JANE GIORDANO

www.linkedin.com/in/janegiordano/ jane.giordano@gmail.com (443) 569-4032

EXECUTIVE ASSISTANT
Desirable, detail-oriented C-level Executive Assistant with global experience in office management, confidential administrative support, and event planning for national and international cross-sector companies. Outstanding correspondence communication, document management, and organizational skills; able to manage multiple priorities, identify critical issues, and deliver complex projects on time. Extensive track record working with confidential corporate information and matters with discretion and respect. Successfully work independently and as a cooperative team member, collaboratively with all levels of management. Proficient at leading and executing processes designed to ensure smooth and efficient performance of administrative operations and functions.

TECHNICAL PROFICIENCIES
Apple, Blackberry, Citrix, Concur, Oracle Customer Relationship Management (CRM) database, Oracle Site Studio Publishing, Microsoft Office Suite 03, 07, 10 (Word, Excel, PowerPoint, Outlook and Visio) and Lotus Notes.

CORE COMPETENCIES
Team Leadership Event Management Vendor Relations Cost-Reduction Strategies Needs Assessment Strategic Planning Budget Management Project Management Scheduling/Automated Calendar Management Accounts Payable & Receivable Office Management Desktop Publishing Financial Services

PROFESSIONAL ACCOMPLISHMENTS
Advanced C-level executive administrative and event management support with a high level of follow-up and completion with well managed office management skills, financial acumen, scheduling, calendaring, international travel coordination and event planning knowledge. Prepared presentations, reports, and administered customer record management systems. Promoted to lead global events for Accenture Ltd., working collaboratively with senior management to plan, organize, and execute up to 150 events per year at their midtown NYC think tank venue, The Financial Ideas Exchange. Managed budget, customer service, relationship building and leadership skills recognition after taking on office management responsibilities liaising with Human Resources, Facilities/Office Services and external vendors. Facilitated new hire on-boarding process and workspace management; maintained office space and departmental moves. Organized the Hedge Funds Care Open Your Heart to the Children Benefit dinner dance fundraiser under Bank of America Brokerage Services, raising $1.2 million as entrepreneur to See Jane Run Events. Prepared small-and large-scale meetings for internal and external clients; book meeting rooms, arranged audio visual and catering requests; create and coordinated materials timely for sales meetings including presentations and kits for domestic road shows and conferences, handled shipments. Initiated and implemented cost-effective initiatives with travel expenses, office equipment, and office suppliers.

PROFESSIONAL HISTORY MORGAN STANLEY INVESTMENT MANAGEMENT, New York, NY Administrative Assistant for Americas Institutional Head of Liquidit y Sales and Global Head of Product Management

2012-2013

Provided C-level administrative service to Institutional Liquidity Sales Team (Managing Director, Executive Directors, Portfolio Managers and Sales Associates). Proactively assist teams ad hoc requests collaborating with peer executive assistant. Organized calendars and global travel correspondence in preparation for all on-and off-site client meetings, conferences, presentations and sales events; coordinated multiple team members and clients across several global time zones. Managed vendor relationships; administered cost-effective initiatives with travel expense, color copier and office suppliers. Maintained, processed and monitored team members check requests and expense reports using Concur. Processed registrations for conference, exhibition and memberships; managed promotional/marketing road show collateral deliverable. Supported all marketing initiatives including coordination and dissemination of sales trip reports. Compiled binders, brochures and meeting materials for internal staff, external clients, and conference participants. Maintained firm-wide client account database with client relationship activity notifications via Oracle (CRM) database. Produced monthly activity report from six executive directors regions. Organized PowerPoint presentations, researched reports, correspondence, spreadsheets, contracts, budgets, client agreement and memos. Synchronized meeting schedules, appointments, corporate events, conference rooms, interviews, new hires and relocation. Coordinated FINRA Series 6, 7, 24, 63 and 66 exams.

ERNST & YOUNG, New York, NY Executive Assistant for the Global Asset Manager/Senior Partner for the Americas, two Asset Partners and team
Assisted Global Asset Manager for the firm's Americas and two senior partners in the Assurance/Asset Management division. Handled extensive domestic and international travel, online time zone calendar itinerary, reconciled expense reports. Prepared minutes for pipeline meetings and update client account/status notifications for new deals via Oracle CRM database. Organized PowerPoint presentations, research reports, correspondence, spreadsheets, contracts, budgets, client agreement memos. Coordinated meeting schedules, appointments, conference rooms, interviews and corporate events. Conducted legal tax research via Internet and subscription sources for the Partners. Assembled binders, brochures and meeting materials for internal staff, external clients and conference participants. Procured office supplies, telecommunications devices and technology equipment.

