Selected Work

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

These examples reflect both long-term executive partnerships and defined projects. Names and identifying details have been left out.

FOUNDER-LED CONSUMER BRAND · 2,600 EMPLOYEES

Founder and CEO support inside a 2,600-person organization

Context: Supported the Founder and CEO of a large, family-owned consumer brand across board, executive, company, external, and personal priorities.
What I Handled: Managed a complex and constantly changing calendar, executive communications, meeting preparation, sensitive information, and follow-through across the organization.
Impact: Protected the Founder and CEO’s time, surfaced decisions and competing priorities, and kept the executive office moving without requiring every detail to be escalated.

CLEAN-ENERGY FINANCING PLATFORM

Context: Supported a CEO splitting time between California and Florida while overseeing work across two offices and coordinating with a national board.
What I Handled: Took ownership of annual board and investor meetings across major U.S. cities, executive travel, vendor management, and coordination between the administrative teams in both offices.
Impact: Created continuity across both locations, strengthened coordination between the teams, and reduced annual travel costs by more than 20% through better planning and vendor management.

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 acquisition process 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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