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Jo Ann Powers Norwalk CT 06850 · 203-326-0231 · [email protected] SUMMARY Executive Assistant with extensive experience working in a fast-paced trading and client-driven environment. Demonstrated ability to prioritize and problem solve on a daily basis. Team player with excellent communications skills. PROFESSIONAL EXPERIENCE Personal/Executive Assistant (Freelance) 2010 - Present UBS INVESTMENT BANK 1998 2008 Executive Assistant - Global Head Municipal Securities Group / Head of UBS Americas New York, NY 2006 2008 Provided executive-level administrative support to the Global Head of Municipal Securities Group (300 employees) Acted as liaison with external recruiters and in-house Human Resources to coordinate logistics and successful recruitment of high profile executives Served as point person for managers, sales teams and clients to ensure seamless transition to new management team Worked under minimal supervision with an expectation to meet all deadlines and Compliance requirements Executive Assistant - Global Head Fixed Income Distribution, Stamford, CT (Trading Floor) 2000 - 2006 Handled highly confidential materials and matters that entailed multi-million dollar deals, trades, business proposals, HR related issues and compensation for Fixed Income Distribution (1000+ employees) Handled highly confidential materials/matters that entailed multi-million dollar deals, trades, business proposals and compensation for Fixed Income Distribution ensuring timely responses to urgent and highly confidential matters Managed executive’s e-mail account which included extremely sensitive matters with little to no direction Acted as liaison between executive and other global business heads to facilitate daily management of Fixed Income Distribution Managed extremely busy business/personal calendar which included scheduling senior management off-sites, Board functions, global video conferences, Town Hall Meetings and senior client/management functions/dinners Heavy domestic and international travel arrangements with multi-leg journeys and constant changes to the itinerary Partnered with Events Marketing on all Fixed Income client events/entertainment Personal Work: Arranged personal travel which entailed coordinating the family’s private yacht and two homes Managed household staff; liaised with architects, contractors and management companies for private family residences Coordinated schedules for family members Managed family’s appointments, health benefits, etc…

Executive Personal Assistant in CT Manhattan NY Resume Jo Ann Powers

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Page 1: Executive Personal Assistant in CT Manhattan NY Resume Jo Ann Powers

Jo Ann Powers Norwalk CT 06850 · 203-326-0231 · [email protected]

SUMMARY Executive Assistant with extensive experience working in a fast-paced trading and client-driven environment. Demonstrated ability to prioritize and problem solve on a daily basis. Team player with excellent communications skills. PROFESSIONAL EXPERIENCE Personal/Executive Assistant (Freelance) 2010 - Present UBS INVESTMENT BANK 1998 – 2008

Executive Assistant - Global Head Municipal Securities Group / Head of UBS Americas New York, NY 2006 –2008

Provided executive-level administrative support to the Global Head of Municipal Securities Group (300 employees) ● Acted as liaison with external recruiters and in-house Human Resources to coordinate

logistics and successful recruitment of high profile executives ● Served as point person for managers, sales teams and clients to ensure seamless

transition to new management team ● Worked under minimal supervision with an expectation to meet all deadlines and

Compliance requirements Executive Assistant - Global Head Fixed Income Distribution, Stamford, CT (Trading Floor)

2000 - 2006 Handled highly confidential materials and matters that entailed multi-million dollar deals, trades, business proposals, HR related issues and compensation for Fixed Income Distribution (1000+ employees) ● Handled highly confidential materials/matters that entailed multi-million dollar deals,

trades, business proposals and compensation for Fixed Income Distribution ensuring timely responses to urgent and highly confidential matters

● Managed executive’s e-mail account which included extremely sensitive matters with little to no direction

● Acted as liaison between executive and other global business heads to facilitate daily management of Fixed Income Distribution

● Managed extremely busy business/personal calendar which included scheduling senior management off-sites, Board functions, global video conferences, Town Hall Meetings and senior client/management functions/dinners

● Heavy domestic and international travel arrangements with multi-leg journeys and constant changes to the itinerary

● Partnered with Events Marketing on all Fixed Income client events/entertainment Personal Work: ● Arranged personal travel which entailed coordinating the family’s private yacht and two

homes ● Managed household staff; liaised with architects, contractors and management

companies for private family residences ● Coordinated schedules for family members ● Managed family’s appointments, health benefits, etc…

Page 2: Executive Personal Assistant in CT Manhattan NY Resume Jo Ann Powers

Jo Ann Powers -2-

Administrative Assistant - Managing Director, Government Bonds, Stamford, CT (Trading

Floor) 1998 –2000

● Administrative duties to Managing Director and 20 traders/salespeople which included heavy phones (turret), expense reports and travel arrangements

FINE HOST CORPORATION, Greenwich, CT 1994 – 1998

Sales Administrator, 1996 –1998 ● Assisted Sales Manager and team in preparation and maintenance of various sales

reports ● Handled RFP process ● Managed all trade shows which included traveling to sites, booth set-up and attending all

client functions Executive Assistant to CFO, 1994 –1996 PITNEY BOWES, INC., Stamford, CT 1985 –1994 Executive Assistant to Controller, 1987 – 1994 Senior Secretary, 1985 - 1987

SKILLS Microsoft Office, Concur, Turret EDUCATION Norwalk Community College, Norwalk, CT