SUMMARY
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CONTRACT & VOLUNTEER
POSITIONS
◊
Deutsche Bank
◊
URS
Corp.
◊
Royal Inc.
◊ Agilent
◊
US VP
◊ Merrill Lynch
»»»»
PERMANENT POSITIONS
◊Ditech
◊ Kineto
◊
Hitachi
◊ Raza
◊
WSGR
◊
AON
◊
KPMG
◊
USL
◊ BofA
◊ BankCal
»»»»
EDUCATION
»»»»
TECHNICAL SKILLS
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»»»»
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Deutsche Bank,
LLC --
Technology
Investment
Banking – San
Francisco, CA
Executive
Assistant to
Managing
Directors,
Directors and
Analysts
(Contract)
09/08 - 06/09
●Supported
Bankers,
Analysts,
Practice Group
Head and Executive
Assistant with
various projects
and
administrative
activities,
working
in a fast paced
and highly
volatile
environment.
●Acted
as gatekeeper
interfacing with
external
constituencies
on the phone, in
person, and via
email ensuring a
professional and
positive
experience with
Deutsche Bank.
●Screened and
responded to a
large volume of
emails and calls
on behalf of
bankers.
●Extensive
domestic and
international
travel
arrangements,
flights, hotels,
car services,
other ground
transportation;
upgrades using
company policy,
tracked rewards
miles.
●Visa
processing,
coordinating
with overseas
departments on
representation
letters, country
requirements,
agendas.
●Calendar
management,
international
time zones,
consistently
updating meetings
and changes to
pertinent travel
details.
●Large
dollar expense
reporting, using
multiple foreign
currency
conversions for
global travel.
●Assisted with special internal events and recruiting forums, procurement
and invoicing
related to
special
functions, plan
and preparation
of meetings.
●File maintenance of bankers’ electronic reports and hardcopy files, update
bankers'
contacts, and
other related
activities.
●Independently reconciled/processed significant outstanding expenses for
four bankers
left by previous
temp, requiring
extensive
interaction with
Accounting
Manager, Office
Manager,
American Express
and vendors in
order to
expedite
approvals,
payments,
rejected items,
discrepancies,
retrieve
invoices, and
provide
continuous
status updates.
●Conducted an account reconciliation for the Executive Assistant to the
Banks’ COO on
multiple
invoices for
cars and SUVs
reserved during
COO's extended
visit to the
U.S. from
Germany. Found
discrepancies
that led to
billing
adjustments due
to invoice
errors, cancellations,
payments made.
URS,
Corp. --
San Francisco,
CA
Executive
Assistant to SVP
& VP
Construction
Services &
Strategy --
(Contract)
05/08 - 08/08
●Provided
administrative
support to SVP
with direct line
reporting
responsibilities to the
Executive
Offices
●Required
extensive
interaction with
Executive
Assistants, and the CEO,
President and
CFO directly
when required.
●Responsible for general efficiencies of the department and ensuring
SVP was on track
with his
schedule and
continuously
apprised of all
incoming
requests and the
immediate needs
of the executive
staff, including
locating him at
all times when
necessary.
●Working
directly with
business units
and project
managers, facilitated
the
approval process
on all incoming
construction
proposals,
ensuring proper
signature
authorities were
followed by each
business unit
prior to
circulating for
executive staff
approvals.
●Extensive calendaring of team meetings,
mid-year
reviews,
interview
schedules,
multiple meetings with Executive
Office,
external
Management
Meetings, and
activities SVP
chaired and
participated in.
●Monitored all incoming emails responding to general requests on behalf of
SVP, ensuring
SVP’s attention
and timely
response.
●HR
and IT matters,
travel
arrangements,
expenses,
screened all
incoming calls, etc.
ROYAL -
Realizing Our
Youth As
Leaders, Inc. -
San Francisco,
CA
Project
Assistant to the
CEO and CFO
--
(Volunteer)
05/07 - 05/08
●Project Assistant to the CEO and CFO of a
non-profit
agency that
provides at-risk
and
disadvantaged
youth with
mentoring,
leadership
building, and
therapeutic
counseling
services
●Functioned as
the main
back-office
support person which included a
variety of
initiative and
bringing
corporate
experience to a
non-profit
“start-up”
structure.
