• Senior member of a 10-person team that reports directly to Director of Investor Services which currently has 11 active, multi-sectored and globally diversified private equity funds with committed capital totaling more than $77 billion• Developed a comprehensive FATCA and CRS compliance process and procedures for 3,300+ investors including new fund and transfer onboarding, existing limited partners and all fund of fund underlying investors• Manage a team of 4 that request, review, validate, data enter and store FATCA and CRS forms• Member of strategic team to evaluate and implement third party software systems for new CRM, Investor Web Portal and Tax Form Validation. Currently in the the design and implementation phase• Coordinate with counsel on AML/KYC matters• Manage annual tax estimate, K-1 and 1042 delivery and electronic delivery consent process for all investors• Document Investor Services procedures for firm’s internal controls report, evaluate and update quarterly• Review and approve database updates for contacts, relationships, wire instructions, transfers, onboarding of new funds and other partner data• Review and approve capital call, cash and stock distribution notices and quarterly reporting announcements• Provide data and support to Tax Accounting, Fund Accounting and highly confidential General Partnership Accounting

• Review and maintain wire and DTC instructions• Process transfers and new fund onboarding• Assist auditors with requests• Review and send notices for capital calls, cash and stock distributions, quarterly reporting, advisory committee meetings, annual tax reporting and legal notices via investor web portal, email and letter• Collect, review, process and answer questions concerning W8/W9 forms• Create and maintain database of all partner tax data for FATCA compliance• Answer tax inquiries from investors

• Create and send notices for capital calls, cash and stock distributions, quarterly reporting, advisory committee meetings, annual tax reporting and legal notices via investor web portal, email and letter• Maintain database of all partner data including contacts, relationships, funds and commitments• Answer general investor queries via phone and email, and provide documents as necessary• Maintain investor files and company historical files

• Worked directly with Vice President of Asset Management, managed a staff of four to ten• Revised and implemented policies and procedures relating to the collection, receiving, and storage of required monthly reporting documents for over 600 properties equaling over 35,000 units• Managed investor quarterly report mailing, maintained investor database• Certified in IRS tax credit compliance guidelines