Text extracted via OCR from the original document. May contain errors from the scanning process.
MATTHEW COLE
James Rupert Murdoch
4/2014 — 1/2015
Estate Manager
New York NY (UES)
Operational Functions:
•
Ilistoric 15,000sqtt ultra-modern estate on Manhattan's Upper East Side
•
Coordinated and supervised staff of 8 on-site employees in a formal to semi-formal environment
•
Extensive construction oversight, with ongoing contractor & vendor management after completion
•
Maintenance of extensive state-of-the-art computer and mechanical functionalities of estate
•
Maintenance of Savant smart home system, IIVAC, fire, security, plumbing, electrical systems, and vehicle fleet
•
Also served as butler/major domo/valet for family in the evenings
•
Inventory & management of wine cellar, sommelier type service
•
Coordinated training and walk-throughs with a subcontractors
•
Solely responsible for the security of the estate and the entire family when in-residence
•
Strong emphasis on green building construction, maintenance, and cleaning practices
Administrative Functions:
•
Staff scheduling, PTO, vacation, holiday and daily work assignments
•
Full FIR lifecycle of staff, and vendors; hiring, training, retraining, firing
•
Oversee insurance coverage & claims
•
Oversee permit process, Cen. of Occupancy, inspections and signoff of all depts. of city government
•
Coordinate extensive inspection process with family's in-residence schedule
•
Drafted annual operating & capital improvements budget, to meet with homeowner's approval
•
Daily accounting and accounts payable with said guidelines
•
Liaised and coordinated security and emergency plan and all necessary activities with corporate security
•
Provided 24/7 concierge service at principle's discretion
Jeremy Jacobs Sr. (Boston Bruins)
11/2013 — 3/2014
Estate Manager
Buffalo, NY
Operational Functions:
•
40,000sqfl formal upstate NY estate on 300 functional acres
•
Coordinate and supervised staff of 50 on-site employees
•
Regular maintenance of house book, guest book, and emergency plan
•
Daily care and maintenance of museum quality art, china, and linen collections
•
Inventory and management of wine cellar
•
Extensive pet care and culinary oversight
•
All homes and fleet maintained to five star conditions with 24/7 availability
Administrative Functions:
•
Full FIR lifecycle of staff and vendors; hiring, training, retraining, firing
•
Staff scheduling, PTO, vacation, holiday, and daily work assignments
•
Heavy scheduling and calendar management of principle and family activities, as well as staff and vendors
•
Coordinated private travel, large scale events, vendors
•
Liaised with executive office and flight operations under guidance of business manager
•
Daily accounting & accounts payable in accordance with annual operating budget
•
Coordinated principles' movements and estate activities with corporate security
•
Provided 24/7 concierge service
Maid and Sarah Long Solomon
1/2011 — 1112013
Chief ofStaff / House Manager
New York NY (UWS)
Operational Functions:
•
Coordinated and assisted a staff of twelve across three properties
•
10,000sqfl UWS penthouse and 20,000sqlt Bedford estate both fully staffed
•
Oversee contractor, subcontractors, and vendors as owner's rep
•
Doubled the square footage of residence into that of a 2-floor penthouse
•
Coordinated all construction activities around family's in-residence schedule
•
Heavy vehicle fleet, chauffer, and dynamic schedule management
•
Packed, unpacked, and transported entire family between their homes twice per week
Administrative Functions:
•
Coordinated private intemational travel, on-site events, regular entertaining
•
Manage schedule and time off requests for FT/PT staff, contractors, and vendors around family's schedule
•
Updated and maintained principles' Asset Protection Plan: LLC, Partnership, & Trust
•
Developed annual operation budget within principle's guidelines
•
Daily accounting, accounts payable, & credit limits managed in accordance with annual operating budget
•
Annual review of insurance coverage, limits, and protections
•
Coordinate accounts payable, budgeting, and expenses with external accountants and attorneys
•
Develop house book, guest book, and emergency plan(coordinate with extended family)
•
Perform due-diligence around charitable and political donations, oversee within IRS guidelines
•
Regular due-diligence of philanthropic organizations(board seats) and activities
•
FIR lifecycle of residence staff, maintain personnel files
EFTA01153650
Dr. Edwin Ashley
Chiefof Staff / Estate Manager
Operational Functions:
12/2005 — 8J2010
Los Angeles, CA
•
Principal contact and coordinator for all staff hiring, training, and payroll
•
Coordinated staff, international travel, pet care, vendors, and subsidiary businesses
•
Supervised construction at principal's 8,000sqft ultra-modern Ilermosa beach estate
•
Coordinated design of state-of-the-art glass floor dining room and roof top patio with 360 degree views
•
Ensured studio quality sound proofing throughout living quarters
•
Overseeing furnishings of estate imported globally
•
Maintained all residences and assets to the standards of a five star hotel
•
Operated as concierge service with 24/7 availability to principle globally
•
Develop House Book for all contents and functions of individual residences
•
Develop Guest Book outlining needs and preferences of regular guest at each residence
Administrative Functions:
•
Establish annual operating budget to meet with principle's approval
•
Daily accounting, accounts payable for all residences, businesses, and investment income
•
Management of personal accounts payable, expenses, credit cards
