-1999

Administrative Assistant to President

• Established office procedures, oversaw daily operations including extensive contact with industry VIPs. Created and maintained corresponding client list.

• Coordinated conferences, meetings and presentation materials for local waterfront preservation association.

• Developed and maintained bookkeeping system to comply with current tax codes and regulations. C.E. UNTERBERG, TOWBIN – New York, NY 1996-1997

Executive Assistant to Chairman / Managing Director

• Maintained a consultative relationship with the NASDAQ Stock Market.

• Facilitated client and corporate relationships to establish a global presence and international client base. NASDAQ STOCK MARKET – New York, NY 1987-1996

Executive Assistant to Managing Director and Senior Vice President - Member Firms & Institutional Relations

• Supported heads of the New York City office developing relationships and networking with global partners to promote and raise the profile of the NASDAQ Stock Market and NASDAQ International.

• Coordinated global events including conferences, seminars, roadshows, listing ceremonies and Board and Executive Committee Meetings. Planned professional, social and philanthropic functions. Created targeted presentation materials. Arranged daily schedules and travel itineraries.

• Researched and relayed pertinent information for securities litigations, private placements, buy/sell orders, cash and stock transfers. Served as liaison for family brokerage and banking accounts.

• Responded to listing procedures and filing status inquiries. Held hands during the IPO listing process.

• Hired and supervised temporary staff.

SKILLS:

Microsoft Office, Bloomberg, Internet, Webex, GoToMeeting, Coupa, Concur, CRM, TripActions, Dealogic, P2P, ADP

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