Subject matter expert during the initial stage of operations for investment manager, private equity firm and joint venture projects• Established the General and Limited Partnerships for Long Only Fundamental Investment Management Firm• Creation of Operating Agreements, Limited Partnership Agreements, Prospectus and Compliance Programs• Coordinate NDA’s,LOI’s, deal formation and the structuring of PE/VC/JV projects • Lead functional groups for business case studies, feasibility analysis and coordinate efforts to hit milestones for successful deal completion• Organization of deal flows, communication efforts and team tasks to support mutual collaboration efforts • Process and procedure implementation, vendor selection, technology integration and firmwide support• Management of middle and back office operations while tracking performance for full scale global investment products • Coordinate with Accountants and Administrators for year end financials• Oversee Administrator and complete monthly NAV reconciliations and approvals

Outsourced specialist building customized solutions for varied clients which include family offices, property management, private equity, investment advisors, corporate entities, recruitment & team building.

Full service support of high net worth principals in both personal and professional capacities• Owners representative for the acquisitions and disposition of real and personal property • Available 24/7 to acknowledge and address principal’s ad hoc requests as needed• Management of personal residences in NY and FL which includes maintenance, management of support staff and vendors, implementation of procedures and household manuals, payments and reconciliation of expenses, scheduled and seasonal maintenance, coordination of required insurance policies• Management of international and domestic investment properties. Full discretion in regards to revenue streams, vendor selection, overall property maintenance and staff in order to maximize profits• Oversee and troubleshoot systems including smart home, security, technology, hvac, pool and unique home features • Maintenance of vehicles, vessels, and equipment• Interview, hire, train and terminate staff as needed • Senior representative in varying capacities for Principal’s Corporate Entities which include PE, VC and JV Projects.

Facilitated the foundation of the corporate entity, purchase of assets and the management of process implementation. Created project plans for corporate initiatives identified during the initial phase of operations. Negotiated vendor contracts and reviewed expenses for areas of improvement. • Facilities Management which included all aspects of property accounting, vendor selection and maintenance • Executed Acquisitions and disposition of all real property, fixtures and chattels• Operations Management of Independent Tire and Auto Repair Facility • Responsible for Advertising, Human Resources, Accounting, Vendor Relations, Customer Service, Sales• Increased sales 25% over a 5 year period using advertising, website and implementation of social media marketing plan• Increased net profits by 125% through modernization and reduction in redundancy and inefficiencies over 3 year period• Subject matter expert for retail managers and back office staff• Purchased point of sale system, migrated data and trained staff • Reviewed and amended Employee Handbook and HR Policies• Initiated marketing strategies using social media, direct mail and local networking• Designed and optimized website and online sales initiatives• Reviewed and updated legacy policies, processes and procedures

Assisted the founder with expansion from the primary location in Michigan to the tri-state area. This was a diverse role that required the ability to adapt quickly to what was needed. Responsibilities included managing day to day operations, sourcing, staffing, client prospecting, presentations and project management. • Assisted with company regulatory filings with appropriate state and local agencies• Interviewed and hired 4 dedicated IT support Staff• Established relationships with subcontractors to assist with projects • Decreased collection period for accounts receivable and collected aged account balances

Managed Operations Group as a senior member of operations team. The team was responsible for Operations, Portfolio Management data requests, Trade Support and Compliance Functions. Expectations were to complete the standard accounting functions while taking part in all areas of the investment process. As a team, the requirements to successfully manage the back office functions of the firm were understood and consistently made more efficient. • Trained and developed new hires and provided monthly progress reporting to Chief Operating Officer• Actively assisted Portfolio Managers with requests for information using excel, statistical analysis and database software• Lead continuous improvement for all of operations group and assisted in firm wide best practice initiatives • Key participant in the sourcing, testing and implementation when upgrading accounting systems to Advent APX• Automated the daily reconciliation process and risk exposure summaries by developing Excel macros • Main point of contact for yearly SAS70 Audit • Primary Contact for daily inquiries directed to the Operations group• Responsible for coordinating program trading with Portfolio Managers and Traders for all cash flows firm wide• Firm’s Disaster Recovery Coordinator which included training staff, carrying out quarterly tests and clearly documenting procedures • Prepared and distributed Daily Consolidated P&L reports to senior management• Actively monitored portfolio weightings, cash balances, SEC Filings and notified Portfolio Management as required• Created Tools using Excel to complete a weekly trade cost analysis

Managed workflow for a team of direct reports while dependably ensuring accurate on-time completion of deliverables. Captured the procedures of each team member and conducted training of workflow for India based reconciliation and management teams. Considered a subject matter expert for advanced issues that were presented daily. The team was responsible for reconciliation of cash, positions, accruals and performance delivery for over 100 separately managed global accounts and 150 commingled funds. A large percentage of accounts were held by institutional clients investing in international and domestic equity, forward and future contracts. • Facilitated the transfer of the reconciliation process for 75% of institutional accounts to the International Business Unit • Conducted remote training sessions daily for 20% of the phased training initiative• Participated in the firm’s system migration, testing, implementation and training to Smart Stream’s TLM • Main contact for overseas management team for exception based reconciliation• Managed Account Transitions for New, Existing and Closed accounts• Cash Flow Manager for the both the International Business Unit and NY Reconciliation Team

Actively monitor exception based reports completed by international reconciliation teams. Daily T+1 cash, position and income reconciliation of separately managed institutional accounts and mutual funds. Completed month end review process and closing of accounting systems. Cash flow manager which included advanced notification and confirmation of funds prior to investment. Point of contact for Portfolio Managers, Sales Associates, Custodians and Internal departments. • Developed excellent reputation for providing accurate, timely responses with teams internal and external contacts• Received accolades for outstanding client service and approval to speak directly with clients as needed• Reconciled account base for the most challenging client relationships and took ownership as main point contact• Overhauled cash flow procedures resulting in improved safety in cash flow processing• Created Excel VBA Macros for reconciliation templates decreasing the amount of manual input required• Member of an Executive Committee assigned to identify areas of concern and inefficiency• Defined each task required by the team and assigned a quantitative metric for each

Cross trained throughout all areas of Operations. Following the Six Sigma model, became the project leader for the firm’s new Process Improvement department and Procedure Manual committees. Lead a firm wide initiative to capture existing processes and procedures while analyzing them for areas of inefficiency and redundancy. Worked with senior management to explain and transition the culture of the firm to the foundation of Textron Six Sigma.• Using Visio Software, process mapped all operational areas and fully documented existing procedures• Assisted with the creation and implementation of a four year Rotational Program for future Interns within the organization• Implemented a Parts Core Recovery Procedure increasing recovery by 30% during the first year of implementation• Utilizing Kaizen Events and Focus Groups, assisted the senior team with the annual budgeting process in order to continue with a defined 5 year plan of obtaining a Gold Standard of Excellence

Event Planning, Coordinate Staff Scheduling and Event Resources, Manage On Site Events

Antique Storage & Delivery - Billing - Scheduling - Payroll - Staffing - Client Services -