Executive Assistant to Chief Executive Officer
Vestmark provides VestmarkONE, a unified wealth management platform offering comprehensive, real time technology that enables broker-dealers, investment managers, RIAs, bank trusts, and other financial firms to deliver holistic wealth management and a full range of advisory solutions.
With over 11 years of professional experience supporting C level executives, I pride myself in my ability to exercise tact, judgment and diplomacy when working with top level management, clients, and peers. I am a proactive, articulate, organized, and motivated self-starter with a strong work ethic.I have a strong technical background with proficiency in Microsoft Office 2016, Workday, JD Edwards, iShare, Salesforce, Netsuite, Concur, and QuickBooks.
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