EFTA01153650.pdf

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 ChiefofStaff/ 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 12/2005 — 8J2010 ChiefofStaff / Estate Manager Los Angeles, CA Operational Functions: • 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