• Prepare fundraising documentation• Prepare and oversee budget across entities • Liaise with banks / customers / external auditors • Support bill paying and revenue collection • Coordinate board meetings, investor presentations, investor due diligence documentation• Prepare multiple general ledger account reconciliations and verify accuracy of data• Prepare individual and consolidated financial statements with multiple functional currencies• Support timely monthly and year-end financial close• Document processes and create guidelines for audit purposes

• Manage accounts and cash across Family Office-owned entities and trusts • Review and evaluate potential investments• Develop investment structure, negotiate terms and fund transactions• Interact with trustees (corporate and personal) and trust and estate attorneys• Coordinate beneficiary distributions, compliance with required reporting• Manage bank and brokerage accounts, process wires and other transactions• Execute trades of liquid securities • Track, report and interact with managers of existing private equity investments • Prepare and track annual budget • Provide project management for all types of special projects • Assist accountants with tax preparation, review and file returns • Manage and run payroll for various entities • Interact with insurance brokers on commercial and residential claims • Oversee all corporate entities to ensure compliance with all necessary requirements • Oversee HR function of family property support staff • Provide oversight on RE and operating businesses owned by Family Office • Lead audit of financial statements for operating businesses owned by Family Office • Manage bill payment of all Family Office expenses • Manage and maintain all Family Office documentation (electronic and paper) • Serve as director of family foundation (501c3) and trustee for family trusts

• Served as only Qualified Family Office Professional (QFPO) in the family office• Led business development efforts • Led due diligence and funding of all investment opportunities –RE, PE, DI, VC• Co-managed discretionary portfolio with a focus on commodities and equity index futures • Enhanced portfolio performance through equity derivatives –synthetic options• Introduced hedging and delta-neutral strategies –beta weighting, option-writing • Supported asset allocation through advanced technical analysis –Gann-based swing charting• Identified source of returns of active managers saving a client 0.73% a year on fees• Dissected impact of global economic indicators on portfolio performance• Implemented enhanced trading/investment process • Managed cash distributions and corporate credit lines• Restructured investment team by hiring a full-time analyst and creating a compliance committee • Formulated standard processes for third-party vendor selection –legal, tax, accounting• Standardized back-office and reporting functions across departments