What I do for an executive or a team
What I take off your plate
What I bring to an AI or operations team
What I do for a marketing team
Calendar, inbox and calls
I've managed a principal's personal and professional calendar, and screened and routed about 40 calls and emails on a typical day.
Vendors, budgets and projects
About 25 vendors and contractors across construction, interiors, events and household, with the construction and interior budget tracked.
Events, start to finish
About 25 events and retreats in San Francisco and Costa Rica, from venue and vendors to invitations and finances. The largest drew about 300 attendees.
AI operations
I designed and operate my own multi-agent AI system, and I review about 35 agent decisions a week on one-tap approval cards.
Calendar, inbox and calls
I've managed a principal's personal and professional calendar, and screened and routed about 40 calls and emails on a typical day.
Travel, door to door
Flights, charter arrangements, ground transportation and multi-leg international itineraries: about 20 trips in 12 months for my last principal.
Vendors, budgets and projects
About 25 vendors and contractors across construction, interiors, events and household, with the construction and interior budget tracked.
Events and family logistics
About 5 events in a year for my principal, and family obligations balanced against work deadlines.
Agents with clear lanes
8 agents, 6 active, each with its own job: email, budget, time audits, shopping, design and posting, and upkeep.
Approval before anything is sent
Nothing in my message hub is sent until I approve it. I review about 35 agent decisions a week on one-tap cards.
Runbooks, not magic
Every agent has a written runbook, the same habit as the checklists and SOPs I wrote as an executive assistant.
Measured in hours
About 700 tasks and messages a week handled by agents, and about 10 hours a week back.
Short-form video
I designed AI agents that post short-form video to YouTube and Instagram by computer use.
Brand and web
Brand and differentiation strategy, sell sheets, the website, an SEO and SEM vendor, and outbound email to professional services firms.
Event marketing
Marketing, copywriting, venues, invitations and event finances for about 25 events and retreats, the largest about 300 attendees.
Design and media
My own studio as owner and marketing director, then marketing and media design at Cocrea. First place at the North Bay Createathon; the $25,000 ad campaign prize went to a teammate's company.
What I built
The AI system I run my own day on
The AI system behind my posting
In about April 2026 I started building a personal multi-agent AI system. I designed it, directed the build, and operate it every day. It runs my day-to-day operations.
How a message moves through it
- ArrivesiMessage, WhatsApp, Signal, Instagram and email land in one message hub.
- TriagedAn agent triages it and drafts a reply.
- ApprovedI get a one-tap approval card.
- SentOnly then is anything sent.
What it handles
Inbox triage
Agents triage and draft email. An approval card comes before anything is sent.
Budget
Agents track the budget and forecast what is ahead.
Time audits
Agents run time audits, so I can see where the hours go.
Short-form video
Agents post short-form video to YouTube and Instagram by computer use.
One message hub
iMessage, WhatsApp, Signal, Instagram and email in one place.
How I work
A yes before anything goes out
In my own system nothing in the message hub is sent until I approve it, and I review about 35 agent decisions a week. Your name on an email deserves the same care.
Discretion
For a tech founder I handled confidential family, financial and scheduling matters under an NDA. Private stays private.
Write it down
Checklists and SOPs for travel, household and vendors, run-of-show documents for events, and a written runbook for every agent.
Steady when it goes sideways
I led a client's cloud data migration (about 50 users) through a server provider outage and finished with minimal data loss. When a retreat producer misallocated funds, I renegotiated, ended the contract, and the retreat still ran.
Experience
- Apr 2026 to present
AI Operations
Independent project
- Designed and operate a personal multi-agent AI system: 8 agents, 6 active, about 700 tasks and messages a week.
- Approval cards before anything is sent; about 35 agent decisions a week reviewed.
- Sep 2024 to present
CEO
Executive Edge, LLC, San Francisco Bay Area
- Executive health and performance coaching business for executives and high-net-worth clients.
- Mar 2023 to Feb 2024
Executive Assistant / Personal Assistant
Private principal (tech founder), San Francisco, CA
- Managed the calendar, flights, charters and ground transportation; arranged about 20 trips in 12 months.
- Coordinated about 25 vendors and contractors; handled confidential matters under an NDA.
- Jan 2021 to Dec 2022
Executive Assistant to the CEO and Managing Partner
Symbio (managed IT services), San Francisco, CA
- Wrote checklists and SOPs, and worked with PR groups and publishing outlets on content in international publications.
- Led a client's cloud data migration (about 50 users) through a server provider outage with minimal data loss.
- Oct 2020 to Dec 2024
Owner and Fitness Coach
Future Fitness Bay Area (own business), El Cerrito, CA
- Own studio: personalized programs, group sessions, client scheduling, billing and admin.
- Jan 2018 to Dec 2021
Event and Retreat Producer
Self-employed, San Francisco and Costa Rica
- About 25 events and retreats in San Francisco and Costa Rica; the largest drew about 300 attendees.
- Marketing, copywriting, venues, vendor bookings, artist visas and event finances.
- Earlier
Executive Assistant
Earlier executive assistant roles
- Francisco Finance, Executive Assistant.
- Simon Buys Houses LLC, Executive Assistant and Property Management.
- Apr 2026 to present
AI Operations
Independent project
- Designed and operate a personal multi-agent AI system: 8 agents, 6 active, about 700 tasks and messages a week.
- Approval cards before anything is sent; about 35 agent decisions a week reviewed.
- Sep 2024 to present
CEO
Executive Edge, LLC, San Francisco Bay Area
- Executive health and performance coaching business for executives and high-net-worth clients.
- Mar 2023 to Feb 2024
Executive Assistant / Personal Assistant
Private principal (tech founder), San Francisco, CA
- Managed the calendar, flights, charters and ground transportation; arranged about 20 trips in 12 months.
