• Perform critical senior advisory role to operate the primary affairs of the family office. • Anticipate and respond to the needs and requests of the Principal.• Oversee investment portfolios and tax obligations related to stocks, bonds, fx, precious metals, crypto, digital tokens, direct investments, hedge funds & other pass-through entities, private foundations, gift and estate tax, payroll, IRA’s, and various tax strategies.• Update and actively manage family Estate Plan and effectively administer Trust Operations to ensure compliance• Oversee all aspects of property management for multiple homes.• Negotiate terms for sensitive agreements (e.g., divorces, partnerships, trusts), contracts, and businesses. • Liaise with professional service providers and ensure optimal service levels (e.g., accountants, attorneys, insurance brokers, contractors, caretakers, bankers, doctors, etc.). • Prepare customized reports to track financial performance, asset allocations, income, budgets, cash forecasting, investments, expenses, etc. for family members and related entities.• Streamline IT functions to optimize performance, ensure data security, and efficiently manage information.• Coordinate VIP travel experiences: villa & yacht rentals, private planes, guided tours, security.• Ensure compliance with regulatory bodies/tax agencies: IRS, State Income, local government, SEC, OCC. • Attend meetings, summarize investor calls, and monitor contractor performance to ensure quality outcomes.• Continuously strive to increase efficiencies and lower costs by way of automation, comparing services, renegotiating contracts, affinity cards, etc. • Built out infrastructure for ultra-high net worth office following closure of principal’s hedge fund in 2009. • Serve as Chief Operations Officer for Principal’s winery in Mendoza, Argentina, overseeing growth from zero to 100,000 cases in less than 10 years with distribution to 26 different countries.

• Brought on board to build out family office for Managing Directors of $16B hedge fund• Converted and consolidated reporting system from Excel Spreadsheets and physical ledgers to QuickBooks• Co-managed multi-family office with $1B in assets, 6 households, 5 LP’s, a dozen+ trusts, and 2 foundations• Office management, expenses & payroll for $100mm foundation, 16 employee business, household help• Settled 2 estates: gathered/sold assets, opened related bank accounts, distributed funds to heirs• Oversaw build and property management of 12,000 sq ft home in Hawaii

• Supervised 10 specialists managing operations for 6 locations with $7B in assets under management (AUM)• Calculated monthly net asset value (NAV) for 11 private funds across several asset classes• Maintained group’s headcount while assets increased from $3B - $7B• Ensured accuracy and timely delivery of monthly client statements• Automated reconciliation reports between book of record and custodian to reduce time spent on exceptions• Optimized security master file to maximize efficiencies related to income collection and report accuracy• Extensive testing of systems to ensure smooth transition related to Y2K concerns• Coordinated closely with portfolio & relationship managers, trust admins, and tax to deliver excellence• Continued education on the job by completing Cannon Trust School and AIMR Performance training

• Responsible for accurate and timely posting and reconciliation of all income, trades, fx, corporate actions, subscriptions and redemptions for several mutual funds• Calculated daily Net Asset Values for both fixed income & equity funds and transmitted prices to NASDAQ• Researched taxability of corporate actions, ensured accuracy of principal paydowns/interest/dividends/pricing using multiple sources like Bloomberg and Reuters• Tied out and prepared monthly client statements• Trained and assisted junior accountants