Marjorie Tornatore
Whitestone,NY
Summary
A dedicated Asset Management Associate with a strong focus on real estate and an extensive background in commercial real estate asset management and capital markets, offering a proven track record of driving financial success. Responsible for overseeing a diverse portfolio of retail assets. Excel in formulating, monitoring, and communicating comprehensive financial strategies across the portfolio while actively collaborating with cross-functional teams to implement property-level business plans. Well-honed financial modeling skills, proficiency in Excel, and familiarity with fundamental corporate finance return measures empower provide data-driven insights and make strategic recommendations to the Executive team. With a proactive, detail-oriented approach, demonstrated an aptitude for multitasking, and fostering collaborative team dynamics. The ability to lead capital markets transactions and update reporting materials for internal and external stakeholders, coupled with a commitment to staying current with industry trends, position as a valuable asset. Hold a bachelor's degree in finance with a real estate license complemented by strong interpersonal and communication skills, positioning as a positive and dependable team member ready to make meaningful contributions to the organization.
Overview
32
32
years of professional experience
1
1
Certification
Work History
COMMERCIAL REAL ESTATE ADVISOR
Compass Luxury
03.2023 - Current
- Leveraged expertise in global marketing strategies to develop and execute innovative campaigns that expanded brand presence across international markets.
- Utilized data-driven insights to refine marketing strategies, optimizing audience targeting and content distribution for maximum impact.
- Successfully managed diverse commercial real estate projects, demonstrating deep understanding of market dynamics, property valuation, regulations, and negotiations.
- Cultivated strong relationships with local stakeholders, including property owners, developers, and government officials, enabling effective collaboration.
RESIDENTIAL & COMMERCIAL REAl ESTATE
Douglas Elliman Real Estate, Luxury Real Estate
02.2014 - 02.2023
- Specialized in commercial buildings with rent-stabilized & rent-control units.
- Assisted landlords with 421-a tax benefits.
- Created marketing strategies to sell multi-family buildings required to comply with NYS Division of Housing And Community Renewal (DHCR) Annual Rent Registration System.
- Reviewed J-51 incentives to increase rent roll for rent-stabilized buildings.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Established and maintained highly effective relationships with clients and industry partners to drive growth.
- Developed new proposals, contracts, and procedures to draw in more clients and streamline work operations.
- Identified business development challenges and customer concerns for proactive resolution.
- Demonstrated exceptional leadership within team of 7000 members, receiving consecutive Leadership Awards.
- Advised developers and facilitated project development across regions, including Brooklyn, Queens, Bronx, Manhattan, Nassau & Suffolk.
- Negotiated preferred vendor agreements for software implementations exceeding 5MM, contributing to successful project execution.
- Conducted comprehensive market analysis, influencing strategic decisions for property sales and acquisitions.
- Utilized Salesforce and other platforms to drive lead generation, facilitate negotiations, report support resolutions, and manage customer queries.
- Achieved prestigious President's Award in 2022, ranking within top 19% nationwide, showcasing exceptional performance, dedication, and proven track record of delivering outstanding gross commission results.
- Generated leads for sales and rental properties through cold calls and referrals
- Prepared and presented contracts and other legal documents to clients
CONSULTANT PARTNERSHIP MANAGER
Advent Software, Inc
01.2007 - 02.2013
- Facilitated strategy development and planned with cross-functional teams.
- Enforced use of required processes and tools for partnership management.
- Successfully managed portfolio of 22 strategic consulting firms, fostering strong alliance partnerships focused on implementation of portfolio accounting and investor accounting solutions.
- Directed high-performing $2.9M business unit catering to hedge funds, fund administrators, and prime brokers, driving strategic consulting services for Advent products.
- Spearheaded strategic business development efforts of $100M revenue-generating business unit, contributing to overall company growth and expansion.
- Skillfully negotiated and cultivated partner relationships, resulting in revenue growth and sustained collaboration.
- Maintained regular engagement with alliance partners, ensuring seamless execution of Certified Partner Program.
- Delivered over 55 annual sales presentations to prospective clients interested in leveraging top consulting firms for hedge fund industry software implementations.
- Conducted Advent training workshops for major global consulting firms: KPMG, and Deloitte equipping them with proprietary training material for portfolio and investor accounting.
- Orchestrated joint meetings between new partners and sales /account management teams to establish future collaborative references for deal closures.
