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efta-efta01111775DOJ Data Set 9Other

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EFTA Disclosure
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Presentation of Telephone: E-Mail: EXPERIENCE 10/2012-7/2013 Bull & Bears LLC owner Michael Jordan Owner Representative-Main Residence Construction Adapt to a busy, complex schedule Oversight the construction of main residence Schedule and coordinate with General Contractor and all subcontractors Collaborate with Designers and Architect Manage all IT and smart home installations Maintain all interior and exterior of the home Manage permanent employees and additional temporary staff as-needed Collaborate with the family office, security, and domestic staff Perform personal assistant duties Engage and manage vendors, negotiate contracts, and manage service quality Manage all bookkeeping and monthly expenses Event and party planning Maintain high service levels and `guest-readiness' Manage vehicles to be serviced, tags, insurance, sunpass, inspections and trade ins Drive vehicles and motorcycles to and from storage facility Maintain warehouse with all additional vehicles and Motorcycles and transported when needed Run errands as needed Drive family, friends, and houseguests to/from airport and drop off Vehicles at Airport for owners 4/2010 - 6/2012 Victor Vargas owner Banco Occidental Estate Manager Personal Assistant • Oversight of construction of two residences in in Palm Beach, FL and Manhattan, NY EFTA01111775 • Coordinate all correspondence between Architects, Designers and Principals • Coordinate all meetings between Principals and Designs staff • Generate billing breakdown for principal as well as balance payments received • Coordinate and manage all staff, outside vendors and sub-contractors • Coordinate day labors when needed Placed and managed all estate staff, outside vendors and sub-contractors • Manage all smart home technology • Maintain books, accounts payable and accounts receivable • Maintain time cards, staff vacation hours and time off In charge of the interior training, silver service, table setting, flower arrangements, supervise all housekeeping, food service, owner and guest laundry and general maintenance of the estate interior • Implemented five star and silver service for all meetings, private gatherings and family meals • Arrange domestic and in house meeting, events, guests, lunches and dinners • Maintain business and personal schedule/calendar of events and family schedule/appointments • Coordinate and prepare for arrivals of owners at various residences and yachts Provide personal/business clerical support, accounts receivable and payable Manage all bookkeeping, budgeting and monthly expenditures Correspond and coordinate with business offices in US and abroad Track and inventory personal luggage and wardrobe before-after travel Make arrangements with pilots, chauffeured car pick-ups and general travel requirements • Coordinate travel arrangements for staff traveling to other residences or yachts • Schedule and oversee all residences weekly contractor maintenances • Correspond to invitation acceptances or declinations • Schedule and confirm all appointments with doctor, trainer and massage therapist Prepare and draft confidentiality agreements for potential contractors and/or employees • Write all house manuals, smart home instructions and job descriptions 9/2009-3/2010"Project Darius" 360 Ft Yacht Prince of Dubai Bremen, Germany Freelance Chief Stewardess • Travel abroad to interview and meet with potential staff and crew • Placed, managed and trained all interior yacht Staff • Oversee and managed all outside vendors, contractors and day workers • Train all new crew in five star, silver service and etiquette • Coordinate walk through with owners for project progress • Make arrangements with pilots, chauffeured car pick-up and general travel requirements for owners' visits • Meet with and direct designers and yacht builders Provide personal and business support to owners via e-mail and telephone • Correspond and coordinate with business offices in Dubai, Canada and abroad • Track and inventory all art, china, yacht decor and yacht supplies Prepare and draft confidentiality agreements for potential contractors and/or employees • Manage all expenditures and budgets for chefs, stewardess and all interior purchases EFTA01111776 10/2007-8/2009 William Haseltine Foundation for Sciences; Washington, DC Executive Associate to the CEO-Dr. William A. Haseltine Ph.D. Genome Scientist Provide support and work in conjunction with Haseltine Foundation DC/NY/India and Haseltine Partners • Screen telephone calls, e-mails, correspondence and mail received to DC/NY foundation/partners and two private estates Maintain calendars, appointments, speaking engagements, board meeting and foundation events • Coordinate all travel flights, hotels, vehicles and overseas meeting, venues and appointments Provide logistical support for domestic and international meetings, conferences, seminars, speaking engagements and phone conferences • Coordinate and facilitate in house business meetings and all reservations for special guests, visiting DC/NY • Coordinate fundraisers and special Foundation Galas hosting up to 170 people Acquire passport and visa requirements for CEO as well as friends and family Develop and maintain good working relationship with US and India counter part staff and resident research doctors as well as estates staff Prepare weekly reports and updates for foundation. General expenditures for tax accountants, donations and expensed funding Maintain bookkeeping, accounting, and sub-contractor billing for DC/NY estates as well as staff hours, timecards and paychecks Develop, maintain and implement budgets and guidelines for foundations and for the both DC/NY estates Prepare and track expenses incurred