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efta-efta01153650DOJ Data Set 9Other

MATTHEW COLE

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DOJ Data Set 9
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efta-efta01153650
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EFTA Disclosure
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MATTHEW COLE PROFESSIONAL EXPERIENCE 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 CIVIC INVOLVEMENT 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 INDIVIDUAL SKILL SETS ASSET PROTECTION • 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) ART AND COLLECTION MANAGEMENT • 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 BUDGETARY OVERSIGHT AND ACCOUNTING • 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 CHARITABLE AND PHILANTHROPIC MANAGEMENT • 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 ESTATE MANAGEMENT • 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

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