Teams at Cresset

Leads Cresset’s client-facing Business Management team serving athletes and entertainers. Oversees team performance, client service workflows, cross-functional coordination, banking and vendor relationships, cash management approvals, deliverables, and operational escalations. The role develops staff, supports complex client relationships, ensures accurate and timely service, and improves processes, technology, and scalability across high-touch family office operations.

Provides business management and family office services for athlete and entertainer clients. Responsibilities include client onboarding, private banking, bill pay, asset transfers, reconciliations, billing, credit and cash management, charitable distributions, financial reporting, tax document coordination, vendor management, and liaison activities with clients, advisors, CPAs, and attorneys.