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Jo Ann Powers is an Executive Assistant with extensive experience working in a fast-paced trading and client-driven environment.
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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…
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