Responsible for overseeing all aspects of Occupancy Planning, MAC and Furniture Services across ~18MSF,220+ Office buildings across 7 cities and two Vendor Service Providers serving ~50K Headcount across ~74K seats.

Lead Occupancy Planning and Move Management teams for the US operations of a global top 5 financial services client with ~6MM SF of space in the US. Oversee a team of 18 people providing these services, having completed 4,000 moves and occupancy planning for 18,000 employees.

Planning and Process Improvement Director for a global Top-5 financial services client.*Leading strategic portfolio planning support for the client*Leading the redesign of client-side and CBRE-side processes across the Corporate Real Estate function

Support and execute Global Change Management Team’s process for the seamless transition of our GWS clients to CBRE’s service delivery model for both new and expanding clients. Responsible for end to end process of coordinating with various work streams to ensure the expected service delivery model is implemented with the highest degree of customer service with minimal operational risk to our clients.Coordinate Global Transition efforts for clients with operations in North America, EMEA and APAC.

Retail Property Portfolio Manager, Corporate Properties Group• Program manager of the retail building management system (BMS) implementation, responsible for all aspects of execution, including vendor coordination, site selection, installation, design and implementation of the operating model for monitoring the systems after installation• Program manager of the Building Technology Inventory Process, an effort to build processes to support regulatory requirements to maintain the list of technology assets within all 10,000 Wells Fargo locationsStrategic Business Initiatives Manager, International Group, US Trade Service Operations • Managed all financial processes, including real estate occupancy management, monthly forecasting, annual planning and unit cost calculation as well as risk analysis and audit response efforts for the division• Led execution of key initiatives supporting US Trade Services Operations, including process improvement in Customer Care (phone and e-mail) Units in North Carolina and California, resulting in a 2% reduction in resources required to support the line of business*Won Wells Fargo Volunteer Service Award (the only recipient within International Operations) in 2014

• Managed efforts associated with internal Real Estate reduction efforts globally, ensuring that the Bank achieves its goals of shedding 10% of its administrative real estate occupancy over four years, with the savings to the Bank being measured in hundreds of millions of dollars. o Worked directly with strategic planning, tactical planning, transactions & investments, construction project management and property management teams. o In 2011, the Program reduced the Bank Portfolio by 4.4 Million Square Feet, and in 2010 the Program reduced the portfolio by 6.7 Million Square Feet. o Oversaw $134 Million Program budget, yielding more than $100 Million annualized savings to the Bank.• Managed Real Estate Transition projects associated with the merger activities between Bank of America and several acquired companies, including Merrill Lynch, Countrywide Financial, LaSalle Bank and U.S. Trust. o Responsible for $40 Million budget for project efforts on these various Transitions.• Managed implementation of Change Management activities associated with new divisional organizational structure, specifically focused on Strategy and Planning areas of Corporate Workplace.• Coordinated Risk Analysis for all aspects of CRE division, including documentation of Key Risk Indicators (KRIs), High Risk Process Controls, and Risk and Controls Self Assessment (RCSA).

Primary client contact and project manager for major software implementations at Bank of America and PNC Bank. Efforts include project coordination, client relations, and business development.

Primary client contact and implementation manager for boutique IT consultancy. • Project lead for client data conversion implementation project.• Mapped process and documented procedures for client data receipt, transformation, and initial administration.

Primary client contact and implementation manager for boutique IT consultancy. • Project lead for client data conversion implementation project.• Mapped process and documented procedures for client data receipt, transformation, and initial administration.

Finance Change Management• Managed DFSS project to replace the enterprise-wide Cost Allocations system.• Managed Program Office of four projects supporting the Customer Level Profitability Reporting (CLPR) System.• Worked on team to merge project management processes into the Six Sigma Change Process (SSCP).

Created relationships with high-net-worth individuals and businesses to provide long-term financial planning and portfolio management. Managed assets and liabilities of approximately $12 Million after 16 months in production.

Banc of America Capital Management, Inc. & Network Computing Group• Managed project to distribute BACAP mutual funds and separate account services to international institutional clients. Efforts included identifying key markets and products, registering with local regulators, establishing operational processes, as well as partnering with other Bank of America entities. • Managed separate projects to automate client statement creation for Institutional Advisory Services group, and to automate preparation of retail quarterly fund fact sheets.• Established change management process and technology for tracking and resolution of problems and events for Government Card Services EAGLS project.• Established technology infrastructure for Personnel Call Center in Pasadena, CA.

Financial Services Consulting• Assisted a major money center bank in the integration of global derivatives operations in conjunction with their merger with another major bank. Activities included analysis and redesign of current and planned systems and operations to facilitate the consolidation, as well as to support their new business strategy.• Performed a comprehensive review of all aspects (i.e. strategic planning, operations, credit risk, profitability, information risk, and compliance) of the credit card division of a major financial institution.• Assisted in the implementation of a Value-at-Risk risk management system at a major banking institution.