1. Paula Carolyn Medcalf
971 March St., Lake Zurich IL 60047
847-636-2848 cell
Core Competencies
Executive Support  Account Retention  Process Analysis  Strategic Relationships  Key Performance Metrics
 Internal Controls  Scheduling  Requirements Identification  Corporate Communications  Report Generation
 Client Relations  Accurate Documentation  Confidential Correspondence
 Customer Service  Staff Instruction Presentations Artistic  Data Entry/Retrieval
 Call Center Operations  Team Player
Recent Experience
Kalman Kushnir Capital, Northbrook, Illinois. General Office Manager/Executive Administrator for the
principal Investment Consultant. Prepared and submitted new account documents online; operated a
portfolio system composed of six different/interacting systems; reconciliation of same; interaction with
clients as well as greeting walk ins. Filing, organization and appearance of office, etc. The principal
system was Advent/Axys, a convoluted, and involuted system. Approaching the reconciliation of several
month’s portfolios prior to my hire date with a magnitude of errors was essential. However, this process
allowed me to attain a keen knowledge of the systems quirks and operation without much training. What I
was given was a run through of the daily responsibilities/processes from the previous assistant, and cues
from Bob Kalman. The online support was limited and often misleading. August provided an operational
breakdown with the major vendor, in that information was not transmitted at all. Informing Mr. Kalman
of this non-receipt on 8/1 he said that that it did happen on occasion, and requested I concentrate on prior
issues. 9/1 revealed no data had been received for the entire month of August from this same vendor.
Had I the opportunity to have had purposeful training, this and other tasks would have been on point.
Also, I was to have utilized my Quick Book skills and to assume the office manager role, but with the
major system in disarray, this never came to pass. I would come in at 6am, leaving after 7pm, worked
Labor Day,all to track down and correct using detective skills rather than any training I was promised.
After the first month of self-educating, I did in fact, comprehend all the moving parts. However, KKC is
an extremely small firm with a very selective clientele. Also note that my queries addressed directly to
Mr. Kalman proved to be a great disappointment to him, leaving me inwardly nervous, questioning my
every action. On 9/6 all was resolved for August, attesting to my resiliency in resolving disputed matters.
However,what Mr. Kalman had wished for was an “expert of the Advent” system I was training on.
Therefore, he could not retain my services within his comfort level. I was asked to resign to my great
regret. And again, despite the difficult circumstances,I left KKC in good standing. Having the highest
regard for Mr. Kalman in particular.
Home Depot, Lake Zurich,Illinois. Five years part-time evening working severalpositions. Seven
minutes from home, it allowed me to continue to assist AKC,and fulfilled my compulsion for perfection,
although this job certainly did not fulfill my need to express my many talents.
Fox Glen Gastroenterologist – Dr. Atia,Barrington, Illinois. Six months 2010: Receptionist. Imitated
and organized procedures with Good Shepherd Hospital and those done on premises with Dr. Atia.
Accepted and verified identity and insurance of patients. Accepted payment of same. Scanned results of
procedures to patient’s charts. Created Dr. letters to patients regarding same, notified primary physician
of results for follow up.

2. Applied Kinetics Corporation,Illinois. Seven years as the Administrative Assistant of a small
engineering business: all functions including transcription of forensic examinations to be presented from
the expert engineering witness. Handled Technical Library, Client List, Case Assignments and
management of resources. Word,Excel, FileMaker Pro, proficient in Quick Books, heavy phone contact.
Due to lack of resources of the firm, and working with no pay, I resigned.
JPMorgan/Chase,Illinois. 1993 to 2004 Various positions within the corporation including:
Investment Assistant Sr. Providing on-site support to a team of the top four producing Investment
Specialists in the Private Client Services Group managing $1.3 billion of client funds which generated $6
million in annual revenue. Managed sensitive client problems, generating investment proposals and
financials plans. Completing wire/transfer processing, trades, cost basis research,analysis and other
administrative and investment issues. Handled calendars, setting meetings, travel bookings and expense
reports. Focused on trust related issues for the staff – pointing out investment exceptions to policy.
Continually suggesting new and expedient ways to solidify and improve client relationships. Assisted in
the training of other assistants regarding trust procedure. Coordinated department move of staff and
specialists from one location to another with open floor planning.
Sr. Private Client Associate – Trust. Provided on-site support to Trust Advisor, Attorney, in servicing
existing clients and the development of new relationships with prospective customers.
Communicate/corresponded with account principals and their professional advisors – Portfolio
Management Groups and the Tax Department. Assured timely fulfillment of client request and needs.
Prepared complex presentation materials, handled gifting, security research. Relief receptionist. Adept at
organizing corporate events. Handled Evanston’s Art Gallery, selected artists, hung artwork, handled
Press release and announcements of same. Consistently recognized by top executives and professional
peers for excellent job performance.
First Card/Chase Credit Card, Illinois. 1993 TO 1995 Worked in the Call Center: accepted,analyzed,
approved/declined applications directly with customers in an expeditious manner while conforming to
lending practices and guidelines of Bank.
Previous to coming to Illinois (Los Angeles,Ca. and New York, NY)
Held account management, administrative and secretarialpositions with regional law firms, financial
institutions, non-profit organizations, Security Pacific National Bank (Bank of America), Citibank, as
well as Associated American Artists Gallery with Sylvan Cole and Aldis Browne; Wilkie, Farr and
Gallagher LLP; CarlSchaffer,Attorney and Treasurer of the Actors Studio.
Education
Attended MaryMount Manhattan College, The New School, the School of Visual Arts, worked with
Chaim Gross, David Arron all NYC. Continuing Education Courses included Trust Fundamentals,
Investment Procedures, Pershing, various sales/bank related courses. Knowledge of Windows, Excel,
FirstSar, BankStar, Aladdin, Act, SEI, DDA & other banking system, FileMaker Pro, Quick Books, and
now Advent/Axys and Fidelity system.