Protecting the Principal
Protecting the Principal
Executive Level Support
Executive Level Support
UHNW Discretion | C Suite Agendas | Budgetary Forecasting | Executive Materials | Compliance Negotiation | UHNW Meetings & Interactions
A visionary leader needs an operational anchor. I distill complex moving parts into precise meeting agendas, manage intense forecasting, and provide an impenetrable vault of data privacy for the most guarded individuals in the country.
IRS UHNW &
Celebrity Audits
IRS UHNW &
Celebrity Audits
Revenue Agent
@ IRS
40+ Audits Directed (Including UHNW)
Negotiated Multi Million Tax Adjustments
300+ C Suite
Meeting Hours
Revenue Agent
@ IRS
40+ Audits Directed (Including UHNW)
Negotiated Multi Million Tax Adjustments
300+ C Suite
Meeting Hours
Friction
Friction
Managing financial audits involves highly guarded C suite executives, UHNW taxpayers, celebrities, and elite family offices.
These profiles demand complex financial analysis alongside the highest possible expectations for discretion and data privacy.
Taxpayers are often resistant and pushing too hard damages the relationship, while pushing too lightly compromises the compliance.
Managing financial audits involves highly guarded C suite executives, UHNW taxpayers, celebrities, and elite family offices.
These profiles demand complex financial analysis alongside the highest possible expectations for discretion and data privacy.
Taxpayers are often resistant and pushing too hard damages the relationship, while pushing too lightly compromises the compliance.
Architecture
Architecture
• Acted as the primary operational anchor and compliance liaison for over 40 concurrent audit teams executing rigorous financial due diligence for the most guarded taxpayers in the New York region. Engineered strict data privacy protocols to shield highly sensitive UHNW financial disclosures from exposure.
• Commanded over 300 hours of direct executive level meetings and taxpayer interviews serving as the definitive authority in the room. Skillfully navigated complex legal representation and C suite intermediaries utilizing a calm polished demeanor to dictate the logistical flow and maintain absolute control of the operational timeline.
• Neutralized hostility and resistance from elite profiles by translating dense financial tax code into clear actionable compliance directives. Facilitated major tax adjustments by anticipating taxpayer friction and resolving operational bottlenecks before they could escalate to formal litigation.
• Acted as the primary operational anchor and compliance liaison for over 40 concurrent audit teams executing rigorous financial due diligence for the most guarded taxpayers in the New York region. Engineered strict data privacy protocols to shield highly sensitive UHNW financial disclosures from exposure.
• Commanded over 300 hours of direct executive level meetings and taxpayer interviews serving as the definitive authority in the room. Skillfully navigated complex legal representation and C suite intermediaries utilizing a calm polished demeanor to dictate the logistical flow and maintain absolute control of the operational timeline.
• Neutralized hostility and resistance from elite profiles by translating dense financial tax code into clear actionable compliance directives. Facilitated major tax adjustments by anticipating taxpayer friction and resolving operational bottlenecks before they could escalate to formal litigation.
ROI
ROI
Successfully acquired highly sensitive documentation without fracturing the professional relationship.
Delivered polished professional results proving my absolute capability to manage the logistics of UHNW personalities with white glove discretion and undeniable executive command.
Successfully acquired highly sensitive documentation without fracturing the professional relationship.
Delivered polished professional results proving my absolute capability to manage the logistics of UHNW personalities with white glove discretion and undeniable executive command.
Tech Stack
IRS Secure Databases (RGS, YK1)
IRS Secure Databases (RGS, YK1)
Microsoft Office Suite (Outlook, Excel, Word, PowerPoint, Sharepoint)
Microsoft Office Suite (Outlook, Excel, Word, PowerPoint, Sharepoint)
Adobe Acrobat
Adobe Acrobat
Encrypted Communications (Zoom, Skype)
Encrypted Communications (Zoom, Skype)
Deep Research Systems (LexusNexis, Bloomberg Tax, Accurint)
Deep Research Systems (LexusNexis, Bloomberg Tax, Accurint)
Compose Marketing CEO Advisory
Event & Partnerships Lead @ Compose
$736,000 Ad
Revenue Captured
50% Client
Acquisition Increase
100+ Hours of 1 On 1 CEO Strategy Meetings
Friction
A CEO cannot scale if they are bogged down by the wrong acquisition strategy.
The executive team faced stalled momentum and a continued dropout of clients due to a heavy reliance on cold calling.
Missing yearly revenue projections was a critical threat if the strategic friction was not immediately cleared and the onboarding bottleneck was not resolved.
Architecture
• Acted as a high level strategic sounding board to pivot the CEO away from inefficient cold calling pipelines. I proactively analyzed our past successful engagements and engineered a customized whiteboard pitch strategy collaboratively with the CEO, tailored strictly for warm lead field marketing.
• Constructed the entire operational and logistical framework around the CEO’s proven experience as a public speaker. I handled all backend preparation and market research allowing him to pitch directly to high value audiences without being bogged down by administrative prep.
• Engineered automated Notion AI and Gemini workflows to perform deep market pre research and draft rapid ad mockups effectively clearing the VIP onboarding bottleneck and securing all highly sensitive data within Notion Database CRM.
ROI
Broke the revenue blockade entirely restoring client retention and driving a $700,000+ advertising pipeline.
