EFTA00038908.pdf

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Source set: data-set-8
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Irvine, California • 354 connections 
do Personal Website 
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Experience 
Oct 2012 - Present • 7 years 1 month 
Irvine 
Sep 2003 - Present • 16 years 2 months 
Jan 2010 - Jul 2012 • 2 years 7 months 
EFTA00038908


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while being proactive in determining what requests and circumstances require the 
attention of Executives and Senior staff, often resolving issues myself. 
Organize and execute Sales Meetings and Events including, Sales Conferences and 
Award... 
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Jul 2008 —Jan 2009 • 7 months 
Screened all phone calls and maintained complex calendars and e-mails through on-
line reporting systems. 
Planned and managed all executive meetings, teleconferences and conference 
connections. 
Research, schedule and arrange all travel arrangements and prepare itineraries. 
Hired, trained, and supervised estate staff of multiple residences. 
Perform as a supervisory liaison between the homeowners, house guests, outside 
vendors and contractors, as the Estate Manager. 
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Dec 2005 - Jul 2008 • 2 years 8 months 
Communicate directly with clients on behalf of the CEO for this registered investment 
advisory firm. 
Attributed to a 200% increase of revenue within the first two years of employment by 
enabling the President to be regularly out of the office to promote the business. 
Created and managed corporate files in compliance with The Securities and Exchange 
Commission. 
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EFTA00038909


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Oct 1996 — Jan 2003 • 6 years 4 months 
Key contact for all business and personal communications for this high profile, high net 
worth Entrepreneur. 
Maintain all scheduling and appointments. 
Organize special events and dinner parties, including invitations, menus and outside 
contractors. 
Arrange for the purchasing, delivery and restoration of furniture, antiques and art for 
the estates. 
Act as an authorative liaison with auction houses, such as Chr…
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