Support senior management and fund portfolio managers in marketing MSREI platform and products to investors.- Participate in direct client meetings, regular conference calls and industry events. - Develop quarterly global macroeconomic, property sector and capital markets updates, analyzing market outlook and investment themes, to be utilized both internally and with external clients.Design educational materials for investor prospects regarding asset allocations to alternatives and real estate.- Address specific client inquiries related to global markets / research topics.- Manage third party data providers. - Work with global investment teams to integrate market research into investment decisions and strategy.- Serve on Fund Investment Committees and MSREI Valuation Committee. MB&REI Platform- Coordinate and leverage MS Research to support MB&REI marketing and investor coverage activities.- Develop and articulate cross-MB&REI investment perspectives in connection with broader marketing and investor coverage activities.- Work across the MB&REI platform to oversee marketing strategy as it relates to industry conferences, seminars and data providers.

- Work with regional Sales, Risk and Asset management leaders on portfolio design and asset allocation strategies for the Americas, Europe and Asia Pacific to optimize their portfolio, including hosting external market events and strategy days.- Lead the effort in developing a consistently reported market analysis framework for the ongoing monitoring of macro, financial and CRE markets.- Develop “house view” of markets, analyzing global macroeconomic, property, capital markets and competitor trends, for use in Strategy planning and presentations- Interpret macroeconomic conditions and their relationship to commercial real estate and identify which markets and property sectors will be impacted by each trend and their typical lead/lag relationships- Understand the underlying business and industry drivers of each market and look beyond widely available data to enable a differentiated perspective and identification of counter-cyclical, contrarian investment theses- Work with investment directors and translate research into definitive investment strategies across property segments, capital markets quadrants and market segments- Provide objective market analysis to support large portfolio transactions, e.g., verifying leasing and rent assumptions using sub-market “fair share” analysis- Develop regression-tested, statistical models to support “leading indicator/cyclicality” analytics and market flag reporting to optimize the timing of investment/divestment decisions- Redesigned and simplified the market hurdle process covering over 300 global market/collateral combinations- Identify customer growth opportunities as part of the global debt program,- Supervise junior research professionals in undertaking real estate and related capital markets research and projects- Help coordinate and evaluate relationships with 10+ global market data providers and train others in their usage. - Led Real Estate’s global Simplification initiative and Customer First Initiative

-As part of the Senior Leadership Team, reported to President, Global Investment Management to formulate and execute the business strategy for this start-up business which has gathered ~ $10B in assets from 70+ institutional investors sofar;-Drove new product introduction process globally; identified opportunities for launching $2B in limited partnerships/JVs/funds;-Integrate third party data with GE portfolio insights to develop and publish a proprietary global market outlook – delivered to 500 investors and presented on panels (e.g., MIPIM);-Identify tailored investment theses for large global investors, aiding $1B capital raise in 2011;-Develop and maintain an investor portal used frequently by 500 investors;-Author 20+ white papers, market monitors for 8 countries, published in Wharton Journal;-Develop regression-tested investment start/stop indicators for six global markets;- Operationalize research function by developing and maintaining global chartbook of real estate data across 8 countries and 200+ metrics.

- Reported to reported to global Chief Marketing Officer as strategy leader for the world’s leading commercial real estate investment business, with $70+ Bn in assets. Responsible for strategy development, including bi-annual corporate strategy planning, capital allocation, market entry/exit, market risk hurdles, new product introduction and publishing investment research- Led global strategy process, identified growth strategies targeting addressable market of $10T, resulting in a $1B increase in originated volume- Led global investment research team, gathering in-depth market and competitive intelligence on 30 global real estate markets. Published investment research monthly to ~500 leading institutional investors- Launched real estate lending and investing programs. Launched five new investment products and created analytical customer targeting models to support rollout- Developed proprietary city attractiveness mode to prioritize 30+ global office investment markets - Integrated risk and commercial market perspectives in rolling out single, global, data-driven risk hurdle process for 216 global market/asset combinations- Linked market intelligence to customer/asset prospecting driving $1B in direct investments

•Established a comprehensive cross-sell and retention program - identified $200M+ financial opportunity for Chase Financial Services•Executed contact center strategy for Chase Financial Services for the CIO of the bank•Developed future market scenarios for Fixed Income Division of Merrill Lynch & Co.•Established business case for outsourcing research processes for Deutsche Bank•Developed global internet strategies for Nasdaq, Bear Stearns and Bank Paribas

Senior Consultant, Financial Services Marketing & Strategy Melbourne Developed customer business process analysis for AIA life insurance in Hong Kong Developed call center strategy for Colonial Mutual and National Mutual