Strategic Executive Assistant & Sales Operations Leader

ADRIANA (ADDIE) ALVARELLOS

*** ***** ****** ******, ***** Babylon, NY 11703 / Tel: 917-***-****

Email: ******************@******.***

LinkedIn: https://www.linkedin.com/in/adriana-addie-alvarellos-529070146/ ROFESSIONAL SUMMARY:

Strategic Executive Assistant and Sales Operations Leader with 35+ years supporting C suite and senior investment executives across global asset management, private equity, and banking. Known for exceptional judgment, operational excellence, and the ability to bring structure, clarity, and momentum to fast moving, high stakes environments. Expert in complex calendar orchestration, global travel management, investor meeting coordination, CRM oversight, compliance workflows, and cross functional project execution. Recognized for strengthening executive workflows, elevating client engagement, and navigating ambiguity with calm, confidence, and discretion. Bilingual in Spanish, SIE and Series 6 certified, and trusted for relationship building, problem solving, and delivering results with precision and integrity. PROFESSIONAL EXPERIENCE:

Executive Assistant, C-Level Suite & Sales Support back-office Operations Lindsay Goldberg LLC / Goldberg Lindsay & Co. LLC, New York, NY (September 2025 – May 2026) Schroders Investment Management North America, New York, NY (November 2008 – August 2025) Credit Suisse (DLJ Merchant Banking Group) New York, NY (October 1997 - October 2008) Morgan Stanley Dean Witter & Company Inc. (November 1995 -October1997) First Boston / CS First Boston (October 1989 – October 1995)

Delivered high impact executive support to senior leadership, orchestrating complex calendars, global travel, and confidential communications to ensure seamless alignment across time zones and priorities.

Directed cross departmental operational initiatives, strengthening organizational workflows, elevating internal coordination, and driving timely execution of firm level strategic objectives.

Oversaw Salesforce / DealCloud infrastructure and reporting environments, safeguarding data integrity, refining segmentation strategy, and enabling more informed business development decision making.

Managed end to end logistics for investor engagements, fund manager trips/roadshows briefings, and firm wide events, ensuring flawless execution across travel, compliance, and stakeholder communication channels.

Partnered with marketing and investor relations leadership to deliver digital campaigns, optimize content ecosystems, and reinforce the firm’s brand presence across key audiences.

Served as a critical liaison to legal, fund administration, and external partners, advancing onboarding processes, documentation workflows, and full client lifecycle management.

Maintained and enhanced internal platforms and client facing portals, ensuring timely updates, operational accuracy, and a consistently elevated user experience.

Supported cross functional teams with strategic materials, post meeting deliverables, and operational reporting, strengthening engagement, accountability, and organizational momentum. Direct Support & Relationship Management:

Reported directly to the Head of Latin America, delivering comprehensive, high touch support to senior leadership and regional Country Heads across Argentina, Chile, Mexico, Brazil, the US Family Office, and US Offshore. Cultivated and managed key intermediary client relationships, strengthening engagement and contributing to business growth across priority markets. Trade Blotter Development & Operational Optimization: Designed and co built the Offshore/LATAM Trade Blotter, creating a streamlined framework for trade sourcing, regional crediting, and rep level attribution. Partnered closely with Luxembourg on trade allocations and client servicing, significantly improving operational accuracy and cross border coordination.

Sales Enablement & CRM Leadership:

Supported sales leadership by identifying new business opportunities, preparing strategic materials, and driving disciplined follow up after client engagements. Served as the regional CRM Champion, overseeing Salesforce/DealCloud data integrity, segmentation, distribution lists, and reporting to enhance sales effectiveness and pipeline visibility. Marketing Partnership & Digital Campaign Execution: Collaborated with global marketing and investor relations teams to execute digital campaigns, strengthen brand positioning, and develop targeted content. Leveraged Pardot to deploy regional communications, refine distribution lists, and increase client engagement. Executive Calendar, Travel & Event Management:

Managed complex executive calendars across multiple time zones, resolving conflicts and ensuring seamless coordination of meetings, calls, and virtual sessions. Oversaw all domestic and international travel logistics, expense reporting (Fusion), and on site support for visiting executives and senior management.

Client Interaction, Logistics & High Touch Support: Engaged directly with clients to coordinate travel, event participation, and meeting logistics for global and regional conferences. Partnered with Luxembourg to ensure accurate Offshore & LATAM sales trading allocations and smooth operational execution. Event Coordination & Stakeholder Engagement:

Led planning and execution for international conferences, client meetings, and marketing initiatives. Managed external compliance approvals, coordinated fund manager meetings, and ensured clear, timely communication with clients and internal stakeholders. Operational Oversight & Compliance Management:

Managed trade confirmations, reconciliations, and variance resolution to maintain operational continuity. Directed client onboarding and compliance workflows, serving as a liaison between legal, compliance, fund administration, and distribution teams. Leadership Support, Project Management & Strategic Execution: Organized due diligence sessions, investment review calls, and senior level briefings. Produced reports, presentations, and strategic materials that informed leadership decision making. Demonstrated strong project management capabilities, driving process improvements and operational efficiency.

High Level Executive Support Across the C Suite:

Provided sophisticated administrative and operational support to C suite executives, ensuring alignment between leadership priorities, stakeholder needs, and organizational objectives. Maintained seamless communication channels and optimized executive workflows. Sales & Marketing Operations for US Offshore Distribution: Delivered comprehensive sales support and back office operations for the US Offshore Intermediary Sales team. Acted as a key liaison between Offshore and LATAM distribution groups, overseeing compliance clearance for events, marketing material approvals, and product literature management.

Website Governance & Client Experience Management: Oversaw the Non Resident Client website, ensuring content accuracy, timely updates, and optimal user experience. Partnered with marketing to maintain functionality and ensure alignment with client needs. CRM Stewardship & Data Governance:

Served as the regional CRM lead, managing Salesforce data quality, user training, and reporting. Provided insights that strengthened client segmentation, pipeline tracking, and business development strategy. Marketing Operations & Campaign Deployment:

Executed Pardot campaigns, maintained distribution lists, and improved engagement by managing hard bounces and inactive contacts. Ensured consistent, compliant, and targeted communication across client segments. Diversity, Equity & Inclusion Leadership:

Led the Schroders Spanish & Latino Society, driving cultural engagement, community programming, and firm-wide DE&I initiatives that strengthened employee connectivity and representation.

SKILLS & CERTIFICATIONS

Languages Fluent in Spanish

Licenses & Training Securities Industry Essentials (SIE) September 2019, Series 6 February 2019 (#24129) Software Proficiency Microsoft Office Suite, Salesforce CRM, Pardot, Eloqua, Oracle, Concur, Basware, Fusion, Adobe, Professional, 4U, Align, Box, Deal cloud, Compliance Science, Trip ware & Zoom Core Competencies Executive Scheduling, Relationship Management, Event Coordination, Client Service, Marketing Support, Compliance Liaison

Leadership & Strengths Strategic problem-solving, process improvement, multitasking, discretion, team leadership, DE&I programming Education Berkeley College of Business, New York, NY Associate Degree in Business Administration (1989)

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