Developing Custom Solutions for Elevated Living and Service Team Cultures

Development, management, and oversight of primary residence with farm operations as well as additional properties, administration, staffing, service, financial supervision, policy implementation, and security. Strong project management experience to provide coordination and oversight of family residences, additional properties, and a small staff. Superb organizational and interpersonal skills to develop and maintain relationships with various contractors, vendors, staff, office personnel, and family members. Navigating responsibilities with a high sense of professionalism, intelligence, maturity, sensitivity, and discretion. Work independently on projects from conception to completion and able to work under pressure at times to handle a wide variety of activities and confidential matters with discretion and tight deadlines. Areas of responsibility are Project Management, Property Management, Financial Oversight, Human Resources, and additional Administrative functions for multiple properties.

Property Manager - Managing all aspects of a large sophisticated property and farm to ensure the highest standards and expectations. Act as single point person for all communications in regard to the property, staff, and farm business. Prepare reports and cost analyses for property and farm operations. Maintain financial, operational, production, equipment, and employment records for the property Obtain, review, and recommend proposals necessary for purchases to maintain inventory of machinery, supplies, feed, and livestock. Hire, train, mentor, and monitor workers engaged in estate care and farm operations such as planting, cultivating, irrigating, harvesting, marketing, selling farm products, and raising livestock. Applying health and safety standards across the property - monitoring activities such as groundskeeping, harvesting, and animal care. Plan crop activities based on factors such as crop maturity, weather conditions, and order deadlines to achieve the desired quality of yield. Recommend types or quantities of crops or livestock to be raised, according to factors such as market conditions and land use. Plan and coordinate with staff and vendors to assist with tours and educational eventsMarketing and sales - Evaluate marketing and sales alternatives for farm products. Establish and maintain relationships with local markets, farm-to-table restaurants, and local shops. Design, develop and establish a farm stand retail shop to sell the products of the farm.Maintenance - Inspect property and farm structures to arrange repairs, renovations, and maintenance of buildings, fences, roads, and equipment. Supervise contractors and employees during the construction of farm and property structures, such as buildings, fences, drainage systems, roads, and stonework. Manage and maintain timelines and scheduling for projects Responsible for monitoring and maintaining all systems to ensure that they are running properly

Bookkeeping and Payroll - Forensic bookkeeping, established, identified, and loaded historical transactions into QuickBooks for a family restaurant to produce accurate P&L and BS in order to amend prior years' tax returns working closely with a tax accountant to lower tax liability. Process and manage payables, budgets, contracts, and lower expenses. Generate invoices for contract and catering clients. Select and establish payroll service for a fully staffed restaurant business.Establish and Implement POS System - Research, select, load, and implement a new touch screen POS system to generate accurate sales reporting for a busy quick service bakery/deli which will enable online ordering to reduce customer wait times and stream line work flow. Restaurant Rejuvenation Project - Seek out and brainstorm with leaders in the industry of franchising and product development to enhance brand recognition, branding/logo generation, product enhancement, social media, and wholesale product placement strategies. Work with designers to makeover the restaurant.Family Administrative Matters - Liaison with family lawyers and accountants to help guide family members through difficult administrative life decisions and matters.Home Renovation Project Management - Worked with local TV home makeover show designers, general contractors, and subcontractors to ensure the quality of craftsmanship in a timely manner within a predetermined budget.

Provide Administrative Office Support - Compose correspondence, coordinate meetings, maintain calendars, liaison with board members and executives of various organizations, process mail, update and maintain files, process payables, month-end bank reconciliations and answer phones. Manage Medical records and medical appointments. Travel Coordinator - Coordinate and reserve private coaches and private flight services to and from various locations. Research and make reservations at some of the best resorts and restaurants. Coordinate services to achieve the ultimate experience in worry-free luxury travel. Coordinate and liaison with various parties involved with hosting speaking engagements.Special Events Planning Coordinator - Research, analyze, recommend, and coordinate every aspect of event planning including transportation logistics, hotel and travel accommodations, entertainment, and dining for all guests. Compose and generate creative invitations, track and manage R.S.V.P. responses to generate a guest list and seating charts for large events, and liaison with famous party planners for significant family events.Property Maintenance- Liaison and coordinate with various subcontractors such as: decorators, painters, landscapers, carpenters, plumbers, and electricians for various properties. Work with other staff members to ensure the highest quality of products and services to meet and exceed expectations. Work with realtors, lawyers, and banks when purchasing and selling properties.Professional Organizer Work with other household staff to organize wardrobes, holiday decorations, and other various belongings throughout the house. Archived family photos and memorabilia. Organize home office and set up household filing systems. Research and Purchasing- Manage online purchases and returns. Research and recommend various desired items and present them for selection and acquisition. Liaison with delivery companies.

Domestic and International Trading & Settlements Daily Pricing and Portfolio Reports Performance Updates Portfolio Accounting Client Requests Corporate Actions Proxy Voting Soft Dollar Security Characteristics and Data for Research Team Monitor Client Mandates and RestrictionsWeekly & Monthly Dividends MIS/IT & Report Writing MIS - In conjunction with outside consultantGeneral Office Tasks

Operations ManagerMIS ManagerCorporate AccountingComplianceClient/Administrative SupportResearch AssistantOffice Manager