for all employees for each travel segment, speaking engagement and foundation business travel Prepare follow-up correspondence to meetings, original for print literature submission, acknowledgement of donations received and/or disbursed Develop and maintain efficient filing and tracking system of all attendees and engagements of speaking, travel, galas and personal engagements for all three companies and DC/NY estates Monitor all progress of projects to ensure completion and implementation Document foundation, vendor and estate activity for end of day reports to CEO Managed remodel of new apartment in Manhattan, NY • Oversaw General Contractor and sub-contractors Updated Principal on daily basis on construction progress • Coordinated the moving of delicate art work and furniture into new Apartment Any and all other non-routine administrative duties as needed 10/2005-10/2007 Her Majesty Queen Noor of Jordan; Washington, DC Executive Assistant/Estate Manager Provide personal and business support to principal • Collaborated with foundation manager in maintaining schedules and calendar of events Liaison between foundation staff, estate staff, diplomats, ambassadors and politicos Make arrangements with chauffeured car pick-up and general travel requirements Assist in acquiring passport and dealt with visa issues for international diplomatic travel • Correspond to invitation acceptances or declinations Arrange domestic in house meeting, events, guests, lunches and dinners EFTA01111777 Arrange off property lunches, dinners and general meetings making suggestions and reservations on locations Make and secure airport clearance, vehicle transportation arrangements and general security travel requirements • Track-inventory personal luggage and wardrobe before and after travel Manage and maintain budget for I4M Personal estate as well as for HM personal expenditures Prepare and draft confidentiality agreements for all written and non-written media • Schedule and maintain all appointments with doctor, trainer and massage therapist etc.... • Collaborated with overseas security personnel for family gatherings and meetings Placed and managed all estate staff, outside vendors and sub-contractors Implemented five star and silver service for all meetings, private gatherings and family meals 11/2004-8/2005 Mr. Alan Schwartz - CEO Bear Stems; New York, NY Nancy Seaman - President Houlihan Lawrence Real Estate Executive Assistant/Personal Assistant/Estate Manager Assist the President & CEO with personal and business related matters • Screen and announce all incoming calls on all four phone lines, two faxes and three e-mail accounts Assisted with correspondence for both executives from staffed home office Prepare for all in house meetings and business operations • Create and maintain expense reports and budget record keeping for home office, petty cash, estate, private events and all incurred expenses Liaison for CEO with all incoming communication from members of the board, office executives and shareholders Maintain business schedule, personal schedule, calendar of events, family schedule and appointments Arrange lunches, dinners and impromptu meetings. Making suggestions and reservations on locations • Schedule routine maintenance of both executives' personal vehicles and estate vehicles Drive, meet and pick up both executives as needed • Some weekends nanny for l I yrs boy and 14yrs girl. Cook, drive, entertain and help with homework Provided with chauffeured car pick-up. Provided general communication with pilots and drivers • Office coordination for staff on all business and personal travel requirements Prepare and draft confidentiality agreements for potential contractors and/or employees • Scan, file and maintain analyst reports from investment banks and potential clients • Searched for, selected all estate staff, implement silver service for all in house meeting and private meals EFTA01111778 1998-2004 PRIVATE MOTOR YACHTS -- Med, South Pacific, South America, Europe Purser/ First Mate/ Chief Stewardess/ Estate manager for the following: Owners of Yachts: ­ Paul Allen — Microsoft ­ Mr. Cambata —Private Airports ­ MR. Primm — Casinos ­ Mr. Gannon — Restaurant Franchise Founder ­ Mr. Barreth — Wales UK Yacht Duties: • Train and place all interior Stewardesses in Silver Service, Table Setting, Decor and detail Housekeeping Managed bookkeeping, balance monthly expenditure reports, inventory, daily activity, consumption logs and provisioning • Coordinated with pilots, drivers, body guards, all principal or guest arrival, departure and land based activities Research, coordinate all land reservations and arrange of all land excursions or activities • While under way, stand watch duties, boat handling, navigation, plotting courses, logging positions, keep vessel journal logs hourly and handle all lines and fenders on returns or pull-ins • Charge of the interior training silver service, table setting, flower arrangements and general maintenance of the yacht's interior as well as exterior including but not limited to: maintenance of teak decks, fiberglass, tenders, and scuba gear etc Prepare and draft confidentiality agreements for potential contractors and/or employees • Searched for, selected and trained all yachts crew. Implement confidential accountability as well as five star services • Coordinate all business meeting, gatherings, events and business and vacation trips SKILLS MAC & PC Quick Books, Microsoft Word, Excel, Power Point. Internet searches • STCW Maritime Certifications Bookkeeping & Accounting Languages: Certified bilingual Spanish and English fluent and literal • Schedule and Calendar management • Public relations, customer service experience Party and Gala Planning • Travel coordination and Planning • Service to high profile individuals and wealthy principals EFTA01111779

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