Executive Assistant Financial Services

HEATHER SIVAN

PROFESSIONAL WORK EXPERIENCE

RedBird Capital Partners, New York, NY April 2024 – Present Executive Assistant to Chief Strategy Officer and AI Team Founders

● Support the Chairman & Chief Strategy Officer in addition to the Co-Founders of the AI team in both an administrative and personal capacity

● Coordinate and plan extensive domestic and international travel arrangements- flights, hotels, cars, meeting agendas, etc

● Responsible for setting high profile meetings internally and externally- set up recurring firm wide monthly meetings as needed

● Involvement with corporate events, ie- high profile dinners, Annual Firmwide Meetings and group outings

● Quick, efficient, strategic and detail oriented in all aspects Berenson and Company, New York, NY August 2023 – March 2024 Executive Assistant to CEO and Founder

● Support the Founder and CEO in both an administrative and personal capacity.

● Coordinate and plan business and personal travel arrangements.

● Responsible for management of vendor accounts and bill payment using QuickBooks.

● Oversee all healthcare needs including corresponding with insurance providers and doctors.

● Involvement with special projects related to the household. Caldwell Partners, New York, NY September 2021 – August 2023 Associate, Financial Services Sector

● Provided direct support to Financial Services Practice and sourced candidates for executive searches.

● Created and maintained a database of all open and closed private equity and venture capital searches.

● Coordinated annual holiday gatherings and global financial service practice meetings. Fortress Investment Group, New York, NY September 2017 – July 2021 Executive Assistant to Partner in Credit Funds & CIO/Head of Legal Assets

● Provided administrative support to Partner, Managing Directors, and Legal Assets Team.

● Served as gatekeeper; screened, prioritized, and responded to incoming correspondence on behalf of executives.

● Managed heavy professional and personal calendars; scheduled internal and offsite meetings across time zones.

● Coordinated international and domestic travel arrangements; booked private and commercial flights, hotel accommodations, ground transportation, and dining reservations, adjusting for frequent changes.

● Prepared detailed travel itineraries including visas, passports, Global Entry, and/or TSA Pre-Check.

● Compiled meeting materials including presentations and biographical information on attendees.

● Planned and executed corporate events including client dinners and team celebrations; reserved venues, arranged catering, managed guest lists, coordinated ground transportation, and provided onsite support.

● Handled client meeting set up including conference rooms, guest registration, catering, and A/V equipment.

● Liaised with recruiters and candidates and served as point of contact for team interviews; coordinated travel for out-of-town candidates, managed interview process, and followed up with Recruiters post-interview.

● Tracked expenses and submitted reports for timely reimbursement; processed invoices and vendor payments.

● Maintained highly confidential information and sensitive correspondence with the utmost discretion. Royal Bank of Canada, New York, NY August 2010 – September 2017 Executive Assistant to Head of FIC Sales

● Provided administrative support to the Head of FIC Sales and a team of 60+ traders and salespeople.

● Served as primary point of contact; screened and directed a high volume of phone calls and inquiries.

● Managed heavy calendars; scheduled internal and offsite meetings and personal appointments.

● Coordinated extensive international and domestic travel arrangements and prepared detailed itineraries.

● Prepared and submitted expense reports; compiled meeting materials, agendas, and minutes.

● Organized conferences for Managing Directors with up to 50 senior-level attendees; arranged travel, catering, entertainment, conference rooms, and meeting schedules; prepared and compiled all required materials.

● Planned and executed high-level fundraising road shows from start to finish; secured venues, organized travel arrangements, and prepared thorough itineraries to ensure a seamless experience.

● Prepared marketing materials and background research for meetings; recorded and distributed minutes. ADDITIONAL EXPERIENCE

Conde Nast, Meredith, Time, Rolling Stone – Sales & Account Management (2000 – 2010) EDUCATION

University of North Florida, Jacksonville, FL

Bachelor of Science, Psychology & Public Relations,August 1999 SKILLS

Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), SharePoint, Salesforce, Concur

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