Executive & Personal Assistant to High-Profile Principals

M. DANIELA PATEL

Miami, FL • 843-***-**** • *****************@*****.***

PROFILE

Dynamic Executive & Personal Assistant with extensive experience supporting high-profile principals and fast-paced family offices. Skilled in calendar management, travel coordination, staff supervision, household operations, vendor coordination, and QuickBooks-based expense tracking. Known for discretion, proactivity, and anticipating needs before they arise. Brings positive energy, efficiency, and strong organizational leadership to complex environments. CORE SKILLS

Project Management • Calendar & Travel Coordination • Vendor Management • QuickBooks • Staff Supervision • Operations Coordination • Time Management • Leadership • Effective Communication • Inventory Control • Problem Solving • Confidentiality Languages: Spanish • English

WORK EXPERIENCE

Personal / Family Assistant — McCourt Global Family Services Boca Raton, FL September 2025 – February 2026

• Provide high-level personal and family support in a fast-paced, high-demand environment requiring discretion and precision.

• Manage full family calendar, coordinating appointments, medical visits, meetings, and daily logistics.

• Coordinate children’s schedules, school communications, extracurricular activities, and transportation arrangements.

• Oversee household operations and supervise staff including housekeeping, chef, maintenance, and pet care.

• Handle extensive shopping and shopping research aligned with family standards.

• Handle returns, exchanges, and vendor follow-ups while maintaining detailed organization and records.

• Coordinate travel arrangements end-to-end including last-minute changes.

• Serve as liaison between the family and vendors, ensuring smooth day-to-day execution.

• Handled invoices, vendor payments, and expense tracking using QuickBooks.

• Maintain organized receipts and expense records.

• Trusted to manage sensitive information with discretion; proactively resolve urgent requests.

• Prepare and organize meetings, private gatherings, and family events coordinating with vendors and service staff.

• Verify and confirm appointments, reservations, and itineraries ensuring seamless daily operations.

• Learn family preferences and anticipate personal and household needs proactively.

• Compose personal correspondence and manage various personal errands for family members.

• Prepare and pack luggage for principals during travel when required.

• Manage and organize household files, documentation, and digital records with high attention to detail.

• Open, track, and manage incoming packages, deliveries, and pending orders.

• Assist with ad hoc projects and special requests as they arise.

• Communicate issues or operational needs to appropriate staff and vendors to ensure timely resolution.

• Support administrative coordination during private or company-sponsored events.

• Ensure confidentiality, discretion, and adherence to family office policies and standards. Personal & Executive Assistant to Pragnesh Patel — Co-Founder & Managing Partner, TMGOC Ventures

January 2023 – May 2025

• Provided high-level executive and personal support.

• Managed complex calendars across multiple time zones.

• Oversaw operations across three residences.

• Managed sensitive communications with discretion.

• Supervised recruitment and scheduling of staff.

• Planned domestic and international travel.

• Coordinated private events and gatherings.

• Handled invoices and maintained organized financial records.

• Traveled with the family to manage on-the-go arrangements. Logistics & Operations Manager — ONEWAY Cargo Company June 2020 – October 2022

• Oversaw receiving and handling of goods shipped internationally.

• Managed customs processes and documentation compliance.

• Coordinated national distribution logistics.

• Maintained inventory control systems.

• Led and trained logistics teams.

• Resolved importation and delivery issues.

• Maintained operational reporting documentation.

EDUCATION

Bachelor of Science in Civil Engineering — Jose Antonio Paez, Venezuela (2012 – 2018)

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