- Pioneered Influencer Lead Program in partnership with strategic consulting firms, becoming primary lead source within Alternative Investment community.
- Oversaw comprehensive marketing initiatives related to partnerships, including messaging, competitive positioning, collateral, online lead generation, articles, press releases, and web presence across global markets.
- Complied and presented monthly executive reports, effectively tracking partnership status and potential sales leads in pipeline.
- Acted as main liaison for product upgrades, guiding clients through upgrade process to ensure optimal utilization of best practices.
- Collaborated closely with software engineers and product management teams, identifying software gaps and driving efficient resolutions to enhance client experience.
PROJECT MANAGER
Merrill Lynch
09.2004 - 04.2007
- Led projects related to regulatory compliance, privacy pledges, and tax reporting services.
- Monitored project performance to identify areas of improvement and make adjustments.
- Directed 50 broker-dealer implementations onto Merrill Lynch's trading and accounting platform, collaborating with financial advisors.
- Managed database testing and facilitated successful outside auditor reviews.
SYSTEMS INTEGRATION MANAGER
Bear Stearns & Co
10.1997 - 06.2004
- Worked closely with management teams to plan, develop, and execute technical strategies aligned with client's vision
- Identified computer hardware and network system issues, performing troubleshooting techniques for remediation.
- Oversaw development and implementation of improvements to support and network operations.
- Implemented trading system platforms, enhancing operational efficiency for diverse investment entities.
- Developed product awareness for 400 broker-dealers.
- Managed customized reports and contributed to seamless integrations.
REGISTERED SENIOR INVESTMENT SPECIALIST
Charles Schwab & Co
01.1992 - 04.1997
- Met with customers and clients to update accounts and reports.
- Educated clients on potential risks and rewards associated with various investments.
- Recommended specific investments to help clients meet financial goals.
- Analyzed the financial needs of clients and developed tailored strategies to meet goals.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Created financial models to analyze and evaluate investment strategies.
Education
Bachelor of Science - Finance
St. John's University
Jamaica, NY01.1995
Skills
- HUD and LIHTC Knowledge
- Administrative Skills
- Regulatory Compliance
- Tenant File Management
- Financial Eligibility Determination
- Data Analysis
- Communication
- Training & Education
- Attention to Detail
- Problem-Solving
- Project Management
- Legal & Ethical Awareness
- Adaptability
- Interpersonal skills
- Documentation & Record Keeping
- Time Management
Certification
- Licensed Real Estate Salesperson - 2014
- Certified Negotiation Expert (CNS)
- Tom Ferry Coaching
- Ninja Coaching
- Certified International Property Specialist (CIPS)
- Geneva / Unix 3-week Certification course ( Advent Software)
- IPS Project Management Course (Stanford Project Management Course)
- The Art & Science of Project Management Workshop, Management Solutions Group
- Exceptional Presentations, Baker Communications.
- BTS Workshop: Accelerating Strategy Alignment and Execution.
- David Allen Workshop: Mastering Workflow and Getting Things Done ( GTD)
Timeline
COMMERCIAL REAL ESTATE ADVISOR
Compass Luxury
03.2023 - Current
RESIDENTIAL & COMMERCIAL REAl ESTATE
Douglas Elliman Real Estate, Luxury Real Estate
02.2014 - 02.2023
CONSULTANT PARTNERSHIP MANAGER
Advent Software, Inc
01.2007 - 02.2013
PROJECT MANAGER
Merrill Lynch
09.2004 - 04.2007
SYSTEMS INTEGRATION MANAGER
Bear Stearns & Co
10.1997 - 06.2004
REGISTERED SENIOR INVESTMENT SPECIALIST
Charles Schwab & Co
01.1992 - 04.1997
Bachelor of Science - Finance
St. John's University
- Licensed Real Estate Salesperson - 2014
- Certified Negotiation Expert (CNS)
- Tom Ferry Coaching
- Ninja Coaching
- Certified International Property Specialist (CIPS)
- Geneva / Unix 3-week Certification course ( Advent Software)
- IPS Project Management Course (Stanford Project Management Course)
- The Art & Science of Project Management Workshop, Management Solutions Group
- Exceptional Presentations, Baker Communications.
- BTS Workshop: Accelerating Strategy Alignment and Execution.
- David Allen Workshop: Mastering Workflow and Getting Things Done ( GTD)
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