Director
CurrentKey member of PREI operations leadership team.June 2015 - Present:• Responsible for privately held $2.5 billion open end value add REIT and two single client accounts with approximately $5 billion in assets under management.• Directly responsible for all REIT related matters.• Directly responsible for three professionals.November 2012 - June 2015:• Directly responsible for account re-balancing, tracking subscriptions and redemption's, analysis related to equity, taxable investor withholding's and payments, and REIT compliance for $20 billion in assets under management.• Member of REIT conversion team of a wholly owned open ended, insurance company separate account to an open ended private real estate investment trust (REIT); enabling fund to grow significantly in assets under management.• Directly involved with building and maintaining REIT test and fee component models used for REIT compliance and LP fee calculations.• Member of senior REIT project team, ensuring initiatives, reporting system enhancements, and issues are handled in a timely and efficient manner.• Directly responsible for monthly AUM reporting and model enhancements.• Responsible for producing interim quarterly client statements and traces for REIT investors during system development.• Directly responsible for quarterly REIT fund level return calculations, ensuring they are reported in a timely and accurate manner.• Responsible for coordinating annual property level REIT questionnaires with asset and property managers and REIT Procedures Manual review and updates with key stakeholders. • Directly responsible for one professionals.