Experience

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  Spring Lane Management LLC

  • Boston, Massachusetts, United States

  • Business Manager

    • Apr 2021 - Present
    • Boston, Massachusetts, United States

    Manage financial and business operations for Spring Lane Management LLC, 3 Private Equity Funds and all associated entities.

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  Blue Hill Partners

  • Philadelphia, PA

  • Business Manager

    • 2010 - Apr 2021
    • Philadelphia, PA

    Manage all financial and business operations for Blue Hill Partners LLC and its subsidiaries. Also act as Building Manager for Blue Hill’s 14,000 square foot office building, Forty West Evergreen.

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  RE 101, Inc.

  • Philadelphia, PA

  • Partner

    • Jan 2008 - 2010
    • Philadelphia, PA

    Develop real estate investment opportunities in a confusing marketplace. Work with realtors to find properties that offer us the opportunity to create a positive cash flow. Analyze the local real estate market to determine home value and proper offering price. Evaluate whether properties are best used as a rental or for resale. Determine and cost out what needs to be done to properties so that it will meet our goals. Create a design plan to ensure that properties will create interest with our target buyers or renters, including new layouts, kitchen redesigns, bathroom makeovers and paint schemes. Oversee all aspects of renovation or rehab, working closely with contractors and subcontractors to ensure that projects remains on budget and on time. Analyze market to determine appropriate sale price or rent of finished projects. Provide staging plans for sale of properties. Work with local furniture staging company to coordinate drop off and placement of furniture as well as pick up timing. Purchase and arrange anything necessary to complete staging plan and remain within budget. Provide detailed budget analysis to determine profitability of completed projects.

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  Getz Printing Company

  • Flourtown, PA

  • Graphic Designer/Business Manager

    • 2000 - 2010
    • Flourtown, PA

    Design/create press ready artwork for print jobs using various software programs. Work with both retail and corporate clients to create a finished product that meets their needs. Items include: business letterhead, business cards, envelopes, brochures, posters, labels, social invitations, wedding invitations, moving cards. Help clients who are “stuck” on how to proceed with a project to find the most cost effective solution that meets their goals. Work with many neighborhood senior citizens, helping them to navigate current technology (fax, email, scanning, internet, etc). Follow projects from creation to completion making sure that it is completed on time and within quoted price. Assist owner with all aspects of bookkeeping, tax payments, year-end reporting, etc.

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  Williamson Restaurant

  • Bala Cynwyd, PA

  • Sales/Marketing/ Dining Room Floor Manager

    • 1978 - 2005
    • Bala Cynwyd, PA

    Worked off and on for my family’s restaurant and banquet business. Responsible for advertising and marketing for 2 large restaurants and a catering company. Met with a variety of clients (corporate, personal and wedding) to show facility, answer all questions, book space and help develop menus to meet their needs. Worked as Dining Room Floor Manager to provide any assistance necessary to support wait staff and to enhance our customers’ dining experience. Worked with senior citizens and disabled customers making them feel welcome and special.

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  First Fidelity Bank

  • Philadelphia, PA and Newark, NJ

  • Vice President, Securities Lending Division

    • 1988 - 1992
    • Philadelphia, PA and Newark, NJ

    Created and managed Securities Lending Division for regional bank with assets totaling $800 million. Responsible for all aspects of department, including developing relationships with borrowing brokerage firms, determining appropriate lending rates of portfolio securities, investing all cash proceeds in approved financial vehicles. Providing all necessary reports to Trust Review Committee and Executive Committee. Met with these committees quarterly to apprise them of the department’s status. Supervised two security traders, writing performance reviews and handling departments HR requirements.

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  First Pennsylvania Bank

  • Philadelphia, PA

  • Assistant Vice President, Securities Lending Department

    • 1983 - 1988
    • Philadelphia, PA

    Responsible for investing off all cash collateral for a large securities lending portfolio with assets totaling $4 billion. Provided all required reports for Trust Review Committee and Executive Committee. Researched investment alternatives that would fit within client asset guidelines. Created custom PC programs to track investment status and returns

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  Merrill Lynch

  • Jenkintown, PA

  • Sales Assistant

    • 1982 - 1983
    • Jenkintown, PA

    Assisted top producing stock brokers in retail office. Provided all aspects of customer service needed for account maintenance. First Sales Assistant in the Philadelphia region to ask to take and subsequently pass Series 7 licensing examination. Maintained own clients as well as continuing to assist stock brokers with their client base.