2011-2012

JANE GIORDANO
www.linkedin.com/in/janegiordano/ jane.giordano@gmail.com (443) 569-4032

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UBS WEALTH MANAGEMENT, Weehawken, NJ Executive/Project Assistant to Head of Retirement Services Managing Director and Institutional Consulting Director

2006-2011

Screened and directed calls; assisted troubleshooting institutional consulting field financial advisors issues. Managed ever-changing executives calendars reflecting domestic and international time zones. Synchronized global travel arrangements, itineraries and expense reports. Coordinated and scheduled global meeting and conference arrangements. Provided support and built relationships with the internal and external executives and vendor teams, e.g. assisted coordination of ETF (exchange traded funds) kick off and mutual funds. Functioned as office manager: managed new hires and terminations with Facilities/Operations re: equipment, furniture, logistics and technology entitlements; procured publications, office supplies, equipment via automated systems. Managed assigned projects by establishing objectives, determined priorities, monitored progress, problem solver, and adjusted as needed working as a team preparing reports, presentations and project management outlines using Microsoft Office 2003. Oversaw departments accounts payable and receivable reconciliation with off-shore team. Authorized entitlements to Corporate Retirement and Institutional Consulting entity websites. Updated departments Intranet websites using Oracle publishing.

MORGAN STANLEY, New York, NY Executive Assistant to three Managing Directors in the Prime Brokerage Department

2002-2003

Prepared reports, presentations and project management using Microsoft Office 2003. Coordinated and scheduled global travel, conference and meeting arrangements. Managed calendar, domestic and international travel arrangements, itineraries and expense reports. Managed administrative projects by establishing objectives, determining priorities, monitoring progress, problem solving, and making appropriate adjustments to plans. Provided support to internal and external executive team.

SEE JANE RUN EVENTS, Englewood, NJ & Sarasota, FL Entrepreneur Event Manager / Freelanced Executive Assistant

2000-2006

Provided day-of and full-service conference, special event and trade show management from catering, dcor, entertainment, program implementation, site selection checklist through billing reconciliation. Supervised, trained, motivated, and monitored client team. Managed as entrepreneur trouble shooting tasks such as: accounting fulfillment, advertising budget management, procurement of supplies, property management, and problem solving. Temporary Executive Assistant to AIG, Goldman Sachs Securities, Equities Technology/Prime Brokerage; SL Green Real Estate, Prudential Palms Realty. Executed a $500,000 4-day 40th anniversary celebration to Cardinal Glass manufacturer from Minneapolis, MN. Organized a Hedge Funds Care, Open Your Heart to the Children Benefit dinner dance fundraiser under Bank of America Broker age Services raising $1.2 million.

Earlier Career Notes: ACCENTURE LTD. (Formerly ANDERSEN CONSULTING), Florham Park, NJ and New York, NY Executive Assistant/Event Planner to Managing Director, On-Site Think Tank Seminar Events

1988-2000

Prepared reports, presentations and project management using Microsoft Office. Synchronized global travel, conference and meeting arrangements. Managed calendar, domestic and international travel arrangements, itineraries and expense reports. Handled office management, problem solving, and various tasks, e.g.: accounting fulfillment, advertising budget management, procurement of supplies, property management. Promoted to senior event planner to global, high-profile decisive senior management and cross-industry target clients totaling up to 150 events per year, in addition to extracurricular events.

EDUCATION, COMMUNITY INVOLVEMENT & INTERESTS I.T. University, Microsoft Office Suite 2010 Certificate (expected completion December 2013 - Online) Franklin Covey, 77 Self-Improvement, Leadership, and Business Courses (Online) Central City Business Institute, Associates Degree, Occupational Science Community Involvement: American Diabetes Association, American Suicide Prevention Foundation, Bicycle Touring Club of North Jersey, Camp
Sunshine, Food Bank of North Jersey/Feeding America, and the Robin Hood Foundation

Interests: Bicycling, cooking, family, hiking, music, photography, sailing, snowshoeing, travel.