- Coordinated about 25 vendors and contractors; handled confidential matters under an NDA.
- Jan 2021 to Dec 2022
Executive Assistant to the CEO and Managing Partner
Symbio (managed IT services), San Francisco, CA
- Wrote checklists and SOPs, and worked with PR groups and publishing outlets on content in international publications.
- Led a client's cloud data migration (about 50 users) through a server provider outage with minimal data loss.
- Jan 2018 to Dec 2021
Event and Retreat Producer
Self-employed, San Francisco and Costa Rica
- About 25 events and retreats in San Francisco and Costa Rica; the largest drew about 300 attendees.
- Marketing, copywriting, venues, vendor bookings, artist visas and event finances.
- Earlier
Executive Assistant
Earlier executive assistant roles
- Francisco Finance, Executive Assistant.
- Simon Buys Houses LLC, Executive Assistant and Property Management.
- Apr 2026 to present
AI Operations
Independent project
- Designed and operate a personal multi-agent AI system: 8 agents, 6 active, about 700 tasks and messages a week.
- Approval cards before anything is sent; about 35 agent decisions a week reviewed.
- Sep 2024 to present
CEO
Executive Edge, LLC, San Francisco Bay Area
- Executive health and performance coaching business for executives and high-net-worth clients.
- Mar 2023 to Feb 2024
Executive Assistant / Personal Assistant
Private principal (tech founder), San Francisco, CA
- Managed the calendar, flights, charters and ground transportation; arranged about 20 trips in 12 months.
- Coordinated about 25 vendors and contractors; handled confidential matters under an NDA.
- Jan 2021 to Dec 2022
Executive Assistant to the CEO and Managing Partner
Symbio (managed IT services), San Francisco, CA
- Wrote checklists and SOPs, and worked with PR groups and publishing outlets on content in international publications.
- Led a client's cloud data migration (about 50 users) through a server provider outage with minimal data loss.
- Jan 2018 to Dec 2021
Event and Retreat Producer
Self-employed, San Francisco and Costa Rica
- About 25 events and retreats in San Francisco and Costa Rica; the largest drew about 300 attendees.
- Marketing, copywriting, venues, vendor bookings, artist visas and event finances.
- Apr 2026 to present
AI Operations
Independent project
- Designed and operate a personal multi-agent AI system: 8 agents, 6 active, about 700 tasks and messages a week.
- Approval cards before anything is sent; about 35 agent decisions a week reviewed.
- Sep 2024 to present
CEO
Executive Edge, LLC, San Francisco Bay Area
- Executive health and performance coaching business for executives and high-net-worth clients.
- Mar 2023 to Feb 2024
Executive Assistant / Personal Assistant
Private principal (tech founder), San Francisco, CA
- Managed the calendar, flights, charters and ground transportation; arranged about 20 trips in 12 months.
- Coordinated about 25 vendors and contractors; handled confidential matters under an NDA.
- Jan 2021 to Dec 2022
Executive Assistant to the CEO and Managing Partner
Symbio (managed IT services), San Francisco, CA
- Wrote checklists and SOPs, and worked with PR groups and publishing outlets on content in international publications.
- Led a client's cloud data migration (about 50 users) through a server provider outage with minimal data loss.
- Jan 2018 to Dec 2021
Event and Retreat Producer
Self-employed, San Francisco and Costa Rica
- About 25 events and retreats in San Francisco and Costa Rica; the largest drew about 300 attendees.
- Marketing, copywriting, venues, vendor bookings, artist visas and event finances.
- 2017 to 2019
Marketing and Media Design
Cocrea, Nevada City, CA
- Jan 2016 to Aug 2016
Marketing Lead (part time)
Symbio (managed IT services), San Francisco, CA
- Brand and differentiation strategy, an SEO and SEM vendor, sell sheets, the website and outbound email.
- 2011 to 2014
Owner and Marketing Director
Studio Gray, Santa Rosa, CA
Tools I use
AI and automation
- Claude
- Claude Code
- OpenAI Codex
- ChatGPT
- Gemini
- Perplexity
- Zapier
- n8n
Workspace
- Google Workspace
- Microsoft Office
- Excel
- Slack
- Notion
- Trello
- DocuSign
- Zoom
- Calendly
- QuickBooks
Creative and marketing
- Canva
- Figma
- Adobe Photoshop
- Adobe Premiere
- CapCut
- Squarespace
- WordPress
- Shopify
- Hootsuite
- Meta Business Suite
Workspace
- Google Workspace
- Microsoft Office
- Excel
- Slack
- Notion
- Trello
- DocuSign
- Zoom
- Calendly
- QuickBooks
AI and automation
- Claude
- Claude Code
- OpenAI Codex
- ChatGPT
- Gemini
- Perplexity
- Zapier
- n8n
Creative and marketing
- Canva
- Figma
- Adobe Photoshop
- Adobe Premiere
- CapCut
- Squarespace
- WordPress
- Shopify
- Hootsuite
- Meta Business Suite
Creative and marketing
- Canva
- Figma
- Adobe Photoshop
- Adobe Premiere
- CapCut
- Squarespace
- WordPress
- Shopify
- Hootsuite
- Meta Business Suite
AI and automation
- Claude
- Claude Code
- OpenAI Codex
- ChatGPT
- Gemini
- Perplexity
- Zapier
- n8n
Workspace
- Google Workspace
- Microsoft Office
- Excel
- Slack
- Notion
- Trello
- DocuSign
- Zoom
- Calendly
- QuickBooks
- SF Bay Area, open to remote
- Full-time, part-time or contract
- Available to start now
- Any US business hours, including Eastern time
- References available on request
