• Responsible for facilitating the opening of new branch offices on behalf of Edward Jones, the largest client account• Initiates site searches for new office spaces and manages the site evaluation and site selection process• Analyzes lease contracts to mitigate risk by negotiating improvements to the language and favorable economic terms that better serve the needs of the client• Oversees the construction process for new branch offices to ensure the scope of work is adequately completed on scheduled and under budget• Manages the relationship with the local financial advisors, real estate brokers, landlord, vendors and general contractors to ensure project progression• Manages a new branch work load of about 50 projects while meeting strict time frames for opening locations

• Negotiated existing lease renewals with all parties involved in the lease transaction process on behalf of Edward Jones• Delivered below market rental rates and improvements to lease language to mitigate risk and provide savings to the client• Educated and directed local real estate brokers, client financial advisors, contractors, landlords, and vendors with market data to ensure project completion in a cost effective and timely manner• Managed branch office Real Estate relocation request, presented request to the Edward Jones general partner of Real Estate to help promote cost conscious decisions that determined the future of each branch office location• Managed a lease renewal work load of about 70 projects while meeting strict deadlines for lease expiration

• Responsible for resolving the client’s property-related issues within their leased space on the largest client account• Worked directly with Edward Jones branch office, vendors, contractors, landlords, and agents to resolve facilities related issues as quickly and cost effectively as possible• Member of branch facilities customer service help line, working reactively on incoming branch office repair/maintenance related issues• Managed disaster recovery and environmental projects to make an un-tenantable office functional in a timely and cost effective manner while limiting interruption to the client’s business• Headed branch office remodel projects overseeing the process for improvements to branch functionality such as conference room/storage area additions, layout improvements, tenant finish updates, etc., coordinating construction bids from general contractors and architectural drawing from internal designer• Led the satellite removal program for all 12,000 client branches to initiate the removal of obsolete satellite receivers in order to mitigate risk and record savings to the client by negotiating landlord and third party removals• Built strong relationships with general contractors and material vendors to provide cost effective solutions to client• Managed a project work load of over 130 projects while completing 300-400 projects per month

• Negotiated transfers of client brokerage accounts, while executing purchase and sale orders for clients• Prepared client reviews and created detailed presentations on past performance and current positions