2034 Parker Street
Berkeley, CA 94704
(510) 599-3640 (cell)

Houlihan Lokey
May 2007 – May 2011 Word Processor / Administrative Assistant San Francisco, CA
Prepared pitchbooks, valuation reports, memos, marketing letters, retainers, presentation graphics and report templates. Ensured timely payment of local accounts payable. Provided IT support for office PCs and local network infrastructure.

Sterling Employment
Sept. 2003 – May 2007 Client Care Representative & Executive Secretary Hayward, CA
Created and implemented payroll systems, and provided client care services – including training and documentation, to small business owners and payroll professionals. Provided principal secretarial and administrative support.

UC Berkeley Disabled Students’ Program
February 2006 – May 2006 Assistant to Researcher Berkeley, CA
Conducted collaborative and independent research projects on bilingual education and the “digital divide. Organized and implemented a sophisticated and timely information retrieval program. Compiled and analyzed complex spreadsheet data, and prepared Masters level manuscripts for publication.

October 2002 – June 2003 Team Assistant Fremont, CA
Maintained records for hundreds of assignees across 30+ clients for all services (tax preparation, briefings, notices, billings, etc). Drafted correspondence, memos and reports; served as liaison between assignees and KPMG. Assisted Partner, four Managers and seven Tax Professionals on all projects: i.e. edited and submitted client proposal for Partner under intense time pressure which resulted in multi-million dollar contract.

Kaiser Permanente
November 1998 – May 2001 Executive Secretary Oakland, CA
Managed appointment calendar for eight executives, arranged meetings and booked travel arrangements. Typed documents and maintained filing systems. Routed telephone traffic and greeted guests.

UC Berkeley Workstation and Microcomputers Facility
January 1998 – August 1998 Student Consultant Berkeley, CA
Answered students’ scholastic and technology related questions. Resolved computer related troubleshooting issues and managed large computing facilities.

Parnassus Investments
May 1997 – January 1998 Analyst Intern San Francisco, CA
Evaluated future earnings potential of Fortune 500 companies according to financial and socially conscious investment criteria. Wrote detailed company reports and offered investment recommendations on the basis of securities analysis.

Word, Excel, Powerpoint, Access, Outlook, Saleslogix, Extensity, Bloomberg