2010 to 2025
Executive Assistant
Consulting Firm, New York
Handled operations, sales and marketing, finance, and HR for the firm’s leadership.
Business Consultant and Integrator
I help consulting and professional service firm owners run their business more efficiently, strengthen team ownership, and step back from daily operations within 90 days.
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About
I’m the person who sees the whole business, connects the pieces, and builds the structure that keeps it moving without everything landing back on the owner.
2010 to 2025
Consulting Firm, New York
Handled operations, sales and marketing, finance, and HR for the firm’s leadership.
2021 to 2025
ConnectUs Marketing Solutions
Led the operations team across marketing, bookkeeping coordination, and project delivery.
2010 to 2025
Linkserve Solutions BPO
Ran lead generation and appointment setting campaigns, managed client accounts and CRM data, and trained VA teams.
How I Help
A reliable pipeline, clear follow up, and a funnel that books calls.
Mapped workflows, clear ownership, and fewer things slipping through.
Clean numbers, a scorecard you can read, and decisions based on truth.
The right people in the right seats, with smooth onboarding.
Support for your pipeline, follow up, client communication, research, and daily ops, so the business keeps moving without depending on you.
Meet the AI Team
Pipeline, follow up, client communication, research, and daily ops, so the business does not depend on you to keep going.
How It Works
Reality
A business audit of how work actually moves today.
Direction
Clear priorities and one measurable outcome.
Flow · People · Truth
Processes, ownership, metrics, and the right tools.
Rhythm
Weekly and quarterly reviews so progress continues without chasing.
Repeat every 90 days, so the business keeps moving without depending on the owner.
The Full Picture
See what’s real
Set the direction
Map how work moves
Follow the numbers
Right people, right seats
Make growth reliable
Systems serve the process
Progress that repeats
A specialist sees one piece. An integrator sees how every piece affects the others.
The Shift
Your First 90 Days
Business audit
Owner and role map
Top priorities and one outcome
Core processes documented
Handoffs and follow up fixed
Weekly scorecard live
Team running the rhythm
Owner out of the daily loop
Next quarter plan set
Who It’s For
Need help with execution? My team at ExecuTask Advisors provides managed support to carry the legwork.
www.executaskadvisors.com