1. CHERYL WADE
(415) 640-8105
cheri_wade@yahoo.com
Skills and Qualifications:
· MS Office/Windows: PowerPoint, Excel, Word, Outlook, Rumba, Access, Macola, Hospitality, EMS, File
Maker Pro, Bloomberg, Cusip, Lotus Notes, Win Cert, BASYS, File Trail, Systema, Kofax, Envision,
Workspeed, One Facility, Risermanager, Capture, Yardi, Dashboard, Citrix, Concur, MRI, Aware Manager, Win
Air, Nexus Payables, EPIC and Cisco.
· Underwriting Principals (certificate), product rollout class, effective questioning, conflict resolution, style preferences,
and group health insurance (certificate).
· Professional, dedicated punctual, reliable, team oriented, hands-on and fast learner. Self-motivated, self-
directed and possesses excellent communication skills.
Experience:
3/15- current Premier Staffing/Contract employee
Various roles: EA, administrative, reception and conferences.
VMG Partners – EA to CFO & 3 MD’s – Concur, travel, outlook and special projects.
Friedman, Fleischer & Lowe – EA for CFO, 2MD’s & 1 VP – travel/Concur, outlook scheduling, ordered daily lunch, special
projects and general office duties.
Stifel – EA to 4 MD’s – travel, updating daily Bloomberg report, screening calls, outlook scheduling and general office duties.
Blackrock - Administrative assistant supporting two Senior Managing Directors and their teams; Concur- travel international
/domestic and expenses. Scheduling, creating itineraries, travel agendas, ordering team lunches, guest list, department interviews
& various projects.
Piper Jaffray – Front Desk Coordinator – Answered phones, greet clients, conference room set up, conference room booking,
restocked kitchen, signed for deliveries and sorted mail.
Woodruff Sawyer – Reception - searched e-fax claims/policies in EPIC & routed to correct agent, preliminary notices, greeted
visitors and booked conference rooms in outlook.
5/07 - current Innovations/contract employee- various roles
JMP Group – Receptionist – Answered phones, greet clients, restocked kitchen and sorted mail. Entered guests for security
list and service requests in Workspeed.
Qatalyst Partners – Admin support – expenses in Concur, cataloged marketing materials and updated HR files.
Genstar - Front Desk Coordinator- greet guests, updated security list, answered phones, restocked kitchen/office supplies,
sorted mail, delivered packages and tidiness of gym/women’s locker room.
Cushman Wakefield – Office coordinator – Nexus payables, Yardi, greet guests and answered phones.
Kidder Mathews- Office coordinator - general office duties and completing Win Air forms.
5/07 – 3/15 Robert Half International/Contract employee
As EA for– private equity, real estate investment and SF Botanical gardens. Worked various conferences.
.Phacil, Inc. - Office Coordinator – Answered phones, monitored EFax transmissions, ordered lunches, supplies, scanning,
contact with vendors, building management, outlook scheduling, process mail/packages, invoices, arranged limo
service/hotel stays and set up happy hours. Executed art move for founder of company. Human Resources support: Updated
Contract Lists and Employee Contact Lists in Excel. Marketing support: requested V cards, designed business cards and
shipped them to employees; also sent out promotional materials.
Jamestown LP –Office Manager/EA-Reported directly to the V P, MRI- accounting needs, weekly invoices before deadline
to accounting , Concur- created expense reports, and travel itineraries for multiple employees, point of contact with
/building management and vendors, ordered office supplies, catering and corporate apartment Aware Manager- building
management program
CB Richard Ellis- as the Real Estate Services Coordinator I issued building badges/photos, maintained office equipment,
handled tenant inquires via phone/online, updated COI’s, created phone utility key log, radioed engineers, trained tenants on
facility programs, set up water and paper shredding services, interacted with building security, processed invoices, vendor
contact and performed general office duties.
Turner Construction: Administrative support and various tasks. .
Grand Hyatt San Francisco: Sales Assistant. As sales assistance I created sales contracts, proposals, leads, internals, site
inspections, verified meetings/conferences, answered phones, drafted letters and generated daily showrooms availability
email.

2. Hyatt Regency San Francisco as AR/AP assistant. Duties were: general administrative duties, light bookkeeping and
special projects for the Assistant Controller.
First Republic Bank as Tax Document Verifier. The files were prepped for auditing by reviewing all paperwork and
following First Republic Bank procedures. Various short term assignments: Processed certificates, subrogation /litigation
claims, light accounting, checks, subpoenas, document validation, Costco/office supplies & general office duties.
11/06 – 5/07 Marsh Risk Management/Insurance Assistant/long term contract
Issued/revised certificate/policy requests, ordered files, checked status of workers comp invoices, client contact via email,
worked with 12 client teams and requested check requisitions. Maintained current client information, scanned documents,
loss runs, pre-filled insurance forms, requested auto ID cards and created various spreadsheets.
1/06 – 11/06 Standish Mellon/Administrative Assistant
Emailed daily articles, sorted/distributed mail, ordered supplies, switched out recall tapes (back up records), and
archived data through recall, general support, faxed trade reports, ran GIC reports, reception backup and entered
cusip data in excel.
10/04 - 12/05 Zia Natural Skincare/Online Customer Service Representative
Online/phone customer support, set up new client account/profile(s), maintained client database by updating
information, provided product knowledge, followed up with customers, trouble shooting any problems and
investigated misdirected shipments.
1/03 - 10/04 J P Morgan Chase/Front Desk Specialist
Executive floor meeting room scheduler, configured room set up in Hospitality, directed visitors, took food
orders, last minute menu changes and handled any missing food items. Performed general receptionist duties
and assisted Investment Banking Manager with special projects.
11/00 – 12/02 Blue Shield of California/Team Lead Rate Analyst/Junior Underwriter
Implemented daily workflow procedure’s, prescreened incoming quote requests and assigned daily work log.
Processed quote requests from internal customers, recalculation of new business, R F A’s (request for action)
and participated in team interviews. Transferred from Business Development Unit to Underwriting Department
due to natural career progression. New duties: mentored by senior underwriters, underwrote renewals, special
projects for manager and organized teambuilding outings.
5/99 – 11/00 GAB Robins, Inc./Claims Processor
Entered claims in insurance database (ACIS), daily log of claims and customer billing/coding. Accepted all
claims via EDI (electronic data of interface) telephone and fax. Called in customers claim information to
insurance adjusters while out in field.
Education: City College of San Francisco- AA degree
References available upon request