Tami Jaffe Email & Phone Number

Charlotte, Nc, Us

As a business success coach and consultant, I help successful professionals who have a good job but are still discontent and want more to develop their exit strategy for a new business.Programs available include:>> Inspired Six-Figure Business Bootcamp - The foundations to starting a service-based business so you can replace your income quickly.>> Inspired Business School - Not your ordinary school! Designed for service-based businesses who want to get to consistent income in their business.>> Executive and Leadership Coaching - Personalized coaching for professionals who want to grow in their careers, be better leaders and develop their success path.>> Retreats - Designed to help ambitious professionals figure out their next steps so that they can find their resignation "dream" and steps to plan their better future.Various team building, workshops, and coaching programs are also available.

I lead the marketing team and provide strategic direction to drive growth and elevate our practice's presence in the community. I specialize in crafting impactful patient engagement strategies, streamlining operations, and ensuring alignment with the organization’s vision and goals.

New York, Ny, Us

Nuveen is a subsidiary of TIAA. As the head of the real estate technology for the 4th largest real estate investment management company in the world (TH Real Estate) my responsibilities included:Collaborating across executive and senior business leaders to understand the business needs, identifying platforms or developing the technology to meet the requirements and successfully implementing numerous multi-million dollar projects.Managing, hiring and developing resources with required business and technical skills with extensive emphasis on supporting the integrated real estate property management and investment accounting platforms including Yardi, MRI, Argus, Oracle Data Warehouse, Oracle Business Intelligence, Altus, Yieldstar and View the Space.Leading a culture transformation committee of 12 IT managers that gathered feedback in order to identified the leadership, training and motivation areas that needed improvements, developed strategies to best approach the concerns, presented results to the executive leadership and implemented various initiatives to help drive the culture and improve transparency.

TIAA is a leading financial services organization helping those in the academic, medical, cultural, governmental and research fields plan for retirement, and life’s other goals. As the Director of Real Estate I was responsible for the following:o Business application owner for all real estate accounting systems.o Oversaw the support for the Yardi application with over 1,200 users.o Project sponsor for all real estate accounting strategic initiatives and was responsible for strategic planning.o Member of the Real Estate Operating Committee which was responsible for determining the best business systems to meet the company’s needs and approved all requested reports, changes to system setup and upgrades of systems.o Member of the Data Governance Committee responsible for ensuring accurate data in our systems.o Project manager on Yardi implementation/conversion during the three year multi-million dollar project consisting of investment management, commercial management, residential management and construction management.o Managed daily operations for real estate including accounts payable, accounts receivable, daily closing process and multiple system interfaces.o Responsible for one of the only daily close real estate funds with complex processes to create a daily Net Operating Income.o Managed a team of up to 30 personnel and consultants.

New York, Ny, Us

o Responsible for Form 10-Q’s, Form 10-K’s and Pro Forma Financial Statements of the Real Estate Fundo Assisted in the development of new fund sand established all accounting procedures and filings for the fundso Managed 4 direct reportso Presented to the executive leadership team and TIAA Audit Committee the results each quarter and addressed questions and strategy for the funds.

Asset Management Technologies is a real estate solution providing web based lease administration, document management, project management and facility management to retailers, property owners, property management firms and corporations. As the Client Success Manager and Senior Team Lead I was responsible for the following:o Managed all client relations to ensure client satisfaction and strengthen their adoption of AMTdirecto Project Manager on implementations o Performed client interviews and training o Identified areas for client’s to improve their internal processes, enhance integration with their accounting system and need for additional moduleso Member of the development steering committee to determine the direction of the software and prioritize all development

CNL Retirement Corporation was a REIT and one of the nation's leading investors in the health care industry. CNL Retirement Properties specialized in the acquisition of quality seniors' housing facilities and medical office buildings. My position as Director of Business Compliance (promoted 2004) entailed the following:o Managed the implementation of Sarbanes-Oxley for a public REIT and oversaw the internal control certification process including design, evaluation and assessment of internal controlso Designed and oversaw the performance of internal audit programs at the corporate level as well as third party management locationso Identified areas of key business risks and implemented significant process improvementsMy role as Accounting Manager (Promoted 2002) entailed the following:o Reviewed and maintained the accounting records of a public REITo Monitored compliance with prospectus, articles of incorporation, by-laws, REIT tests and debt covenants o Responsible for all SEC filings and presented at audit committee meetingso Staffed and managed 10 accounting and business systems personnelo Managed the implementation of new softwareo Represented business unit on several task forces to identify resources to meet management’s needs for reporting and selected software solutionsMy role as Senior Accountant entailed the following:o Prepared monthly, quarterly and year-end journals entries and financial statements under GAAP guidelines.o Prepared future minimum lease payment schedules for newly acquired propertieso Prepared Form 10-Q’s, Form 10-K’s, Pro Forma Financial Statements and prior performance tables o Performed underwriting analysis for prospective property acquisitions

Scearce, Satcher & Jung is a CPA firm focused on meeting the audit, accounting and tax needs of small to mid-sized companies. They serve clients in many industries including development companies, property management firms, non-profits and various other for profit companies. As a Senior Accountant I was responsible for the following:o Conducted financial statement audits, compilations and reviewso Prepared financial statements and footnotes under GAAP guidelineso Reviewed all payroll tax returns and compilations prepared by staffo Prepared and reviewed tax returns

Yeo & Yeo is a multi-faceted accounting and consulting firm providing comprehensive solutions for individuals, businesses, education and government entities. As a Staff Accountant I was responsible for the following:o Conducted operational and financial statement auditso Prepared financial statements and footnotes under GAAP guidelineso Prepared tax returns for individuals and corporations

Msa, Accounting

Bs, Accounting