Kaleen Skersies is the Executive Assistant to Terry Cook, Founding Partner & CEO, of Parcion Private Wealth. Prior to joining Parcion, Kaleen worked for multiple ultra high net worth (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.
LEADERSHIP QUOTE
But among you it will be different. Whoever wants to be a leader among you must be your servant.
– Matthew 20:26
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ABOUT KALEEN
Kaleen is the Executive Assistant to Terry Cook, Founding Partner & CEO, of Parcion Private Wealth. Kaleen specializes in the holistic support of C-Suite executives as they lead their teams. Her areas of focus include project management, creating efficiencies, event planning, calendar management, and marketing strategy. Prior to joining Parcion, Kaleen worked for multiple UHNW individuals and has served in various capacities in the private service sector.
Originally from Seattle, Kaleen has lived in MT, CO, and WY. In her free time, she enjoys yoga, hiking, horseback riding, wine tasting, and traveling.
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