Andrew Brewer Wharton

Executive Assistant

**** ****** ****** ***, ************, PA 19145 415-***-****

adiyvl@r.postjobfree.com

QUALIFICATIONS SUMMARY

Accomplished Executive Assistant offering 10 year of administrative experience reporting to a CEO and

Other top C – Suite Executives.

Consummate professional dedicated to making the lives of busy executives easier. Serve as an effective

Gatekeeper; prepared and researched documents; managed busy calendars; and efficiently handle daily office tasks.

PC/MAC proficient, Outlook, Word, Excel, PowerPoint, Access, Project, Lotus Notes, Bloomberg and

Reuters, QuickBooks, Salesforce, Blackberry and iPhone proficient.

PROFESSIONAL EXPERIENCE

Philadelphia Orchestra, Philadelphia, PA

Contract Volunteer Coordinator PA March, 2017

Current

Responsible for the recruitment, placement and retention of volunteers

Recruit Volunteers on behalf of Philadelphia Orchestra

Work directly with Fund Raising divisions both locally and nationally

Assess and meet Philadelphia Orchestra’s Volunteer needs

Hillary Clinton Campaign Offices, Philadelphia, PA February, 2016

February, 2017

Contract Executive Assistant

Prepared invoices, reports, memos, letters, and dealt with suppliers and inventory.

Documented and launched new campaign processes as well as improve on existing clients.

Onboard new client processes and train and develop field sales force.

Worked directly with local and national fundraising including the Democratic National Committee.

Responsible for the local, regional or national Campaigns.

Used communication, analytical and collaborative skills to ensure that campaign hits the performance metrics.

Prepared invoices, reports, memos, letters, and dealt with suppliers and inventory.

Self Health Network, San Francisco, CA December 2012-

Contract Executive Assistant October, 2015

Capital fundraising of a Healthcare Media Start up worked directly with CIO and CEO.

Maintained complex business and personal calendars.

Prepared and managed domestic/international travel accommodations.

Arranged and coordinated meetings and events onsite and offsite.

Prepared invoices, reports, memos, letters and other documents, using word processing, spreadsheets, database

or other presentation software.

Filed and received corporate documents, records and reports.

BlackRock iShares, San Francisco, CA April 2012-

Contract Executive Assistant July 2012

Managed complex calendars supporting multiple executives in a fast-paced environment.

Planned extensive travel arrangements for both international and domestic trips.

Provided general administrative support.

ACERA (Alameda County Employees Retirement Association) Oakland, CA April 2010-

Contract Executive Assistant February 2012

Supported the CIO and five Investment analysts with scheduling, expense tracking and extensive travel arrangements.

Coordinated monthly Investment Trustee Meetings and planned bi-yearly Investment update meetings.

Supplied Investment Team and ACERA Legal Department with Investment document production, organization

and compliance.

Provided accounting payables /receivables using Oracle Accounting Systems.

Website management including document upload, database management (use of Access Database), quality

testing of upgrades.

Golden Gate University School of Law, San Francisco, CA July 2009 -

Contract Executive Assistant February 2010

Supported the Dean through complex calendaring, scheduling, expense tracking and event planning

including Fundraising and directly working with Development Department.

Scheduled and maintained complex domestic travel plans and itineraries.

Recorded detailed minutes, action items and policies of all Law School Staff/Faculty meetings.

Contract Employment, San Francisco, CA June 2008 -

Contract Executive Assistant June 2009

Provided long-term executive assistance through contract employment at Dolby Labs,

McKesson & BlueCross BlueShield

HealthLeaders-InterStudy, Nashville, TN February 2007 -

Executive Assistant to Managing Director May 2008

Supported the Managing Director with scheduling and expense tracking.

Planned the company’s off-site national meetings and annual fundraiser.

Reuters & Bloomberg research of financial markets, creating and tracking results.

Goldman, Sachs & Company, New York, NY September 2004 -

Executive Assistant to Business Unit Manager - Investment Banking Division November 2006

Scheduled and maintained complex domestic and international travel plans and itineraries.

Managed detailed calendaring for Business Unit Manager and five bankers.

Managed department time sheets and expense reports.

Maintained client correspondence CRM.

Bear Stearns & Company, Inc. New York, NY May 2002 -

Executive Assistant to Chief Economist - Equity Research Department May 2004

Managed calendaring, conference calls and day-to-day meetings for MD and three analysts.

Coordinated all travel arrangements including; flights, ground transportation and hotels.

Responsible for client support, file maintenance and contact management.

Fact checked, edited, proofread and coordinated executive financial research reports.

Managed Equity Research Website with all updates (daily, weekly, monthly) including the remediation of

documents and technical support of website.

Charles Schwab & Company, San Francisco, CA September 1997 -

Project Manager for Schwab Technology Service Delivery November 2001

Developed and managed employee training classes on new software installations and upgrades.

Facilitated weekly project status meetings, reported on project progress and assigned action items.

Managed internal projects including database upgrades and website implementations.

EDUCATION

East Carolina University – Greenville, NC May 1993

Bachelor of Science Degree, Communications

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