Experience

• 

  Real Estate And Investments

  • Principal

• 

  Real Estate and Investments

  • Principal

    • 1996 - Present

• 

  John Hancock Financial Services

  • Consultant Sales Practices - Retail Sector

    • Jun 1994 - Jun 1996

    Reviewed, edited and approved sales material for insurance and investment products to meet ethical and compliance standards. Collaborated daily with high producing field personnel and sales, marketing, public relations and legal departments within the company. Gained knowledge of state insurance and NASD regulations on marketing/advertising for retail insurance and investment products. Utilized strong writing and editing skills as well as excellent judgment ability and communication skills.

  • Financial Analyst - Retail Financial Management

    • Sep 1988 - Jun 1994

    Responsible for developing and monitoring the Retail Sector's $250 million annual budget and analyzing monthly and quarterly expense and variance reports. Responsible for the Retail Sector's quarterly expense analysis reports for presentation to the company's Executive Committee.

• 

  American Finance Group

  • Boston, MA

  • Manager, Investor Services

    • 1982 - 1986
    • Boston, MA

    Established a new Investor Services Department responsible for managing investor documentation, collection of investment funds and the closing process for private and public leveraged equipment leasing limited partnerships. Managed ongoing investor relations including all call center functions. Streamlined operations, working with the information services department, by designing and automating a new investor services database system. Developed and wrote the department policies and procedures manual. Hired, trained and managed staff.