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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.