I am a creative administrator with extensive experience in the financial industry, including Merrill Lynch, Smith Barney, a financial software company, a Non-Profit Foundation, and a private Family Office.
  
I have a Masters in Business Administration, 14 years experience in the finance industry, and 5 years experience in private family trust and foundation administration. I specialize in administration and offer management services for your home, office, and life.
  
Skilled at project organization, report implementation, supervising, training, and bookkeeping qualifies me for general office management.
  
Diplomacy with excellent speaking and writing skills allows me to effectively interface with inside and outside personnel optimizing communication, confidentiality, and project management and completion.
  
As an independent contractor, I am there when you need short-term or long-term assistance without any employee related costs (e.g., Medicare, social security, paid vacation, sick leave).
  
I will work in your home or in your office – wherever you need project work or regular assistance for as few or as many hours as you require.
  
I can organize your home office, help you prepare your tax information for your CPA, process AP/AR, prepare reports, reconcile bank/brokerage statements, and supervise projects – to mention just a few capabilities I bring to the table.
  
I also assist in will, health care directive, trust, and other legal documentation preparation.

The first consult is FREE to determine your needs! Give me a call - let’s talk!