Interim Executive Business Partner & Estate Manager at Independent Consultant (2026-04 – Present)
Provide discreet executive, personal, and estate support, coordinating priorities, vendors, projects, and day-to-day operations.
- Manage vendors, contractors, schedules, and project deliverables across household and estate-related needs.
- Coordinate executive and personal priorities, travel, appointments, expenses, and time-sensitive requests.
Executive Assistant to EVP, Global Technology Risk Practice Leader at Lockton Insurance Brokers (2024-01 – 2026-04)
Supported the EVP in a distributed LA/SF executive partnership while he worked toward building a $50 million book of business.
- Protected executive time through complex calendar management and 30+ weekly stakeholder priorities, maintaining a 99.8% conflict-free schedule.
- Led 200+ domestic and international travel itineraries, proactively resolving conflicts and last-minute changes while achieving zero cancellations and reducing travel costs by 12%.
- Triaged 150+ daily communications and managed high-stakes, time-sensitive matters, improving executive response time by 40% and maintaining continuity across 60+ urgent situations annually.
Executive Business Partner to Chairman, President & CEO at Lockton Insurance Brokers (2004-03 – 2024-01)
Served as the primary executive support partner to the Chairman, President & CEO and principal shareholder of Lockton Companies, coordinating executive priorities, board activity, travel, and key stakeholder relationships within a 140+ country global organization.
- Built repeatable executive-support processes and localized coordination protocols that kept leadership informed and operational during periods of rapid growth.
- Served as the CEO's primary autonomous gatekeeper, resolving high-stakes operational friction before escalation and reclaiming 15+ hours of leadership bandwidth weekly.
- Managed end-to-end planning and execution for annual global summits and board meetings, allowing leadership to remain focused on core strategic priorities.
- Directed high-level philanthropic board engagements and executive partnerships, strengthening brand presence within a business with a 95% annual client retention rate.
Executive Assistant to Pacific Southwest Tax Managing Partner at Ernst & Young, LLP (1999-11 – 2003-12)
Supported the Pacific Southwest Tax Managing Partner as the primary point of coordination for executive calendars, communications, reporting, events, and regional-practice priorities within a global organization operating in 150+ countries.
- Implemented scalable systems that supported rapid regional growth and improved productivity for leadership and staff across the practice.
- Coordinated cross-functional communications and regulatory updates for 200+ practitioners, helping the practice meet evolving tax guidance accurately and on time.
- Developed 30+ complex monthly financial and strategic presentations for senior leadership, translating critical performance data into actionable insights for high-stakes decision-making.
- Directed end-to-end execution for 10+ annual regional conferences, managing off-site event coordination and vendor contracts to reduce event costs by 15%.
Executive Assistant to J. Gregory Brown at J. Gregory Brown & Co. Inc.
Served as the President's primary operational partner, supporting underwriting operations and the placement of more than $250 million in life insurance coverage through leading institutions, including Northwestern Mutual and National Life of Vermont.
- Managed the full lifecycle of 500+ insurance portfolios, including application processing, premium reconciliation, policy tracking, and high-touch client support.
- Cultivated professional relationships with high-level clients and carrier partners, identifying service needs and supporting long-term client retention.
- Managed weekly accounts payable, expense tracking, and financial recordkeeping for the President, ensuring accuracy and timely follow-through.
- Built and maintained organized recordkeeping systems that improved access to critical client, policy, and financial information.
Executive Assistant to Vice President of Production at ESPN Sports
- Managed daily operations, executive calendars, and weekly domestic travel for five senior leaders and a 150+ person technical crew in a high-stakes, deadline-driven production environment.
- Coordinated production schedules, organization, and cross-functional communications for 27+ annual media projects, meeting demanding deadlines while maintaining a 10% budget surplus.
