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 in-
ternational 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 per-
sonal 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
Shattuck Hammond Partners/ Morgan Keegan / Raymond James
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 re-
sponsive 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
Organizations:
Member of the Chicago Battered Women’s Network
Member of the NAPW (National Association of Professional Women)
