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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLEEXECUTIVE/PERSONAL ASSISTANTWith over 15 years of expertise serving C-Suite executives and 8 years dedicated to Ultra-High Net Worth Individuals, I am a globally seasoned and profoundly professional Executive/Personal Assistant. Combining financial expertise with a humble approach, I bring genuine enthusiasm to each task, ensuring my executives' lives progress smoothly. I specialize in designing intricate white-glove travel plans for business and personal needs, adeptly managing dynamic calendars, and overseeing financial documentation. As a proficient gatekeeper, I excel at rigorous scheduling, managing spontaneous projects, and personal tasks. My strong communication skills enhance my operations expertise, including managing corporate and private schedules. I am proficient in MAC, Microsoft Office Suite, CRM, Oracle, Google Suite, QuickBooks, Dropbox, and Concur. With US and UK passports, clean driving licenses, and a strong work ethic, I offer 24/7 availability across multiple time zones. I prioritize confidentiality and security while managing lifestyle needs, dedicated to streamlining corporate and personal lifestyles with a focus on detail and confidentiality. Professional ExperiencePrivate & Confidential International August 2023 April 2024 Personal Assistant to UHNWI in Family Office Fully remote ContractLeadership: Oversaw and managed international properties and vendors, coordinating estate management companies, landscaping, and construction plans. Supervised international household staff, including chefs, drivers, and housekeepers, to ensure smooth operations, frequently traveling to prepare for family visits.Expert Logistics Management: Coordinated all aspects of international and domestic travel, such as arranging private jets, helicopters, drivers, visas, hotels, and itineraries. Oversaw yacht operations, managed staff, controlled budgets, booked marinas, and conducted research on new tenders and jet skis, ensuring smooth and efficient experiences for high-profile clients.Administrative Management: Managed all personal financials for international and US properties, including expenses, credit cards, and tax documents; liaised with accountants to ensure accurate tax year-end submissions; handled correspondence by responding to letters and phone calls on behalf of UHNWI, ensuring timely communication; provided comprehensive executive administrative support.Confidentiality and Managed Affairs: Oversaw sensitive information with discretion, supporting UHNWI in personal and corporate matters by organizing appointments, meetings, travel, and events. Liaised with business associates and stakeholders and synchronizing personal tasks for the principal's family, including medical claims, school registrations, and summer camps. Atalaya Capital NY December 2022 June 2023Executive/Personal Assistant to 2 Partners Office Based Relocated to the UK to provide care for a terminally ill family memberExpense Management: Completed the consolidation of six months' worth of inherited unpaid expenses, totaling over $200k, into Concur within two weeks. Implemented a new procedure to ensure timely processing, resulting in $30k-$40k paid monthly.Personal Assistance & Complex Scheduling: Supported a partner and their young family by managing medical bills, shopping, and contacting contractors remotely while efficiently coordinating and maintaining time management during a busy fundraising period, including activities across multiple time zones.Conference Logistics and Event Coordination: Scheduled and booked conferences, managing all logistics for partners and team members to facilitate smooth and efficient participation. Executed a corporate golf day with external investors, overseeing all aspects to achieve a successful event.Tax Documentation: Collected all tax documents and coordinated with the personal accountants to ensure timely submission for the year-end tax return.Change-IT Group UK (Consultancy Role) October 2021 November 2022 Consultant - Back-Office Operations Relocated back to USAAutomated Back Office Operations: Implemented a comprehensive solution, automating contract management, hour tracking, and payment approvals. Provided clients, recruitment consultants, and contractors with an increase in productivity of 25%.Analyzed Business Models: Gained a 360-degree understanding improved the implementation and identification of back-office requirements.Global Trading Systems LLC NY July 2020 October 2021 Executive/Personal Assistant to CEO/Co-Founder (UHNWI) & COO/Co-Founder (Office & Home) Laid off Executive Support:Financial Management: Handled comprehensive financial oversight for HNWI, including investment management, fund transfers, bill payments, and property oversight for three estates, ensuring accurate monthly reporting and financial integrity.System Implementation: Designed and executed the integration of advanced calendar management systems, making a significant impact by seamlessly coordinating both personal and professional schedules for the CEO and family during high-stress periods.Project Management:Office Transition: Facilitated a smooth transition between remote and on-site work by commuting daily to the office and CEO's home, ensuring business continuity and minimal disruption.Remodeling Supervision: Oversaw a challenging remodeling project on a Long Island property, completing it within the budget and schedule, working with contractors and staging companies to make sure the estate was ready for sale. Personal Assistance:Confidentiality: Executed sensitive personal errands, including personal shopping for the CEO, ensuring the utmost privacy and discretion during a challenging personal period, and oversaw a large-scale relocation within NYC, establishing a new family residence and managing all transition details.Reimbursement Management: Secured $30k in medical claim reimbursements through HSA, effectively managing and resolving all family medical claims for the CEO and family.Property and Lifestyle Management:High-End Travel Planning: Orchestrated premium holiday reservations, including luxury vehicle and boat rentals, remotely managed guests and staff, navigated visa procedures and adhered to COVID-related protocols, ensuring seamless and luxurious travel experiences.Household & Property Management: Supervised domestic staff in multiple family homes, provided backup support for child caregivers to ensure smooth home operations, and oversaw high-end properties by organizing staff and contractors, ensuring all arrangements for guest arrivals were completed carefully, thereby improving overall property management effectiveness.Event Planning and Coordination: Curated and vetted top-tier restaurants and sporting events in NYC, managed exclusive vacation bookings, organized school enrollments and summer camps, supervised vehicle purchases and maintenance, and oversaw all sporting season tickets and sales, significantly improving lifestyle management.Data Analysis: Conducted comprehensive analyses of monthly expenses and generated detailed reports using pivot tables for five-year data, supporting ongoing legal proceedings and informing strategic decision-making. Castle Harlan Inc. - NY June 2018 July 2020Executive/Personal Assistant to CEO/Co-Founder (HNWI) Laid off due to COVID PandemicFinancial Management: Spearheaded comprehensive financial management by overseeing investments, four properties, multiple bank accounts, and credit cards. Generated detailed weekly and monthly reports, proposed strategic reinvestment options, managed expense reports and medical bills/claims, coordinated with accountants for tax documentation, and ensured timely annual tax payments.Executive Assistance: Meticulously collaborated with a seasoned EA to coordinate complex and dynamic schedules while providing personalized support to the CEO and his spouse. Executed high-level administrative support with precision and confidentiality, ensuring seamless daily operations.Human Resources: Directed HR operations encompassing salary adjustments, payroll authorization, and the strategic selection and onboarding of a new payroll firm for private staff, ensuring optimal organizational efficiency and compliance.Project Management: Led the successful project management of a foreign estate transaction, coordinating the intricate logistics of transporting valuable goods to the US. Orchestrated travel coordination for the CEO and his wife, accurately managing detailed domestic and international itineraries.Executive Resource Group - UK April 2011 May 2017 Executive Assistant to CEO/Founder/Operations Manager Relocated to the USAHR Competency & CRM Implementation: Implemented new HR procedures, including holiday/absence scheduling, staff benefits, payroll, and commissions; spearheaded new CRM implementation, ensuring smooth data transfer and staff training; led onboarding and off-boarding, new contracts, pay increases, and monthly appraisals; implemented a bespoke time and labor contractor self-billing portal, delivering HR and payroll training.Finance Management & Sales Strategy: Managed group finances, recovering 200,000 of bad debt in 2 months, increasing bank balance to 320k in 18 months, and improving client payment terms; revamped sales procedures, increasing revenue by 45% in 3 months; managed expenses and budget control for the entire group; championed factoring company, reducing fees by over 6000 per month.Board Competency, Calendar & Project Management: Achieved active position on the Company Board within six months of employment; provided full personal/professional support to Founder/CEO with complete confidentiality and heavy calendar management; sourced and managed the purchase and refit of business premises; negotiated with facilities and maintenance contractors.Global Travel, Event & Contractor Management: Arranged domestic and international travel for the Office Management team and Board members, including detailed itineraries; managed corporate event planning, personal shopping, holiday planning, and family assets, including cars, nursery, and household staff; managed contractors for the CEO's private and corporate tasks; collated and distributed documents for internal and external meetings. Codemasters/Vivendi Universal Studios Europe June 2004 March 2011 Personal Assistant to CEO/Founder/Office Manager Laid offChange Management: Orchestrated a seamless company takeover and merger, expertly negotiating compliance with UK regulations, ensuring a smooth transition.Global Standards & Finance Management: Enhanced operational efficiency by updating and implementing group-wide standards. Developed a comprehensive global expense procedure, fostering a collaborative relationship with the Group Finance Director to streamline financial operations, reduce costs, and boost financial performance.Office & Relationship Management: Streamlined all office and HR tasks, including holiday/absence tracking and a comprehensive hiring and onboarding process. Fostered strong internal and external relationships, adapting to changing work dynamics to promote a cooperative and productive atmosphere. Contributed significantly to a joint project with international studios to establish norms and procedures, enhancing operational performance and ensuring compliance with relevant regulations and standards.CEO/Founder Support & Travel Management: Provided comprehensive international support to the CEO/Founder with round- the-clock availability, ensuring efficient operations and communication. Arranged and coordinated extensive domestic and international travel for various Directors, ensuring smooth travel experiences within the global group. EDUCATIONOpen University - Business Studies Degree (4 years) Dudley College of Tech - Business Studies Part 1 & 2 Prince 2 |
