Finance, Accounting, Operations
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Business operations and management professional specializing in administration, finance, human resources, team building and supervision, sales and marketing, and client relations. Experience in non-profit fundraising and program management, real estate asset management, private equity, investment analysis, and small business accounting.
In manage a privately held real estate asset management firm including real estate and investment portfolios. I provide business administration, accounting and finance, investment analysis and reporting, and relationship management services. I collaborate daily with the firm’s principal, a small internal team, and a distributed network of brokers, advisors, property managers, and professionals on executing investment strategies, preparing corporate and personal financial statements, and managing cash flows across multiple entities.
Over the past five years, I have assumed full P&L responsibility for various entities and have overseen the growth of the portfolio to over $150 million in AUM comprised of 1,000,000+ square feet of multi-state residential, commercial and resort holdings. I have directed and executed $50+ million in financing for new and existing assets, and driven growth in key metrics such as revenue and profitability.
MBA, concentration in Finance
