Victoria Marie Waliczek has over 20 years of experience as an executive assistant and personal assistant. She is currently the Executive Assistant to the CEO at Pearlmark, a private equity real estate investment firm, where she coordinates the CEO's calendar and travel, plans events, prepares presentations, and assists with marketing materials. Previously, she worked as an Executive Assistant/Personal Assistant/Office Manager at Nova Capital Management, a private equity firm, where she opened their US office, managed operations, and supported senior leadership. She also held executive assistant roles at Raymond James/Morgan Keegan and Merrill Lynch, providing administrative and personal support to managing directors and senior bankers.
1. Victoria Marie Waliczek
121 West Chestnut Street, Unit 2707, Chicago, IL 60610
Vicki92375@yahoo.com . 312.480.1711
Experience:
Pearlmark – Private Equity Real Estate Investment Firm
Executive Assistant to CEO 9/28/2015 – Present
Coordinated business and personal calendar to include, but not limited to, scheduling meetings and agendas, extensive domestic and
international travel, interacting with all clients, sales and personal calls, generating correspondence, planning and managing client meetings as
well as coordinating initiatives on CEO's behalf.
Organized and executed all company events to include annual Investor Conferences, Advisory Committee meetings, holiday parties and
personal functions to include negotiation of catering contracts, lodging block rates, producing displays and decorations, arranging corporate
gifts, as well as all aspects of meeting requirements/logistics.
Prepared detailed PowerPoint presentations for annual Investor Conferences, Advisory Committee meetings, as well as create “pitch books” to
assist in fundraising for new equity fund initiatives.
Assisted in all aspects of CEO’s leadership roles on various organizations’ Boards of Directors.
Created and maintained all marketing brochures and other propaganda for the company.
Composed and produced all press releases for real estate acquisitions as well as manage all media communications within the firm.
Worked closely as a team with other assistants to insure flow of work/communication and to maintain a teamwork environment.
Worked closely with the CEO’s wife’s assistant to organize and arrange their personal business, personal travel and Family needs
Worked closely with the CEO’s house manager to help organize personal dinner’s and travels for the family and family pets
Nova Capital Management – Private Equity Firm London based company
Executive Assistant/Personal Assistant/Office Manager/HR 1/2013 – 8/2015
Opened and set up the new Nova Capital Management office in the US, including ordering all office equipment, furniture, computers, etc.
Hired and managed IT support staff and all vendors
Managed day-to-day office operations including general support to the Chairman of the Nova Capital, Founding Partner, Operating Partners,
Investment Partners, VP, outside consultants, outside console, and companies we buy and sell; facilitated all travel needs and expense
reporting
Managed outside vendor contracts and provided assistance on an as-needed basis to the Chairman, Founding Partner, Operating Partners,
Investment Partners, VP, and outside consultants
Coordinated and hosted client functions, annual board meetings, conferences, and assisted in the preparation of large-scale client
presentations, offer letters, and other materials
Served as the “face” of the firm’s Chicago office
Streamlined numerous office functions by implementing greater office infrastructure and standardizing various processes
Successfully facilitated major office renovation project; directly managed all aspects of the project ensuring that partners could work without
disruption
Remained responsive “24/7” to the Chairman, Founding Partner, Operating Partners, Investment Partners, VP and their families;
Traveled to board meetings as needed
Raymond James / Morgan Keegan
Executive Assistant/Personal Assistant 5/2008 – 12/2012
Provided support to a very busy Managing Director; responsibilities covered all administrative business functions as well as a wide range of
personal assignments
Managed day-to-day office operations including general support to four additional senior bankers; facilitated all travel needs and expense
reporting; managed outside vendor contracts and handled bankers’ personal matters on an as-needed basis
Coordinated and hosted client functions and assisted in the preparation of large-scale client presentations and other materials
Served as the “face” of the firm’s Chicago office
Streamlined numerous office functions by implementing greater office infrastructure and standardizing various processes
Successfully facilitated major office renovation project; directly managed all aspects of the project ensuring senior bankers could work without
disruption
Remained responsive “24/7” to senior bankers; traveled with Managing Directors as needed
2. Merrill Lynch (acquired Wave Securities, LLC/Archipelago) 6/2004 – 3/2008
Executive Assistant to CFO/Account Manager (7/2006 – 3/2008)
Managed clients’ soft-dollar trading accounts; responsible for daily reconciliation of trading activity, accurate and timely delivery of statements,
commission allocations, and special reporting requests
Delivered superior client service to Portfolio Managers by handling services in a confidential and discrete manner and remaining extremely
responsive to all client requests
Provided educational support to customers on company’s products and trading software
Planned and attended dinners and other social outings to develop strong business relationships and generate new business leads
Executive Assistant to the CEO and CFO of Wave Securities, LLC (6/2004 – 7/2006)
Provided support to CEO including heavy calendar/travel management, personal bookkeeping, day-to-day personal errands, and general office
support
Created much needed office infrastructure; developed confidential client database, a documentation system for regulatory compliance matters
and an employee/human resources records system
Assisted CEO and CFO in facilitating the Merrill Lynch acquisition; managed the due diligence process and facilitated a smooth transition of
client database to Merrill Lynch trading platform
Coordinated relocation of office to Merrill Lynch site; held sole responsibility for ensuring all transfer procedures were handled in accordance
with regulatory/securities compliance rules
Provided general support to consulting staff and other senior management
Citadel Investment Group 7/2003 – 4/2004
Assistant (Contract )
Coordinated meetings, answered phones, scheduled travel for managers and clients, and prepared expense reports
Supported trade desk as needed
Provided general support to consulting staff and other senior management
John Cunningham - SVP Client Operations MedAssets 5/1997 – 7/2003
Household Manager and Personal Assistant
Coordinated all travel arrangements for both John and his family
Orchestrated all household relocations
Managed the house staff (housekeeper, gardener, contractors)
Maintained daily personal business calendars, dry cleaning, and automobile maintenance for the family
Managed and paid all bills and expenses
Coordinated and planned all special events
Education:
DePaul University – Adult Accelerated Program 2013 – On Hold
Joliet Junior College / St. Joseph School of Nursing 1993 – 1996
Skills:
Certified Notary Public, CRM program, 365 Cloud,
Proficient in Microsoft Office, QuickBooks, other accounting software and various proprietary software programs
Certified Personal Trainer