Paul Klenk EA Resume 2011

PAU L K L E N K
paulklenk@gmail.com
212.300.7345
Mar. ’10 – present MORGAN STANLEY NEW YORK, NY

Administrative Coordinator/Associate, IDEAS Practice Area Division
 Coordinate office assignments and IT on-boarding for new employees and consultants.
 Plan office space and requisition new equipment and software based on hiring
projections by multiple Executive Directors and the Managing Director.
 Obtain spending approvals for equipment and services, and track estimates vs. actuals.
 Provide day-to-day office management and coordinate building and trade services on
behalf of the division, including telephones, repairs, remodeling, cleaning, and security.
Feb. ’08 – Aug. ’09 AXION LLC NEW YORK, NY

VANDERBILT AVENUE ASSET MANAGEMENT
Executive/Personal Assistant to the CEO (temporary)
 Provided personal support to the President & CEO. Responsible for phones, email,
calendar, paying bills, shopping, research, banking, correspondence, and meals.
ALLIANCEBERNSTEIN
Assistant to the General Counsel, Legal and Compliance (temporary)
 Provided administrative support during a maternity leave. Responsible for tracking
employee trades and brokerage accounts for compliance.
Oct. ’05 – May ’07 CITIGROUP NEW YORK, NY

Executive Assistant to the Chief Credit Officer/Managing Director, Global Markets
 Provided heavy calendar support to the Director; scheduled and coordinated meetings
and reviews, including teleconferences in the U.S., Asia and EMEA. Constant attention
to the calendar required.
 Collected and organized meeting materials.
 Managed heavy email correspondence.
 Exercised discretion with confidential and personnel matters high in the organization.
 Booked car, rail, air, and hotels; created itineraries and expense reports. Reviewed staff
expense reports for policy compliance before MD’s approval.
 Personal Assistant duties, including non-company travel, errands, research, social
invitations, and assistance in planning private events. Filed medical reimbursements,
scheduled doctor and other personal appointments.
April ’04 – Nov. ’04 BASSINI PLAYFAIR NEW YORK, NY

Personal Financial Assistant to Managing Partners (temporary)
 Assisted the founding partner with personal financial matters, encompassing U.S. and
foreign bank and brokerage accounts, investments, and taxes for himself and his family.
 Called in trades to brokers and verified them with trade tickets.
 Booked all transactions and financial events in Axys/Advent to generate realized gain &
loss reports, portfolio appraisals, cash ledgers, and transaction histories for use in tax
return preparation.
 Provided weekly valuation, cash flow, and performance reports of all holdings and
investments.
 Managed medical reimbursements and monitored family accounts.
 Personal Assistant duties, including meal service, errands and shopping.
Nov. ’03 – April ’04 ADECCO/US TRUST NEW YORK, NY
Private Banking Assistant / Loan Auditor (temporary)
 Supported three private bankers and their clients during a maternity leave. Assisted with
everyday banking transactions, including opening of new accounts, due diligence, fund
transfers, deposits, overdraft control, and new mortgage and loan documentation.
 Performed loan audits in preparation for a formal audit. Rewrote audit checklist to
include more precise and relevant audit criteria. Documented audit procedures for use by
others.
Jan. ’00 – Nov. ’02 RENAISSANCE TECHNOLOGIES NEW YORK, NY

Executive Assistant to the Marketing Director & CFO
 Provided client assistance and administrative support to the Marketing Director, and
later the CFO, and provided fund and client reports to the president and founding
member of the firm.
 Assisted U.S. and international clients with new investment subscriptions, wire transfers,
account inquiries and meeting requests. Updated marketing materials for the Director.
 Reported biweekly fund performance and portfolio analysis to investors. Maintained
client contact information, investment profiles, and fund history.
 Updated marketing materials in Microsoft Excel and PowerPoint using company
scientists’ fund data.
 Helped build and populate a robust Access database of client investment information.
 Managed travel, itineraries, and expenses reports for the Director and CFO.
Aug. ’99 – Nov. ’99 HYDRAWEB TECHNOLOGIES NEW YORK, NY

Executive/Personal Assistant to the CEO
 Provided administrative support to the CEO & company founder, inventor of a routing
device for Internet server requests. Clients included DLJ, Bear Stearns and Monster.com.
 Managed the CEO’s calendar and phone in a fast paced start-up environment.
 Personal Assistant duties: Meal service, shopping, errands and family events.
 Took meeting minutes and assisted in the follow up of deliverables.
Sept. ’97 – July ’99 COGENAMERICA MINNEAPOLIS, MN

Executive Assistant to the CEO
 Provided administrative support to the CEO (an energy lawyer), including heavy
Dictaphone transcription and revision of legal documents using Microsoft Word.
 Sent press releases to wire services and shareholders; maintained contact information.
 Assisted the office manager and corporate secretary.
EDUCATION Bemidji State University, Bemidji, MN. Liberal Arts scholarship; some graduate-level
coursework. Excelled in music, drama, English, literary criticism and languages. Provided
desktop publishing and graphic design (self-taught) to advertise university events.
SKILLS Secretarial • Calendar and meeting management, agendas and minutes, travel, expenses,
telephone support, email management, file management, data protection, office
management, supplies, mail and copy services. Supervision of junior administrative staff.
Computer • Advanced abilities on both the PC and Mac; Microsoft Word, Excel &
PowerPoint; database management; high Internet literacy. Experience with Access,
Outlook, ACT!, Concur, Office 2007, Quark, Publisher, PageMaker, Advent/Axys.
Communications • Exceptional writing skills, document production, editing, desktop
publishing, research and fact checking, and interpersonal communication. Have had five
short pieces published by The New York Times.

Paul Klenk EA Resume 2011

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PAU L K L E N K

Mar. ’10 – present MORGAN STANLEY NEW YORK, NY

Feb. ’08 – Aug. ’09 AXION LLC NEW YORK, NY

Oct. ’05 – May ’07 CITIGROUP NEW YORK, NY

April ’04 – Nov. ’04 BASSINI PLAYFAIR NEW YORK, NY

Jan. ’00 – Nov. ’02 RENAISSANCE TECHNOLOGIES NEW YORK, NY

Aug. ’99 – Nov. ’99 HYDRAWEB TECHNOLOGIES NEW YORK, NY

Sept. ’97 – July ’99 COGENAMERICA MINNEAPOLIS, MN

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