sandy whitehouse

sandy whitehouse

executive assistant

About

Executive Assistant at Burgundy Asset Management LTD. Location: Toronto, Canada Area ... April 2012 – Present (4 years 8 months)Toronto, Canada Area...

Country

canada

City

toronto

Industry

banking

Skill

asset management

Experience

ubs

executive assistant to managing director

ubs

2001-1 - 2011-1 · 10 yrs 1 mo
rt capital management

senior secretary

rt capital management

1994-1 - 2001-1 · 7 yrs 1 mo

* Supported Canadian equity team, a team of top ranked portfolio managers. Coordinated and managed all travel itineraries, car services and expenses. * Organized luncheons, daily appointments, conference calls and other business communication events, meeting high quality standards of efficiency. * Scheduled meetings for team members, coordinating a number of calendars with high level executives. * Extracted portfolio valuation data from FMC and formatted into Excel spreadsheets for analysis by portfolio managers. * Analyzed and responded to corporate actions, a task that required accuracy and timeliness as it directly affected client's holdings. * Responded to shareholder proxy voting on direction of portfolio managers and accurately maintained record keeping for reports to clients. * Prior to 1994 held series of progressive roles as Administrative Professional within the Investment Management, Insurance and Food Distributor industries.

burgundy asset management ltd.

executive assistant

burgundy asset management ltd.

2012-4 - Present · 14 yrs 6 mos

Burgundy Asset Management is a leading global investment manager providing discretionary investment management for private clients, foundations, endowments, pensions and family offices.Burgundy follows a bottom-up, value-driven investment approach supported by intensive fundamental research. Our rigorous, original research enables us to seek out strong, undervalued companies with the potential to achieve solid, absolute returns over the long term.Founded in 1991, Burgundy remains independent and employee owned. Our central mission is to protect and build the capital of our clients, who are seeking superior long-term absolute returns versus short-term, relative performance. We invest alongside our clients so that our investment interests are directly aligned.Burgundy is headquartered in Toronto, Ontario, Canada, with an additional client-servicing office in Montreal, Quebec, Canada.

sandy whitehouse's Contact Information

Email

******@***.com

Phone

(**) *** ****

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