Executive Assistant Personal

Kerry Dudley

347-***-**** *****@****.*** www.linkedin.com/in/kerry-d-978b7130

EXECUTIVE/PERSONAL ASSISTANT

With over 15 years of expertise serving C-Suite executives and 8 years dedicated to Ultra-High Net Worth Individuals, I am a globally seasoned and profoundly professional Executive/Personal Assistant. Combining a distinct mix of financial expertise with a humble approach, I bring genuine enthusiasm to each task, guaranteeing that my executives' lives progress smoothly. I specialize in designing intricate white-glove travel plans for business and personal needs, adeptly managing dynamic calendars, and overseeing financial documentation, including credit card and bank statement reconciliation, expense tracking, bill payments, and property management. As a proficient gatekeeper, I excel at rigorous scheduling, efficiently managing spontaneous projects and personal tasks, and adeptly managing and ranking demanding requests with consistent follow-through. My solid communication skills enhance my operations expertise, including managing corporate and private schedules. I am proficient in MAC, with skills in Microsoft Office Suite, CRM, Oracle, Google Suite, QuickBooks, Dropbox, and Concur. With US and UK passports, clean driving licenses, and a strong work ethic, I offer 24/7 availability across multiple time zones. I oversee everything from calendar coordination and event planning to personal shopping, financial tasks, and household management. I prioritize confidentiality and security while managing lifestyle needs. I offer services to simplify and enrich daily life with a strong focus on detail and confidentiality. Dedicated to streamlining corporate and personal lifestyles, ensuring optimal potential is reached with a consistent pursuit of excellence and discretion.

WORK HISTORY

Private & Confidential – International. 08.2023 – 01.2025

Personal Assistant to UHNWI in Family Office –- Contract Role

• Manage International properties and vendors. Overseeing international household staff members such as chefs, drivers, and housekeepers to ensure smooth operations, often travelling to prepare for family visits.

• Co-ordinate Estate Management Companies, landscaping and construction plans.

• Supervise the management of the Yachts together with the staff and upkeep and budget control on upgrades, book marinas and conduct research on new Tenders, jet skis and other nautical projects.

• Play a critical role in managing the day to day activities and supporting the principle in all personal matters with some cross over into corporate matters. This includes organizing appointments, meetings, travel arrangements, and coordinating event, running errands and personal shopping.

• Handling correspondence: Responding to, letters, and phone calls on behalf of the UHNWI and ensuring timely communication.

• Managing all personal financials for International and US properties, all expenses, credit cards and all tax documents and liaise with accountants to ensure everything was submitted for tax year end.

• Liaising with external contacts: Communicating with business associates, family members, and other stakeholders on behalf of the UHNWI.

• Personal work for principles young family, to include appointments, medical claims, school registrations and summer camps.

• Providing administrative support: Completing administrative tasks such as filing documents, maintaining records, and managing office supplies.

• Ensuring confidentiality: Handling sensitive information with discretion and maintaining the privacy of the UHNWI and their family.

• Co-Ordinate global and domestic travel, including private jets, helicopters, drivers, visas, hotels, passports and itinerary.

Atalaya Capital – NY. 12.2022 – 06.2023

Executive/Personal Assistant to 2 Partners (Office Based) – Left to go to UK to look after terminally ill family member

• Heavy complex scheduling across several time zones during a busy fundraising period.

• Full execution of Corporate golf day with external investors.

• Collected all tax documents and liaised with accounts to ensure everything was submitted for tax year end.

• Completed inherited accumulation 6 months of unpaid expenses into concur in 2 weeks - over $200k of unpaid expenses – implemented a procedure to ensure all expenses were processed in a timely manner to ensure $30k - $40k were paid on monthly.

• Schedule and book conferences, to include all logistics for partners and team members.

• Remote personal work for partner and his young family, to include medical bills, shopping and deal with contractors.

Change-IT Group – UK (Consultancy Role). 10.2021 – 11.2022

Consultant re back office operations - Left to come back to USA

• Full 360 understanding of business model in order to help understand and implement back office requirements.

• Sourced and implemented a complete back office solution to fully automate the contracts, inputting and approving contact hours and payments – saving many hours for the client, the recruitment consultants and contractors resulting in a 25% increase in productivity.

Global Trading Systems LLC – NY. 07.2020 - 10.2021

Executive/Personal Assistant to CEO/Co-Founder (UHNWI) & COO/Co-Founder (Office & Home) – Laid off

• Ensured smooth transition between WFH and working on site by going into the city/office daily. Commuting between office and CEO’s home to ensure minimal disruption to the business during this period – often working in the offices alone.

• Full Executive Assistant role, including hectic calendar management, especially during a problematic working period.

• Independently managed of all financials for HNWI – to include investments, wire payments, bill payments, 3 property management, bank accounts and credit cards, monthly reports.

• Deep dive into monthly spending, creating complex reports using pivot tables dating back 5 years for pending litigation.