●Established
organizational
processes
associated with
accounting
activities and
corporate
compliance,
created
accounting
spreadsheets to
track all
incoming
receivables from
contracted
agencies,
fundraisers,
donations,
counseling
center's
separate
proceeds, and
maintained CEO’s personal
billing
requirements.
●Worked with external
accounting
departments in
reconciling
receivables for
’07 and ’08
which resulted
in back payments
issued to the
agency.
●Worked
with the acting
CFO on tax
matters,
filings, daily
receivables,
bank activity,
and other
general
accounting
matters.
●Office management, interacting with building owner,
co-occupants,
PG&E and other
service
providers on
accounting
issues.
●Organized and updated
agency’s file
systems
●Supported
fundraising and
sponsorship
activities,
attended group
mentoring
dinners, weekly
staff meetings
with the
therapists in
training and the
CEO. ●Procured donations, provided transportation when
needed, made
runs to the food
bank and post
office, and
general
housekeeping
activities.
Agilent
Technologies,
Inc.
– Legal Dept.
–
Santa Clara,
CA
Legal
Assistant to
Asst. General
Counsel --
(Contract)
10/06 -
11/06
●Provided primary support to Assistant General Counsel and Legal Dept.
●Maintained
AGC’s incoming
email, heavy
calendaring,
●Implemented and
maintained AGC’s
To-Do List based
on incoming
requests from
executives and
other entities.
●Internal Board
Mtg.
preparation,
and attention to
AGC’s external
Board activities
●Scheduled
candidate
interviews for
Attorney
positions
●Legal
file
maintenance,
department
organization,
other
administrative
requirements.
--
Temporary
position ended
when family
member was
hospitalized and
soon after
passed away --
US
Venture Partners
(VC Firm) –
Menlo
Park,
CA
Executive
Assistant to CFO
-- (Contract)
04/06 - 08/06
●Supported the CFO of a Venture Capital firm during tax filing season
●Facilitated the
process of State
and Federal
filings for
multiple Limited
Partnerships (LPs) as well as
maintain all LP
activity.
●Worked
with external
Accountant
providing tax
information,
acquired
signatures,
multiple
mailings,
tracked receipt
confirmations,
generated file copies,
update and
create LP files
and general
indices.
●Maintained
corporate
database
updating related
corporate
information
i.e., executive
and board
information,
meeting dates,
investor calls,
report
distributions,
address changes,
etc.
●Maintained
and responded to
Investor/LP email
in-box
inquiries,
screened
and directed
calls,
●Coordinated internal weekly
Management
Meeting and
materials,
maintained
calendar,
travel
arrangements
●Assist
Finance Staff
when needed,
and attention to
items related to
CFO’s external
activities.
¨
PERMANENT & CONTRACT POSITIONS¨
1981 - 2005
Ditech
Networks
– Mountain View,
CA
Executive
Assistant to
CFO, Finance &
Legal Dept. 2005 - 2005
●Provided
primary
administrative
support to the
CFO, Finance
Dept. and
Corporate
Attorney. ●Took
ownership of the
CFO’s calendar,
prioritizing his
meetings and
daily schedule,
monitored
meeting times
and acted as
gatekeeper
●Consistently
reviewed CFO’s
incoming emails
and acted on
general requests
on CFO’s behalf;
monitored
outgoing emails
to keep apprised
of CFO’s
responses,
requests, and
follow up items
using company
PDA, providing 24/7
availability
●Ensured CFO’s
desk was
consistently
organized and
items/folders
were easily
identified,
printed
materials in
advance of mtgs.
●Frequent
interaction with
BOD on various
requests,
expenses,
meeting
schedules, signatures,
BOD packages, etc.
