#111: Kaleen Skersies - EA to CEO at Parcion Private Wealth

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--It’s the last day of the offsite and it was exactly what the team needed. The CEO pulls you aside to say, “Thank you. This was next level.”Your secret? You used Offsite. They handled the venues, negotiations, and logistics – so you could focus on shaping the experience.Sound too good to be true? It’s actually within reach. (And it can even save you money.)See how at leaderassistant.com/offsite. --The Assistant Habits Weekly Planner is designed to help you lead well through consistent action. It bridges the gap between daily calendar chaos and strategic executive partnership. Learn more -> assistanthabits.com --Are you ready to level up? Enroll in The Leader Assistant Academy at leaderassistant.com/academy to embrace the Leader Assistant frameworks used by thousands of assistants.More from The Leader Assistant...Free Community -> leaderassistant.com/communityBook, Audiobook, and Workbook -> leaderassistantbook.comAssistant Habits App and Weekly Planner -> assistanthabits.comEvents -> leaderassistantlive.comThe Leader Assistant Academy -> leaderassistantbook.com/academy Premium Membership -> leaderassistant.com/membership