Patricia Schalk
Details
Executive Management
MBA, St. John's University, The Peter J. Tobin College of Business
Lazard Freres
SVP, Information Security, Program and Project Manager
Credit Suisse – Fixed Income
ICV Partners, LLC – Private Equity, Lower Middle Market
Direxion Investments – ETFs, Investment Management
2014 : 2021
Consultant
Chief of Staff, Program and Project Manager
2004 : 2010
Newedge LLC, Societe Generale
SVP, Chief of Staff to the CEO and Fixed Income Prime Brokerage Product Manager
Skills
Budget Management, Business Development, Business Process Improvement, Business Relationship Building, Business Relationship Management, Business Requirement Documents, Business Strategy, Change Management, Conflict Resolution, Contract Negotiation, Corporate Communications, Cross-cultural Communication Skills, Cross Functional Team Building, Cross Selling, Customer Relationship Management (CRM), Customer Retention, Debt & Equity Financing, Entrepreneurship, Financial Services, Fixed Income, Fixed Income Prime Brokerage, Global Operations, Human Resources, Information Security, Intercultural Communication, Internal & External Communications, Leadership, Legal Compliance, Marketing Strategy, Merger & Acquisition Communication, Mergers & Acquisitions (M&A), New Product Implementations, Operational Management, Organizational Development, Prime Brokerage, Private Equity, Product Marketing, Project Delivery, Project Implementation, Project Management, Project Planning, Relationship Building, Relationship Development, Reporting, Request for Proposals (RFP), Sales, Strategic Communications, Technology Integration, Trading Systems, Vendor Management
About
A strategic and results driven professional, attuned to the macro vision of business operations. An excellent chief of staff, project manager and problem solver with strong interpersonal skills, adept at managing essential business activities and incorporating better processes for more efficient and productive outcomes. An effective leader and program manager for organization wide communication management, meeting planning and facilitation, decision making under pressure, and delivering transformative counsel and insight to senior executives. Proficient at managing sensitive and confidential matters, taking ownership of projects that drive the business forward, managing agendas and focusing narratives on key business issues and stakeholders. Knowledgeable in information security, banking, brokerage, financial services and products such as Fixed Income, Equities, Prime Brokerage, Financing, Futures, Clearing and Execution.