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Executive Assistant

Location:
Lincoln, CA
Posted:
May 02, 2024

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Resume:

Sheila Benson

Dedicated and well-connected business and offshore investment manager with 9 years of experience as an estate manager, executive assistant and travel agent to a high net worth couple and their family. Highly recommended by partner investment firms as well as the family’s estate attorney due to continued professionalism, expertise and a deep “commitment to delivering exceptional results.” A vibrant and engaging personality with a can-do attitude in every situation has resulted in continued success for her and her clients.

EXPERIENCE

Ross Investments, Business Manager & Executive Assistant

February 2014 - PRESENT

●Executive assistant to high net worth family, managing executive-level personal and professional relationships

●Business manager of the entire investment portfolio of $20mil

●Portfolio includes: real estate, agriculture, oil & gas, in countries to include U.S., Panama, Columbia, Belize, Puerto Rico and Mexico (guarantor, current owner of 15 offshore properties)

●Preparer of financial P&L reports, leader of profit improvement with a focus on loss prevention and overall business analysis

●Vetting, hiring and managing accountants and CPAs

●Money manager, creating and maintaining offshore and onshore personal and business bank accounts

●Processes payroll for all employees of Ross Investment entities

●New business development, vetting, negotiating and purchasing of a variety of offshore properties

●Real estate advertiser and social media manager, maintaining relationships with social media platforms and local advertising organizations to include radio and television

●Strong knowledge of offshore investment processes, regulations, exchange rates and required documentation

●Management of property taxes as well as oil, gas and property royalties in a variety of different countries

●Property manager for 10 onshore properties and manager of 15 property management relationships for offshore investments

●Manager of all investment prospect trips, business meetings and coordinator of travel, personally attends all international trips with clients, leading business conversations and negotiations

●Estate management, coordinating care givers, personal appointments and other household employees

●High level manager of airport restaurant (local investment, guarantor and current owner)

●Working knowledge of Nevada and California business regulations and employment laws

EDUCATION

Bayard High School — High School Diploma

Dodge City Community College — General Studies, Coursework

17000 Wedge Parkway #1923

Reno NV 89511

775-***-****

***********@*****.***

SKILLS

●Dedicated, 24/7 availability to client

●Offshore investment expert

●Business finance analyst, P&L focus

●International business laws, regulations, taxes and royalties

●Natural leader and learner of new investment strategies

●Expert negotiator

●High pressure decision maker and problem solver

●Clear and direct communicator

●Strong presence and positive representative of client

●Driven and outgoing

●Compassionate and professional



Contact this candidate