Heather Montgomery
** ****** *****, ******, ** **186 • ************@**.*** • 617-***-****
PROFESSIONAL EXPERIENCE
WILLIAM W. BAIN, JR. & ANN D. BAIN, Boston, MA 2006 – Present
Personal Executive Assistant
• Coordinate domestic and international travel both commercial and private for Mr. and Mrs. Bain and their extended family.
• Manage, coordinate and distribute Red Sox tickets for private luxury suite at Fenway Park.
• Maintain schedules for both their professional and personal commitments.
• Manage the distribution of all incoming mail, correspondence and invitations. Handled responses where necessary and appropriate. Answer and screen important and sensitive phone calls.
• Work with household staff and maintain Boston residence.
BAIN & COMPANY, INC., Boston, MA 2001 – 2006
Executive Assistant
• Directly supported three Vice Presidents in the Private Equity Department.
• Receive, screen and route all incoming calls, mail, publications and correspondence.
• Coordinate calendars and schedule meetings. Resolve scheduling conflicts and prioritize issues to ensure an effective time management.
• Organize and communicate agendas and respond to calendar changes as needed.
• Act as an interface for clients on all levels of Bain Staff with the Partners.
• Coordinate travel arrangements with Bain Travel and outside agencies including air, hotel, ground transportation and meal reservations. Sensitive to all levels of business needs and personal preferences.
• Type and proof correspondence including letters, memos, documents, reports as requested. Produce Power Point documents for client presentations.
• Plan and executive marketing, recruiting, and esprit events including venue research and identification, vendor contract negotiation, travel logistics, invitation and response coordination.
• Communication with clients and budget management.
• Perform other related duties such as monthly time and expense reports, maintain up-to-date paper and electronic files.
MULTIMEDIA PRODUCTIONS “USA”, Boca Raton, FL 1998 – 2001
Pre-Production Coordinator / Executive Assistant
• World Business Review with Casper Weinberger and Alexander Haig.
• Worked directly with President, Executive Vice President and Marketing Department of this creative television production company. Designed and maintained client database, handled contracts, presentations, reports and sensitive correspondence.
• Pre-Production responsibilities included scheduling panelists, expense reports, coordinate itineraries, flight, ground and hotel arrangements for talent and crew.
• Studio work involved travel to our Washington, DC studios, media training client relations, contracts, shoot appraisals and production assistance in studio and control room.
• Human Resources work entailed screening and interviewing potential employees, recruiting and training, defining benefits and compensation, and new hire orientation.
PACIFIC GENESIS GROUP, INC., San Francisco, CA 1994 – 1998
Public Finance Department / Executive Assistant
• Provided administrative support to the President, CEO, CFO, Senior Management and members of the Board of Directors of this fast paced and innovative investment banking firm.
• Key communication and liaison, both written and verbal. Proficient in arranging detailed travel itineraries and coordinating appointment schedules of executive staff.
• Familiar with all aspects and issues relative to company business and account direction. Participated in key account meetings and traveled extensively throughout the Northwest.
• Responsible for designing a system to calculate the complicated formulas necessary for auditing and monitoring a variety of municipal bond issues.
EDUCATION NORTHEASTERN UNIVERSITY, Boston, MA
Major: Psychology
COMPUTER SKILLS Microsoft Word, PowerPoint, Excel, Outlook, Access, MAC OS X, Address Book, iCal