C**** K****
A perfect match, having worked as an EA supporting a CEO within the banking sector with explicit mentions of board coordination, calendar management, and budget tracking. Bank HQ EA → Midstream Energy EA. Excellent.
This sample report shows what our sourcing engine surfaces for this search. Preview the top 30 matches below.
A perfect match, having worked as an EA supporting a CEO within the banking sector with explicit mentions of board coordination, calendar management, and budget tracking. Bank HQ EA → Midstream Energy EA. Excellent.
An excellent fit, this candidate has long tenure supporting executives specifically within high-level investment banking roles covering all required tasks. Senior EA at Citigroup Investment Banking (6+ yrs) → Senior EA at Morgan Stanley Investment Management (11+ yrs) → EA at Private Equity firm (1.5 yrs). Excellent.
Creative events and executive administrative office functions
Perfect fit - extensive EA experience supporting CEOs in the financial services sector, including private equity/venture capital environments where board interaction and financial acumen are key. EA at Blackstone → WCAS, 31 years experience. Excellent.
Executive Assistant - Office Manager
This candidate has decades of high-level EA experience supporting executives and boards specifically within major financial institutions, and explicitly mentions financial management systems. Katharine Gibbs → Goldman Sachs/EY/Hedge Funds → India Youth Fund. Yes for EA, Yes for 10+ years experience, Yes for Finance industry, Yes for Board coordination, No for Calendar management, partial for Budget oversight. Excellent.
Executive assistant experienced at managing business relations and special projects for C-suite executives.
This candidate looks like a very strong fit with extensive executive support experience, including board support and budget interaction. Fennlynne → C-suite support in Finance/Defense/Healthcare, 20+ years experience focusing on Executive Assistant roles. Excellent.
Executive Assistant
Excellent match, explicitly stating experience in the financial services industry, long tenure, and listing EAM/calendar management skills in relevant roles. EA/OM @ RVK (3+ yrs) → EA @ Hewitt EnnisKnupp (7+ yrs) → EA @ AON Hewitt (8+ yrs); mentions financial services. Excellent.
Executive Assistant and Board of Directors Coordinator
Strong fit with direct experience as an EA and Board Coordinator within an investment management firm, though explicit budget oversight isn't detailed. Career: HR Assistant → Executive Admin at O'Neill Properties Group → Executive Assistant and Board Coordinator at TIFF Investment Management. Strong.
Executive Administrator/Human Resources
This experienced professional has a strong background as an Executive Assistant with relevant finance sector exposure and key task mastery. Career: American Capital Group Inc. (EA/OM) → 16+ years total experience. Excellent.
Super Efficient and Reliable!
This candidate strongly matches all key requirements: 10+ years experience, Executive Assistant role supporting CFOs/Boards, and explicit mention of Budgeting/Forecasting and Board support functions. Office Administrator → Experience lists 10+ years of advanced executive assistance supporting CFOs and Executive Board Members, including budget/forecasting. Excellent.
Experienced administrator with high proficiency and professional experience in calendar management, travel coordination, and all aspects of administrative support
Excellent fit, showing direct experience as an EA in the financial services industry with explicit mention of calendar management and expense report processing. EA at Discover → EA/Comm Coordinator at Ariel Investments → 2nd VP at Northern Trust. Excellent.
Executive Assistant to COO, The NORDAM Group LLC, MRO International Divisions
This candidate has extensive executive support experience, including direct board coordination and deep involvement with finance/budget committees. Exec Asst/Office Mgr → Exec Asst to COO at NORDAM (6y 1m) & Exec Asst at Arvest Bank Mortgage (1y 6m). ✔️ Executive Assistant: Yes. ✔️ 10+ years experience: Yes (32y 4m). ✔️ Finance industry: Partial (Worked in Mortgage Division at Arvest Bank, handled Audit/Finance/Investment/Budget committees at ORU). ✔️ Board coordination: Yes (Composed/managed Minutes, Dockets, Agendas for Board/Committees). ✔️ Calendar management: Yes (Implied via Board coordination/meeting planning). ✔️ Budget oversight: Yes (Handled Budget committees at ORU). Strong.
Executive Assistant to the President at Anne Arundel Community College
This candidate demonstrates significant experience as an Executive Assistant including board interaction, calendar management, and budget reconciliation, though their current role is in education rather than finance. AACC → Committee for Economic Development (CED) → AACC. Excellent.
Executive Assistant
This candidate seamlessly combines executive support with direct finance, administration, and board interaction, including managing financials for the Chairman's office/Foundation, far exceeding the 10-year mark. Director of Finance & Admin at Collegis/Salt Creek Ventures (20 yrs total exp, including accounting/calendar/board communication). Excellent.
Vice President - Hageman Enterprises, LLC
This candidate has strong executive support experience in a finance-adjacent role, covering most needs. VP/EA at Hageman → EA at Delivery Drivers (4.5yr) → Bookkeeper/Controller, supported CFO on finance projects, managed budgets, calendars, and meetings with investors. EA at Delivery Drivers, LLC (4.5yr) → Bookkeeper/Controller (Hybrid) → VP at Hageman. Excellent.
Executive Administrative Assistant at JPMorgan Chase & Co.
