On the Desk

Recently acted as the Executive and Personal Assistant the CEO of a family office that also oversaw two non-profit foundations. Concurrently, he was the President of an investment firm and the Chairman of an economic council. In this role I communicated with the offices of several high-profile philanthropists, business people, and elected officials such as Bill Gates, Warren Buffett, and President Clinton.

here's how i can help...

  • Manage your calendars

  • Coordinate meetings

  • Set up conference calls

  • Make reservations

  • Book commercial and private domestic and international travel

  • Help prioritize your day/week/month

  • Manage projects

  • Source and buy products and services

  • Assist with data entry

  • Proofread, edit, and create documents

  • Expense tracking / light bookkeeping

  • Assist with personal needs

  • Software/Programs:

    • Microsoft Outlook, Word, Excel, PowerPoint 

    • Google Mail, Docs, and Calendars 

    • Slack

    • Dropbox

    • Skype

    • Airtable

    • Trello

    • Canva

    • Expensify


    • Mailchimp

    • Basic WIX website design