Ann Robertson

Ann Robertson Email and Phone Number

Senior Project Analyst at Sugar Creek Capital @ Sugar Creek Capital
st. louis, missouri, united states
Ann Robertson's Location
St Louis, Missouri, United States, United States
Ann Robertson's Contact Details

Ann Robertson personal email

n/a
About Ann Robertson

I have extensive experience in LIHTC underwriting, project management, community and business development, financial and strategic planning, as well as financial reporting and compliance. I am always striving to learn from others and improve performance and productivity wherever I go.Specialties: Financial reporting and compliance, strategic planning, management consulting, messaging and goal setting.

Ann Robertson's Current Company Details
Sugar Creek Capital

Sugar Creek Capital

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Senior Project Analyst at Sugar Creek Capital
st. louis, missouri, united states
Employees:
27
Ann Robertson Work Experience Details
  • Sugar Creek Capital
    Senior Project Analyst
    Sugar Creek Capital May 2022 - Present
  • Sugar Creek Capital
    Project Analyst
    Sugar Creek Capital Dec 2018 - May 2022
    Webster Groves, Mo
    Underwriting low income housing tax credit projects.
  • Ann Robertson Consulting
    Principal
    Ann Robertson Consulting May 2018 - Present
    Edwardsville, Il
    Consulting services around strategic financial management planning, project management, management practices, compliance reporting, development financing, and economic development financing.
  • Deaconess Foundation
    Assistant To The Ceo And Office Manager
    Deaconess Foundation Jul 2016 - Apr 2018
    St. Louis, Mo
    Office management and special projects as assigned. Work included benefit management, document retention, and asset management. Special projects included development of record retention policy as well as coordinating an office relocation. Managed communications, travel and calendar for the CEO.
  • Stem Center At Siue
    Special Projects Manager
    Stem Center At Siue Jun 2012 - Jul 2016
    Edwardsville, Il
    Completed the strategic plan. Created yearly activity goals based on the strategic plan in consultation with director and stakeholders. Managed special projects including public relations messaging and reporting. Facilitate meetings and relationship building with stakeholders. Completed update of web content and integrated lending library database. Coordinated work by programers and students to complete projects.
  • City Of Rock Hill
    Director Of Finance/Assistant City Administrator
    City Of Rock Hill Aug 2007 - Mar 2012
    * Streamlined regular reporting of financial statements.* Applied for and was awarded certificate of excellence for the Certified Annual Financial Report from GFOA (first for this city).* Issued $3 million in bond funding with a AA rating from S&P due to close financial controls in place.* Managed IT and computer issues. Evaluated and recommended technology solutions to issues.* Managed procurement with restricted funds including federal grant awards.* Managed defined benefit retirement plan.* Assisted with all aspects of human resources.* Followed public procurement processes. Supervised contracts for services.
  • St. Louis University
    Research Assistant
    St. Louis University Aug 2006 - May 2007
    Research work for Dr. Todd Swanstrom related to community development, transit oriented development and other community issues.
  • St. Louis Regional Empowerment Zone
    Executive Director
    St. Louis Regional Empowerment Zone Mar 2005 - May 2006
    - Managed program that awarded $26 million in federal funds. - Managed politically appointed board members with program priorities in community and workforce development. Worked in East St. Louis, St. Louis City, Wellston and Lemay and coordinated projects with St. Louis County.- Supervised a staff of four and outside consultants including accountants and attorneys. - Managed all reporting to HUD including data from 40 sub-grantees.
  • St. Louis Regional Empowerment Zone
    Director Of Adminstration
    St. Louis Regional Empowerment Zone Mar 2001 - Mar 2005
    * Managed grant award process including staff reports, board presentations, award contracts and annual reporting to HUD.* Managed audit by HUD Inspector General which was "clean" and commended for detailed record keeping and over site of grantees.* Managed office operations.* Provided pre and post award technical assistance to local non-profits to build capacity and ensure compliance with federal regulations.* Managed relationship with local HUD office for environmental reviews of projects.
  • St. Louis Regional Empowerment Zone
    Community Liaison
    St. Louis Regional Empowerment Zone Sep 2000 - Feb 2001
    Developed relationships with local community organizations to find potential projects for grant awards. Worked in East St. Louis, north St. Louis City, Lemay and Wellston.
  • Friendship Development Associates
    Project Manager Friendship Development
    Friendship Development Associates May 1999 - Jun 2000
    - Managed community housing development projects. Included 10 unit $1.6 million dollar project from schematic design into construction including construction financing.- Managed annual fund raiser with over 400 volunteers.- Managed playground installation with volunteers, city workers and school district. Project included review by Historic Preservation Commission.- Tracked time and funds to meet CDBG requirements.
  • Friendship Preservation Group
    Community Plan Consultant
    Friendship Preservation Group Apr 1999 - Jun 1999
    Project management, reporting to board of directors, acted as staff for plan committee, and helped organize the annual house tour fundraiser..
  • Local Self-Reliance
    Research Associate Institute
    Local Self-Reliance May 1996 - Nov 1997
    Researched economic and technology impacts of different public policy proposals including a carbon tax and using farm waste materials as raw materials for manufacturing.
  • 3M Company
    Product Development Physicist
    3M Company Mar 1991 - Nov 1995
    Helped move products from concept to production and sales. Work included design of product reliability and performance testing, assisting production facilities with statistical process control, doing ISO compliance reporting, and helping sales force and installation personnel with trouble shooting.

Ann Robertson Skills

Budgets Economic Development Local Government Policy Research Strategic Planning Government Public Speaking Nonprofits Grant Writing Community Outreach Fundraising Management Program Management Community Development Microsoft Office Public Policy Policy Analysis Project Management Financial Analysis Analytical Skills Writing

Ann Robertson Education Details

Frequently Asked Questions about Ann Robertson

What company does Ann Robertson work for?

Ann Robertson works for Sugar Creek Capital

What is Ann Robertson's role at the current company?

Ann Robertson's current role is Senior Project Analyst at Sugar Creek Capital.

What is Ann Robertson's email address?

Ann Robertson's email address is ar****@****lmo.net

What schools did Ann Robertson attend?

Ann Robertson attended St. Louis University, Macalester College.

What skills is Ann Robertson known for?

Ann Robertson has skills like Budgets, Economic Development, Local Government, Policy, Research, Strategic Planning, Government, Public Speaking, Nonprofits, Grant Writing, Community Outreach, Fundraising.

Who are Ann Robertson's colleagues?

Ann Robertson's colleagues are Grace Graszer Rutledge, Kells Carroll, Paul Lynch, Amy Mcdermott, Sharyl Groves, Katie C., Dawn Breeher.

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