Executive Assistant with Corporate Finance Experience
Resume:
Daniel Arad
Los Angeles, CA
******@*****.***
WORK EXPERIENCE
Morgan Stanley Los Angeles, CA July 2024 - Present
Executive Assistant to Sr. Banker (Contract role)
Supporting Sr. Banker of Investment Banking Division focused on 100 revolving Consumer Retail franchise clients and investors.
Scheduling weekly travel, business trips, meetings, hosting client CEO events and completing weekly expense reports.
Performing the role of a business development partner to Sr. Banker and Consumer Retail Group division.
Disney Glendale, CA 2023 – July 2024
Executive Assistant to VP and Core Directors Team (Contract role)
Supported VP of Studio Technology and the Core Directors Team.
Acted as first point of contact for the office of the VP.
Performed administrative duties including, but not limited to, screening and routing phone calls, processing expense reports in Concur, ensuring timely and effective communication.
Managed calendars, scheduled meetings, booked conference rooms, scheduled and hosted virtual meetings.
Performed the role of a proactive partner and collaborator to the VP.
Managed the planning, coordination, and execution of business travel, including trip logistics and itinerary, meeting coordination, and remote support of executives who are out of the office.
Created presentations using PowerPoint, Microsoft Word and other software.
Pulled reports and maintained databases.
Supported preparation of monthly and quarterly reports entailing heavy word processing and strong organizational skills.
Interfaced with various Disney departments and external organizations.
Participated in administrative team, providing backup to other assistants and contributing to common administrative duties.
Posted, updated and maintained documents in SharePoint, Teams, and other collaboration sites.
Town Hall and Event coordination for Shared services as well as assisted with Studio Technology events.
Utilized collaboration tools, such as Teams, Slack, and Zoom to their fullest abilities.
Detailed note taking during various team and vendor meetings.
Built and maintained good relationships with partners and trusted vendors.
Uber San Francisco, CA 2021 - 2023
Executive Assistant to VP and Sr. Directors (Remote)
Supported VP of Workplace, Global Head of Transactions and a Senior Director of Core Services & Mergers & Acquisitions.
Coordinated travel including itineraries, flight manifests, offsite events and summits and process monthly expenses.
Project Management responsibilities for M&A phase cycles.
Recorded all weekly staff meetings and shared with leadership teams as well as took detailed notes and minutes to follow up on all action items.
Herbalife Nutrition, Los Angeles, CA 2019-2020
Executive Assistant to CEO & Executive Vice Chairman (Contract role)
Provided full administrative and personal support to the CEO and Executive Vice Chairman, Board of Directors and Senior Director.
Calendar management, phone coverage.
Booked worldwide company events.
Booked travel: created travel itineraries, agendas and updated visas and global entry for C-Suite executives.
Maintained and updated distributor data list and researched companies as well as compiled reports for new acquisitions.
Cthink, Los Angeles, CA 2012-2019
Executive Assistant to President/CEO
Oversaw daily operations at branded integration and entertainment marketing agency.
Responsible for calendar management for extremely busy President including; meetings, client deadlines and onboarding new clients.
Assisted with client events and organizing lunches and dinner meetings on behalf of the company.
Supported the President with client and account management and executed all yearly renewal term agreements including portfolio presentations, redlining agreements, fiscal performance and media value summaries, negotiating terms and signing new clients.
Executed meeting minutes, notes and updates on all calls followed by summary recaps and disseminating information laterally across the organization.
Introduced over one hundred companies to our organization via marketing and sales presentations, follow-ups and direct branding and promotional opportunities targeted to prospective clients.
Worked with the President in signing five new clients to the company roster.
Proofread and revised all communications including licensing and worldwide promotional agreements.
Assisted with executing Worldwide Promotions and Brand Integrations in film and television for our clients and communicated with legal departments at studios on behalf of our clients.
Banner Capital/Lehman Brothers 2005-2012
Executive Assistant to President/CEO
Responsible for all personal and administrative duties including; managed accounts payable and receivables, heavy filing, bank deposits.
Facilitated travel; air, accommodations and ground transport.
Created proprietary loan, lease and working capital documentation customized for each client based on amounts and equipment purchases.
Liaised with various banks and financial institutions to secure loans and optimal rates for clients.
Sent out, executed, tracked and filed all contracts in physical and digital database.
Funded fifty equipment leasing, financing and working capital deals each month by liaising with clients, vendors and regional sales managers and in charge of Verbal Authorizations for all deals funded.
EDUCATION
NEW YORK UNIVERSITY, New York, NY
Bachelor of Arts in Business
COMPUTER SKILLS
Microsoft Office Suite: Word, Advanced Excel, PowerPoint, Outlook, Teams
CRM
Salesforce
Asana
Airtable
Concur
Google Suite, SharePoint
QuickBooks
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