Kaleen is the Executive Assistant to Terry Cook, Founding Partner & CEO, of Parcion Private Wealth. Prior to joining Parcion, Kaleen worked for multiple UHNW individuals and has served in various capacities in the private service sector.In this episode, Kaleen talks about what it’s like to work with ultra high net worth individuals, tips for project management, and how to distinguish between an individual contributor and a great leader.Show Notes -> leaderassistant.com/111Book -> leaderassistantbook.comEvents -> leaderassistantlive.comFree Community -> leaderassistant.com/communityPremium Membership -> leaderassistant.com/membership
The Leader Assistant Podcast exists to encourage and challenge assistants to become confident, game-changing Leader Assistants. Assistants have an enormous amount of influence as we manage the good, the bad, and the ugly in the life and work of our high-capacity, fast-paced CEOs, executives, pastors, celebrities, and politicians. The question is, what will we do with our influence? My name is Jeremy Burrows. I’m a longtime executive assistant, founder of GoBurrows.com, and author of the #1 Amazon Best Seller, The Leader Assistant: Four Pillars of a Confident, Game-Changing Assistant. In this practical and inspirational podcast, my guests and I discuss a variety of topics including productivity, time management, how to avoid burnout, leadership, and artificial intelligence as it relates to the future of the assistant role. Are you ready to become the #LeaderAssistant the world needs?