●Worked with
external
accounting
departments and
government
agencies to
resolve tax and
accounting
issues
●Maintained
electronic legal
files system and
tracked
signature
process keeping
Attorney and
Business Units
apprised of
status
●Maintained
Company Minute
Book ●Updated
and overhauled
corporate file
system ●Visa
processing,
traveling to
Consulate in LA
to expedite Visa
for Attorney
when necessary
●Worked with
Insurance Broker
and external
Counsel on
renewing Company
Liability
Insurance (D&O,
E&O, EPLI,
etc.), copies of
binders,
tracking
comments and
revisions,
obtaining
executives’
signatures, etc.
●Renewal of
company vehicle
registrations,
worked with
Claims Agent on
vehicle coverage
and accident
claims.
●Initiated
weekly reports
through Amex
System,
monitored
employee issued
Amex Card
activities and
outstanding
balances, used
company Amex for
business
purchases and
catering.
●Arranged
catered
breakfasts and
lunch meetings,
took initiative
coordinating
employee and
group
celebrations,
and participated
in Company
Activities
Committee Mtgs.
--
Assumed position at a
time when
personal matters
prevailed --
Kineto
Wireless
– Milpitas, CA
Executive
Assistant to CEO
2005 - 2005
●Hired
by the acting
CEO/CFO, Board
appointed a new
CEO shortly
after starting
who brought personal EA who
had been with
him for several
years. Supported
the new CEO
until his EA was
able to assume
new position.
●Oversaw the
on-boarding
process for
the new CEO, and
move
requirements for
the former
CEO/CFO.
●Worked with
IT, Facilities,
and external
companies on
moving office
furniture,
setting up new
phone lines,
computer and
technical
requirements,
purchase and
delivery of new
furniture,
unpacked and
organized both
offices,
initiated new
cell plan
deactivating old
plan,
●Implemented
administrative
efficiencies,
reorganizing
CEO's inherited
file system,
prepared files
and indexed all
existing
materials for
easy review and
access.
●Developed
contact lists
for CEO and EA
with relevant
company,
employee and
Board
information
●Worked with
EA's and Board
Members to
coordinate end
of the year and
forward year
Board Mtg.
dates.
●Organized
Minute Book and
Stock
Administration
working with
external
paralegal on
updates and
requests for
missing
information
●Assisted HR
Director in
coordinating
multiple
interviews
working with
candidates,
executives, and
external
staffing
agencies
●Prepared
itineraries,
sent
confirmations
and meeting
requests in
various time
zones, and
processed
related
expenses.
●Trained
EA on corporate
and
administrative
processes, and prepared
transition memo
on completed and
outstanding
matters.
Hitachi Data
Systems, Inc.
– Santa Clara,
CA
Legal
Administrator to
the Global Legal
Affairs Office 2003 - 2005
●Provided
project
management, and
administrative
support to the
Global Legal
Affairs Office
in conjunction
with contracts
management and
legal matters
related to
corporate,
litigation,
employment, real
estate, and
trademark
●Reviewed
agreements
ensuring
language,
general
information,
signature
authorities, and effective dates
were accurate ●Interacted with
various business
units,
subsidiaries,
customers and
vendors on
contracts and
legal requests,
distributed
agreements and
tracked
signature
processes
ensuring
approvals by
multiple parties
(MSA’s, SLA’s,
SOW’s, PO’s,
NDA’s)
●Implemented
electronic file
system for
agreements and
other legal
documents, collaborating
with IT on
upgrades and
implement
technical
requirements to
streamline
administrative
efficiencies in
connection with
database
implementation
and website
maintenance for
U.S. and
International
Legal
departments
●Maintained
Legal's website
updating
authorities,
approval
guidelines,
standard
agreement
templates and
biographies.
