S. Isaac
Senior Executive Business Partner | Investment Management | Financial Services | Executive Office Support
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About
Senior Executive Business Partner and Executive Assistant with 15+ years supporting C-suite executives, Managing Directors, General Counsel leadership, and senior enterprise leaders across Fortune 500 financial institutions and investment management environments. Trusted partner recognized for protecting executive time, managing complex calendars and travel, coordinating confidential communications, and driving seamless executive operations in high-touch, fast-paced organizations. Brings exceptional judgment, discretion, responsiveness, and a service-oriented approach to senior leader, stakeholder, and business partner support.
Experience
Associate Executive Specialist | Executive Business Partner - Wells Fargo - New York, NY
(2020-11)
Strategic Executive Business Partner supporting senior Technology Leadership through executive operations, enterprise scheduling, governance, executive proxy support, confidential coordination, and cross-functional business initiatives.
- Direct executive calendar strategy across senior leadership, balancing competing organizational priorities, time-sensitive requests, and high-volume scheduling while protecting executive focus.
- Partner with senior executives and leadership teams to coordinate executive operations, governance, confidential communications, and strategic business priorities.
- Coordinate leadership meetings, executive briefings, operating forums, and stakeholder engagement across complex enterprise teams.
- Facilitate cross-functional coordination across Executive Leadership, Human Resources, Finance, and Technology to advance organizational priorities and ensure timely follow-through.
- Manage sensitive administrative workflows, executive proxy responsibilities, information requests, and business coordination with sound judgment and discretion.
- Serve as a trusted business partner during organizational restructures and executive transitions, maintaining continuity and responsiveness in changing environments.
Executive Assistant to Deputy General Counsel, SVP – Investment Management - Bank of New York Mellon - New York, NY
(2018-01 - 2020-12)
- Directed complex executive calendar management for senior leadership within Investment Management, balancing legal, regulatory, client, and business priorities.
- Led executive meeting coordination, briefings, governance activities, and cross-functional planning involving senior executives and key business stakeholders.
- Managed domestic and international travel, executive logistics, expenses, and confidential communications to ensure uninterrupted executive operations.
- Partnered with Legal, Risk, Compliance, Investment Management, and enterprise teams to facilitate communication and streamline high-priority workflows.
- Served as a trusted executive business partner, anticipating leadership needs, resolving scheduling conflicts, and enabling uninterrupted executive productivity.
Executive Assistant to CFO, COO & EVP | Corporate Event Planner - A.C. Lawrence - New York, NY
(2015-01 - 2018-12)
Provided executive partnership to the Chief Financial Officer (CFO), Chief Operating Officer (COO), and Executive Vice President (EVP) within a commercial real estate organization. Directed executive operations, complex scheduling, corporate events, travel logistics, expense administration, and cross-functional initiatives.
- Directed executive calendar management and strategic scheduling for the CFO, COO, and EVP while balancing competing operational and financial priorities.
- Planned and executed executive meetings, leadership off-sites, and corporate events, coordinating vendors, budgets, contracts, and end-to-end logistics.
- Managed executive travel strategy and logistics, expense administration, and confidential communications while ensuring seamless execution of business priorities.
- Partnered with Finance, Operations, Human Resources, vendors, and external business partners to coordinate cross-function initiatives and organizational priorities.
- Served as a trusted business partner to the CFO, COO, and EVP, anticipating leadership needs and supporting strategic initiatives.
Executive Assistant to C-suite & Executive Leadership - Multiple Organizations (Executive Consulting) - New York, NY
(2009-01 - 2014-12)
Supported C-suite executives and senior leadership through long- and short-term assignments with leading financial institutions and Fortune 500 organizations, including Bear Stearns, CIT Group, and other enterprise environments.
- Rapidly adapted to new executive teams, leadership styles, business priorities, and organizational cultures.
- Provided complex calendar management, domestic and international travel coordination, meeting logistics, expenses, and confidential administrative support.
- Established a reputation for professionalism, discretion, flexibility, and the ability to become productive with minimal onboarding.
Executive Administrative Assistant | Vice Chairman | Managing Directors | Senior Executives - Merrill Lynch - New York, NY
(2006-11 - 2008-09)
Provided high-touch executive partnership to the Vice Chairman, Managing Directors, and senior executives within a global financial services organization.
- Directed complex executive scheduling for the Vice Chairman and Managing Directors, coordinating high-volume meetings, senior stakeholder engagement, and board-level priorities.
- Coordinated domestic and international travel, including visas, detailed itineraries, ground transportation, and expense administration.
- Partnered with executive leadership and cross-functional teams to ensure seamless daily operations, confidentiality, responsiveness, and executive support.

