Bank of America Merrill Lynch
Administrative Assistant Iii
Capricorn Investment Group Limited Oct 2015 - Sep 2016
Executive Assistant
Capricorn Investment Group Limited Mar 2015 - Oct 2015
Investment Team Assistant, Temporary
Cervel Neurotech May 2012 - May 2015
Office Manager
Stifel Financial Corp. Aug 2011 - Dec 2011
Administrative Assistant
Education:
Katella High School
Skills:
Investment Banking Equities Event Planning Customer Service Sales Corporate Events Investments Outlook Hedge Funds Event Management Institutional Sales Institutional Budgets Series 7 Office Administration Corporate Relocation Team Leadership Start Ups Management Executive Assistant Valuation Asset Management Microsoft Outlook Financial Modeling Administrative Assistance Mergers and Acquisitions Portfolio Management Leadership Executive Administrative Assistance Sales Assistant Microsoft Word Time Management Series 63 Microsoft Excel
Languages:
English
Certifications:
Series 7 (Active: 1998-2009) Series 63 (Active: 2004-2009)