●Processed legal
invoices, worked
with outside
counsel and
external legal
accounting
departments on
reconcilements,
processed
expenses
●Prepared weekly
status reports
●Implemented
To-Do-List
expediting requests and
follow up
actions
●Initiated
correspondence,
agendas,
transcribed
minutes, created
PowerPoint
presentations,
coordinated
meetings in
various time
zones, HR
matters, travel
arrangements,
coordinated
and attended
offsite
functions
●Office
Management
responsibilities
●Initiated
arrangements for
Annual Legal
Conf. in San
Diego, attended
by Legal Staff
from Hitachi
Ltd., Hitachi
Subsidiaries,
and HDS’ CEO
●Worked
with Conference
Services
blocking rooms,
flights,
individual
transportation
and busses for
dinner events
●Hotel’s
Banquet and
Catering
Services on
meals and
refreshments,
Hotel's
Corporate
Business Center
on technical
requirements and
other business
needs
●Negotiated
rates and
dinning
requirements for
corporate
dinners
●Attended
meeting ensuring
arrangements and
requirements
were attended to
as planned
●Attended meeting as Conference
Coordinator,
providing
assistance,
manage changes,
attending to
requirements
●Handled all details associated with departmental move to
new building location,
coordinated with IT, Telecommunications, Building Services,
instructed and oversaw movers, boxed and labeled all department files, attorney files,
vacant cubicles; inventoried and asset tagged all departmental
equipment, identified and solved associated move problems
working with various service departments.
Raza Microelectronics, Inc. (RMI) –
Legal Dept.
– Cupertino, CA
Legal Assistant to General
Counsel
2003 - 2005
●Supported the
General Counsel
of RMI as a
Contractor for
five months
until permanent
Legal Assistant
returned from
maternity leave,
rejoined the
General Counsel
on a part-time
basis a few week
later
●When
hired full-time
by HDS,
continued to
work on project
related items
until
conflicting
demands
prevailed.
●Supported the
General Counsel
on corporate
governance
related matters,
company
operations, BOD
matters,
shareholder
activity, legal
filings, and
contracts
management.
●Managed
confidential
information and
execution of BOD
minutes,
resolutions,
corporate
changes, and
initiated
corporate
filings to State
agencies of
articles,
amendments, and
dissolutions.
●Maintained all
corporate
records ensuring
databases, file
systems, and
indices for
company and
multiple LLCs
were
consistently
updated.
●Interacted with
the Executive
Office and BOD
●Execute
and follow up of
transactional
documents and
legal agreements
to outside
counsel,
customers, and
other related
parties
●Worked
directly with
Executives and
Business Units
to monitor and
track status of
agreements and
signature
process.
●Extensive
revisions from
dictation,
monitored
incoming
correspondence
and emails on
behalf of GC,
processed legal
invoices,
facilitated
documents
submitted for
legal review and
approval, and
other related
requirements.
Merrill Lynch
–
Technology Investment Group – Palo Alto, CA 2002 - 2002 &
Executive Assistant to
Investment Bankers and
Business Dev. Officers
--
(Contract)
1999 - 1999
●Supported
Investment Bankers in the Technology Investment
Group ●Position required independent decision-making, minimal
supervision, and ability to ensure all client matters were
monitored and attended to during Bankers’ extended travel.
●Coordinated Road
Show agendas with investors, industry analysts, attorneys, and
accountants
●Extensive domestic/international travel
arrangements requiring frequent changes and cancellations of
flights, hotel, and ground transportation. ●Processed large
dollar expenses, ensuring expenses were processed immediately
and accurately to avoid late fees
●Maintained calendars,
scheduled appointments in various time zones throughout the
US and abroad. ●Drafted and revised end of the year
evaluations for Business Development Mgr. using employee
confidential files, managers and employee feedback.
Wilson
Sonsini Goodrich and Rosati –
Corporate Transactions Group –
Palo Alto, CA
Legal Secretary to Corporate
Transactions Attorneys
1999 - 2002
●Provided administrative support to Corporate
Attorneys in connection with M&A, Investor Financings, Security
Issuances, SEC filings, Employment Practices and Corporate
Formations. ●Managed Attorneys’ calendars, tracked billable and
MCLE hours. ●Prepared and maintained detailed client files in
accordance with firm policies. ●Transcribed from dictation
extensive drafts and revisions to BOD minutes, resolutions,
letters, riders, agreements, bylaws, articles, standard
applications, etc. ●Prepared large dollar wire transfers,
executing proceeds to clients meeting critical deadlines.
