Talented professional with many years of experience in leading to organize a group of individuals to reach a shared goal. Creative and highly strategic with excellent leadership and client relations abilities. Professional and outgoing with success in building relationships
Overview
13
13
years of professional experience
Work History
Executive Director | Family Office
G&M Oil Company, Inc.
Huntington Beach, California
07.2011 - 10.2024
Successfully hired and trained new employees at front office level to replace promoted employees. Interviewed candidates for all departments.
Maintained corporate documents for all 7 entities , annual and bi-annual filings with California Secretary of State, annual minutes and updates.
Company banking, wire transfers up to 20 million dollars.
Executive Assistant to company owners - handled bills for all 7 properties, collaborated with property manager for maintenance and repair work. Handled family health insurance. Auto insurance and registrations, worked with escrow companies related to sales and purchases of homes. Travel arrangements domestic and International. Oversaw private jet contract/travel, making timely wire payments per contract, maintained travel flight hours, fuel consumption, domestic and international surcharges. Reservations to contract pilots and air crew. Processed monthly distributions by way of transfers. Successfully handled property tax payments on 7 properties. Insurance claims, auto and health. Private banking for company owners.
Successfully lead and maintained Vehicle Fleet Department for 45 + maintenance vehicles
Oversaw multiple credit card accounts for 50 plus employee cards.
Reviewed and executed real estate documents for property acquisition.
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