• Collaborate with the COO of Investor Services to ensure priorities are clearly defined and in alignment with business goals and deliver operational excellence• Oversee high-level priorities, projects and goals with a focus on connectivity across Investor Services• Create alignment with key internal corporate partners

Responsible for leadership of the Business Solutions team including Project & Core System Management, QA/UAT and Learning & Development serving Cushman & Wakefield professionals in the Asset Services, Project & Development Services and Valuation & Advisory business lines.

Responsible for leadership of the Business Solutions team in order to foster collaboration between business leadership and technology partners (internal and external) to deliver innovative products and resources across Asset Services. Includes oversight of the Project Management, Training & Development, Data Strategy, Quality Management and Treasury groups.

Vice President Operations serving the Client Accounting team (part of the Asset Services business line). Responsible for leading the operations aspects of the group including Portfolio and Project Management, Training & Development and Treasury.

Program and Portfolio Manager embedded in the Asset Services group for a leading commercial real estate services provider. Responsible for managing the Asset Services (Client Accounting, Property Management Operations and Platform Services) project portfolio.

Project Manager for Cassidy Turley > DTZ > Cushman & Wakefield (a leading commercial real estate services provider). Responsible for managing all phases of the project life cycle for various initiatives including new software development, upgrades to existing applications as well as hardware upgrades.Portfolio Manager responsible for tracking the Finance team's project portfolio. Activities include:--Implementation of a portfolio tracking system which provides senior Finance leadership with real-time reporting on all active Finance projects--Facilitation of monthly portfolio prioritization process with Chief Accounting Officer and Finance VPs--Facilitation of monthly project update meeting with Finance leadership team (managers and above)--Collaboration with IT resource managers to ensure resource allocation is in line with Finance priorities

IT Project Manager in Front End Pharmacy Services group for Fortune 25 company. Managed $2,600,000 integration project spanning 12 applications. Responsible and accountable for project planning, leadership and budget.

Project Manager for international non-profit org with donations in excess of $100,000,000 annually. Responsible for all phases of the project life cycle for various initiatives including hardware upgrades for remote offices in UK, Australia and South Africa and company-wide Business Continuity Plan development.

PCI Compliance Program Manager for international non-profit org with donations in excess of $100,000,000 annually. Managed the organization's ongoing Payment Card Industry Data Security Standards (PCI DSS) program. Responsibilities included:--Coordination of efforts across the organization and all involved third parties (banks, merchant services providers, etc) to ensure the organization's PCI compliance--Completion of all required documentation necessary to certify the organization's PCI compliance--Development and implementation of a repeatable annual PCI Program Plan

Project Manager for international sales org with revenue in excess of $100,000,000 annually. Accountable to C-level executives, VPs and top sales people for on-time delivery of projects in a hi-pressure, market-driven sales environment. Managed and tracked project resources in multiple locations across North America to ensure that project deliverables were completed correctly and on-time. Responsibilities included:--Management of 10-15 concurrent corporate projects including marketing initiatives, process improvement, staff training, application development (.NET) and new product launches --Collaboration with C-level executives, VPs and top sales people to develop project charter/scope and project plans, hi-level requirements gathering, workflow/process documentation, managing/reporting project status, test plan development, coordination of pre and post-deployment testing, and dashboard reporting of all active projects--Coordination of release of project deliverables (software, new products, improved processes, etc) across various cross-functional teams. Release coordination included Quality Assurance (“QA”), pre-deployment User Acceptance Testing (“UAT”) and approval, deployment, and post-deployment testing. Collected and archived QA and UAT documentation in accordance with SOX guidelines

Managed $1.6M project expanding the company's business into Canada via the establishment of two new Canadian subsidiaries. Responsibilities included:--Gathered requirements from Canadian legal counsel and all relevant Canadian regulatory authorities--Worked directly with Canadian government agencies responsible for the regulation of the sale of travel in British Columbia (BPCPA), Toronto (TICO) and Quebec (OPC). Negotiated terms of agreements with said agencies and completed various complex applications/submittals required for complianceFacilitated reporting to C-level executives, VPs and managers on all aspects of the project including:--IT system infrastructure development.--Delivery of marketing materials and campaigns created to support the Canadian launch--Hiring and training of Canadian staff for offices in Vancouver, Toronto and Montreal--Internal training of 200+ person Customer Support group--Acquisition of existing supplier in Toronto to speed compliance with local regulations--Creation of master Canadian Operations manual for use by company’s Finance, Marketing and Support teams to facilitate ongoing business

Commercial real estate loan underwriter responsible for creation of processes/procedures/documentation as well as underwriting of loan requests for start-up niche market commercial real estate lender. Responsibilities included:--Development and documentation of hi-level underwriting guidelines and processes to be utilized in the underwriting process--Management of the loan funding process from initial customer contact to completion, including direct interaction with clients and sales persons to craft financing solutions, presentation of loan requests to executive management for consideration, coordination of resources across the organization including Origination, Underwriting, Processing and Servicing to bring the loan to a timely close

Operations manager responsible for creation of processes/procedures necessary to run a start-up commercial and residential real estate finance and investment firm. Partnered with President/CEO/Founder to design core operating processes and provided project management support for various commercial and residential real estate projects and investments. Responsibilities included:--Creation and documentation of core processes.--Development of commercial and residential real estate loan funding networks

--Provided project management support for enterprise-wide re-organization project, including business process analysis/documentation and re-development. Interfaced directly with C-level executives, VPs and team leads to document as-is and to-be processes. --Provided project management support for enterprise-wide development and implementation of enterprise-wide Customer Relationship Management (CRM) system. Interfaced directly with C-level executives, VPs and team leads to document as-is and to-be processes. Coordinated requirements gathering for third-party CRM system developers.--Provided project management support to remote sales representatives by managing and tracking all aspects of the loan closing process for complex commercial real estate financing projects. Responsibilities included:--Preparation for underwriting – prequalification/financial analysis, transaction structure, documentation gathering (from the borrower) and loan file creation.--Loan approval – assisted underwriter in preparing loan for committee review, participated in presentation to committee, informed borrowers of approval terms/conditions, etc.--Loan closing – guided borrower through loan closing process, partnered with loan processing staff to collect loan approval terms/conditions from borrower and presented condition waivers/change requests to credit committee as applicable.--Trained new outside sales representatives and inside sales support staff.--Managed delinquent loans while maintaining target delinquency ratio of less than 1% of $500MM+ church loan portfolio. --Assisted in various other loan servicing tasks – calculating and processing payments to investors, tracking and assessing borrower compliance with loan covenants, etc.