Experience

The Harbor Law Group

• United States
• Law Practice
• 1 - 100 Employee

• Chief Operating Officer

  • Jun 2023 - Present

• Senior Client Services Director

  • May 2018 - Jun 2023


BUILD
• United States
• Construction
• Executive Assistant

  • Oct 2017 - May 2018


Morrison Street Capital

• United States
• Real Estate
• 1 - 100 Employee

• Vice President, Investor Relations

  • Feb 2012 - Jul 2017

  Coordinated and organized team for reporting and investor distributions, which involved workflow organization and meeting deadlines with external auditors, asset management team, accounting team and CEO. Provided timely, accurate and confidential communication with investors, colleagues, and consultants. Coordinated and planned annual investor meetings. Internal, SEC and OFAC compliance. Coordinated and organized team for reporting and investor distributions, which involved workflow organization and meeting deadlines with external auditors, asset management team, accounting team and CEO. Provided timely, accurate and confidential communication with investors, colleagues, and consultants. Coordinated and planned annual investor meetings. Internal, SEC and OFAC compliance.



Arnerich Massena, Inc

• United States
• Financial Services
• 1 - 100 Employee

• Senior Portfolio Administrator -Team Leader

  • Jul 2007 - Nov 2011

  Provided leadership to Operations Team by overseeing day-to-day Operations workflow in addition to streamlining efforts for Operations and work with other departments to derive productive solutions. Worked directly with Wealth Management Practice Associate on practice management reorganization initiatives as necessary. Implemented and maintained non-discretionary high net worth and institutional investment programs in accordance with investment policy statements as directed by investment advisor. Assisted with asset allocation, rebalancing portfolios to target, and monitoring client cash needs. Investment products include limited partnerships, private equity funds, mutual funds and separately managed accounts. Acted as liaison between client and financial institution, investment manager, partnership, and/or administrator. General servicing of internal private equity companies which involved establishing relationships within the investment company, interfacing with the administrator to create subscription documents, communicate company progress, and assure timely delivery of investment statements and tax documents to investors. Show less



Cypress Wealth Advisors

• United States
• Investment Management

• Financial Operations Specialist

  • Aug 2004 - Jul 2007

  Served as the primary day-to-day contact with all financial custodians and high net worth individual clients. Coordination of executing transactions, such as new account set-up, transfers, wire requests, private equity capital calls, directives to money managers and custodians; Managed monthly limited partnership investments and partnership documentation files. Served as the primary day-to-day contact with all financial custodians and high net worth individual clients. Coordination of executing transactions, such as new account set-up, transfers, wire requests, private equity capital calls, directives to money managers and custodians; Managed monthly limited partnership investments and partnership documentation files.