Experience

Silverleaf Venture Partners LLC

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Operational Specialist

  • Jan 2018 - Present



Silverleaf Capital Group LLC

• United States
• Investment Management

• Operations Manager

  • Jan 2011 - Present

  Project management, investment and executive office support for private equity clients in the technology, real estate and hospitality industries. Responsibility includes coordinating and tracking investments and potential investment deals, producing monthly and quarterly budgets, expense reports and investment summaries. Maintain entity tax and legal filings and investor reporting and shareholder relations. Project management, investment and executive office support for private equity clients in the technology, real estate and hospitality industries. Responsibility includes coordinating and tracking investments and potential investment deals, producing monthly and quarterly budgets, expense reports and investment summaries. Maintain entity tax and legal filings and investor reporting and shareholder relations.



FUMNS

• Treasurer/Human Resource Administrator

  • Jul 2004 - Present

  Prepare fiscal year budget of $400,000, cash flow forecasts and monthly director financial reports. Streamlined invoicing and collection procedures for 98+ accounts to improve A/R & A/P processing using QuickBooks Professional and integration to members only section of school web site. Maintain employee personnel data and manage medical benefits enrollment and administration, 403B retirement plan, schedule and process bi-monthly payroll & reporting for 20 employees with ADP. Implemented web-based time card integrated with ADP payroll resulting in improved accuracy and reduced man hours to process payroll time sheets. Show less



CRC Consulting

• Director

  • Jan 2011 - Dec 2017

  Career and College Counseling - Liaison with Stamford Public Education Foundation to Stamford Public Schools supporting Naviance for Student Success Plans grades 6-12 and career and college planning. Designed and delivered community presentations to faculty, staff, students and parents. Provided counseling services to students one-one, in small groups and in classroom settings in areas of career pathways, post-secondary education opportunities, standardized test preparation, college selection, financial aid and application process. Show less



Lehman Brothers

• Capital Markets
• 700 & Above Employee

• VP Treasury Operations

  • 1987 - 1994

  Managed a project team for Treasury Operations of 6-8 programmers and analysts through the system life cycle. Developed requirements and system design using Information Engineering development tools (Entity-Relationship, Data Flow and Functional Decomposition Diagrams) in conjunction with the project team. Prepared resource estimation, allocation, and reporting of actual efforts. Wrote and presented daily, weekly and monthly status reports and presentations to senior management. Managed a project team for Treasury Operations of 6-8 programmers and analysts through the system life cycle. Developed requirements and system design using Information Engineering development tools (Entity-Relationship, Data Flow and Functional Decomposition Diagrams) in conjunction with the project team. Prepared resource estimation, allocation, and reporting of actual efforts. Wrote and presented daily, weekly and monthly status reports and presentations to senior management.