• Oversee Investor Relations department, plan, assign, delegate work and conduct yearly performance evaluations for staff of two employees. • Responsible for communicating timely and accurate information to 40,000 investors: providing excellent customer service, ensuring accurate data input, coordinating transactional operations, assisting with marketing materials, conducting research, and completing a variety of special projects and intercompany requests. • Propose and develop department wide operational improvements in consultation with senior management and CEO. • Provide periodic reports and feedback to senior management on a multitude of Investor Relations topics, client issues and department initiatives. • Prepare and monitor annual department budget.• Successfully streamlined new business processing during the capital raise offering close of three non-traded REIT products. • Act as liaison between transfer agent, legal, compliance and accounting departments to ensure that all investor operations are processed smoothly and efficiently. • Responsible for confirming new fund setup including pricing and various commission structures.• Ensure transfer agent call center is provided with adequate scripts and aware of any events such as redemptions or share price changes that would result in an increase of calls. Review and monitor calls on a regular basis. • Manage quarterly redemption process and calculate specific shareholder redemption amounts, at times on pro rata basis.• Work on new initiatives that will enable more efficient and streamlined processing of business. Such initiatives include: electronic trading, electronic signature and straight through processing, frequent review and modification of forms and business procedures.• Work with custodial partners to obtain custodial agreements on a fund basis and maintain accurate communication once agreements are in place such as pricing changes or significant events.

• Oversee Investor Relations department, plan, assign, delegate work and conduct yearly performance evaluations for staff of two employees. • Responsible for communicating timely and accurate information to 50,000 investors: providing excellent customer service, ensuring accurate data input, coordinating transactional operations, assisting with marketing materials, conducting research, and completing a variety of special projects and intercompany requests. • Propose and develop department wide operational improvements in consultation with senior management and CEO. • Provide periodic reports and feedback to senior management on a multitude of Investor Relations topics, client issues and department initiatives. • Prepare and monitor annual department budget.• Successfully streamlined new business processing during the capital raise offering close of three non-traded REIT products. • Act as liaison between transfer agent, legal, compliance and accounting departments to ensure that all investor operations are processed smoothly and efficiently. • Responsible for confirming new fund setup including pricing and various commission structures.• Ensure transfer agent call center is provided with adequate scripts and aware of any events such as redemptions or share price changes that would result in an increase of calls. Review and monitor calls on a regular basis. • Manage quarterly redemption process and calculate specific shareholder redemption amounts, at times on pro rata basis.• Work on new initiatives that will enable more efficient and streamlined processing of business. Such initiatives include: electronic trading, electronic signature and straight through processing, frequent review and modification of forms and business procedures.• Work with custodial partners to obtain custodial agreements on a fund basis and maintain accurate communication once agreements are in place such as pricing changes or significant events.

Manager of investor services department responsible for development and growth of department, including interviewing, hiring and training new employees.Responsible for writing, editing and distributing Investor Correspondence, including but not limited to, distribution rate change notices, quarterly newsletters, annual budget cover letters, and other updates as needed.Worked closely with EVP to update Investor Services & Sales database for increased efficiency and organization.Assisted in the successful loan modifications of 26 Tenant in Common properties. Worked with attorneys to distribute loan modification paperwork and collect necessary underlying documents from Investors needed to close. Created and maintained investor and broker records in accordance with FINRA regulations. Schedule Investor Conference Calls on a quarterly basis and work closely with Asset Management department to streamline Investor Communications.

Promoted to manager overseeing Investor Communication division of the Investor Services department and was responsible for interviewing, hiring, training and supervising new employees. Planned, assigned, delegated work and conducted yearly performance evaluations for staff of 4 employees.Participated in the implementation of an Investor Partnering Committee that consisted of executives from various departments such as finance, compliance, asset management & sales. Held monthly meetings with the committee to discuss and propose solutions to improve investor communications for public and private programs. Worked closely with investor finance department to produce a streamlined, highly detailed, manual of procedures for all types of investor communications. Provided excellent customer service to over 40,000 investors and financial representatives via phone, mail and e-mail. Successfully managed the timely and accurate coordination and distribution of all investor correspondence.