• Facilitate an extensive house move within NYC and set up a new family home.

• Project management of a complex renovation on a LI estate – came in under budget and given timescale. Coordinated with contractors and staging companies to ensure fully executed for sale.

• Extensive personal work for CEO, to include personal shopping, complete confidentiality due to a difficult personal time.

• Medical claims for the family of the CEO, ensuring all unpaid claims were refunded through HAS, resulting in $30k of claims paid.

• Implemented new systems for calendar management and coordinated busy family and business schedules for CEO and

children in the midst of family difficulties.

• Managed high end vacation bookings including luxury car hire for a road trip, luxury yacht hire with staff and coordinating

guests and staff remotely. Also dealt with Visas and ensured all COVID related guidelines were adhered.

• Coordinated deliveries for new home and liaise with interior designers to ensure all items delivered and installed correctly.

• Maintained extensive discrete and highly confidential communication with personal attorneys.

• Property management, coordinating staff and contractors. Ensuring all staff aware of expected arrivals, and everything fully prepared.

• Lifestyle management, including vetting restaurants and events in NYC.

• Renewed School enrolment and Summer Camp for children.

• Synchronized domestic staff between the new separated family homes and stepped in for nannies as and when needed.

• Co-ordinated all sporting season tickets, distributed to MD’s and staff, selling where appropriate.

• Managing vehicles, purchasing new vehicles.

Castle Harlan Inc., NY. 06.2018 - 07.2020

Executive/Personal Assistant to CEO/Co-Founder (HNWI) – Laid off - COVID

• Full financial responsibility of all financials – to include investments, 4 properties, bank accounts and credit cards, generated weekly, monthly reports and made recommendations with regards to re-investing cash and drawdowns and transfer of funds. Processed expense reports and medical bills/claims. Liaised with accountants re all tax documents and paid annual taxes.

• Project managed sale of international property and coordinated the shipping of valuable items back to the US.

• Handled HR including salary increases, payroll authorization, sourcing, and onboarding new payroll firm for private staff.

• Executed all travel arrangements for CEO and his wife (business and pleasure) domestic/international white glove itineraries.

• Managed three homes remotely including handling contractors, staff, and bills.

• Project managed home improvements remotely working and on site with contractors.

• Worked closely with established EA, managed extensive constantly changing schedules.

• Handled personal errands for both the CEO and his wife.

Executive Resource Group, UK. 04.2011 - 05.2017

Executive Assistant to CEO/Founder/Operations Manager – Moved to the USA

• Full personal/professional support of the Founder/CEO - gatekeeper with complete confidentiality and heavy calendar management.

• Active position of the Company Board within 6 months of becoming an employee.

• Management of contractors for both private and corporate tasks for the CEO.

• Personal shopping, holiday planning, dealing with family assets such as cars, nursery, and household staff.

• Domestic and international travel arrangements for the Office Management team and Board members - detailed travel itineraries.

• Expense management/payments and budget control for all of the group.

• Collated and distributed all documents for internal and external meetings.

• Recorded/actioned minutes/actions of all company meetings.

• HR - New procedure implementation including Holiday/absence scheduling, staff benefits, payroll, and commissions, on boarding and off-boarding, new contracts and pay increases and monthly appraisals.

• Sourced business premises to purchase, project managed refit of offices, negotiating with all facilities and maintenance contractors.

• Managed the finance of the group - Pulling in £200,000 of bad debt within 2 months and executing tighter credit control - bringing the bank account from a zero balance to £320k in 18 months, with many clients paying within the payment terms.

• Championed the factoring company resulting in a decrease in fees by over £6000 per month.

• Sourced, project led and implemented bespoke time and labor contractor self-billing portal, implementation for HR and payroll service improvement – delivered both internal and external training.

• Gained a 360 understanding of sales and revamped and rolled out procedures which resulted in 45% increase in revenue 3 months.

• Spearheaded new CRM implementation to include smooth transfer of data and staff training.

• Handled corporate event planning for staff and clients.

Codemasters/Vivendi Universal Studios – Europe. 06.2004 – 03.2011

Personal Assistant to CEO/Founder/Office Manager – Laid off

• Full International support Executive/Personal Assistant to the CEO/Founder and Office Manager with 24/7 availability.

• Collaborated with other global studios to upgrade and implement group-wide standards and practices.

• Guided the company through one takeover and one merger, and all negotiations/UK regulations.

• Established strong relationships both internally and externally throughout the forever changing workplace and management.

• All aspects of finance, including producing a global expense procedure, liaising closely with the Group Finance Director.

• Coordinated extensive domestic/international travel for various Directors, within the international group including itineraries.

• All office management and HR functions - Holiday/absence, produced and executed a complete recruitment/induction process.

EDUCATION: Open University - Business Studies Degree (4 years Dudley College of Tech - Business Studies Part 1 & 2 Prince 2

Contact this candidate