By clearing the administrative bottlenecks, I sped up the VIP onboarding process by 50%, proving my ability to anticipate a leader's needs, discuss their mental blockades strategically through concise meetings, and engineer the exact logistical engine required for their success.
Tech Stack
Notion AI
Zoom
Meta Ads Manager
Gemini Advanced Workflows
Fathom AI
Canva
Compose Marketing Executive Gatherings
Staff Accountant @ EY (Loan Staff Project)
$170,000 Revenue
UHNW Engagement
250+ Partner Hours Reclaimed
100% Tax Compliance For Four Jurisdictions
Friction
Executing a global tax engagement for an ultra high net worth family office required balancing compliance projects across four international subsidiaries.
A critical scoping miscommunication regarding a complex overseas jurisdiction created a massive deadline crunch that threatened the high stakes relationship between the firm and the client.
The EY Partner and the client Tax International Director required a dedicated operational bridge to manage the global coordination and budgetary flow before the project collapsed under the administrative weight.
Architecture
• Served as the primary executive intermediary between the EY Partner and the Family Office Tax International Director managing all high level communications status reporting and cross border coordination for global tax professionals.
• Acted as a direct force multiplier for the partner by taking full ownership of the engagement budget including all client billing protocols project forecasting and informational overviews for senior leadership.
• Neutralized the global compliance bottleneck by establishing a unified communication framework between international stakeholders while building permanent step by step SOPs to ensure all future multijurisdictional engagements remained on schedule.
ROI
Delivered the complex global tax compliance perfectly on time while reclaiming over 250 hours of the partner's administrative capacity.
Delivered services as a loaned staff professional to the client's UHNW tax compliance team and earned $170,000 in tax engagement revenue.
By functioning as the operational anchor between the firm and the family office, I protected the high stakes relationship and proved my capability to manage elite financial portfolios with absolute precision.
Tech Stack
Bloomberg Terminal
Microsoft Excel Advanced Databases
Adobe Acrobat (Advanced Client SOPs)
CCH Intelliconnect (Tax Research Database)
Compose Marketing CEO Advisory
Compose Marketing CEO Advisory
Event & Partnerships Lead @ Compose
$736,000 Ad
Revenue Captured
50% Client
Acquisition Increase
100+ Hours of 1 On 1 CEO Strategy Meetings
Friction
Friction
A CEO cannot scale if they are bogged down by the wrong acquisition strategy.
The executive team faced stalled momentum and a continued dropout of clients due to a heavy reliance on cold calling.
Missing yearly revenue projections was a critical threat if the strategic friction was not immediately cleared and the onboarding bottleneck was not resolved.
Architecture
Architecture
• Acted as a high level strategic sounding board to pivot the CEO away from inefficient cold calling pipelines. I proactively analyzed our past successful engagements and engineered a customized whiteboard pitch strategy collaboratively with the CEO, tailored strictly for warm lead field marketing.
• Constructed the entire operational and logistical framework around the CEO’s proven experience as a public speaker. I handled all backend preparation and market research allowing him to pitch directly to high value audiences without being bogged down by administrative prep.
• Engineered automated Notion AI and Gemini workflows to perform deep market pre research and draft rapid ad mockups effectively clearing the VIP onboarding bottleneck and securing all highly sensitive data within Notion Database CRM.
ROI
ROI
Broke the revenue blockade entirely restoring client retention and driving a $700,000+ advertising pipeline.
By clearing the administrative bottlenecks, I sped up the VIP onboarding process by 50%, proving my ability to anticipate a leader's needs, discuss their mental blockades strategically through concise meetings, and engineer the exact logistical engine required for their success.
Tech Stack
Notion AI
Zoom
Meta Ads Manager
Gemini Advanced Workflows
Fathom AI
Canva
EY Family Office & Partner Support
EY Family Office & Partner Support
Staff Accountant @ EY (Loan Staff Project)
$170,000 Revenue
UHNW Engagement
250+ Partner Hours Reclaimed
100% Tax Compliance For Four Jurisdictions
Friction
Friction
Executing a global tax engagement for an ultra high net worth family office required balancing compliance projects across four international subsidiaries.
A critical scoping miscommunication regarding a complex overseas jurisdiction created a massive deadline crunch that threatened the high stakes relationship between the firm and the client.
The EY Partner and the client Tax International Director required a dedicated operational bridge to manage the global coordination and budgetary flow before the project collapsed under the administrative weight.
Architecture
Architecture
• Served as the primary executive intermediary between the EY Partner and the Family Office Tax International Director managing all high level communications status reporting and cross border coordination for global tax professionals.
• Acted as a direct force multiplier for the partner by taking full ownership of the engagement budget including all client billing protocols project forecasting and informational overviews for senior leadership.
• Neutralized the global compliance bottleneck by establishing a unified communication framework between international stakeholders while building permanent step by step SOPs to ensure all future multijurisdictional engagements remained on schedule.
ROI
ROI
Delivered the complex global tax compliance perfectly on time while reclaiming over 250 hours of the partner's administrative capacity.
Delivered services as a loaned staff professional to the client's UHNW tax compliance team and earned $170,000 in tax engagement revenue.
By functioning as the operational anchor between the firm and the family office, I protected the high stakes relationship and proved my capability to manage elite financial portfolios with absolute precision.
Tech Stack
Bloomberg Terminal
Microsoft Excel Advanced Databases
Adobe Acrobat (Advanced Client SOPs)
CCH Intelliconnect (Tax Research Database)