Responsible for all administrative and operational support functions, including human resources, facilities, technology, purchasing and office services for 350 employees in 6 offices on 3 continents. Accomplishments include:• Played a pivotal role in the due diligence and transition process as the acquisition of FPKCCW by Macquarie Capital Holdings was completed. Primary responsibility for successful delivery of the HR, Facilities and Business Services functions. • Managed the support integration team during the due diligence and integration phases of FPK’s merger with Cochran Caronia Waller.• Developed the firm’s business continuity plan, and policies and procedures related to human resources, T&E, relocation and purchasing.• Managed multiple facilities expansion projects through all phases, inclusive of site acquisition, lease negotiation, selection of architects, builders and other vendors, design and build out, etc.• Managed all purchasing functions, including negotiation and renegotiation of market data contracts. Successfully reduced market data expense of $2.1MM by 22% even as the firm grew in number of users.• Senior human resources officer with responsibility for recruiting, visas and employee relocation, benefits, payroll, compensation and administration and enforcement of all HR policies and procedures.• Lead role working with external and regulatory auditors.

During this period, Swiss Re assumed hands-on stance toward FPK, which now operated within Swiss Re’s Capital Management & Advisory Group. Was transitioned from FPK to CMA to ensure total adherence to Swiss Re human resources and business operations structures.Responsible for all US-based facilities functions for CMA, in conjunction with Corporate Services, Compliance and Finance. Accomplishments include:• Developed and managed Business Continuity Plan.• Served as liaison between US and UK operations.• Ensured that facilities-related policies were enforced throughout the US.• Served as project manager for the opening of the Boston office, with full responsibility for all aspects of the project including budgeting, site selection, and build out.

Responsible for all human resources activities covering all domestic and international offices and approximately 190 employees in 3 US locations. While Swiss Re maintained hands-off management stance toward FPK during this period, ensured all policies conformed to Swiss Re standards. Accomplishments include: • Recommended and managed the implementation of human resources systems.• Working with department heads, created corporate infrastructure for HR including compensation, organizational development, benefits and recruiting.• With management team, developed uniform policy for generating position descriptions, job levels and salary levels.• Administered benefits programs.• Performed all necessary work supporting hiring, terminations, promotions, transfers, compensation, benefits, etc.• Additional accomplishments included opening the San Francisco office, relocation of the corporate office (budget of $21MM), planning and coordinating the annual client event, etc.

Performed the same functions as above, growing in title and responsibility as firm grew, including:• Financial administration, including payroll and accounts payable• Vendor management and contracts negotiation • All facilities management issues

Performed the same functions as above, growing in title and responsibility as firm grew, including:• Financial administration, including payroll and accounts payable• Vendor management and contracts negotiation • All facilities management issues

Performed the same functions as above, growing in title and responsibility as firm grew, including:• Financial administration, including payroll and accounts payable• Vendor management and contracts negotiation • All facilities management issues