Executive Assistant Office Manager

Annie Hersh

*****.*****@*****.*** 510-***-**** linkedin.com/in/anniehersh

Highly organized and proactive Executive Assistant with proven record of supporting C-Level executives in fast paced environments. PROFESSIONAL EXPERIENCE

Barclays, Global Investment Banking San Francisco, CA Senior Executive Assistant/Office Manager Jan. 2024-Present

• Executive support to Global Head of Venture Capital’s Banking and team

• Managed and maintaining detailed and complex calendars, meetings and global travels

• Interacted with clients and maintaining the confidentiality of highly sensitive information

• Coordinated onboarding sessions for new incoming summer interns and full-time analysts

• Tracked multiple threads (meetings/CRM/WFH status/Visas and Cross border for international travels)

• Planned offsite meetings, events and conferences

• Partnered and collaborated with EA team to understand and execute business priorities in a proactive manner. Forge Global, NYSE: FRGE San Francisco, CA

C Suite Level Executive Assistant to CEO and Founders, Office Manager Nov. 2018-Jan. 2024

• Served as direct liaison for the CEO, Founders, department executives and board members

• Managed calendars including extensive domestic and international travel arrangements for CEO and his family

• Planned/executed company events: Conferences, off-sites, team building, weekly lunch and Happy hours

• Organized board meetings for senior management and investors

• Coordinated communications and logistics with media, staff, monthly all hands and quarterly board meetings

• Maintained strict confidentiality with sensitive information, financial documents, records and personal matters.

• Processed expense reports, office supplies purchases, team weekly meals budget and new office relocations

• Facilitated cross functional collaboration to enhanced company culture by partnering with People Team and Workplace Team Deutsche Bank, Global Investment Banking San Francisco, CA Executive Assistant /Assistant Office Manager Jun. 2003-Nov. 2018 Provided administrative support to Global Head Healthcare and Head of Technology ECM

• Managed busy calendars, meetings, conferences and complicated domestic and global travels

• Handled incoming calls, respond to inquiries and maintain highly confidential company information

• Managed CRM for client interactions and process expense reports

• Assisted in onboarding and off boarding employees

• Trained and provide new admins directions to improve administrative support systems Special project: JP Morgan Healthcare Conference, SF - Deutsche Bank onsite meetings

• Planned and obtain approvals budgets for meeting space and hotel rooms

• Managed and maintain database by scheduling over 400 meetings per week

• Secured dinner reservations 9 month ahead for bankers and clients

• Onsite point of contact person for clients and bankers

• Assisted bankers onsite with printing and shipping materials SKILLS

Microsoft Office and Google Suite: Word, Excel, Outlook, SharePoint, PowerPoint, Gmail, Google doc. Other: Zoom, Team, CRM, Concur, Slack, Bloomberg, Jira EDUCATION

Rutgers University New Brunswick, NJ

Bachelor of Science, Business Management

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