Selected Work

A few examples of the work I've been trusted to handle

These examples reflect both long-term executive partnerships and individual projects. Some details have been omitted to protect confidentiality.

AMY'S KITCHEN · NATIONALLY RECOGNIZED ORGANIC FOOD BRAND

Founder and CEO support at Amy's Kitchen

Context: Worked directly with the founder and CEO of a nationally recognized organic food company with approximately $1 billion in annual retail sales and a historical workforce of more than 2,600 employees.
What I Handled: Managed the CEO's calendar, communication, meeting preparation, and confidential matters across board, executive, and company priorities. Coordinated confidential due diligence and potential strategic partnership discussions involving approximately a dozen external teams, including representatives and advisors from major food industry companies.
Impact: Kept significant, confidential work organized and moving with established industry organizations, while the CEO stayed focused on running the business.

YGRENE ENERGY FUND · CLEAN-ENERGY FINANCING

Context: Supported the CEO of Ygrene Energy Fund, a national clean-energy financing company with more than $3.2 billion in cumulative project financing.
What I Handled: Streamlined travel planning and vendor management, and coordinated board and investor meetings across two offices.
Impact: Reduced annual travel expenses by more than 20%.

PRIVATE FAMILY OFFICE · REAL ESTATE, RETAIL, INVESTMENTS

Context: Supported a founder and principal with interests spanning real estate, retail, investments, and personal matters, with sensitive work moving across multiple entities and locations.
What I Handled: Served as the central point of coordination for confidential priorities, outside partners, property-related information, special projects, and business and personal crossover.
Impact: Gave the principal one trusted point of contact who understood how the different entities and priorities connected and could move work forward independently.

PRIVATE REAL ESTATE PORTFOLIO

Context: Leases, tenant records, property files, and business documents accumulated over more than 20 years across several commercial properties.
What I Handled: Designed an AI-assisted process, naming convention, and filing structure to organize the documents and move them into a searchable cloud archive.
Impact: Avoided weeks of manual sorting, made records retrievable in seconds, and created a repeatable process for organizing new documents going forward.

FOOD MANUFACTURER · DUE DILIGENCE

Context: A confidential partnership and potential acquisition review required coordinated input from the executive team, manufacturing, operations, legal, finance, and external transaction teams.
What I Handled: Served as the central point of contact, built and maintained the secure document structure, managed permissions, tracked requests, and coordinated with approximately a dozen external teams.
Impact: Maintained one controlled and current source of information, kept requests and permissions organized, and allowed internal executives to remain focused on the business while diligence moved forward.

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