Responsible for reshaping the Real Estate US operating model and aligning operational processes and procedures, including development and implementation of the new data management strategy.

Partner with executives to implement strategic initiatives in the commercial real estate private markets investment management industry.

Leadership and development of a team of 13 spanning 4 levels and functional areas, covering a $45B+ direct real estate portfolio comprised of open end core, open end income, closed end value add, closed end strategic opportunistic, open end debt, and public non-traded REIT products as well as separate account clients.Key Highlights:• Led a comprehensive restructuring of staff and processes through a combination of implementing robust, systemic training of existing staff and recruiting experienced staff to backfill turnover. Increased the experience of the team by while reducing headcount and cost.• Initiated a digital transformation; overhauled process effectiveness, reducing audit costs and audit burden on internal teams.• Designed and developed a best-in-class technology solution that led to the approval to launch a new growth product after 7 years of failed attempts to receive approval. • Brought transparency and efficiency to the organization through initiating a technology solution—designed and executed training across multiple nationwide satellite locations, achieving use-effectiveness. • Nominated for a global award for mentorship, including 20+ testimonials of excellence in leadership and mentoring. • Directly led 35+ individuals with operational effectiveness transformations impacting ~90% of staff in North America.• Served on 6 Invesco Real Estate committees: Technology and Operations, Data Governance, Performance Oversight, Strategic Analytics, GIPS Steering Committee, and Valuations.

Served as a core member of new product architecture and functionality design team—building data model, innovating core functionality, designing user experience and testing prior to a successful phased launch.

Leadership and advocacy for inclusion of direct commercial real estate and securities in retirement plans.

Sought out to advise on product roadmap and industry-leading solutions for legacy applications of Argus Enterprise™ and Altus Analytics.

Leadership, training, and new program design within multiple industry-leading membership organizations.Key Highlights:• Designed 70+ hours of innovative professional development, trainings, and best-practices content; moderated and participated on panels, and presented to hundreds of members annually.• Brought 10 to 15-year projects to a successful close within 1-2 years.• Initiated, launched, and led the Investment Advisor Valuation Subcommittee, creating a center of excellence and collaboration that facilitated a more effective response to COVID-19. • Executed operational turnarounds—yielding data quality, culture, and process transformation.

Recruited to lead a 20-member team spanning 3 states. Built specialty practice units for litigation support consulting, affordable housing market studies, appraisals, and HUD rent studies. Key Highlights:• Managed the real estate valuation team for Dallas, Texas, Oklahoma, and Arkansas. • Mentored and led a team of diverse roles to provide third party appraisal services to financial institutions including REITs, pension funds, insurance companies, and lending institutions.

Responsible for performing research and analysis of financial statements, rent rolls, and leases to value commercial real estate properties for REITs, pension funds, insurance companies, and lending institutions. Key Highlights: • Created concise exhibits and custom, automated templates to enhance efficiencies. • Managed and trained a team of five researchers and analysts.