Kaitlyn James
About Kaitlyn James
Kaitlyn James is an Executive Assistant at Jefferies, with extensive experience in administrative roles across various financial and media organizations in the Greater New York City Area.
Professional Experience at Jefferies
Kaitlyn James currently serves as an Executive Assistant at Jefferies, a role she has held since 2018 in the Greater New York City Area. In this position, Kaitlyn assists a team of nine executives within the Healthcare Investment Banking sector. Her responsibilities include managing complex calendar schedules to optimize executive availability and coordinating both domestic and international travel arrangements, ensuring seamless logistics for the executives she supports.
Previous Role at Wells Fargo Advisors
Before joining Jefferies, Kaitlyn James worked at Wells Fargo Advisors from 2013 to 2018 as an Equity Research Administrative Assistant. During her five-year tenure in the Greater New York City Area, she provided comprehensive administrative support in the Equity Research division. Her tasks included scheduling, document preparation, and facilitating communication within the team.
Work Tenure at Macquarie Group
From 2012 to 2013, Kaitlyn James was employed as a Trading Desk Assistant at Macquarie Group in New York, New York. During her one-year stint, she was responsible for assisting the trading team with day-to-day operations, helping to ensure smooth trading activities by handling administrative tasks and managing relevant documentation.
Educational Background
Kaitlyn James pursued her higher education at Quinnipiac University, where she earned a Bachelor of Arts degree in Public Relations, Advertising, and Applied Communication. She studied at the university from 2003 to 2007. Prior to that, she attended Central Catholic High School from 1999 to 2003. Her academic background provides a strong foundation in communication and media relations, essential for her administrative roles.
Early Career Roles and Internships
Kaitlyn James has accumulated a wealth of experience from various roles and internships before her current position. These include serving as an Event Coordinator at MCM Hospitality, a Sales Assistant at IntercontinentalExchange, Inc., and a Trading Desk Assistant at Macquarie Group. Noteworthy internships include working at VH1 in 2006 and as a Temporary Sales Assistant at InStyle in 2010. These roles were based in the Greater New York City Area and contributed to her expertise in administrative support and coordination.