I joined Balmoral in 2022 to partner with the Founder and Senior Managing Director, Jonathan Victor. In that capacity, I was responsible for managing the daily operations and special projects of Mr. Victor’s.Provided office management. Mentored and trained support staff.

Understand, oversee, and direct IT operations in tandem with CIO and on behalf of CIO (when unavailable); utilize sound judgement, crisis management and critical thinking skillsPlan, manage, and evaluate operational, financial, and personnel activities; develop, implement and enhance systems and processes to achieve the Company's and CIO's missionAct as a liaison and ambassador with International Executive leadership team, direct staff reports, and IT team. Exercise discretion and the highest level of integrityMonitor heavy volume of communications (phone, email, in person, etc.) with confidentiality and prioritization; field all incoming communications and respond independently when possible with routing other responses to appropriate staff; follow-up as neededOwn or assist with drafting, proofreading, and distributing press releases, presentations, documents, and reports; note taking and transcribing meeting minutes. Create/edit Visio, PowerPoint/Publisher presentations and documentsWork independently and within a team on various projects. Act as project manager for special projects, at the request of the CIO, which may include: planning and coordinating multiple presentations, disseminating information, and organizing department wide eventsProcess CIO's expense reports as well as manage the processing/approval/tracking of expense reports and reimbursements for 10 of CIO's direct reports; ensuring that Travel and Expense policy is being followed at all times, identify and investigate exceptionsIndependently organize, plan, and execute special events and initiatives for CIO and 150 person Global IT department; includes quarterly Town Hall and annual Executive RetreatServe as a mentor to train and develop junior administrative staff to promote growth and instill camaraderieManage and oversee new hire on-boarding and department Organization and Seating charts

Provided all aspects of senior level executive and personal support for the head of the Small Cap Fund ($300M) and team of executives. Performed all essential tasks to deliver high-level administrative support for busy, fast-paced Managing Director and team.Handled highly confidential information with discretion and extreme attention to detail.Liaised between consultants, investment brokers, accountants and lawyers regarding new and on-going investments. Maintained heavy calendars: daily scheduling, board meetings, investment committee calls, conference calls, personal appointments, dinners, events, etc. Coordinated all aspects of complex domestic and international travel; composed detailed itineraries for travel and relevant meetings, printed boarding passes and checked in professionals for flights, managed back up and delayed flights.Responded proactively to annual dates and other important events. Planned and executed executive retreats and Annual Limited Partner meetings by interfacing with event planners and caterers to produce quality events.Organized and processed all expense reports; managed and created deals in DataBasics.

Executive Assistant Provided superb administrative and personal support for the Co-Founder and Managing Partner and Human Resources Director. Directed and performed all essential tasks for high-level administrative and personal support for the Co-Founder, Vice President, and HR Manager. Updated weekly pipeline report with great attention to detail. Executed wire transactions and maintained records for capital calls and distributions of private equity investments.Designed and prepared press releases for mass distribution.Managed the web based program for tracking all investment opportunities, correspondence and contacts.Provided accurate and detailed expense reporting.Maintained heavy calendar: daily scheduling, board meetings, conference calls, personal appointments, dinners, events, etc. Planned and coordinated all logistics of international and domestic travel for multiple individuals.

Senior Executive Assistant/Administrative Partner Partnered with executives and other administrators across multiple communities to contribute to the effectiveness of the executive staff through the organization of the day to day operations and ongoing business concerns.Provided direct administrative support to COO, Executive Vice President of Development, Senior Counsel and Senior Paralegal.Served as the liaison and representative to the Decurion Corporate - Legal Department, to all levels of the company business units, outside counsel and public agencies.Managed various construction projects, including creating clear and attainable project objectives, building the project requirements, and monitoring the timelines.Established and managed a departmental shared resource structure for junior administrators.Prepared and conducted employee performance evaluations for a staff of direct reports.Provided project management support to the theater portfolio and a large real estate portfolio of owned, leased and subleased properties.Maintained vendor insurance, entity formation, property profile and loan log. Drafted and processed confidential agreements.

Executive Assistant Facilitated the accuracy and timely abstracting and transmittal of lease documents, as well as tracking, verifying, reporting and disseminating lease data for a large commercial real estate portfolio in Southern California. Performed all aspects of senior level executive support and of the administration function.Provided administrative and technical support to the Vice President and Director.Supervised and trained office support staff.Prepared, processed and distributed lease proposals and documents.Updated and distributed leasing/marketing reports for mass distribution to brokerage community, including CB Richard Ellis, Jones Lang LaSalle, Coldwell Banker.