Ashley Brown

Assist SVP in day-to-day responsibilities. Serve as a liaison between SVP and senior management, direct reports and employee population. Manage and prioritize the SVP's calendar, preparing meeting materials as needed. Coordinate travel arrangements and secure any accompanying travel documents. Create expense reports for SVP. Serve as team lead for company-wide fundraising events.

Assist CVP in day-to-day responsibilities. Serve as a liaison between CVP and senior management, direct reports and employee population. Manage and prioritize the CVP's calendar, preparing meeting materials as needed. Coordinate travel arrangements and secure any accompanying travel documents. Create expense reports for CVP and review those of direct reports for approval. Maintain accurate records of PTO for CVP and direct reports. Order supplies on a monthly basis. Organize team holiday party. Assist with special projects as directed.

Managed information systems and performed data analysis to support department enrollment and financial goals. Created income contracts between the college and outside organizations. Invoiced clients and managed accounts receivable. Led production of Spring course catalog. Organized college and community events.

Reported to the Principal of the firm as well as a Senior Portfolio Manager. Led the set up and transfer of over $40 million in new client assets. Calculated FYE reports of assets under management and revenue for the firm and each of the 6 Portfolio Managers. Reconciled client accounts quarterly, issuing client billing statements and performance reviews. Acted as a liaison between clients/attorneys/accountants/foundations. Placed and allocated trades. Designed marketing communications.

Prepared all client paperwork for new and existing business approx. $500million assets under management. Tracked commissions for 2 Financial Advisors. Created client financial goal plans. Planned and executed client seminars and marketing efforts.

Reported to a world-renowned physician. Arranged both domestic and international travel for physician and team of 40. Coordinated national events. Prepared honorarium payments and expense reimbursements. Maintained physician's calendar. Executed edits of manuscripts to be published in medical journals. Created PowerPoint presentations for global medical conferences.

Reported to 5 Directors and supported a team of 100 in the Windows UX and Research divisions. Analyzed travel expenses for reimbursement. Managed Director calendars. Updated and forecasted budget reports. Organized team events.