●Investigated account discrepancies avoiding penalties and fees
working with internal accounting and/or escalating to partner
review for adjustments. ●Screened calls and emails handling
requests on behalf of Attorneys, direct interaction with high
profile clients, “C” level executives, and VCs. ●Prepared due
diligence on new and departing clients; project coordination for
M&A and financing rounds, prepared complex mailings. ●Prepared
stock certificates working with brokers, maintained corporate
minute books.
●Events
planning for Stanford sponsored forums accommodating up to
100-200 attendees requiring detailed arrangements of facilities,
equipment, and catering services, follow up on presenter / host
participations, and headcount confirmations
●Coordinated
department wide
events
celebrating
birthdays, new
arrivals,
departures,
holidays, etc.
●Member of
Firm's
Administrative News Letter,
participated in weekly meetings, interviewed employees, wrote
articles.
Aon Consulting
– Human
Resources Division – Newport
Beach, CA
Executive Administrative
Assistant to National Director 1997 - 1998
●Provided
executive
assistance to
SVP & National
Director in the
HR Outsourcing
area and other
executives
within the
division.
●The
demands of the
position and
those of the SVP
provided
constant
challenge, required
independent
decision making,
attention to
detail,
accuracy, multi
tasking,
flexibility,
meeting multiple
and simultaneous
deadlines.
●Initiated and
streamlined
processes to
ensure uniformed
procedures for
SVP’s direct
reports in
conjunction with
regional
reporting
matrices, i.e.,
submissions,
approvals,
account
management, and
proposals.
●Formation of
extensive
proposals,
agreements,
PowerPoint
presentations to
promote and
establish new
and existing
business
relationships.
●Generated
various monthly
financial
reports for
distribution to
Regional
Managers,
monitored
departments’
30-90 day
delinquency
ratios,
occasional
collection calls
●Assisted
Accounting
Manager in with
AP, AR, expense
and payroll processing, etc.
●Independent
production and
roll out of
large mailings
●Coordinated
Management Meetings,
maintained
executives'
calendars,
extensive travel
arrangements,
monitor emails,
maintained
confidential
information, and
other
administrative
processes.
KPMG Peat Marwick LLP – Health
Care & Life Science Division –
Long Beach, CA
Executive Assistant to Partner, Group Head
& Managers 1996 - 1997
●Provided
administrative
and project
support to
Partner and
Managers in the
Health Care &
Life Sciences
area.
●Responsibilities were in conjunction with extensive
M&As of private
healthcare
entities,
Physicians,
Hospitals, HMOs,
and PPOs.
●Prepared extensive proposals and PowerPoint
presentations,
using extensive
mail merge,
incorporating
data from
various Word and
Excel files,
formatting
proposed
structures,
strategic
formations,
schedules,
industry
profiles,
professional
bios, and
corporate
accounting
information.
●Interacted
with University
Officials,
Physicians,
Board Members,
Attorneys and
Accountants, on
project
requests,
coordinating
delivery
schedules,
updating
information,
etc.
●Complex
mailings using
various express
services,
competing with
cut off times,
tracking
packages,
finding
alternative
resources, etc.
●Extensive
over-time,
frequently
worked
independently to
meet deadline. ●Managed multiple calendars, detailed travel arrangements, processed
expenses,
implemented and
maintained
client contact
database and
file systems.
●Acted as office Travel Coordinator, securing and changing travel
arrangements for
office and
company staff,
reviewed monthly
accounting
reports,
maintained
onsite ticking
machine,
processed
refunds,
credits,
upgrades, etc.
●Receptionist
back-up support,
multi-extension
phone system of
up to 100 lines,
Conference Call
Coordinator
connecting
multiple parties
internally and
externally,
forward and
retrieve
extensions to
and from other
office
locations,
reservations for
office and
cubicle sites
for visiting
staff.
