Summary of Experience & Skills


Handle proprietary information and interact with high profile and high net worth individuals with the utmost discretion.    


Set up, managed and/or re-organized entire back office systems. 

Full charge bookkeeping, accounts receivable, accounts payable, client billing and collections.  Time and billing management, benefits administration, payroll. 

Administered office support services including facilities management, purchase and inventory supplies, manage operation and maintenance of office equipment. 

Hired and supervised support staff.  Trained new staff in office procedures, time & billing system, telephone systems, and office equipment.  Conducted performance evaluations and year-end reviews.

Intensive typing/word processing included client memoranda of all types and degrees of complexity, proposals, client agreements, newsletters, marketing materials, mail merges, spreadsheets, personal and corporate correspondence.

Created library of over 350 PowerPoint slides of illustrations, graphs, tables, and text for marketing, conferences, and client presentations.  Designed and produced newsletters, surveys, invitations, etc. for mass emailing and print distribution.

Proficient in MS Office (Word, Excel, PowerPoint, Outlook, Access), QuickBooks Pro, STI GL, AP & TABS 3 (legal billing software), and Photoshop. 

Working knowledge of Quicken, WordPerfect, PageMaker, Quark. Excellent written and verbal skills

Event planning for high profile public figure. Created and managed extensive VIP guest lists, instrumental in procuring entertainers and speakers, fielded calls and inquiries.



Coordinated wide-ranging philanthropic projects, collaborating with others on highly-visible, major fundraising projects, including major fundraising events for 100 Women in Hedge Funds and High Water Women.

Made significant editorial contribution to best-selling book “Hedge Fund Risk Transparency: Unravelling the Complex and Controversial Debate” (L. Rahl, 2003).  Created all graphs and tables.  Liaison between publisher and author.  Assured publisher’s strict deadlines were met.