Estate Manager Personal Assistant

SUMMARY

My work with Principals has always been to ensure that I am the main point of contact for any Personal Assistance and Household Management. Often I have also been responsible for scheduling and operational aspects of my Principals’ individually-owned corporate interests.

PROFESSIONAL EXPERIENCE

Personal Assistant & Estate Manager Mar 2023 - Jan 2024

Private Principal San Francisco Bay Area

Oversight of Main Estate: Bay Area

●Manage schedules (business & personal) calendar, meetings, travel and appointments for a busy model / social media celebrity.

●Point of contact and communicating for all brands and business ventures.

●Handle shipping and receiving of all business and personal inventory.

●Main point of contact for all outside vendors.

●In charge research, planning and running point on all projects (solar) and construction (total remodel).

●Pay bills, manage finances and run her day to day life events.

●In charge of household staff, hiring, training and implementing policies, procedures and manuals.

Estate Manager & Personal Assistant

Private Family (3 Children - 9, 7 & 5)

Nov 2021 - Feb 2023

Ross,CA

Oversight of Estate / Main Property (7,000 sq ft home on 3 plus acres)

●Manage multiple household staff functions, including landscapers, handyman, housekeeper as well as well maintenance, propane servicing, Solar Project, interior and exterior construction projects, household and vendor inventory.

●Responsible for handling all her day-to-day tasks, including but not limited to: Mail, Amazon Orders, business orders, deliveries and returns, grocery shopping and inventory, house cleaning, laundry and organizing.

●Conduct daily landscaping and household cleaning checks to ensure a comfortable environment for Principal and family.

●In-charge of making sure there 3 wonderful children were well taken care of, making lunches, after school snacks / treats, after school activities (soccer, lax, tennis, basketball, drum lessons, play dates, appointments,

oAssist with homework, meal prep for dinners, ensure bath and shower schedules are adhered to, and handle any daily laundry needs.

Estate Manager & Executive Personal Assistant

Private Principal

Jan 2019 - Oct 2021

Sunol, CA

Oversight of primary Estate / Property (9,000 sq ft home on 20 plus acres) and rental properties.

●Managed multiple household staff functions, including landscapers, handyman, housekeeper as well as well maintenance

●Advanced research and vetting for of outside vendors, including propane servicing, Tesla Solar Project, interior and exterior construction projects, invisible fencing, weed abatement, as well as household inventory and vendor needs.

●Responsible for all bill-pay, managing and tracking of Principal’s finances and college- / graduate-aged children’s allowances, bank accounts, and investment portfolio. Keeping important recorders and documentation for her taxes and rental properties.

●Responsible for handling all her day-to-day tasks, mail, Amazon Orders, Business orders, deliveries and returns. Grocery shopping, cleaning and organizing as needed.

●Responsible for Principal’s mother’s care (lived in-home), her day-to-day tasks including, doctor’s appointments, personal shopping, bill-pay, finances as well as sending money to other family members (primarily in Russia). Served as interpreter (strong Russian accent) and booked all appointments, doctor’s visits and any personal phone calls.

●Responsible for the family dogs (2) feeding, walking, grooming, vet and medications.

●Planned and vetted vendors for major family events, including graduation parties, New Year’s Eve parties, as well as any other needs or issue that would come up during the event.

●Served as Human Resources for Principal’s corporation, Outdoor Camping & Hiking Company.

oInterviewing, background checks, onboarding and offboarding for all employees.

oResponsible for shipping and receiving new orders, warehouse organization and inventory, dealing with overseas employees (Russia), conference calls, timecards,

oResponsible for payroll and set up employees benefits and stock options.

●Responsible for organizing and managing her personal move from California to Montana. Interviewed and selected the most professional moving company and made sure all the details were explained properly so there were no surprises or delays.

Household Manager & Personal Assistant

Private Family (2 Children - 18 & 17)

Nov 2018 - Dec 2019

San Mateo, CA

Primary oversight of Estate / Main Property (7,000 sq ft home on 3 plus acres)

●Vetted, hired, trained, and managed multiple household staff functions, including landscapers, handyman, wardrobe / stylist, housekeeper.

●Responsible for Principal’s personal needs and duties, including paying bills, managing finances, grocery shopping, managing multiple calendars, cooking and cleaning as needed.

●Managed high-school aged children’s activities schedules and drop-off as needed.

●Planned and booked travel arrangements and vacations

●Responsible for online ordering and returns, deliveries, animal care (vet appointments, grooming appointments), car maintenance and washing, household inventory

●Oversaw all aspects of office move from San Mateo to Foster City.

●Managed fine wine collection (cellar and shipments).

Estate Manager & Executive Personal Assistant

Private Family (2 Children - 7 & 4)

Feb 2008 - Nov 2018

Danville, CA

Managed multiple properties (10,000 sq ft primary residence) and out-of-state rental properties.

●Vetted, hired, trained, and managed multiple household staff functions, including Nannies / Au Pairs, Housekeepers, Landscapers, and more.

●Capable and comfortable handling a large volume of Sales leads, Executive & Personal Assistant, and Household Manager duties.

●Responsible for managing the CEO & Vice Presidents personal needs and duties, including paying bills, managing finances, organize and lead team meetings and weekly conference calls, make all travel plans (personal- and business-related).

●Successfully completed 2017 as the #2 Senior Sales Advisor for Principal’s national commercial real estate corporation.

Loan Officer / Operations Manager

E-Loan.com

Jan 2001 - Jan 2008

Pleasanton, CA

●General responsibilities that are related to household management, e.g. liaising with multiple stakeholders, oversight of teams & size of teams, advising CEO or top executives.

●Upon company closure, CEO introduced me to Private Family to begin my career as an Estate Manager and Executive / Personal Assistant.

Contact this candidate