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Carlie Ericksen

14 Wyconbe Place

Somerset, NJ 08001

347-857-9876

carlieericksen@yahoo.com

Skills include: Word, Excel, PowerPoint, Outlook, ACT, Access, Bloomberg, First Call, Street Events and Internet.

Professional Experience:

 December 2009 – Present – Temporary assignments at various firms as Executive or Administrative Assistant

                Temporary Assignment – Morgan Stanley – Executive Assistant

                April 2011 – Present

Temporary Assignment - Jones Lang LaSalle – Executive Assistant – Research Assistant

Feb2011 – April 2011

Temporary Assignment - Mitchell & Titus- Temporary Executive Assistant to 3 Partners

May 2010 – Dec. 2010

  

NasdaqOMX – Executive Assistant to Senior Vice President of Corporate Finance and Vice President of Corporate Strategy

December 2007 – November 2009

·          Provide administrative support to Senior Vice President of Corporate Finance and Vice President of Corporate Strategy

·          Organized complex meetings between Business Units and the office of the CEO and CFO including monthly forecast,   budget and product profitability meetings utilizing Outlook

·          Organized travel schedules that often included heavy international travel.

·          Prepared and reconciled T&E reports

·          Handle coding and following through to payment Quarterly Finra Statements

·          Handle all new employee or contractor positions by preparing purchase order or contract, ordering equipment, setting up with login, email, phone and any other required services.

·          Researched and compiled Exchange related news stories and generated a report for weekly CEO and Executive meeting.

                                                                                                                                                                     

ACA Capital – Executive Assistant to Senior Managing Director of Marketing

March 2006 – December 2007

·          Provided administrative support to Senior Managing Director of Marketing, regional Marketing Managers and Underwriters

·          Maintain very busy travel and conference schedule including all registration and travel plans for conferences

·          Organize events with clients attending out of town conferences

·          Maintain marketing plans and plan all marketing trips for Marketing Managers and Underwriters

·          Create and update ads and flyers of tombstones for advertising and conference display

·          Handle all T&E reports for marketing group

·          Handle comments and inquiries from website

Bear Stearns – Executive Assistant to Retail Research Analyst

December 2004 – February 2006

·        Provided administrative support to Senior Managing Director and 9 Associates in the Equity Research Department.  Maintained very active appointment and travel schedules utilizing Outlook.  Travel plans often included heavy international travel. Prepared and reconciled T&E reports.  Assisted with very busy phones.

·         Maintained ACT database of clients and ensured that all information is accurate and current so that clients receive research reports via email and hard copy.  Generated summary reports of clients receiving various research reports on a weekly basis.  Also responsible for all hard copy mailing of reports, presentations, Christmas cards, invitations to shopping tours and invitations to conferences.

·         Kept RSVP lists of clients attending conferences and shopping tours.

·         Updated earnings calendar daily with previous quarter earnings and earnings estimate numbers for the next quarter utilizing first call and internal estimate sheets for the companies covered.  Ensured that correct reporting date was on the earnings estimate calendar by calling company investor relations or researching company reporting dates schedule via Street Events or at the company website.

Hearst Corporation/Cosmopolitan Magazine – Sales Assistant

May 2000 – December 2004

·          Provided administrative support to Business Development Director and Account Managers by maintaining busy appointment and travel schedules, preparation for sales appointments and preparing, submitting and reconciling T&E Reports.   Assisted in preparation of aggressive advertising and marketing proposals.  Composed and mailed monthly issue letter to advertisers.  Maintained and reconciled monthly and year-to-date share of market and positioning reports vs. the competitive magazines.  

Conti Financial Services Corporation - Executive Assistant to SVP, Managing Director Public Finance

May 1998 – March 2000

·          Provided administrative support to the SVP, Managing Director and three Vice Presidents by answering and directing busy phones, maintained busy calendars including international and domestic travel itineraries; prepared and reconciled T&E reports including currency conversions.  Maintained personal calendar, handled personal financial and insurance matters, mail, correspondence and travel arrangements for Managing Director and family.

Lehman Brothers Investment Banking – Administrative Assistant

July 1996 – April 1998

·          Provided administrative support to four bankers by handling busy phones, maintaining busy calendars including extensive international travel schedules.  Prepared reconciled T&E reports.  Gathered and prepared research and analysis reports via corporate library and internet for new business prospects.  Created presentation books for pitches and road shows.  Created and maintained research and prospectus library and handled special projects as needed. 

Fidelity Investments – Treasury Assistant

April 1991 - March 1996

·          Provided administrative support for treasury group by handling busy phones, calendars and travel schedules and prepared and reconciled T&E reports.  Prepared and distributed department status reports.  Reported daily deposits and disbursements used for settlements from Fidelity Branches to account managers.   Maintained client documentation files containing wire instructions, phone numbers, addresses and account numbers. 

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