Julie Tishkoff

(415) 730-8211


Julie Tishkoff



Julie Tishkoff has extensive experience as an Administrative Professional and Project Manager in the fields of finance, law, and marketing. Julie is a proud alumnus of UC Davis where she obtained a B.A. in English/Comparative Literature and is still an avid reader and writer. She has lived in San Francisco for many years but is looking forward to transitioning to the Philadelphia area. She is a strong advocate for both human and animal rights and volunteers at local animal shelters. She also believes in the importance of environmental responsibility, particularly water conservation in California which is suffering from drought. She has been a fan of local SF sports teams but is looking forward to attending Phillies and Eagles games!


3/14 – 11/15

Wilson Sonsini Goodrich & Rosati; San Francisco, CA
Corporate Executive Assistant, Mergers & Acquisitions

  • Assisted attorneys in producing and reviewing documents
  • Oversaw projects from start to finish; managing the process, internal team, vendors and deadlines
  • Maintained corporate, capitalization and equity records
  • Assisted with closings (M&A, venture capital and public offering financings) and the preparation of federal and state securities laws filings (Form D, "blue sky" analysis and notices)
  • Interaction with service providers (SEC, Secretary of State offices, IRS, etc)integration and administration
  • Supported all aspects of merger and acquisition transactions and other strategic corporate development transactions, including due diligence, document preparation, closing mechanics and post-closing
  • Contracted Position

2013 – 2014

BlackRock; San Francisco, CA
Executive Assistant, Legal & Compliance Department

  • Coordinated annual prospectus and updated filings with the SEC
  • Worked with counsel to monitor and track the progress of regulatory matters globally across the firm, including maintaining and updating internal reports reflecting regulatory matters
  • Reviewed and evaluated data supporting compliance-related reporting
  • Worked with external and internal sources to maintain investment products, including assisting attorneys with fund formation, investor communications, and resolving regulatory issues
  •  Researched issues related to investment management and securities law
  • Coordinated with other project assistants the maintenance of various investment products and helped resolve issues
  • Prepared and tracked all invoices from outside law firms
  • Assisted with other legal and compliance projects as needed
  • Contracted Position

2011 – 2013

T Rowe Price; San Francisco, CA
Executive Assistant, Global Investment Services

  • Responsible for the planning and execution of seminars/conferences/trade shows/events
  • Assisted marketing team customize campaign materials by partnering with the relationship team to review plan data and participant needs
  • Generation of monthly and quarterly client performance reports for Relationship Management team
  • Production, editing and routing of monthly and quarterly investment commentaries to various audiences
  • Developed communications to help employees understand HR programs and benefits
  • Responsible for drafting a wide range of materials, including internal communications and sales communications, external/customer communications, talking points, frequently asked questions, presentations
  • Assisted marketing team in developing operational and marketing communication efforts with portfolio managers to ensure that new investment products and changes to existing products met client needs and regulatory requirements
  • Managed the end delivery and distribution of communications projects as well as results tracking
  • Tracked the development and distribution of customer communications with internal and external creative resources in conjunction with business partners.
  • Managed the end delivery and distribution of communications projects as well as results tracking
  • Responsible for creating, editing and proofreading client sales and marketing presentations
  • Collaborated with Brand Management, Legal and Compliance to ensure initiatives were compliant and within policy

2009 – 2010

Charles Schwab; San Francisco, CA
Project Manager, CRS marketing

  • Oversaw all aspects of print and interactive campaign program management
  • Managed process for marketing materials including drafting creative briefs, proofreading, trafficking, maintaining production schedules
  • Responsible for verifying factual information and ensuring materials met regulatory standards
  • Managed the development and execution of repeatable email, offline tactics/kits, SMS, websites, etc.
  • Responsible for proofing and fact checking marketing materials and communications
  • Performed ongoing end-to-end testing and monitoring of programs in production management
  • Responsible for monitoring plan against set timelines/deadlines

2002 – 2009

Wells Fargo Bank; Oakland, CA
Market Assistant, Consumer Lending Group (CLG) and Consumer Credit Solutions (CLS)

  • Composed customer correspondence and resolved customer queries from high value customers
  • Developed and delivered varied communications including newsletter, internal memos, and other strategic and tactical communications
  • Focused on reviewing, analyzing and editing marketing and editorial copy
  • Conceptualized and launched successful media education campaigns around product benefits
  • Collaborated with legal, compliance and Credit Risk to ensure initiatives were compliant and within policy
  • Developed schedules, led weekly status meetings and provided updates as needed
  • Coordinated all project requirements to ensure successful execution



University of California, Davis
B.A., English / Comparative Literature