1. Doris Chavez
(347) 678-1636 dchavez-nyc@outlook.com
A highly organized and self-motivated team player with excellent verbal and written communication skills who easily interacts
with people of diverse backgrounds, cultures, and professional levels.
PROFESSIONAL EXPERIENCE:
Taylor Hodson, Inc. May 2015 – Present
Temporary Assignment: Guggenheim Securities, LLC
Executive Assistant to the Group Head of Consumer & Retail, IB May 2015 – June 2015
• Provide administrative support to the Group Head of Consumer & Retail division of Investment Banking and his team
• Arranged travel and itineraries
• Processed and reconciled travel, business and personal expenses. Ensured timely and accurate expense payout and
credit card payments
Credit Suisse Securities, LLC
Executive Assistant to the Group Head of Equities Capital Markets 2012 – May 2015
Support Roadshow & Syndicate Desks
• Provided administrative support to the Group Head of Equities Capital Markets, Roadshow & Syndicate desks and the
ECM team (consisting of 30 employees)
• Arranged complex global travel itineraries; including passport renewals and obtaining travel Visas
• Processed and reconciled principal’s travel, business and personal expenses. Ensured timely and accurate expense
payout and credit card payments
• Coordinated collection and print of reports and/or documents for weekly meetings. Arranged meeting invite, dial ins
and recording of meeting as necessary
• Prepared and updated organizational charts, bios and presentation materials. Created, format and edited excel
spreadsheets and PowerPoint presentations
• Coordinated a variety of corporate events for both ECM and Roadshow desk which include client and team building
initiatives
• Acted as liaison to the Chief Operating Officer, the COO’s team and the COO’s direct report
• Created internal expense codes, client codes and added deal teams to CS’s client coverage and information database.
Audited project code allocations and adjust when necessary in order to assure accurate client billing
• Assisted in improving data retrieval for principals by maintaining large filing system (both electronic and hard copy)
for client accounts
• Assisted the Group Head with client’s documentation filing and reports with utmost confidentially
• Distributed and maintained company marketing kits
• Ordered supplies, equipment, business cards and blackberries as needed
• Acted as the Group Head’s point of contact for employees and clients of all levels at CS
Executive Assistant to Group Head of Human Resources, Americas Division 2010 – 2012
• Provided administrative support to the Group Head
• Screened, routed and handled heavy flow of telephone calls, internal and external mail
• Composed and typed business correspondence and offer letters that were to be signed by CS’s CEO
• Resolved problems and interacted with Executive Board Members
• Arranged executive committee meetings and executive board meetings and the meeting’s documents
• Prepared daily and weekly reports; organized and prepared meeting materials
• Reviewed email correspondence and initiated action, response and follow-up
• Processed new hires and terminations with utmost confidentially
• Maintained confidential employee database
• Planned events and supported several fund drives and volunteer events
Executive Assistant to Managing Directors in the Financial Sponsor Group, IBD 1998 – 2010
• Provided administrative support to several Managing Directors and the team
• Screened and directed heavy flow of incoming calls and handled all incoming mail
• Coordinated appointments, meetings, domestic and international travel arrangements, conferences, conference calls,
interviews, luncheon and dining engagements
• Processed and reconciled principals’ expenses to ensure timely and accurate expense payout
• Ordered supplies, equipment, business cards and blackberries as needed
• Assisted with items of personal nature
• Updated portfolio stock prices on customized spreadsheet. Open, sort and file research material
3. Alliance Capital Management, LP
Administrative Assistant - Equity Research Analysts April 1997 – June 1998
• Updated portfolio stock prices on customized spreadsheet
• Opened, sorted and filed research material
• Arranged domestic and international travel
• Phone coverage
OFFITBANK Investment Management Bank June 1996 – April 1997
Administrative Assistant to the Managing Director of Fixed Income
• Maintained calendar: scheduled meetings and confirmed appointments
• Prepared client letters and company memorandums transcribed from a Dictaphone
• Maintained confidential files for high net worth clients
• Opened, sorted and distributed incoming mail
• Updated client transactions on Effron Accounting system
• Prepared presentations for client meetings
• Updated presentation graphs reflecting market values and clients’ portfolio performance
• Supported the department’s Administrative Assistant who worked for five Portfolio Managers.
ISS International Service System, Inc. October 1988 – May 1996
Administrative Assistant to the Vice Chairman and the President/CEO 1993- 1996
• Scheduled and maintained appointment calendars
• Opened, distributed or responded to incoming mail
• Prepared letters, memorandums and office procedures
• Prepared expense reports, specialized billing and petty cash disbursement
• Arranged domestic and international travel schedules
• Answered phone calls and screened calls when appropriate
• Interfaced with clients, employees and vendors
• Insured general upkeep, repair and maintenance of office and equipment
• Assisted in the planning of special projects (annual holiday party and golf & tennis outing)
• Maintained confidential files and executive staff payroll
• Supervised secretarial staff and office service staff. Conducted various training classes
• Performed personal services and errands - banking, bookkeeping, and check disbursement
Secretary to the Executive Vice President of Sales 1991 – 1993
• Scheduled and maintained appointment calendars
• Opened, distributed or responded to incoming mail
• Phone coverage
Secretary / Receptionist 10/88 - 1991
United States Army Reserve National Guard 1983 - 1989
Fordham University ROTC Candidate - E-5
• Assistant to the Commanding Officer of Headquarters Battery. Duties included the planning and scheduling of
weekend drills including payroll, orders, meals and training for the platoon.
EDUCATION & SKILLS:
Baruch College, Bachelors of Business Administration 2003
MS Office: Outlook, Word, Excel, PowerPoint, Visio. Concur, Bloomberg, BT Turret. Fluent Spanish. Gregg shorthand; Dictaphone,
Notary Public State of New York
First Aid CPR AED, AFAA member
LinkedIn URL: www.linkin.com/in/dchavez2015
References available upon request
