Whitestone is a private equity fund that help individuals and families build long-term, generational wealth, creating passive income by investing in a proactive, risk-averse, diversified real estate portfolio. This adds the real estate, asset-class, to their portfolio without the costs and hassle of renovations and tenants.

With the combined experience of 10+ years in home renovations, hundreds of new construction bathroom and kitchen, Full Scale Remodels, two families came together to establish Property CLT to serve the greater Charlotte, NC region with high quality flooring and tile installation (and beyond). From budget renovations to luxury additions, Property CLT is here to serve your needs, work on your timeline and within your budget.

King City Mastermind was born by a group of real estate focused business owners in Charlotte, NC who desire to see God at work in their businesses and in the communities in which they work.I am excited to have a membership role in this christian real estate mastermind! It has changed my business for the better 100% and would highly recommend!

Operations Management Compliance• Responsible for Sr. Executive periodic reporting and issue tracking for Internal Audit• Established processes, trending, controls and reporting for a new segment of Operations Management Compliance • Developed procedures for Global Client Policy Services, Operations and Compliance Reviews (audits)• Performed trending and analysis on Issues identified during Internal Audits, and Global Office Reviews of Operations, Call Centers and Shared Services.

• Executed multiple projects annually through the stages of the SDLC including initiation, analysis, requirement elicitation, specification writing, testing and delivery engaging core and BAU resources to enhance existing and develop new systems and functionality • Collaborated as a brokerage operations SME for a large scale trade remediation which included the establishment of a new call center• Implemented a new order entry system to full field base of financial professionals• Consistently take intelligent risks while partnering with cross business units, corporate/ internal divisions and vendors• Possess the ability to write project plans, condition catalogs, business requirement documents, test plans/scripts, defect tracking, forecast/budget projects • Architected, maintained and enhanced Prudential’s proprietary systems which manage investor accounts, agent’s book of business, call center and processing intricate workflow system, and brokerage trading tools• Liaison between multiple businesses, operations and IT• Facilitated project status weekly meetings• Called upon by senior level management to resolve problems and provide on-site technical support/maintenance of systems issues • Re-engineer workflows to improve production and expanding systems to serve new purposes • Participated in departmental budget analysis• Partnered with other businesses to leverage resources and execute mergers and acquisitions

• Identified and implemented many process improvements increasing overall efficiency • Trained and developed new hires in all aspects of the systems and procedures • Acted as a SME for management on a supervisory level, handling special projects and escalated issues from the operations. • Fielded daily inbound phone calls from tier 1 financial professionals and customers

• Responsible for payroll services, human resources, budgeting, scheduling, marketing, project management and the overall management of the environmental services department.• Responsible for managing nearly $.5M annual operational budget• Managed, trained and developed several assistant directors and twenty-four environmental services staff to enhance productivity and workflow • Established a high level of client relations while working with the executive district management team, third-party vendors as well as department heads

• Lead a project management team to develop and implement enhanced workflows for daily operations functions• Supported a Fraud and Cash Control, litigation and compliance areas in decision-making regarding closing accounts due to fraudulent activity. Worked as a liaison between financial advisors/brokers and the Risk and Credit area to clear up compliance issues such as debits, short positions, trade violations and corrections.• Monitored high net worth client investor accounts and performed debt resolution for thousands of dollars daily, caused by trade and non-trade related errors saving the firm hundreds of thousands of dollars in unsecured and secured debits annually • Executed several cost saving Six Sigma process improvements• Trained and developed new CSR and operations employees • Performed several operational, cashiering and wire operational duties• Produced dozens of SOPs for training new hires and for cross-training purposes• Developed and improved processes to pass numerous corporate and external audits