Mentored junior team members, fostering a collaborative environment and promoting professional development.
Streamlined internal processes, resulting in improved operational efficiency and increased profitability.
Spearheaded the development of strategic plans aligning with company goals and market trends, ensuring long-term success and growth.
Built strong partnerships with external stakeholders to leverage resources and expand the firm''s reach in the industry.
Championed change management efforts, facilitating organizational transformation while minimizing negative impacts on staff morale.
Developed and maintained long-term relationships with key clients for sustained business growth.
Developed strategic plans for day-to-day financial operations.
Managing Director
JPMorgan Investment Management
01.2007 - 12.2009
Conceived and launched the very first, US, 100% green, commercial real estate, Institutional Investment Fund in 2009 and raised $182 million to establish the program.
Built nationally recognized expertise in green building
Advocated for real estate investment industry to accept, adopt and advocate for green building standards
Promoted the financial advantages of green buildings
Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Directed large-scale projects from inception to completion on time/budget with strict adherence to quality standards.
Vice President-Client Portfolio Manager
JPMorgan Investment Management
01.2004 - 12.2007
Managed team of research and marketing representatives to provide trusted fiduciary services to some of the largest pension plans in the US and raise capital to be invested on JPMorgan's real estate investment strategies.
Raised more than $1 billion
Established performance goals for the team and outlined processes for achievement.
Built deep client trust by providing exceptional research coupled with an intense focus on solving the client's problems with customized solutions.
Originated new marketing materials, reorganized existing standard presentations to make more relevant.
Won 95% of client mandate finals.
Vice President-Senior Asset Manager
JPMorgan Investment Management
01.1998 - 12.2003
Managed a large staff of property managers, leasing agents, audit/accounting, engineers, research, marketing, legal and compliance.
Built incredible "esprit de corps" to create a consistently high performing team.
The team won 9 awards from national professional peer groups ( BOMA, NAIOP, NAREIM) for best operations/buildings of the year.
Increased operating performance of the portfolio 33%.
Developed, retrofitted, or asset managed more than 10 million square feet of multifamily, office, and industrial assets.
Led annual budget preparation process by coordinating efforts with various departments to ensure accurate projections of income and expenses for each asset under management.
Senior Asset Manager
TIAA-CREF
01.1991 - 12.1997
Directed the profit and loss for more than 5 million square feet of commercial real estate for the TIAA General Account, including its flagship investment, the Seagram Building - known as 1 of the 10 buildings that changed the world.
Managed a large staff of property managers, leasing agents, audit/accounting, engineers, research, marketing, legal and compliance.
Reduced operating expenses through strategic cost management initiatives and streamlined processes. Increased operating performance 20%.
Asset Manager
City Of Hartford
01.1989 - 12.1990
Responsible for the City's owned commercial real assets.
Evaluated appraisals, broker opinions and current market data to derive internal valuations and implement property strategies.
Managed litigation strategies
Negotiated favorable terms with vendors, reducing overall property management costs.
Education
MBA - International Finance
University of Connecticut
Stamford, CT
Bachelor of Arts - Psychology
Yale University
New Haven, CT
Leed Green Associate - Candidate - Sustainable Commercial Real Estate
US Green Building Council
Washington DC
Skills
Inspiring teams to stretch to generate higher performance by having knowable rewards for success
Team Development-player coach style
Working very well with Board members
Work Planning and Prioritization
Brand creation, polishing, and marketing of the brand
Donor interfacing
Setting and communicating the vision of the organization
SWOT analysis
Working with local, state and federal policy makers
Speak effectively the across Commercial Real Estate language silos (construction, development, asset management, green banks/finance, leasing, engineering, property management, investors,insurance, research, compliance, audit, accounting and government)