Diane Curtin
Administrative Assistant at Allied Wealth Partners
Based in Parsippany, United States
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Seniority
Staff
Department
Operations
Location
Parsippany
Industry
Financial Services
Company size
100
Contact information
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d•••••••@alliedwealthpartners.com
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Background
About Diane Curtin
CAREER HIGHLIGHTS• Provided primary administrative support to higher level executives multiple times while their permanent assistant was on medical leave, as well as daily back-up support.• Implemented a new presentation format, which saved time and produced a more professional document.• Investigated and implemented a cost saving opportunity by taking over management of magazine subscriptions previously handled by an outside vendor.• Managed the Sr. Director of Business Development and his family’s move from Sweden to the United States.• Trained Client Managers in data management and assisted in portfolio clean-up project, resulting in a 20% improvement in their books of business.
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