Responsibilities and Competencies--
Leadership and Versatility:
- Over 9 years of dedicated and versatile leadership across diverse fields, roles, teams, and departments with a servant-leader attitude.
Strategic Orchestrator:
- Discreet and flexible orchestrator of affairs, managing the multifaceted needs of companies, HNW clients, individuals and families.
Comprehensive Chief of Staff Role:
- Extensive responsibilities, including meticulous schedule handling, critical decision advice, and overall seamless orchestration of clients'/stakeholder's personal and professional lives.
Team Oversight/Human Resources:
- Astute oversight of staffing, operations, and human resources-- assembling high-performing teams and fostering a collaborative, results-oriented culture.
Event Orchestration:
- Meticulous planning and execution of high-end events, from intimate dinners to elaborate fundraisers, reflecting creativity and strategic thinking.
Effective Communications and Marketer:
- Proficient in over 4 languages, adept at conveying information between clients, stakeholders, and internal teams.
- Expertise in designing and managing websites, press releases, and sensitive content.
Financials / Asset Oversight and Procurement:
- Oversight of assets, procurement, acquisition, logistics, and sale of alternative appreciating assets, including art, wine, timepieces, and cars. Has proficiency in managing company financials, budgeting, securities and more.
Ownership and Resilience:
- Acknowledgment of mistakes with a commitment to swift rectification, demonstrating resilience and agility for continuous excellence.
Professionalism and Balance:
- Striking a delicate balance between engaging with the family and internal team while maintaining the utmost professionalism.
Property Management:
- Weekly vendor management, overseeing home remodels, design updates and maintaining meticulous control over household stock and inventory.
Calendar Management:
- Creation and daily upkeep of various calendars, tracking key dates, scheduling personal appointments with precision and organization.
Collaboration and Relationship Management:
- Effective collaboration and communication with the family, household staff, and personal contacts along with other stakeholders and entities.
- Extending care to children within client families, coordinating extracurricular activities, and ensuring seamless integration of child-related schedules.
Personal Travel Management:
- Meticulous arrangement of travel, including hotels, car services, flights, and long/short stay planning.
- Availability and online support during travel days for last-minute changes.
Supporting Staff:
- Coordinating and preparing documents for internal and external business meetings, ensuring seamless communication within the organization.
Diverse Roles and Personal Commitments:
- Researching and sourcing innovative home equipment, experiences, and charities to support locally.
- Running errands, coordinating meals, managing health and wellness activities, and arranging for dog walking.
- Managing family contacts, holiday cards, and gifting, reflecting thoughtfulness and care.
Commitment to Discretion and Flexibility:
- Commitment to discretion, flexibility, and unwavering dedication to the unique needs of clients, team members, High-Net-Worth individuals and families.
Multifaceted Position:
- Undertaking diverse roles that extend into the intimate fabric of clients' lives, requiring a unique blend of professionalism, resilience, and acute attention to detail.
Positive and Balanced Daily Life:
- Dedication to ensuring a positive and balanced daily life for clients, exemplified by responsiveness to time-sensitive requests on evenings and weekends.
Trusted Custodian:
- Not just a Managing Director and Chief of Staff, but a trusted custodian of the myriad elements that constitute a fulfilling and harmonious life for High-Net-Worth families and clients. Because of the military experience, has the capability to provide an added layer of protective security detail and plan security for individuals, stakeholders, and related parties.
Technology Focused and Driven
· Tech focused, familiar with AI engineering and proficiently uses a suite of cutting edge, intuitive, highly efficient integrated team technologies such as Notion, Process Street, Slack, Airtable, Google Suite, CloseIO, Carta and others to streamline processes, increase efficiencies, maintain consistencies, increase cost savings, augment capabilities beyond one person to that of seven, and expand upon productivity to ensure winning, positive, consistent outcomes.