Director Real Estate /Facilities Project Manager August 2012 to CurrentFRANKLIN SQUARE CAPITAL PARTNERS
Sole internal project manager for 80,050 RSF new construction and relocation of corporate headquarters Management of $16 million tenant improvement budget Complete oversight of consultants, vendors and construction team Developed relocation plan, assisted in developing orientation program for employees, and managed all facility related issues Project completion on time and under budget: Feb 2015 move in date Identified space, helped to negotiate lease and managed tenant build out for 12,000 RSF of new office space in Orlando In process of negotiating lease for Washington DC office Will oversee tenant improvements, furniture selection/installation, and employee move in In process of identifying office space in New York City Board Liaison Relationship manager for board members of 6 investment funds Developed advance board scheduling program for quarterly board, valuation, audit and nominating & corporate governance committees , monthly board calls Organized impromptu board and committee calls as needed while ensuring majority participation Prepared & Managed $12 million broker dealer budget in 2014 for the following: Educational & due diligence forums National accounts sponsorships & events Wholesaler territory budgets Internal group meetings and training sessions Assisted road shows Prepared $15.6 million broker dealer budget for 2015 Organize and execute monthly conferences to educate advisors on our investment products Venue selection, contract negotiation, budget preparation Worked with sales team to create invite list of high ROI clients Onsite management Organize and execute friends and family events, NYSE listing reception, internal group meetings, firm year end meeting and holiday party, management retreat, chairman's club trip, etc Developed assisted road show (ARS) schedules for 4 product specialists and 35 wholesalers Schedule approximately 500 ARSs annually to maximize travel efficiency for the product specialists Reviewed venue contracts for the sales team to ensure all aspects are within our firm guidelines for cost per person and food and beverage minimums.
Managing Director, Chief of Staff Chief of Staff October 2003 to July 2012THINKEQUITY, LLC
Member of Management Committee Worked with Management team to reduce $18 million in fixed costs in 2009 and 2010 Negotiated a 10 year lease for new NY office space, significantly reducing our costs for a larger office and managed a $1.5 million tenant build out Head of Corporate Access Origination and execution of all corporate marketing activities Non deal road shows (NDRs), bus tours, group events and investor conference calls Coordinate with research analysts, banking teams, sales professionals and external IR firms Worked with companies to identify optimal shareholder base, target cities and accounts Interaction with senior management of our public market and private company clients Relationship manager for Firm's top banking clients Instrumental in helping the banking team build and maintain relationships with our corporate clients Coordinate with Head of Banking and industry sector heads to help monitor our trading activity, research initiations/updates, venture capital portfolios, M&A activity, etc.
to ensure banking opportunities are identified and prioritized Head of Conferences & Events Plan, organize & fully execute all conferences, including 1x1 allocations and scheduling.
Associate May 2002 to August 2003C.E. UNTERBERG, TOWBIN
Executed public and private transactions, non deal company road shows, analyst road shows, group events.
Worked to help build the PIPE practice.
Identified accounts that invested in private investments in public equity.
Executed transactions from beginning to end - worked to identify lead investor and terms, bring in co-investors, compliance, documentation, closing.
Associate February 1999 to April 2002THOMAS WEISEL PARTNERS
Helped to develop relationships with firm's corporate clients, venture capitalists and high net worth individuals to introduce corporate and venture service capabilities, including corporate cash management, block trade execution, 10b5 plans, asset allocation models, restricted stock sales, etc.
Assisted in relationship management with Limited Partners of proprietary funds.
Generated newsletters and quarterly statements, processed investments, redemptions and capital calls, and prepared marketing materials.
Bachelor of Science : May 1997University of Scranton － Scranton, Pennsylvania