Most founders lose -----------ntum when calendars, follow-ups, and CRM systems quietly break down behind the scenes.
As an Executive Assistant and Executive Operations Partner, I build the systems that keep that from happening; supporting founders, executives, and growing businesses with executive support, business operations, and AI-assisted workflows so they can stay focused on leading, not managing bottlenecks.
My work goes beyond traditional executive support. I also build financial dashboards, business calculators, and reporting tools that give business owners real visibility into their operations, something few Executive Assistants bring to the table.
Over the past 10+ years, I've supported organizations across business banking, fintech, real estate, consulting, and eCommerce.
My work has included:
Managing executive calendars, inboxes, reporting, and follow-up systems that keep priorities moving
Building financial dashboards, business calculators, and executive reports that support informed decision-making
Creating SOPs, client onboarding documentation, and repeatable workflows
Organizing CRM systems and researching 2,000+ qualified prospect records for business development and sales outreach
Using AI tools to streamline documentation, research, reporting, and administrative workflows
Where I add the most value:
Executive Support • Executive Administration • Calendar & Inbox Management • Executive Reporting • Workflow Optimization • SOP Development • CRM Management (GoHighLevel) • Client Onboarding • Research & Lead Generation • AI-Assisted Documentation • Business Operations
Tools:
Google Workspace • Microsoft 365 • GoHighLevel • Notion • Asana • Trello • Slack • Zoom • Canva • ----------- • ----------- • ----------- • ----------- • ChatGPT • Claude
If you're looking for an Executive Assistant who combines executive support with operational thinking and the ability to build the tools that give you real visibility, I'd be happy to connect.
I take pride in being the kind of partner who takes ownership, thinks ahead, and cares about the outcome, not just the checklist.
