Manager Project

• Excellent written and verbal skills, quick learner with strong communication skills, team player, motivated

• Goal oriented, self-starter, excels under pressure delivering quality work under time-line constraints

• Accountable and responsible, with strong decision making skills and effective organizational skills

• Detail-oriented and highly organized with strong analytical and problem solving skills

• Able to handle difficult situations, difficult personalities and difficult tasks

• Willingness to participate in all levels of business and learn new aspects of a variety of different jobs

• Excellent computer skills - specifically Microsoft Outlook, Microsoft Office, Explorer, Firefox, etc.

• Proficient in MAC and PC Platforms, QuickBooks Pro, Safari, Bloomberg, Windows XP Professional, PageMaker, Photoshop, Illustrator, Macromedia, Dream Weaver, Typing Speed - 90wpm

EXPERIENCE

University Healthcare Alliance, Richmond, CA May, 2012 – Current

Project Manager, Office Manager (120+ employees) and Executive Assistant to the CEO

• Responsible for all Calendaring (meetings, calls, travel, etc.) for company CEO

Morgan Stanley, San Francisco, CA Nov. 2009 – May, 2012

Executive Assistant to the West Coast Head of Department / Managing Director, West Coast Event Planner, and Sole Operations Associate for Department of 20+ people (Prime Brokerage)

• Responsible for all Calendaring in Microsoft Outlook (meetings, calls, flights, hotels, cars, all travel, etc.) for Managing Director

• West Coast Event Planner for all department lunches, dinners, events, etc. with clients

• Solely responsible for the handling of all Client and Potential Investor database of Million and Billion Dollar Hedge Funds

• Responsible for setting up all calls, meetings (global included), for Managing Director (SF, LA, NY, etc).

• Process all expenses / reimbursements for Managing Director as well as 20+ other department associates

• Responsible for approving or denying expense reports submitted by all employees in our department

• Manage an on-going daily annual log of vacation and sick days for 20+ employees

• Able to succeed in an extremely fast-paced atmosphere with a variety of different tasks on a daily basis

• Provide Managing Director with details of clients financial accounts as well as other confidential documentation

• Point of Contact to answer all questions directed toward the Managing Director

• Organize all group meetings with external and internal vendors in our office

• Reserve all aspects of worldwide travel arrangements for Managing Director as well as 20+ other department associates (hotels, flights, car service, limousine service, dinner, etc.)

• Assist in the writing and editing of speeches and presentations

• Solely responsible for organizing Annual Holiday Party, consisting of 200+ Employees and Clients

• Responsible for running the office and making sure all equipment is working efficiently and smoothly

• Provided 24/7 support to Managing Director through Blackberry and home remote access

Executive Assistant to the Northern California Regional Manager and six other Management Team Executives, Operations Associate for a Department of 60+ people (Private Wealth Management)

• Responsible for all Calendaring in Microsoft Outlook (meetings, calls, flights, hotels, cars, all travel, etc.) for Regional Manager

• Handle all domestic & global calls/meetings for Regional Manager (San Francisco, Los Angeles, Florida, New York, Asia, London, etc.)

• Process all expenses/reimbursements for Regional Manager

• Solely responsible for the handling of department database of thousands of high net-worth prospects/clients

• Manage an on-going daily annual log of vacation and sick days for over 60 employees in multiple bay area offices for our department

• Organize all group meetings with external and internal vendors in our office

• Responsible for approving or denying expense reports submitted by all employees in our department

• Able to handle confidential and top secret information regarding all clients

• Point of Contact to answer all questions directed toward the Regional Manager

• Assist the Regional Manager with IT support for dual monitor computer, laptop, iphone, BlackBerry, etc.

• Responsible for screening all incoming calls and electronic communication for the Regional Manager

• Provide Regional Manager with details of clients financial accounts as well as other confidential documentation

• Responsible for handling all requests from the management team, which consists of six other executives

• Responsible for keeping a monthly log of required paperwork for possible audits

• Train new hires on a variety of department software programs

• Able to succeed in an extremely fast-paced atmosphere with a variety of different tasks on a daily basis

• Manage and review schedule for Regional Manager in regards to all meetings/calls/confirmation of attendees/food, etc.

• Reserve all aspects of worldwide travel arrangements for Regional Manager (hotels, flights, car service, limousine service, dinner, etc.)

• Timely preparation and delivery of all documents/presentations for meetings

• Communicate daily with internal and external prospects, clients, employees and vendors while exhibiting the highest degree of confidentiality and professionalism via phone and email

• Assign and distribute incoming written and oral communications to the appropriate executive/employee

• Provided 24/7 support to Regional Manager through Blackberry and home remote access

Copper River Management, LP (Hedge Fund), Larkspur, CA August, 2004 – February, 2009

Office Manager, Research Associate and Executive Assistant to the CEO/President and all Analysts

• Hedge Fund managed over $2 Billion with a $5 Million minimum investment

• Responsible for all Calendaring in Microsoft Outlook (meetings, calls, flights, hotels, cars, all travel, etc.) for CEO/President

• Executive Assistant to the CEO/President, a well known short-seller, with all his business and personal needs for 5 years

• Identified all technology needs for the entire office, administered the purchasing and setting up of all computers, personal laptops, routers, Bloomberg, Blackberries and all wireless solutions

• Scheduled all company meetings throughout the world and all calls with Investors and Potential Investors

• Handled extensive travel arrangements, including preparing detailed itineraries, reserving ground transportation, and compiled agendas

• Processed all expense reports, presentations, memos, investor packets

• Responsible for all office equipment, supplies, furniture, etc.

• Ability to handle confidential information with the utmost discretion

• Edited and revised company quarterly letters and distributed to Investors and Potential Investors

• Primary contact person for all media outlets and investors and screened all the daily phone calls

• Created spreadsheets and assisted in all company press releases

• Responsible for maintaining and organizing all of the firms electronic documents on the company database

• Organized the annual meeting each year for the entire firm of 16 employees and over 100 investors

• Gathered research, news articles, transcripts, conference call dates of particular companies in our portfolio

• Collaborated with key staff on special projects and organized all presentations

• Created detailed Investor packets on particular companies to distribute to Investors

• Listened to specific company’s earnings calls and provided our analysts with a summary of the calls

• Completed an endless amount of stressful tasks under timeline constraints

• Provided 24/7 support to CEO/President and all analysts through Blackberry and home remote access

EDUCATION

California Polytechnic State University (San Luis Obispo, CA)

• Bachelor of Science Degree in Journalism, June 2003

• Member of the School Newspaper 2002-2003, The Mustang Daily

ATHLETIC ACCOMPLISHMENTS

• Scholarship to University of Oregon (2000) & Cal Poly State University (2001)

• Signed with Bay Area Sports Agents – Sean Starkey & Mike Abadir (2002)

• Tryout with San Francisco 49ers as well as 3 other Pro Teams (2003)

• Signed first Professional Contract with the Arena Football League (2004)

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