Diane L. Email & Phone Number

Scale your business to $500k+, EFFORTLESSLY. YOU'VE MADE THE RIGHT MOVES...Your business has grown and you’re ready to take it to the next level. $500k and beyond is RIGHT there, but every day it’s feels like it's slipping away….✘ You're not sure what you specifically need to do to scale.✘ You're not sure if you have the right team because work STILL ends up back on your plate.✘ You're not sure if you're using the right tech because your business ISN'T more organized or seamless✘ You're not sure where to start automating or how to do it. Maybe you feel like you can’t shut off and you’re trapped in your business.Creating a Business Built to Scale DOES NOT Require Your Sacrifice.You can operate like well-oiled Fortune 500 Companies.Get you custom scaling blueprint so you can...★WORK LESS ★Our Clients cut their work hours by 50% and save a minimum of 10 hours a week, to start because we audit and realign their team and tech.★GROW YOUR BUSINESS★Our Clients go from $8k months to $25k+ WEEKS while sipping Mai Tais in Bali because they have systems that they trust to get the perfect results every.single.time.★BE THE CEO★Our Clients work less than 25 hours a week and have plenty of free time to create their next 6-figure service idea.You can be the CEO of a systematized and automated business run by your personal Dream Team.Book a scaling strategy session to find out how we can build your Effortless Empire.»» https://dianelamco.as.me/scale

San Francisco, Ca, Us

● Executive assistant and gatekeeper to EVP, Chief Audit Executive - assisting with all administrative needs and acting as liaison between Audit Leadership, Business Partners & Audit Team● Department Administrator overseeing 45+ members of Internal Audit Department - including management of HR issues, department-wide infrastructure initiatives and strategic plans and office/facilities● Manage preparation and distribution of Audit Committee materials and Board Reports● Assist in preparation and distribution of regulatory requests● Manage department recruitment efforts

New York, Ny, Us

Multi-faceted hybrid position that developed as my abilities and the needs to the business changed and expanded. I was originally brought on to serve as assistant to the Executive Managing Director of Private client, balancing the management of his sales pipeline with the strategic infrastructure development plans for the department. At the end of my tenure I was:● Gate-Keeper for Executive Managing Director and Executive VP● Providing insurance program support to 4 Account Executives● Assisting a Director with strategic & marketing projects ● Supporting our group personal excess program platformKey Accomplishments:● Assisted in development and implementation of the first Strategic Business and Marketing Plan for Private Client Services● Developed process to manage Private Client Services Marketing and Promotional Events - including creation of database for tracking projects and expenses, maintaining budget and coordinating between event staff and internal team● Management of the Group Excess online enrollment platform – including full redesign of website, quality assurance review prior to site launch and ongoing management of client enrollment and maintenance process

I served as a Chief-of-Staff to a very busy and entrepreneurial Firm Principal. While working together I managed: ● The creation of five separate alternative investment entities from inception to launch – including but not limited to: legal formation, creation of PPM/Subscription documents, website and marketing materials● Selection of all Service Providers and investor deliverables● Day-to-day operations of his six separate business lines - including investments, banking, operations, legal and client relationsI was the chief-of-staff and liaised with our outside resources to ensured timely completion of all projects and worked closely with external service providers on day-to-day operational issues.I was also the tactical resource that reviewing various business opportunities for viability and implementing when approved.

Bachelor Of Science - Bs, Business Administration And Management, Concentrations In Finance & International Business

Certificate Program, Project Management