Executive Assistant

TAMARA BUSH

**-** *** **** ****, ***

Briarwood, NY 11435

****************@***.***

Home: 718-***-**** Mobile: 347-***-****

J.P MORGAN CHASE 1/98-6/09

New York, NY

Executive Assistant – Equities Trading (4/05-6/09)

Assist Head of Equity Derivatives Trading and direct reports, including creating client and prospect presentations/reports, maintaining spreadsheets and client contact information; preparation of marketing materials. Screened and responded to phone/email inquiries. Organized onsite and offsite business meetings; coordinated domestic/international travel arrangements. Prepared expense reports, tracked payments/reimbursement, and preformed MasterCard reconciliation. Prepared PowerPoint presentation materials and reviewed agenda with Business Manager for Town Hall meetings. Set-up new hires, transfer of registration, and assisted to administer year-end review process. Liaise with compliance regarding regulatory procedures. Compose, update and disseminate revenue & trade loss reports. Track client CVA. Enter options tickets in GTW. Track status of term sheets and confirmations, and work as intermediary between Traders and Legal Documentation/Middle Office. Liaise with compliance regarding regulatory procedures. Complete ad hoc projects as needed. Series 7 & 63 registered.

J.P MORGAN CHASE

New York, NY

Sales Assistant – Private Client Group (1/98-4/05)

Assist PCS Marketers, including calendar management and travel arrangements. Coordinate roadshow events including venue negotiations, promotional materials, confirming audiovisual connectivity and other equipment needs, organize travel for attendees, monitor budget according to dept guidelines. Entertain and develop personal rapport with clients. Build and maintain strong relationships with several vendors to provide a wide variety of options to marketers and clients. Open accounts for High Net Worth clients; Arrange internal desk moves including requesting market data services, trader voice services, and various IB application & log-in ID’s.

SUMITOMO TRUST & BANKING CO, LTD. 5/94-12/97

New York, NY

Executive Assistant to Deputy General Manager

Record all incoming Credit applications and distribute approval notices as applications are approved. Notify Credit Officers when deals have been withdrawn, declined, or matured. Assisted in establishing Loan Track database and responsible for updating the database with the Bank’s commitment and compiling a quarterly report containing graphs for raw data searches.

COMPUTER SKILLS

Microsoft Office-Word/Excel/Powerpoint, Lotus Notes, Outlook, Bloomberg, GTW, Trading Turret

EDUCATION

State University of New York

College at Old Westbury

LICENSES

Series 7/63

COMMUNITY SERVICE

Mentor, Big Brothers/Big Sisters Foundation

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