USL Capital Corporation
(Subsidiary of Ford Motor Co) –
San Francisco, CA
Executive Assistant to Executive Offices/Corporate Analysis/Investment
Analysis & Treasury 1989 - 1996
●Supported the Finance area and
the Executive Office of a
Fortune 500 Leasing Company,
working directly with the CEO
and CFO on complex projects, and
company’s major business
presentations for submission to
parent company's Executive
Committee and BOD. ●Supported
SVPs, Directors, and Analysts
●Maintained confidential
information including company’s
profits and losses, downsizing
strategies, and forward
projections. ●Created extensive
data, statistical charts, and
spreadsheets embedding
information into corporate
presentations, business
proposals, and filings, i.e.,
Business Plans, Budgets,
Strategic Reviews, Annual
Reports, Prospectuses, 10Ks,
etc. ●Coordinated overtime
schedules with staff,
instructing staff on the
formation of projects and
executives' requirements. ●Prepared and
assembled meeting materials,
agendas, production of handouts,
logistics requirements, for
Executive, Management, and
Company Mtgs.
●Maintained calendars, generated
correspondence, weekly reports,
distributions and mailings
●Coordinated department
functions and logistics,
catering services, luncheons,
breakfast club, gift giving,
etc.
●Prepared
and maintained employees’
confidential information i.e.,
performance reviews, salary and
bonus adjustments, transfers,
new hire information,
grievances, etc.
●Instrumental in assisting with departmental moves to
temporary offsite location,
working with IT,
Telecommunications, and Building
Services.
Bank of America
Employment History -- (Left BofA
In 1987 Returned
1988)
1981 - 1989
●
Economics
Policy Research Dept - Executive Asst. to Asia &
Latin America Economists - San
Francisco
●
BA Insurance Group
(Subsidiary of BofA) -
Real Estate Insurance Asst.- San
Francisco
●
Personal Trust Dept.
-
Trust Officer's Executive. Asst.
- San Francisco
● San Diego Dealer Center
- Automotive & Real Estate Loan
Processing Asst. - San Diego
● Human Resources Dept.
-
HR Asst. - San Francisco
Bank of California - San
Francisco, CA (Acquired
by Union Bank)
Executive Assistant to Business
Banking Officers & Group Head
1987 - 1988
●Executive
Assistant to
Business Banking
Officers, Group
Head, and
Account Mgr.
●Line
of Credit
activities i.e.,
opened and
closed bank
accounts,
processed client
requests,
transferred
funds, deposits,
wire transfers,
check requests,
balance
inquiries,
reconcilements,
monthly
statements,
mailings,
and updated account
information
●Typed
and incorporated
extensive
revisions to
business
proposals and
contracts,
maintained
client and
departmental
file systems,
and other
general
administrative
assistance.
●Attended several
history making sporting events
as a bonus from banker's
major client.
¨
TECHNICAL SKILLS ¨
PC & MAC, Microsoft
Office, Word '07, Excel, '03, PowerPoint
'07,
Outlook,
QuickBooks,
LotusNotes,
SharePoint-ExpressionWeb,
Adobe
Suite Dreamweaver CS4, Flash,
Fireworks, Photoshop Elements;
WordPerfect, FileMakerPro, Access, iManage,
CompareWrite, CRM,
CorporateFocus, ACT, Machine
Transcription, Type 70-80wpm
¨
EDUCATION ¨
CCSF
–
Continued Enrollment In Web
Design Certificate Program to
5/27/10: PhotoShop Elements, Bus. Web II
Studio Mix, Dreamweaver II on
MAC
–
Completed Classes 03/20/10: Adobe Dreamweaver I, Fireworks, Flash,
M/S SharePoint, PowerPoint 2007,
QuickBooks I
Heald
Business
College – Partial
Completion of
Requirements
towards
Associates,
Returning to
Complete Program
by 2011.
Currently
Possess
Certifications
in Bus. Math,
Bus. English and
Technical
Training.
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