• Manage investor relationships for a commercial real estate company with over $1B in assets.• Collaborate with the executive team to develop and execute fundraising strategies. Successfully orchestrated approximately $30MM in successful fundraising campaigns in 2023.• Serve as principal liaison between investors, limited partners, outside counsel, and the firm. • Utilize investor relations tools and platforms, such as Customer Relationship Management (CRM) databases, to track investor activity and streamline communication.• Maintain an up-to-date investor contact database, promptly and professionally respond to inquiries and requests, cultivating and nurturing relationships with current and potential investors.• Assist and arrange with set up for investor calls, quarterly town hall meetings, and follow-ups.• Proactively guide investors through the on-boarding process and stay apprised of next steps.• Project manage investment process from inception to completion. Work with Accounting and Legal teams to gather documents for project level LLC formation, ACH setup, open bank accounts, open and close escrow accounts, and distribution payments. • Drive the creation of investor outreach materials while ensuring the collateral is consistent with existing marketing efforts.• Work closely with the legal team to ensure compliance with SEC regulations, including the submission of Form D and Blue Sky filings.• Review existing processes and procedures to develop recommendations for improvement efforts.

• Managed and cultivated investor relationships and database for a multi-million dollar capital fund.• Achieved a 53% increase in fund equity by managing the investment process from start to finish, including onboarding, subscription documents, custodian forms, and wire transfers.• Reviewed operating practices and procedures to improve areas such as workflow, reporting procedures, and expenditures.• Managed Excel reports for investor requests, contact lists, quarterly distributions, and active investments.• Executed quarterly distribution payments to investors.• Proficiently utilized management tools and performed basic bookkeeping work, including QuickBooks and Syndication Pro.• Properly coded QuickBooks transactions and reconciled all bank accounts on a monthly basis.• Oversaw line of credit loans to developers and track payoffs.• Collaborated with CPA and Accounting firm to assist in monthly and quarterly reconciliations, as well as annual investor K1 distributions and tax documents.• Conducted housing market research, compiled data, and prepared papers for consideration and presentation by executives, committees, and boards of directors. • Collaborated with legal firm to file Form D notice renewals and annual entity reports.• Efficiently managed documentation flow and record keeping through a set of spreadsheets, CRM, and data room.

• Administered clients’ assets, which included daily communications with real estate attorneys, contractors, township office staff, and title companies to manage commercial and residential properties.• Exchanged effective and clear communications with all related parties throughout the entire transaction from inception to finish, including advising and executing the Sales Purchase Contracts, the due diligence phase, closing, marketing, and management of newly acquired properties. • Reviewed and analyzed real estate documents for accuracy and completeness ensuring potential issues were addressed in advance to secure satisfactory transactions.• Administered various aspects of the property management process, ranging from collecting rent, lease renewals, evictions, coordinating and scheduling repairs with third party vendors, township certifications, and scheduling of inspections.• Directly followed up with delinquent tenants and initiated collection procedures by gathering relevant information to submit to legal counsel specializing in evictions and collection procedures.• Performed accounting support functions via QuickBooks, such as preparing bank account reconciliations, invoices, and financial reports, in a timely and accurate manner.• Responsible for the annual payment of real estate property taxes and insurance coverage for all commercial and residential properties of the company’s clients.• Maintained system databases and uploaded all necessary executed documents into company shared drives and management systems to facilitate internal communications within the company and with clients.• Provided administrative support to the entire team, including composing real estate documents, completing data entry regarding sales and property management portfolios, and managing mail correspondence to ensure high levels of efficiency within the executive staff and to clients.

• Acquired mechanical and synchronization licenses exploiting musical compositions for over 200 Atlantic Records recording artists, including, but not limited to Ed Sheeran, Bruno Mars, and Coldplay. • Secured the clearance of record-breaking music releases, including “The Greatest Showman” soundtrack, the cast recordings for the Broadway musicals “Hamilton” and “Dear Evan Hansen,” and Ed Sheeran’s third proper studio album, entitled “Divide” (recognized as the “World’s Best-Selling Title and Recording Artist of 2017”).• Developed and established business relationships between Warner Music Group and external clients to resolve contract claim disputes, and document writer and producer shares.

• Managed licensor expectations of product lifecycle of licensed designs from inception to presentation and sale to client.• Conducted weekly sessions where I presented financial statements and product line updates to internal management staff and client stakeholders.• Produced presentations for key license acquisition meetings for high-profile clients, including Taylor Swift and Luke Bryan.

• Orchestrated daily licensing operations for Warner Music Group’s audio repertoire and album artwork, to independent labels and licensees, for utilization in compilations and merchandise such as Hallmark greeting cards.• Analyzed and secured incoming master use licensing requests from external clients by functioning as a trustworthy intermediary between music labels and artists managers.• Successfully negotiated contractual agreements with prospective licensees.

• Managed operations of a multi-million dollar Grateful Dead merchandise program, in coordination with key stakeholders and licensees. • Achieved a 50% increase in gross revenue by monitoring new agreement propositions, logo designs and artwork, contractual obligations, and royalty payments.• Organized media and marketing material for the Broadway premiere of “Come Fly Away,” a Frank Sinatra musical. • Planned and coordinated various event logistics, including the recruitment of A-list celebrity appearances, VIP access, artist itineraries, ticket sales, and the production and delivery of merchandise.

• Provided administrative support to Executive Vice President of Business Development, Senior Vice President of Marketing, and two additional executives of Frank Sinatra Enterprises, which included answering phones, managing calendars, responding to inquiries, processing monthly expense reports, and coordinating all meetings and conference calls with attendees across multiple time zones.• Coordinated domestic and international travel arrangements, including detailed itineraries, flights, accommodations, dining, and ground transportation.• Managed merchandising for Grateful Dead’s 2009 reunion tour; liaised with licensees on design, development, production, and distribution of tour merchandise to venues.• Collaborated with Frank Sinatra Enterprises’ Co-Presidents to organize events for a Sinatra marketing campaign which culminated in a #2 Billboard chart hit “Nothing But The Best.” • Project-managed the development of a Sinatra brand book and style guide, including photo shoot development, management of budget, photo selection, and manufacturing of final elements.

A&R department at Universal Music Enterprises

Marketing department at Island Def Jam

Michael Bolton artist management