B. Daniel Sullivan Email & Phone Number

Milwaukee, Wisconsin, United States

Responsible for the maintenance and physical condition of all St. Marcus properties. St. Marcus is a thriving church ministry and multi-campus school located in urban Milwaukee. The original campus includes a large historic church built in 1913 with adjoining primary and middle school buildings with an atrium, café, meeting, work, office and storage spaces, a school cafeteria and two gymnasiums. Two additional campuses consist of K3 - 8th grade school buildings with gymnasiums, cafeteria’s and related office, meeting and work spaces. St. Marcus also owns several residential rental properties, a former parish house and several vacant properties and parking lots.

Milwaukee, Wisconsin, United States

Conduct interior & exterior inspections of commercial buildings to identify building code violations - Perform fire prevention and life safety inspections of commercial occupancies - Investigate citizen and aldermanic complaints and inspect vacant buildings - Issue and enforce orders to correct conditions in violation of codes and work with business and property owners, citizens, neighborhood groups and other city departments to gain compliance - Complete supporting updates and documentation of written and electronic records in a timely manner according to departmental policies and procedures, including completing daily route sheets, issuing violation letters and updating computer records in the Land Management System (LMS) - Meet with residents, property owners, block clubs and community groups to discuss approaches to improving neighborhood conditions and to share information about the services provided by the Department of Neighborhood Services (DNS).

Greater Milwaukee Area

Locate and acquire urban residential properties ripe for rehabilitation - Develop scope of work and feasibility for residential remodeling projects - Identify and vet contractors and supervise renovations - Update project schedules and detail all changes - Provide regular reports to partners detailing the status of each project - Market completed properties to prospective tenants - Regularly inspect properties to determine condition and oversee required maintenance

Greater Milwaukee Area

Provided a full range of products and services to members with an emphasis on acquiring, expanding and enriching member relationships - Met specified goals for product sales, referrals and sales behaviors - Consistently educated members about their financial choices - Appropriately analyzed their needs and recommended appropriate financial products and services - Actively participated in member courtesy calling and new account follow-up activities - Utilized networking skills when developing and expanding member relationships - Consistently acted as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other associates and departments

Greater Milwaukee Area

Developed relationships with customers, analyzed their needs and proposed financial solutions - Performed on-boarding activities to enhance customer experience - Conducted account reviews to determine customer needs and benefits - Participated in various campaigns aimed at increasing share of customer’s wallet - Partnered with other lines of business to provide customers with a complete full service experience - Resolved customer complaints.

Greater Milwaukee Area

Primary contact for a large portfolio of pension plans with 800 million in assets - Developed and nurtured relationships with plan sponsors, third party administrators and brokers - Contacted clients to promote products to enhance their retirement plans - Assisted the plan consultant in the coordination of new plan implementation - Performed audit of trust investments and preparation of plan financial statements - Coordinated the entry of census and payroll data and reviewed the calculations and allocation of year-end employer contributions - Prepared drafts of IRS Form 5500 and all applicable schedules for review by the plan consultant - Assisted the plan consultant in performing IRS required testing and reviewed various IRS limits, including 401(k) nondiscrimination testing, top heavy testing, 415 annual additions limits, 404 deduction limits, coverage and general nondiscrimination testing - Coordinated the processing of 401(k) investment fund transfers and election changes - Assisted the plan consultant in direct communication with clients and referrals as needed - Coordinated the preparation and processing of participant benefit distributions and loans - Coordinated various year-end projects, including 1099R reporting, age 70.5 minimum required distributions and life insurance PS 58 Costs - Comprehensive understanding of the pension industry and the compliance thereof.

Greater Milwaukee Area

Primary day-to-day contact for portfolio of clients - Ensured portfolio of plans were operated in accordance with the plan provisions - Coordinated internal and external information for testing and IRS FORM 5500 production - Communicated all client reporting (tests, trust statements) - Maintained client communications tracking - Worked with plan sponsors to support any audit questions - Performed daily research of any 401(k) issues, usually, as requested by the plan sponsors, but also, in support of management initiatives to gather information or standardize client documents and processes - Proactively managed plan sponsor relationships to meet client needs and improve the plan sponsor and participant satisfaction.

Greater Milwaukee Area

Primary contact for the overall management of a portfolio of high-end condominium associations and a small number of commercial properties - Determined goals and objectives of the associations - Responsible for the collection of condominium association fees - Responsible for the collection of delinquent fees - Responsible for authorization of expenses and vendor payments within the scope of the budget - Responsible for the accuracy of monthly statements to the associations, as well as any other report produced with regard to the properties - Responsible for property maintenance for ongoing operations as well as preventative maintenance within the guidelines set forth by the associations - Responsible for drafting contract specifications, contract bidding and vendor follow-up - Maintained awareness of changing costs for goods and services in the market place - Reviewed and recommended revisions for property insurance coverage - Performed periodic property inspections - Supervised/managed all field personal and contractors associated with each property - Provided backup coverage for other property managers in the event a problems occurred at other properties - Provided 24 hour on call assistance - Provided the vice-president assistance in preparing analysis for greater efficiency in company operations and procedures - Solicited new management accounts - Solicitations included; researching potential projects, written communication, follow-up phone calls, meetings and presentations with prospective account principals - Negotiated management contracts - Organized and facilitated association meetings - Acted as a liaison with governmental agencies and neighboring properties - Collaborated with other departments toward accomplishing organization goals and objectives - Responded to owner inquiries and complaints - Served as liaison between individual owners and board of directors - Developed and implemented operating budgets and capital replacement reserve plans.

Greater Milwaukee Area

Primary contact for the overall management of a portfolio of high-end condominium associations - Acted as liaison between individual owners and board of directors - Collaborated with clients to determine association goals and objectives - Organized, administered and presented monthly meetings with condominium owners - Developed and implemented operating budgets in collaboration with the board - Drafted and implemented capital replacement reserve plans - Addressed complaints from condominium owners regarding neighboring property owners and resolved disputes - Managed on-site managers, maintenance workers and contractors - Reviewed and recommended revisions for property insurance coverage - Responsible for periodic property inspections - Met with clients to negotiate management and service contracts, determine priorities and discuss the financial and operational status of properties - Responsible for the collection of condominium association fees - Responsible for authorization of expenses and vendor payments within the scope of the budget - Responsible for the accuracy of monthly statements to the association, as well as other reports produced for properties - Responsible for drafting contract specifications, contract bidding and vendor follow-up - Act as a liaison with governmental agencies and neighboring properties - Provided 24 hour on-call assistance.

Bachelor Of Science, Business Management And Leadership

Associate, Real Estate/Property Management