Serena Waernes

Orchestrated executive, operational, and project support for a team of six in the Real Estate group, including two Partners. Delivered firm-wide corporate events for up to 130 attendees within budget and managed complex travel, calendars, and NDA execution.

Managed complex executive calendars and synchronized domestic and international travel logistics for senior leadership. Prepared expense reports through Concur and supported special operational projects.

Cultivated client accounts and custodial relationships while streamlining new-account processing and custodial funding workflows. Produced financial reports and strategic portfolio presentation materials for client meetings.

Executed M&A deal launches for the Financial Restructuring group by drafting and distributing outreach to roughly 250 prospective buyers and tracking all counterparty NDAs within Salesforce. Conducted market research and equity reporting through S&P Capital IQ and Eikon.

Reduced operational costs by redesigning and standardizing client-facing form testing and release cycles across Compliance and IT departments. Developed comprehensive work instructions, flowcharts, program schedules, and recurring status reports for senior leadership.

Coordinated a large-scale data center migration by partnering with IT teams and clients to schedule the physical relocation of servers and manage planned service outages, ensuring 100% successful transitions. Managed and developed a team of six administrative staff, conducting performance reviews and authoring departmental SOPs and user guides.

Bachelor of Business Administration with a marketing specialization and a minor in Psychology, completed in 2009.