Responsible for the oversight of all operational aspects of the parent organization and subsidiary investment programs across the following functions (leading teams of up to 70 people): Shareholder Services, Legal/Information Management/Risk Management, IT, Investor Relations, Marketing, Training, Office Management and Human Resources. Member of Investment Committees and key to IPOs and spinoffs. Public spokesperson.

Focused oversight responsibilities on administrative functions across the parent organization and subsidiaries. Structured shared service charge/cost allocations across subsidiary investment programs. Lead product and corporate marketing efforts. Public spokesperson.

Responsible for the oversight and coordination of securities-related activities including marketing, investor and public relations, internal wholesaling, national accounts and broker/dealer relations, shareholder services, investment processing, transfer agent operations, and customer and company training operations.

As one of founding principals during start-up phase for Confidential Company and its subsidiaries, in addition to working on product development of initial family of public non-traded real estate investment programs, was responsible for overall real estate platform activities including: acquisition target identification and underwriting, due diligence, asset management, marketing development, investor relations and shareholder services.

Conducted property-level and assisted in entity-level financial analysis, directed production and design of all equity investment, debt placement, and corporate profile packaging. Directed acquisition and disposition closing activities. Asset Manager for more than 1Msf of suburban office product. Directed multiple Property Managers and provided oversight to building management activities. Coordinated leasing activities and implemented redevelopment/repositioning efforts. Member of the Investment Committee, while serving as industry association liaison.

Conducted financial analysis on assets with multiple profit centers, directed due diligence activities, assisted with lender relationships, worked with municipalities to ensure smooth acquisition, Authored company marketing materials and direct property packaging, worked with differing environmental regulations and property tax structures.