Margaret B. McCallum CPS/CAP

** ****** *****, ***********, *** York 14225

(H) 716-***-**** (C) 716-***-**** E-Mail: adx86k@r.postjobfree.com OBJECTIVE: Seeking an opportunity to utilize my extensive administrative experience, apply my broad-based organizational and leadership skills, and assist in meeting firms’ long-term goals. EXPERIENCE:

Pfohl’s Upscale Furniture Den, Inc.

Assistant Office Manager

Sales, customer service, consignment, data entry, sales reports, answer phones May 2020 – April 2021 37.5 hours @ week

Stone Springs, LLC – President and CEO September 2017 – January 2020 Virtual Administrator 37.5 hours @ week

Business: Amazon Seller; Location: Work from home

Customer service; responsible for assisting with six entities in three states plus Ameritrade; filing appropriate documentation, publish legal notices. Board of Directors meetings and minutes; Excel spreadsheets, perform product research as needed.

Stone Springs LLC planned shutdown in December 2019 due to market; company reorganization. M&T Bank – Wilmington Trust, Delaware February 2010 – November 2016 Business Analyst I – Senior Vice President 40 hours @ week M&T Bank

Hybrid Position: work from home / in office

Primary Task: Assist with enlarging Bank footprint through mergers, acquisitions, IPOs, NDAs M&T Bank – M&T Securities, Inc. February 2003 – 2010 Administrative Support Secretary – Senior Vice President

Compensation Coordinator for both the annual Salary Plan and Officer Review and Performance processes

Create, maintain and distribute M&T Securities organizational announcements, organizational charts, announcements and mandatory floor meetings.

Assist direct reports and business partners on a wide variety of projects and initiatives

Effectively interact as a liaison between all levels of M&T Bank staff, management, and external vendors

Create, edit and distribute M&T Securities materials, proficient in PowerPoint, Publisher, Excel, Word.

Responsible for creating, organizing, and implementing webcasts through Global Crossing and with Information Technology for all M&T Securities webcasts. Secure travel arrangements, resolve calendar disputes, organize and implement recurring staff, offsite meetings and special events, including video and audio conferences, troubleshooting.

Maintain confidentiality and discretion, examples: acquisitions and conversions.

Created and presented ‘Yoga @ Work’ at the Administrative Assistants Luncheon, Executive Boardroom M&T Bank – Central Operations January 2001 – 2003

Administrative Support Secretary – Senior Vice President

‘Listserver’ Project – Organize, edit and schedule automated e-mails ‘Monday’s Managers Tips’ to Vice Presidents and above within Central Operations; TPX, SEI system access; reports on demand

Provided spreadsheets which highlighted SMAC productivity, FTE trends, occupancy, and so on…

Point-Person accounts payable ‘Hierarchy’ signing approval and cost center reconciliation.

Train new hire assistants in M&T’s purchasing system and 8th floor operations policies and procedures, Research, provide recommendations for products/services to improve day-to-day functionality. Margaret B McCallum

(Experience Continued - Page 2)

M&T Bank - Trust and Investment Services November 1997 – 2001 Secretary III and Administrative Support Secretary – Senior Vice President

Responsible for coordinating weekly / monthly corporate trust, institutional trust, and employee benefits staff meetings and creating appropriate meeting materials for distribution; conference calls; travel arrangements; GroupWise calendar appointments. Internet and intranet.

Front Desk Supervisor: Secured temporary personnel, participated in hiring process for receptionist and word processor; addressed day-to-day departmental issues.

Worked with Direct Reports on smoothing acquisitions; signed acquisition confidentiality agreements permitting my involvement.

Managed $600K outstanding trust legal bills 3-year project for Legal Department; maintained weekly ‘KRI’

(Key Risk Indicators) Reports; scheduled reviews / assisted with Auditors and Federal Examiners

Responsible for working with facilities and staff in creating and overseeing physical staging areas for 7th floor south-side redesign and renovation project.

‘Bring Your Kids to Work Day’ Committee Chair

EDUCATION / PROFESSIONAL DEVELOPMENT:

October 24, 2009 Completed Toastmasters International ‘Speechcraft’ Course Certificate awarded December 2, 2009 by Victoria Wienke CPS DTM, Facilitator 2007 Completed continuing education to recertify for both CPS and CAP designations. 2007 Member of the Bryant & Stratton Administrative Assistant Advisory Board, Southtowns 2006-2007 Secretary, New York State Division of the International Association of Administrative Professionals® (IAAP) – 600 Members

2004-2006 Editor, New York State Division Newsletter (IAAP) 2003-2004 Chapter President, Buffalo (IAAP) – 175 Members 2003 Earned Certified Administrative Professional® (CAP) Designation 2002 Completed 120 hours of continuing education to recertify CPS designation 2001 Facilitated CPS Certification Classes, Bryant & Stratton, Lackawanna location 2000 Chaired ‘Invest in Yourself’ Educational Seminar, Keynote Speaker: Laura Pederson, New York Stock Exchange, at Buffalo Convention Center

1997 Earned Certified Professional Secretary® (CPS) Designation Medaille College Pursued B.S. Business Resource Development Degree Also, tutored accounting (Level 101) and communication (Level 300) classes COMMUNITY INVOLVEMENT:

Buffalo Zoo, Cornerstone Manor, Haven House, SPCA – Member Community Service and Fundraising Committee

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