•
Develop and maintain Estate Plan i.e.: wills, insurance, healthcare proxy
•
Develop Asset Protection Plan i.e.: C & S Corps, LLCs, Partnerships, & Trusts
•
Develop Emergency Plan in accordance with principle's wishes
•
Establish annual operating budget to meet with principle's approval
•
Coordinate regular balance sheets, expenses, etc. with external accountants and attorneys
•
Coordinate and provide due-diligence for all charitable and philanthropic work
•
Annual review of insurance policies
Nicolas Cage
3/2003 — 12/2005
Personal Assistant
Los Angeles, CA
•
Personal Assistant on Nicholas Cage's private staff
•
Tasked with primary care his teenage son and ex wife
•
Assisted with semi-formal to formal dining service and meal preparation, as needed
•
Chauffeuring duties, primary care of pets, maintenance of smart home systems
•
Oversaw maintenance of estate to impeccable standards
•
Coordinated and supervised renovation and move of family's main residence
•
Full charge management of family's move from 4,000 to 10,000sqft residence
•
Supervised of construction of new pool house, ntartial arts dojo, music studio
•
Extensive travel, organization, communication, patience, empathy, and trust required
Andrew "Dice" Clay
4/2001 — 12/2002
Traveling Assistant
Los Angeles, CA/Las Vegas, NV
•
Responsible for coordinating all aspects of the family's life while traveling
•
Responsible for all of the family's day to day activities while traveling
EDUCATION
Harvard University, School of Extension (in progress)
•
Hybrid online & on campus Bachelor's degree program
•
Currently enrolled online, part time, working towards an MBA or law degree
•
Concentrating in Constitutional Law, with a minor focus on environmental management and finance
•
Additional, non-credit, workshops and guest lectures with global leaders of politics and industry
California Healing Arts College
•
On-campus program in Applied Sciences
•
Anatomy & Physiology, Myology, Neurology, Pathology, Swedish/Deep Tissue/Sport/Shiatsu/Medical Massage
•
Over 800 hours of clinical & practical application
•
Boys and Girls Club
Volunteer
1990 — 2000
•
Can-Do.org
Volunteer/Advisor
2004 — 2010
•
Pro Martial Arts Hall of Fame
Board Member/Advisor
2008 - current
•
The Mike Paul Foundation
Founding Director/Board Member
2012 - current
SKILLS
Administrative:
Asset Protection • Estate Planning • Daily Accounting • 501c3 Creation & Management • HR Lifecycle Management
Office:
Excel • QuickBooks • Outlook • Word • Mac & PC • smart phones • Typing/Dictation • Scheduling • Travel Planning
Estate:
Kaleidoscope • Savant • I1VAC • Construction Management • Event Planning • Chauffeuring • Time Management
Organization • Leadership • Yacht Maintenance • Art & Museum Collection Care • House/Guest Book Development
EFTA01153651
• Risk Based Assets — homes, yachts, aircraft, vehicles, etc.- usually isolated inside (individual) LLCs
• Safe/non-risk Assets — cash, jewelry, stocks, bonds — commonly held in a Limited Partnership, often along with LLCs
• Trusts — types of trust can include everything from the common Revocable Living Trust, to the gold standard Self-Settled
Spendthrift Trust "created as a domestic trust but can be converted to a foreign trust in an Event of Duress"
ESTATE PLANNING
• Wills — annual review • Life Insurance — annual review • Healthcare Proxy • DNRs • Power of Attorney (revocation of)
• Inventory of all collections on database and hardcopy
• Document history & proper labeling of all items in each collection for ease of use by Principle and archiving
• Regular museum quality care and maintenance of individual items
• Due-diligence and tracking of all items on loan for museum or private display
• Regular updating and review of insurance on all collections
• Insure proper security of collection at all times whether in-residence or on loan
• Daily accounting, tracking and payment of accounts payable - QuickBooks & Excel
• Management of credit limits
• Payment of credit cards, bill, utilities, expenses
• Tracking of & due diligence on investments
• Coordinate daily accounting with external accountants and attorneys as needed
• Creation and management of 501c3 organizations
o Determination of appropriate organizational structure — i.e. public charity or private foundation
o Creation of corporate entity - Dept. of State filings
o Appointing of Board of Directors
o Appointing officers, in accordance with BoD voting
o Writing of organizational bylaws
o Application and filings with IRS
o Establishing corporate bank accounts
• Event and fundraiser planning and management
• Coordinate with external accountants and attorneys as needed for IRS and State reporting
• Regular due-diligence on grant requests and follow-ups
HR LIFECYCLE
• liking • training • re-training • firing • dispute resolution • payroll, employee 401k, etc • healthcare plans
• Organizational assessment and restructuring
• Staff work assignments and scheduling
• House Book & Guest Book development and management
• Emergency plan development, annual walkthrough and review
• Staff training - protocol, dining service, basic antique/silver/collection care, emergency procedures - as needed
• Regular vehicle upkeep and maintenance - at the ready 24/7
• Wine cellar inventory and management
• Sommelier style wine service
• Evening turndown service
• Contractor and vendor management
• Annual property insurance review -comprehensive
• Butler and valet service - as needed
• IIVAC, Fire, security, electrical, plumbing, and smart home systems management
• Meal preparation
• Kitchen management
• Formal to semi-formal dining service
EFTA01153652