Personal Assistant Board Member

KATIE WALTER

415-***-**** *****.*********@******.*** Atherton, CA

Summary

A fifth generation Californian, I was born and raised on the SF Peninsula. I attended UCLA and started in Asset Management immediately after graduation. As an investment advisor for 21 years with Morgan Stanley, I earned the title of First Vice President with over $60 million under management. In 2005, I left Morgan Stanley to take care of my young children while still managing investments for family members and a few long-term clients. As my children have recently graduated college, I am now ready to pursue a new career as a personal assistant to an individual or family. Skills

Experience

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INVESTMENT ADVISOR 2005 - 2022

Self-employed - San Francisco, CA

• Managed investments for select group of high net worth clients

• Identified goals and implemented plans to achieve the specific needs of individual investors

• Worked with multi-generational decision makers

VP OF INVESTMENTS 1984 - 2005

Morgan Stanley - San Francisco, CA

• Gathered and managed assets on behalf of high net worth clients

• Acted as a liaison between clients and other investment professionals, including insurance agents, estate planning attorneys, CPAs, etc.

• Regularly organized and ran seminars for existing and prospective clients

• Earned Series 7, Series 63 and insurance licenses BOARD MEMBER 2010 - 2016

National Charity League - Tiburon, CA

• Held numerous positions, including VP of Membership

• Managed 250-person chapter and ran general meetings

• Facilitated annual membership drive

MEMBER 1991 - 2010

Junior League Of San Francisco - San Francisco, CA

• Chaired multiple committees, including fundraising and event planning

• Worked directly with families and children at shelters and after-school programs

• Utilized management and communication skills to lead large teams Education

University of California - Los Angeles, CA Bachelor of Arts Political Science And Economics, 1983

References upon request

• Organization

• Discretion

• Responsibility

• Efficiency

• Problem solving

• Communication

• Detail Orientation

• Creativity

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