Seminole State College of Florida

Experienced PA & House Manager  -  VA  -  Body Acceptance Coach  -  Speaker

San Francisco, California, United States

Private Family

Personal Assistant

Plus Amplified

Co-Founder

Stephanie Roman Coaching

Certified Health Coach  -  Body Acceptance Coach

Self-employed

Freelance Virtual Assistant

- Assist dynamic family - working couple, 4 children and 2 dogs
- Maintain meticulous household records - including manuals, vital documents, purchases, etc.
- Oversee maintenance of NYC apartment and East Hampton home
- High volume purchasing and tracking - including personal and domestic items, gifts and returns
- Track, categorize and report family-wide spending - pay all bills
- Manage domestic staff of 6 - including, payroll, overtime, taxes and insurance

Executive Personal Assistant
- Assisted  young executive/entrepreneur in all aspects, including managing a complex calendar and many high level meetings and travel arrangements (commercial, private, domestic and international)
- Supervised a personal driver and housekeeper, oversaw all repairs, deliveries etc. at the residence
- Shopped for personal and household items; responsible for all gift buying (birthdays, holidays, etc.)
- Arranged all personal appointments and social engagements
- Paid all bills; responsible for tracking expenses, checks and petty cash
- Maintained strict confidentiality on all personal matters
Personal Assistant
- Transitioned to reporting to spouse just prior to August 2016 marriage – retained all personal assistant duties, now with increased scope and volume
- Assisted with non-profit organization including setting meetings, ordering supplies, completing mailings, paying invoices and maintaining meticulous expense records

The Libra Group

Executive Personal Assistant

- Assistant to the Vice Chairman / Head of the Global CEO & Board Practice
- Responsible for complicated travel and meeting schedule for busy, top executive in the firm
- Project manager for executive/board searches including: arranging meetings and travel for clients, candidates and consultants, verifying education, tracking expenses, preparing invoices and updating our database
- Assist in preparing letters / proposals and following up on new business leads
- Proofread and edit all client documents
- Work closely with the Marketing department in organizing events and mass mailings
- Conduct research and prepare spreadsheets as part of team’s business development efforts

CTPartners

Executive Assistant

- Consulted busy family of 6 on how to manage their home and staff in a more cost and time efficient manner
- Analyzed current spending, developed budgets and put systems in place to track and reduce expenditures
- Revised staff responsibilities and schedules to ensure proper staffing and a smoothly run household
- Coordinated the rapid completion of an in-home construction project

Family Consultant - Temporary

- Assisted high profile socialite/interior designer, husband and 2 children
- Supervised maintenance and upkeep for 3 family homes (New York City, Palm Beach and Southampton)
- Managed social events including invitations and reminder cards, catering, rentals and flowers
- Arranged travel for family and domestic staff (commercial and private charter)
- Miscellaneous duties:  Sending gifts/flowers; Christmas cards; procuring event tickets; maintaining family cars; moving personal items in between homes; managing health insurance claims

Villamar Associates

Executive/Personal Assistant

- Assisted busy, private family; husband, wife and 5 children
- Various and continuously changing responsibilities and duties, including:
- Domestic Staff Manager: (7-9 employees) Collected hours worked and arranged weekly payroll; created weekly schedule to ensure proper coverage; mediated staff disputes, issues or requests; participated in hiring and terminations
- Property Manager: (3-7 properties) Handled all maintenance and repair issues; coordinated renovations, purchases and sales; liaised with tenants
- Personal Shopper: Shopped for clothes, personal and household items for entire family.
- Executive Assisting: Planned travel (commercial and private charter); arranged car service; set up all meetings and personal appointments; opened mail; answered phones
- Office Manager: Oversaw and approved all bills to be paid; initiated and followed up on wire transfers; maintained office records and copies of vital documents; managed insurance policies and processed and tracked claims
- Miscellaneous Duties: Maintained family car; assisted with dinner parties; arranged residential moves; set up homes prior to their arrival; organized drawers, closets, etc.; prepared for new baby

Lakeview LLC

- Assisted four group heads and their teams, totaling 30-35 people
- Seamless management of several demanding calendars
- Handled a high volume of meeting requests over several time zones
- Arranged extensive travel, domestic and international
- Processed T&E reports, purchase orders and invoices
- Provided support in all clerical areas (copying, faxing, ordering supplies, etc.)