Debra Pakeman
Antioch
Summary
Demonstrating a consistent track record of exceptional results, I contribute my talents and expertise to assignments with meticulous attention to detail. My commitment to excellence consistently exceeds expectations and achieves success in diverse projects. Leveraging strong attention to detail, I efficiently identify and resolve complex issues, ensuring optimal outcomes. Quickly adapting and thriving in fast-paced environments, I am confident in making a significant impact in any role.
Overview
31
31
years of professional experience
Work History
Business Manager
JPMorgan Wealth Management
07.2023 - Current
- Coordinated agenda development during weekly managerial sessions.
- Created visual content for critical presentations, including reviews and townhall sessions.
- Orchestrated the production and delivery of engaging slideshows for critical meetings.
- Coordinate stakeholder meetings effectively.
- Led vendor interactions on accounts payable and receivables from former bank to new entity name bank and appropriate cost centers
- Lead in the decommissioning of various applications
- Streamlined collaboration among legal teams and various departments to address class action settlements.
- Project lead in integration efforts for onboarding of SMAs (separately managed accounts) and Fixed Income investments from former platform to JPMA platform
Associate Director
First Republic Bank Private Wealth Management (FRC)
09.2021 - 07.2023
- Facilitated transitions of Asset Wealth Management teams to JPMA investment platform.
- Collaborated with Recruiting, Transitions, Operations, Compliance, Equity Trading & PWM Supervision for smooth asset class onboarding.
- Collaborated with managers on the PWM platform during candidate interviews, maintaining confidentiality.
- Assisted in creating a better onboarding experience for Wealth Management teams
- Managed drafting procedures and communication facilitation across various teams.
- Consistently followed up with newly joined Wealth Managers, assisting in their integration with the team.
- Ensured availability of project resources by developing metrics and Gantt charts in a central PMO intra-site within Microsoft Teams.
- Collaborated with CIO and senior leadership team to create Visio process flow charts for Third Party Management and Alternatives.
- Business Management Associate - to the Chief Investment Officer of Investment Management Research
Senior Executive Assistant
Citigroup – Corporate and Investment Banking
12.2015 - 09.2021
- Scheduled & managed complex Outlook calendars for executive client meetings and conference calls with key bankers across national and international time zones
- Arranged end to end domestic and international travel arrangements, IPO roadshows and technology conferences
- Promptly reconciled high expenses for reimbursement using the Concur Expense system and associated deal codes
- Facilitated weekly, monthly and quarterly reports for upper management review on client meetings & recruiting
- Senior Executive Assistant to the Managing Director, Co-Head of Global Asset Management, Director of Technology M&A Software team along with a team consisting of Senior Associates and Junior Analysts
Executive Assistant
Citibank Cards – Retail Banking, Decision Management
11.2011 - 12.2015
- Scheduled, managed and maintained busy Outlook calendar for daily executive level meetings and conference calls
- Arranged end to end meeting coordinating for high level off sites, internal on sites, summit sessions and high-level management meetings
- Arranged complex interview schedules between the management team and executive candidates
- Managed SharePoint access for the team
- Executive Assistant to2 Directors in Decision Management and their respective teams
Executive Portfolio Assistant/Client Service Specialist
LS Investment Advisors, LLC (LSIA)
10.2007 - 02.2011
- Calendar management and detailed arranging of client meetings, presentations and conferences
- Prepared & organized quarterly reporting, Stock Market metrics and MSWord mail merge mailings for over100 client accounts
- Regularly produced customized PowerPoint presentations for monthly and quarterly client meetings
- Liaised with the finance custodians and clients regarding letter of authorizations, withdrawals, wire transfers, trades, changes and contributions
- Support to Principal Partner, Portfolio Manager & Bonds Managing Director (West Coast), (temporary to permanent hire) hired by Natixis Bank in March2008 within Managed Portfolios group & transferred to LSIA in November2008
Assistant Vice President, Project Analyst
Bank of America Securities
01.2002 - 10.2005
- Applied thorough understanding of the Six Sigma methods to all projects—Define, Measure, Analyze, Improve & Control, (DMAIC) process to all assigned projects
- Produced project documentation in MS Project, (statement of work, project plan, issues list, risk documentation, meeting minutes, pivot tables, metrics reports, expenditure management forms and technical writing for quick reference cards & user manuals for various projects) and stored in PMO SharePoint site
- Scheduled, documented and ordered the Band2000 Desktops, UNIX, NT and AS400 servers & PCs nationwide
- Refresh Deployment while maintaining database of serial numbers effort as well as submitted change management requests, Q&A testing, and heavily communicated with all involved team members within I.T
- Responsible for I.T
- Implementations, upgrades, conversion and recovery as well as the utilization of expenditure management forms
- Project Management Office - Information Technology Dept
- (Promoted to A.V.P
- In2003), also liaison with the Finance group
Executive Assistant
Nations Banc Montgomery Securities/BofA Securities
11.1993 - 12.2001
- Managed a staff of three Administrative Assistants and temporary administrative staff
- Formulated & updated combined monthly Org Chart/Staffing & Year End Budget report in Excel
- Line of Business Coordinator for a group consisting of300 Global Corporate Investment bank employees – Managed Performance reviews and coordinated distribution of Customer Excellence Leadership Awards
- Arranged national and international flight bookings, car service, meeting facilities, food orders and hotel reservations for high level Senior Management meetings across the USA
- Created pivot table reports & utilized VLookup on complicated data reports for High Level Executives
- To the Chief Information Officer of Information Technology, (Global) Operations and the401(K) Department supporting EVP, SVP and Six (6) Relationship Managers
Education
Certified Financial Planning (CFP) program -
Dalton Education – Howard University
06.2025
core Project Management certifications - undefined
International Institute Learning (IIL)
09.2021
Bachelor of Arts - Human Development
Cal State University East Bay
Hayward, CA12.2006
Associates of Arts - Humanities
Berkeley City Community College
Berkeley, CA05.2003
Skills
- Microsoft Office Suite (Outlook, PowerPoint, Excel, Word, Visio, MS Project, Access), PitchPro, Google Suite, Office for Mac, Quark, Illustrator, Morningstar, SharePoint Administrator, Workday, Concur, Microsoft Teams Administrator
Timeline
Business Manager
JPMorgan Wealth Management
07.2023 - Current
Associate Director
First Republic Bank Private Wealth Management (FRC)
09.2021 - 07.2023
Senior Executive Assistant
Citigroup – Corporate and Investment Banking
12.2015 - 09.2021
Executive Assistant
Citibank Cards – Retail Banking, Decision Management
11.2011 - 12.2015
Executive Portfolio Assistant/Client Service Specialist
LS Investment Advisors, LLC (LSIA)
10.2007 - 02.2011
Assistant Vice President, Project Analyst
Bank of America Securities
01.2002 - 10.2005
Executive Assistant
Nations Banc Montgomery Securities/BofA Securities
11.1993 - 12.2001
core Project Management certifications - undefined
International Institute Learning (IIL)
Bachelor of Arts - Human Development
Cal State University East Bay
Associates of Arts - Humanities
Berkeley City Community College
Certified Financial Planning (CFP) program -
Dalton Education – Howard University
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