- Source investment opportunities outside of Family Office’s key competencies with a focus on commercial and residential real estate in key regions of Fort Worth, TX.- Negotiate and manage the sale and acquisition of real estate holdings.- Assist with business planning for portfolio companies when my areas of expertise may be called upon - sales team management, CRM implementation/design, client communication, investor marketing.- Manage construction/improvement projects across all properties. Negotiate and maintain contracts with select outside service providers.

- Served in a dual role consisting of Prime Services sales and Capital Introduction. - Helped establish and grow prime brokerage, clearing, financing, capital introduction and security lending services to hedge funds, traditional asset managers, family offices, proprietary trading firms, and institutional broker dealers. - Consulted hedge fund clients on the construction of their pro forma business plans which detail the costs of their operating infrastructure from launch up to 5 years. Interfaced with institutional investors including Registered Investment Advisors, family offices, endowments and foundations both locally and state-wide to further the firm's capital introduction efforts. - Identified new business initiatives through networking with other areas of the firm, third party vendors, cold calling, attending industry related events, as well as developing and maintaining strong relationships with portfolio managers, COO’s, CFO’s and hedge fund investors.

- Promoted to senior investor services representative and internal business development manager for Global Asset Management’s hedge fund and fund-of-hedge funds platform, the industry’s largest in terms of AUM.- Focused on asset raising and investor relations to support firm’s marketing efforts to high net worth individuals, pension funds, endowments/foundations and family offices sourced through UBS Private Wealth Advisors and UBS International.- One of 3 individuals on a team that raised $361 million through a total of 73 new clients in 24 months. - Launched the Alternative and Quantitative Solution Index Certificate, a tactically managed strategy comprised ofhedge funds, fund of hedge funds, private equity, real estate and commodities. Became the number one sellingcertificate within the UBS International channel.- Launched O’Connor Global Multi-Strategy Alpha Fund - became the second largest single manager/multi-strategy hedge fund on the UBS WM U.S. platform.- Prepared and delivered client presentations focused on capital markets, asset allocation and the inclusion ofalternative investments into their portfolios.

- Partnered with Executive Director in marketing alternative investments, separately managed accounts and mutualfunds to financial advisors at UBS Wealth Management and UBS-International.- Successfully launched three new funds in Southwest Region focused on Absolute Return and 130/30 investing. - Collaborated with Managing Director, Third Party Distribution, on development of a training program for externaland internal sales teams focused on insurance and defined contribution plans.