Executive Assistant & Data Entry Specialist
Resume:
Lisa Martell-Ferrer
**********@*****.***
Employment History
JVD LLC, Wilton, CT November 2013 – January 2025
Executive-Personal Assistant to CEO/Partners
• Responsibilities spanned across all channels of company/property management – calendars, meetings, travel, projects, expenses and financial reports
• Coordinated busy calendars; kept executives apprised of schedules including daily meetings, conference calls and travel itineraries
• Managed time and calendars to maximize the use of the Executives time, productivity and project deadlines
• Accurately arranged complex domestic/international travel requirements; passport, visa, documentation needed as per country
• Booked car service, commercial/private flights, airport accommodations, hotel stay, and ground transportation
• Managed documents utilizing MS Office skills – confidential letters, expense reports and presentations
• Coordinated all aspects of Board of Directors Meetings; travel, meeting packets, IT and kept files of minutes
• Maintained confidential files and prepared correspondence for Financial Consultants/Auditors
• Managed and prioritized all incoming calls, screened and forwarded courteously and professionally
• Met and greeted guests and clients; cultivated relationships, coordinated events and handled research projects
• Worked closely with colleagues to resolve issues, and implemented proactive solutions to enhance productivity
• Provided full and dedicated support directly to managing partners on leading edge venture acquisitions UBS, Stamford, CT March 2013 – August 2013
Assistant, Client On-boarding *Consultant Contract
• Accountable for prospective client attainment and set-up of new accounts (CRM) and legal documents Discovery Capital LLC, Norwalk, CT March 2007- June 2012 Executive Assistant in Operations
• Coordinated world-wide travel for all investor meetings, conferences, awards event and summits
• Helped in dealing with ad-hoc issues and streamlined operational processes to reduce risks and improve efficiency
• Assisted with coordination of special events and dealings with a diverse global group of investors
• Liaised between executive management, PMs, trading group, broker/dealers, and accounting/operations staff
• Provided CEO, analysts and investor relations associates with real-time position P&L, and percent exposure report including estimated NAV and maturities report
Amaranth Advisors LLC, Greenwich, CT November 2003- December 2006 Executive Assistant to the CFO, Operations
• Maintained heavy, ever-changing calendar and diligently scheduled meetings for the CFO
• Facilitated the formation of a Business Continuity Plan and maintained confidential details/information
• Executed representation, engagement, OTC, bank debt, legal audit letters and confirmation requests
• Updated and maintained management presentations for investor due diligence meetings
• Prepared daily settlement/breaks reports for all treasury trades and updated daily trade fails Grey Healthcare Group c/o International Meetings & Science, Stamford, CT August 2000- May 2003 Assistant Account Executive/Coordinator
• Coordinated internal and client meetings/travel, established project timelines, developed project budgets and briefs
• Created PowerPoint presentations, developed meeting materials, invites via mail merge, agendas and moderator’s guides
Education
Fairfield University, Fairfield, CT May 2000
• B.A. Psychology
• Achieved Dean’s List; Awarded Fairfield University Academic Scholarship Proficiencies
• Ability to learn quickly and adapt to unexpected circumstances/situations, excellent at working under tight deadlines
• Self-starter, team player and ability to demonstrate a methodical and diligent approach to tasks
• Detail oriented with excellent time-management, organizational, writing, verbal and analytical skills
• MS Office, Word, Excel, PowerPoint, Outlook, QuickBooks, SharePoint, Concur, Fluent Spanish Interests: Volunteering, Charity events, Skiing, Golfing, Running, Walking, Biking, Swimming, Equestrian activities
Contact this candidate