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Patricia Bogdanski

Client Associate - Family Office Services

Talent
West Palm Beach, FLMember since September 29, 2026
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About

Progressive career demonstrated by administrative/executive support, management, and project achievements. Results-oriented, focused on accountability, delivery, deadlines, and objectives. Team player with vision and ability to process improvements, event coordination, and delivery of business/objectives.

Experience

Client Associate - Family Office Services - Eisner Advisory Group, EisnerAmper LLC - West Palm Beach, FL

Management services for high end wealth families

Tax Administrator - Divine, Blalock, Martin & Sellari, LLC - West Palm Beach, FL

(2022-02 - 2024-02)

Federal and multi-state tax return processing, payroll tax processing, client services.

Consultant - Administrative Support Solutions (Self-employed)

(2013-09 - 2022-02)

Providing temporary/seasonal administrative support solutions to small businesses

Administrative Assistant, Business Tax Services, Deloitte Investment Advisors - Deloitte LLP

(2008-06 - 2013-09)

Provided senior executive level support to Deloitte Investment Advisors National Managing Partner, Business Tax Services Partner, National Tax Director, Director - US Eminence Intelligence, Tax Controversy Senior Manager and several Tax Senior Managers. Back-up support for Tax Office Managing Partner and Global Managing Partner.

  • Ensure internal and external client needs and expectations are delivered seamlessly
  • Maintain area/regional/national initiatives as requested and promote change management with AAs and internal clients
  • Actively pursued opportunities to increase performance and individual growth including process and procedure changes, establishing new communication expectations and accountability Deloitte Global Learning. Time and expense for client services.
  • Generated monthly and quarterly reports from tracking database to monitor client revenues
  • Prepared client invoices and various financial reports using company branded systems
  • Production and tracking of engagement letters, transmittal letters. Electronic filing of returns
  • International videoconferencing and support

Executive Assistant - City of Milwaukee Health Department

(2006-07 - 2008-06)

Provided support to the Commissioner of Health and Chief Medical Officer. Back-up support to the Deputy of Health and Chief Communications Officer.

  • Single liaison for department's Commissioner
  • Dissemination of communications and community-based initiatives
  • Tracked and assisted with the management of expenses and grant applications
  • Identified, evaluated and implemented best practice processes and procedures providing a foundation for administrative support
  • Managed the report portfolio for the enterprise marketing team which was used to generate reports for all corporate events
  • Communications database used to distribute press releases and earnings announcements to analysts, newswires, media
  • Performed web content updates for enterprise portal to maintain current and accurate press release information
  • Renewal of City ambulance licenses

Executive Assistant - Manpower Corporate Global Office

(2004-04 - 2006-07)

Provided support to Vice President of HR - North America. Provided support to Chief Operating Officer - North America.

  • Demonstrate capacity to provide comprehensive administrative support for Leadership Team and all departments including coordinating/scheduling meetings/site tours and visits, coordinating event logistics and travel/lodging while effectively managing all daily routine tasks
  • Supervised department administrative assistants
  • Perform office management activities including maintaining vendor/business relationships, contract management, procurement of supplies and services
  • Coordinate preparation and timely completion of weekly staff commitments, monthly safety reports and annual OSHA reporting
  • Performed reference checks on potential candidates. Scheduled management interviews
  • Resolve purchase issues and coordinate with accounts payable department to process all invoices
  • Assist HR with on boarding
  • Succession planning project management

Administrative Assistant, Foodservice Division - Patrick Cudahy, Inc.

(1997-10 - 2004-04)

Provided senior executive level support to Senior Vice-President, Patrick Cudahy, Inc., President and Chief Operating Officer, Quik-to-Fix Foods, President and Chief Operating Officer, Patrick Cudahy, Inc., and Treasurer.

Education

University of Wisconsin - Milwaukee

Barry University

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