Single family office & boutique investment firm (funds of funds, alternative investments, lending - $200M+ AUM)Family Office Manager / Investor Relations Financial Management for High-Net-Worth Family:Investment oversight (completion of investment process, funding, capital calls, distributions); Financial oversight (books, accounts payable, wire transfers, deposits); Reporting of expenses/income for tax purposes.  Investor Relations: Address requests and inquiries from current and former investors (200+). Processing investor subscriptions, additions, withdrawals, transfers and re-registrations. Working with custodians, plan administrators, and estate attorneys to assist clients. Manage extensive database and records. Fund Administration: Preparation and completion of investment process, additions, withdrawals, compliance requests, and maintenance across 45 sub-managers. SEC and AML regulatory compliance. Audit and tax preparation of six funds with ‘Big Four’ firm. Liaison to legal and third-party administrators.  Office & Operations Management: Continually seek process improvement of business operations and processes; Human Resources - employee onboarding and exit, payroll and benefit administration, record keeping; Purchasing; Liaison with building management and services. Compliance oversight. Marketing: Collaborate on creative design and preparation of fund marketing materials and monthly performance reporting and commentary; editing of business and fund marketing materials. Design and disseminate using Constant Contact to over 3,000 recipients plus utilize online social media channels.

Independent consulting services for private and non-profit organizations with annual revenues up to $500K  Analyze revenue sources and identify opportunities; create revenue projections. Analyze expenses; recommend cost-saving measures to improve profitability.  Review, analyze and approve budgets. Compare actual to budget and provide variance analysis. Conduct market research and competitor analysis. Collaborate on Internet and social media marketing / advertising campaigns.  Identify and implement strategies to improve processes, streamline tasks, and increase efficiency.

Independent television & film production company Office / Production Manager  Responsible for general accounting function: accounts payable, reconciliations, cash receipts and disbursements, banking. Reviewed and processed time sheets for payroll.  Managed purchasing function; negotiated and maintained vendor contracts.  Ensured budgetary compliance ($30K) of short film, managed schedule, secured locations and permits, interviewed and hired film crew staff, assisted executives.

Business solutions software company Client Services Specialist / Technical Support

Internet advertising & media, in-house productionStudio Production Manager & Executive Assistant to CEO/Founder

Staff Writer - "The Baywatcher" newspaperAssistant Production Office Coordinator - "Lethal Weapon 4" (Warner Bros., Donner Prods.)Executive Assistant - Tony Jonas Prods.; ABC TV; Carsey-Warner-Mandabach; Rysher Ent.Set and Office Production Assistant - "Bella Mafia" (CBS Mini-series, Konigsberg Prods.)