Latifa Taylor
824 East New York Avenue, Brooklyn NY, 11203; Phone:-; Email:-
Professional Profile: Highly motivated, positive, and energetic professional who has over 20 years’ experience
working in a fast-paced environment. My excellent communication skills, professionalism, and ability to work well
with senior executives have been a value-add in my career. I continuously seek out challenges that utilize my
skills effectively, as well as opportunities where my professional growth adds value to an organization.
Professional Experience
Denham Capital Management, Jersey City, NJ
October 2021-July 2023
Office Manager / Senior Executive Assistant
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Provided administrative support to a Managing Partner, Partner, two Managing Directors, two Associates, as
well as virtually supported support to a Director and VP in our Houston office.
Managed high volume calendar management.
Coordinated extensive international and domestic travel, which included booking flights, arranging hotels,
coordinating ground transportation, and selecting venues for meetings.
Managed and office move and office upgrade: purchasing new furniture, liaising with technology team,
building management, and electricians to ensure move was successful.
Managed Office Coordinator, ensuring office procedures ran efficiently, pantry was consistently well stocked,
supplies were ordered and reordered in a timely fashion, and meeting rooms were prepped for internal
meetings.
Organized conferences, office events, social events, and board meetings, which entailed: researching
venues, managing the budget, negotiating contracts, and coordinating event details.
Processed Invoices
Processed and reconciled expenses using Trips Ware
Handled Investor Relations outreach: send marketing emails to investors and Inputted outreach activity into
Salesforce.
Liaised with portfolio companies.
Assisted with recruiting and onboarding by scheduling interviews and working with human resources with
onboarding process.
Citigroup, Global Markets, Inc. New York, NY
Aug. 2006 - Oct. 2021
Senior Executive Assistant
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Provided administrative support to two Managing Directors, Director, one Vice President, an Associate, six
Analysts, and back-up coverage for 16 team members.
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Oversaw up to 12 phone lines: answer and direct calls to senior officers.
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Managed heavy calendars and schedule meetings and appointments.
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Coordinated a high-volume of domestic and international travel arrangements, book flights, hotels, ground
transportation, and dinner reservations.
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Drafted correspondences, including client letters and memorandums.
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Prepared and edit PowerPoint presentations, reconcile expenses, and process invoices.
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Maintained and distribute a group contact list for all domestic and international employees utilizing Excel.
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Created call reports in client management databases, updated meetings dates and inputted meeting notes.
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Assisted in planning and organizing events, including conferences, holiday parties, group outings, and client
functions.
Morgan Stanley, New York, NY
Jan.1997- Aug. 2006
Associate, Learning and Development (2004 – 2006)
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Managed summer training programs for analysts and associates within the Equity Research and Investment
Banking divisions
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Worked closely with business unit sponsors on design and development of programs.
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Oversaw professional skills training curriculum for IB support staff, including receptionists, and executive
assistants.
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Managed interview procedures for temporary employees within Learning and Development
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Mentored interns and temps hired for summer training programs.
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Analyzed statistics of training programs and reviewed course evaluations for common themes • Examined
year-end evaluations for development needs to forecast future training programs.
Analyst, Learning and Development (2001 – 2004)
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Coordinated summer programs, organized instructors, reproduced materials, and compiled budget reports.
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Created quarterly training calendar, liaised with vendors, marketed classes, and provided executive summary
reports.
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Managed professional skills training curriculum for Investment Management group.
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Worked closely with HR on design of Investment Management Summer Analyst Program
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Organized group socials and team building events.
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Assisted with design and roll-out of training curriculum for over 200 non-exempt employees.
Training Coordinator, Learning and Development -)
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Scheduled training classes and meetings
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Printed materials, ordered catering, and set up rooms for training programs.
PROFESSIONAL SKILLS
Microsoft Office Suite, Google Workspace, Trips Ware, Salesforce, Concur, Travelport, Client Relationship
Management Tools, Procure-to-Pay, VEMS, Plateau, Business Objects, PeopleSoft, Crystal Reporting, Breeze
