Kellie Williams has over 20 years of experience in office management, executive assistance, facilities management, and event planning. Her most recent role was as Office Manager/Executive Assistant at Conatus Capital Management from 2010 to 2015, where her responsibilities included assisting senior leadership with travel, presentations, and expenses. Prior to that, she held administrative roles at Plainfield Asset Management and Pickwick Properties/Antares Real Estate Services, where she supported executives and managed facilities operations. She also has experience planning medical conferences as a Meeting Planner.

1. Kellie Williams
203-564-6188
Kwstein64@gmail.com
Experience:
Conatus Capital Management, Greenwich, CT 2010 – 12/2015
Office Manager/Executive Assistant/Reception
 Executive Assistant to the President, CTO, marketing team and trading team
 Greeted and offered hospitality to investors, sell side representatives and company
management on a daily basis
 Executed complicated domestic and international travel including securing visas and
renewing passports as necessary for senior leadership
 Scheduled meetings and coordinated with investors, vendors, sell side representatives
and company management for field trips, conferences and investor days
 Managed facilities and maintenance staff for Connecticut headquarters
 Interfaced with building management and maintenance staff on facility issues
 Liaised with outside vendors for supplies, support and repairs for all equipment
 Oversaw facilities and managed receptionist for Manhattan satellite office
 Supervised inventory and ordering of pantry and office supplies
 Managed and supervised event staff for annual Investor meeting
 Coordinated on-boarding process for new employees
 Interfaced with Portfolio Manager on special projects
 Maintained investor and prospect contact information using CRM software
 Handled personal business and travel for President and CTO as needed
 Reconciled Amex statements and expenses for President, CTO, marketing and trading
teams
 Assisted CFO/COO, CTO and marketing team with PowerPoint presentations for
Monthly and Quarterly webcasts
 Worked closely with other administrative staff to offer additional support to PM and
Analysts, interfacing on a daily basis
Plainfield Asset Management, Greenwich, CT 2007- 12/2009
Administrative Assistant/Receptionist
 Greeted and offered hospitality to investors, business partners, vendors and celebrities
 Answered, screened and distributed phone calls
 Extensive management of busy conference room and conference bridge calendars
using Outlook
 Handled catering for meetings and company events
 Arranged transportation to and from rail station for guests and employees
 Ordered flowers and gifts for employees and business partners
 Assisted Head of IR and Marketing department with travel, expense reports and
Amex allocations
 Organized, assembled, bound and shipped marketing materials for international and
domestic investor meetings

2.  Assisted with travel and administrative needs for other Managing Directors and SVPs
as necessary
 Worked closely with other admins to provide seamless support to C-level executives
Pickwick Properties, LLC/Antares Real Estate Services, Greenwich, CT 2002-2007
Office Manager/Administrative Assistant
 Interviewed and screened potential employees
 Interfaced with contractors, cleaning and landscaping vendors
 Managed building maintenance staff
 Planned and executed tenant social functions
 Handled correspondence between management, tenants and vendors
 Managed the property in the absence of the building manager
 Supervised the buildings employees
 Served as a liaison between building ownership and prestigious tenant companies
Your Personal Concierge, Inc., Westport, CT 1993-2002
Meeting Planner
 Planned medical Continuing Education meetings for Medical Publishing clients
 Scouted meeting locations, negotiated and signed contracts with Hotel and
Convention Centers to host Medical symposia and Conventions for client
 Organized detailed travel arrangements for doctors, thought leaders and Keynote
speakers
 Dealt with Speaker’s Bureau to provide celebrity speakers for annual event,
negotiated and executed contracts for same
 Executed BEO’s, menus and A/V for events
 Scheduled outings and events for meetings
 Managed, trained and supervised event staff
 Managed the functions on site, handling registration, craft service, meeting materials
and troubleshoot as needed
 Reviewed invoices and billed client using QuickBooks
Computer Skills:
Outlook, Word, PowerPoint, QuickBooks, Excel, Backstop CRM, Bloomberg,
Capital IQ
Education:
Fashion Institute of Technology, New York, New York