This candidate is an excellent match, currently working as an Executive Administrative Assistant at a major financial services company (JPMorgan Chase & Co.) with 20+ years of experience, including budget management and calendar duties; board coordination is implied through supporting communications/events for Wealth Management leadership. JPMorgan Chase & Co. → Current role. Excellent.
Executive Assistant to Senior Vice President and CFO, U.S. at Prudential Financial
This candidate is an excellent fit, supporting a CFO for nearly a decade and handling calendar and expense review. Worked at Prudential Financial → current role as EA to SVP/CFO, showing consistent senior support in finance. Strong.
Executive Assistant at Lazard
Excellent background with recent EA roles supporting C-suite in finance/investment settings, showing strong calendar and process management. Lazard (EA) → Amunix (EA to CEO/CBO/CTO) → GIC (Finance/Accounting EA). Strong.
Senior Administrative Assistant at Zillow
This is a very strong match, currently an EA supporting finance and strategy VPs, heavily involving complex calendaring and meeting preparation/logistics which often touches on board support. Senior Admin Asst at Zillow (supporting VP Finance) → prior roles in Education/Tech. Excellent.
Administrative Assistant at The Blackstone Group
Excellent match, having served as an Executive Assistant in a merchant bank (The Sage Group), demonstrating finance industry exposure, board coordination support (to Ambassador), calendar management, and budget oversight experience (tracking income/expenses). Ex-Blackstone Group → Sage Group (EA to Chairman), 19 years total experience. Excellent.
Experienced Executive Personal Assistant with a demonstrated history of working in the financial services industry. Skilled in Investor Relations, Asset Management, Marketing, and High Net Worth Individuals.
This candidate is a strong fit, explicitly stating experience in the Financial Services Industry, 32+ years experience, Executive Personal Assistant role, and detailed calendar management (complex schedules). Board coordination is implied through supporting a Chairman/CIO, and expense reports touch on budget oversight. Exp: EPAS at Private Sector → EPAS at Aurelius Capital Management LP (Financial Services). Strong.
Executive Assistant
This candidate has extensive experience as an Executive Assistant supporting C-suite executives including CFOs within what appears to be the finance sector. TTV Capital, LLC (25 years 8 months) → Executive Assistant/Business Manager supporting Chairman/CEO/CFO, handling extensive calendar management, monthly budget maintenance, financial reports, and coordinating with CPAs/auditors. Excellent.
Executive Assistant | Project Management | Communication | Event Coordination | Estate Management
Excellent match as the candidate explicitly states long experience as EA in the financial services industry, supporting high-level executives, and mentions complex scheduling. EA at private investment firm (4yr) & hedge fund (5yr) → EA to Chairman, managing complex scheduling demands. Excellent.
Executive Office Professional
This candidate has substantial executive support experience, including calendar management for multiple high-level executives, with a history in the finance sector. Ex-LPL Financial (10 yrs) → Harmony Healthcare, 26 years experience total. Excellent.
Legal Assistant
This candidate has direct experience managing IT budgets, coordinating reports for the board, and extensive EA work, satisfying most criteria except explicit confirmation of the finance industry sector (though banking/financial services exposure exists). Legal Asst → EA at bank/IT → EA at logistics/tech firms, 23 years total experience. Excellent.
Executive Assistant at Wolfspeed, Inc.
Excellent direct match for the finance industry experience, board coordination, and strong alignment on calendar management and budgeting/invoice analysis skills, supported by 29+ years of experience. Most recently supported CFO/CEO in a semiconductor/materials firm (Cree/Wolfspeed), demonstrating board, finance operations, and cost-saving/budget awareness. Excellent.
Executive Assistant with Regional Financials Expertise
Exceptional match, demonstrating direct ledger management, budget creation, and financial reporting within a real estate/property management context which is closely related to finance. Greystar (EA, 9 yrs 9 mos) working with large ledgers and budgets. Excellent.
Executive assistant with global financial services experience.
This candidate explicitly has global financial services experience, extensive EA background, and manages complex calendars and expenses, making them a very strong match for the core requirements. Ex-Greenwich Associates (10yrs) → Cross Ocean Partners. Excellent.
Senior Executive Assistant
This senior EA has strong experience, hits the tenure requirement, and explicitly lists budget oversight, suggesting high-level EA work suitable for finance given the context of C-suite support. SEA/Strategic Partner → 10+ years supporting C-suite → Pioneer Natural Resources (Energy, related to finance sector operations). Excellent.
Sr Executive Assistant to SVP, Chief Financial Officer at Weyerhaeuser
This candidate appears to be a strong fit, coming from a very relevant background supporting a CFO at a large firm, although the current tenure is very short. Career: KPMG US (EA to Partners/MDs & Board engagement) → Weyerhaeuser (Sr EA to SVP/CFO). Excellent.
Executive Assistant
This candidate is an excellent fit, showcasing direct experience acting as Board liaison, managing calendars, and supporting the CFO/Finance team multiple times across their career, easily exceeding 10 years experience. EA roles in various tech/finance adjacent companies, including direct CFO/Board support. 30+ years total experience. Excellent.
Unlock verified contact information, detailed profiles, and run your own custom searches.
Free to search · No credit card required · Pay only for contacts
Search Spotlight
See how recruiters are using Superstar to find specialized talent