Own and manage residential housing.

Fly with clients and oversee all pre, post, and in-flight operations; manage flight crew, ground handlers, and FBO staff to ensure the client receives the highest level of service. Manage Salesforce and proprietary CRM software. Reconcile, merge, and update client files. Manage client and vendor relationships. Research, source, and propose trip itineraries to UHNW clients, sports teams, music tours, and corporate trips ranging from 2 - 3,000+ passengers.

Manage care & $50+ million in assets for two high-net worth families.• Budgets, property expense-reporting, due diligence & recommendations on property/vendors/employees• Facilitated small to medium scale events• Detailed financial planning; research/compile data to achieve in-depth understanding of clients' macro financial picture, assessment of historical/current/future expectations to identify key input variables, analyses of scenarios• Core/discretionary planning… Show more Manage care & $50+ million in assets for two high-net worth families.• Budgets, property expense-reporting, due diligence & recommendations on property/vendors/employees• Facilitated small to medium scale events• Detailed financial planning; research/compile data to achieve in-depth understanding of clients' macro financial picture, assessment of historical/current/future expectations to identify key input variables, analyses of scenarios• Core/discretionary planning, trust/estate-planning, asset allocation, portfolio analysis & securities supervision Show less

Managed properties & assets of two high-net-worth individuals & 20+ dependents in a family office setting. • Assisted with budgets, property expense-reporting & due diligence on property, vendors, employees • Reconciled change orders & invoices, identified & researched billing anomalies, presented recommendations• Maintained 15+ Excel workbooks, expansive electronic & hard-copy records, three Asana workspaces • Managed repeating tasks, insurance, taxes, maintenance: car, boat… Show more Managed properties & assets of two high-net-worth individuals & 20+ dependents in a family office setting. • Assisted with budgets, property expense-reporting & due diligence on property, vendors, employees • Reconciled change orders & invoices, identified & researched billing anomalies, presented recommendations• Maintained 15+ Excel workbooks, expansive electronic & hard-copy records, three Asana workspaces • Managed repeating tasks, insurance, taxes, maintenance: car, boat, real estate, jewelry, collectibles (art/stamps), dependents - grade school through adult children and other dependent family members• Charitable contribution management & messaging, donor-advised fund coordination• Responsible for events & on-site vendors/employees often requiring on-site supervision• Relationship maintenance, conflict resolution, billing/expenses for 13+ estates & 100+ vendors; researched & personally presented competitive alternatives to Audax CEOs Show less

Increased occupancy of $5 million, 100+ student housing complex by 11%.• Created brand, built audience, managed & tracked four marketing campaigns through Google AdWords• Managed showings, lease signings, inspections, maintenance, cleanings, utility/vendor/financial negotiations• Representative for university community relations events, Landlord Association meetings, town meetings• Managed all vendor and maintenance expenses to remain within the budget

Managed communication and implementation for four clients each with multiple integration projects.• Traveled extensively for public speaking & training sessions on LinkedIn, meetings with high-level executives, trade-shows & networking events• Produced two webinars on LinkedIn marketing, branding, security, integration & usage using AVS Video Editor• Increased upsells; implemented CRM campaigns, managed Salesforce & Assembla accounts• Created/edited content… Show more Managed communication and implementation for four clients each with multiple integration projects.• Traveled extensively for public speaking & training sessions on LinkedIn, meetings with high-level executives, trade-shows & networking events• Produced two webinars on LinkedIn marketing, branding, security, integration & usage using AVS Video Editor• Increased upsells; implemented CRM campaigns, managed Salesforce & Assembla accounts• Created/edited content, identified/documented issues for company’s proprietary flagship software product, RockTech for LinkedInPromoted from Executive Assistant to the CEO to Client Care Manager in January 2011; calendar management, travel arrangements, phone/meeting/appointment management, correspondence (e-mail) drafting. Show less

Managed nine clients and all their marketing, social media, and event needs.• Oversaw all aspects for simultaneous high-end events from small client lunches to 1,000+ attendee Yelp events• Sold marketing packages, secured event sponsors & in-kind-donations, negotiated with vendors/venues, designed marketing /PR material, managed /tracked marketing campaigns, prepared budgets/timelines• Conducted focus groups, strategy sessions, trade shows, market research, business development for… Show more Managed nine clients and all their marketing, social media, and event needs.• Oversaw all aspects for simultaneous high-end events from small client lunches to 1,000+ attendee Yelp events• Sold marketing packages, secured event sponsors & in-kind-donations, negotiated with vendors/venues, designed marketing /PR material, managed /tracked marketing campaigns, prepared budgets/timelines• Conducted focus groups, strategy sessions, trade shows, market research, business development for 15+ clientsPromoted to Executive Assistant to the CEO at a newly founded Rockefeller Technology company (RockTech) by the same entrepreneur & CEO from Clearly Creative, Dave Gowel Show less

Responsible for all events & event marketing.• Sold marketing packages, secured event sponsors & in-kind-donations• Negotiated with vendors/venues, prepared budgets/timelines• Designed marketing /PR material, managed /tracked marketing campaigns

Part-time employee during college.• Assisted Standards Control Team in floor moves & product placement• Promoted from register clerk, fitting room attendant, warehouse stocker, and merchandising consultant in Womens, mens, home, layette; client experience management, zone/upsell management.

Full time paid intern aiding members of the Complex Emerging Risks Claim team with determining coverage & setting reserves on environmental claims.• Studied for & passed the New Hampshire Insurance Claims Adjusters Exam, obtained my adjusters license• Awarded the Liberty Mutual Summer Merit Scholarship

Conducted market research on Dubai, current issues facing the country, due diligence & analysis on relevant investments in the region; reported directly to Fund Manager.• Managed telecommunications & contacted potential investors regarding the hedge fund• Facilitated corporate conventions & events

Conducted due diligence, market research & analysis on current & potential clients.