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ANN MATHIS
EMAIL @ ANNMATHIS2@YAHOO.COM Twitter @ agm4131
WWW.LINKEDIN.COM/PUB/ANN-MATHIS/10/620/639

Professional Summary
Polished and professional Executive Assistant with 13 years of experience providing administrative experience to
multiple C-Level Executives and Managerial staff with practiced efficiency. Consummate professional dedicated to making
the lives of busy executives easier. Serve as an effective gatekeeper, calendar management and efficiently handle daily office
tasks

Professional & Technical Skills
Strong Interpersonal Skills | Type 55 WPM | Event Planning |10-Key Proficient |Proactive | Forward Thinker | MS Office
Suite |Social Media | Organized | Professional Phone Etiquette | Pleasant Demeanor | Articulate And Well-Spoken | Calm
Under Pressure | Event Planning |Project Management | Soft Knowledge Of Quicken | Supervisory Experience |Aderant &
CMS Software |Web & Tech Savvy |Self-Starter | SAP | Service Oriented |Flexible & Adaptable | Eager & Willing | Thick-
Skinned iPhone | iPad | Interface with High Profile and Prestiges clientele comfortably | Familiarity with Apple Products |
LaserFiche & Digital Archiving | New Hire Onboarding.
Work History
Executive Assistant to Senior Partner (Firm Owner), 03/2007 to Current
Gursey | Schneider LLP, Accounting & Business Management Firm Los Angeles, CA
Support two Senior Executives and one Senior Manager on a daily basis.
High level administrative support to Managers and Professional Accountants.
Possess a team oriented approach, flexibility with shifting priorities, and thrive in a deadline oriented culture.
Maintain Outlook calendars and meeting arrangements and schedules
Provide Executive & Managers with beverages and meals on a daily basis.
Plan and execute corporate meetings luncheons.
Correspond on behalf of Executive.
Proven concierge level executive support with an ability to effectively interface with all levels of internal and
external contacts.
Travel arrangements, hotel, cars and flights both Domestic and International.
Initiates, prepares and edits written material, correspondence, reports and spreadsheets.
Experience establishing a professional rapport and demeanor with high level clientele.
Maintain digital and hard copy files for reference.
Prepare monthly time entry for the purpose of client billing.
Successfully handle departmental education events for Partners and Staff, on and off site.
Make personal financial payments for Executive as directed.
Personal errands and package return for Executive.
Special requests as directed, no task too big or too small attitude.
Preparation of client case files.
Liaison between departments.
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24/7 availability by phone and email.


Administrative Sales Assistant to a Team of Three Senior Advisors, 10/1999 to 02/2007
Stone & Youngberg a division of Stifel Nicolaus, NASD Broker-Dealer San Francisco, CA
Identify and resolve account issues.
Coordinate all projects for sales presentations, marketing and meeting materials.
Liaison between various advisors, operations and compliance department.
Monitor client account activity, reconcile accounts and financial advisor commissions, and maintain client relationships
through daily interaction.
Ascertain the cost basis of securities and provide detailed research on client projects.
Handle all relevant NASD paperwork for active accounts.
Maintain an internal client filing system.
Travel assistance, Appointment setting, Calendar management.

Administrative Assistant to Office, 12/1998 to 10/1999
Law office of Steyer Lowenthal et. al. San Francisco, CA
Handle various administrative duties as assigned by lead paralegal.
Organize documents produced during pre-trial discovery.
Coordinate efforts of those in our office with those involved in individual cases.
Perform research for cases during trial preparation.
Answer all incoming calls and handled caller's inquiries.
Sort and delivered the mail.

Education
Porterville College - Porterville, CA (2 years)
Professional Accomplishments
Manage the design, development and deployment of the Staff Availability Web application for a user base of 150.
Gather requirements and translate them into clear and succinct developer specifications. Involve in heavy coordination
and direction from Management. Application seamlessly integrated in the corporation's existing network and software
infrastructure (IE plugin play). Application easily ported to various departments with minimal effort.

Promote Gursey | Schneider LLP as an education resource to Family Law Attorneys to further their knowledge
of Forensic Accounting.

Successfully handle departmental education events for the Partners and CPA Staff, on and off site.
Work closely with web developer to create a firm photo folio to digitally archive firm events.
Plan and coordinate corporate meetings; lunches and special events for small and large groups.
Point person in acquiring new office space for Gursey | Schneider LLP expansion to Orange County.
Created and maintained complex client files for daily reference.
Four years as the Emergency Safety Warden for Gursey Schneider LLP.


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Self-Improvement Studies & Accomplishments
Administrative Professional Certification (CAP-IAAP) (currently studying)
Money Management Independent Study from Crown Financial Services LLC (6 weeks course)
Photography School, Kona Hawaii (intense 3 month course)
S&P Moody & Fitch Seminar (2 day seminar)

Interests (in no particular order of interest)
Movies | Comic book Characters | Geography |Technology| Finance| Inventing | Animals |Travel |Photography
Gardening | Family | Amusement Parks | Music