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Project Manager Sales

San Francisco, California, 94123, United States
May 22, 2010

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Professional Experience

Investment Management . Mergers and Acquisitions. Investment Banking.

Strategic Planning . Compliance and Auditing Quantitative Investment

Analysis. Debt underwriting .Capital Raising. Business Development .

Project Management. Accounting and Finance. Portfolio Management and

Trading . Technology . Contract Negotiations. Real Estate Development.

Relationship Management

Employment History

Senior Management and Strategy Consultant San Francisco, CA


Wells Fargo- Corporate Finance Group

Executive Project Manager

Recruited to lead the "largest merger/ acquisition in banking history" and

directly responsible for a $1.5 billion dollar budget. My

responsibilities include strategic planning, process engineering,

development and leadership of entire finance, accounting, operational and

executive teams.

. Manage integration of the banks lines of businesses fixed assets, IT,

real estate and staff

. Define scope, develop strategy, complete FP&A, coordinate finance,

operational and technological integration

. Manage merger forecast, budget, schedule and data flow from line of

business leaders

Wells Fargo- Funds Management Group

Funds Pro Forma Financial Consultant

Led the 452 billion dollar Wells Fargo/Evergreen Investments (i.e.

Wachovia) fund merger. My responsibilities included strategic planning,

and merger execution including the integration of fund accounting,

operations, sales, marketing, compliance and regulatory filings.

. Completed quantitative analysis, strategy mapping, financial

modeling, SEC N-14 filings and compliance for 87 funds of varying

asset classes including fixed income, international/domestic equity

and private placements

. Evaluated and assembled data as it pertains to fund pro-forma's,

expenses and performance reporting documents

. Analyzed fund holdings, investment strategies, historical

performance, investment risks and created new fund prospectuses

Union Bank- Institutional Trust and Advisory Group

Project Manager

Managed a comprehensive audit of Union Banks Institutional Trust and

Advisory department. Reviewed the departments operational procedures and

account holdings.

. Review every investment portfolio in the department to verify

appropriate asset allocation and transaction documentation

. Portfolios included various funds and fixed

income/domestic/international stock products

. Build and rebalance client portfolios to optimize returns and mitigate

against market risk

. Ensure departments compliance with Union Bank's Business Standards of

Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy

Act, information security and suspicious activity reporting

requirements, and other regulatory and compliance policies and


Toll Brothers Inc.-Finance and Development- SF/Bay Area


2009 Project Manager

Structured financing and managed the acquisition and development of $400

MM of high-rise, multi-family and luxury single family real estate

throughout the country. My responsibilities included executing the

company's acquisition/growth strategy, raising and structuring financing,

obtaining political approvals and entitlements and assembling a team to

complete developments valued between $30-$200 million dollars.

. Formed LP's and LLC's for new development entities, raised capital via

debt and equity capital campaigns focused on investment banks and

funds, commercial lenders and federal/state RFP's

. Structured and executed debt and equity transactions and sophisticated

deal structuring of joint ventures containing promotes, pari passu and

preferred returns

. Completed economic feasibility studies and project due diligence

analysis for bankers, investment groups, municipalities and

representatives from various federal agencies

. Negotiated purchase and sale agreements and vendor/consultant


. Managed P &L statements and all accounting functions including

financial reporting, regulatory reporting, board reporting, cash

management (A/R, A/P and funding draws), product development and

maintenance of outside relationships including vendors, regulatory

agencies, consultants and auditors.

. Developed and implemented marketing and value add sales strategies and

restructuring efforts on underperforming investments that facilitated

a successful disposition of assets including

Oppenheimer -Investment Banking-New York, NY



Completed portfolio management for institutional and high net worth

private clients and made buy and sell recommendations based on client's

needs analysis. Helped underwrite and perform actuary analysis on various

investment banking deals focused on initial public and follow on equity

offerings and debt issuance. Completed and received top honors from

Oppenheimer's Associate Training Program

. Worked within the fund of funds, ETF, industrial, technology, biotech,

financial services and alternative energy sector.

. Worked with Macquarie, Vanguard, T. Rowe Price, J.P. Morgan, Eaton

Vance, Blackrock, ING,

Janus Funds, John Hancock and Gladstone Capital

. Developed investment memorandums and marketing materials and

presented to C level executives and other various high net worth


. Developed financial models, pitch book materials, conducted company

research, analyzed data to help

advise clients and prospective clients on investment offerings or

market driven opportunity both domestic and cross-border

. Responsible for supporting all aspects of the investment planning and

analysis including deal sourcing, due diligence and closing

. Worked extensively with managed money products for the brokerage


. NASD, NYSE, AMEX and CBOE registered representative, obtained Series

7 & 63

CollegePro Cape Cod, MA



I successfully managed the marketing, sales, biding, estimating,

contracting, construction, scheduling and human resources for my company

that employed 22 individuals.

. Developed marketing strategy to successfully grow the business

throughout Massachusetts.

. Conducted pre-project meeting with clients to review contracts,

schedule, warranty and scope of work to be completed

. Established and enforced metrics to ensure profitability and quality


. Secured and produced $500,000 dollars of business per year

. Received Franchisee Of The Year Award for New England Division

. Received Top Production Award for New England Division

. Received Top Sales Ratio Award for New England Division


Stanford University- Stanford, California


. Graduate Program, Advanced Project Management (Business/ Engineering)

University of Montana- Missoula, Montana


. Bachelors of Arts, Business Administration

University of Montana- Missoula, Montana

. Bachelor of Science, Biological Sciences


Barnstable High School-Cape Cod, Massachusetts


. Diploma, General Studies

Selected Technical Skills

. Microsoft Office, Microsoft Excel, Microsoft Project, CAD, PowerPoint,

Access and Outlook

. Confluence Fundstation, Crystal Reports, SAP, Oracle, BSE, Global Plus,

and SEI

. Adobe, Photoshop, PageMaker, Document Services and PowerPoint

. Bloomberg, CRM Software, Sales Builder, JD Edwards and ASI Advisor

Awards and Certification

Union Bank

. Completed Institutional Trust and Advisory Compliance Training Program

Charities Housing

. Completed Financial Modeling Training Program

. Completed NeighborWorks Training Institute in D.C.

. Completed Federal Home Loan Bank-AHP Training

Toll Brothers

. Graduated from Toll Brother's Project Management Training Program

. Completed Financial Modeling and Pro Forma Training Program

. Completed Cross Cultural Business Training

. Received Best Management Practices Certification

. Received NPDES Regulations Certification


. Completed Associates Training Program

. Obtained NASD Series 7

. Obtained NASD Series 63

. Attended Molloy College Life Insurance Training Program

College Pro (Franchise Owner)

. Awarded Top Producer for the New England Division

. Awarded Top Sales Person for the New England Division

. Awarded Franchise Owner of the Year


. Received Cambridge University Honorary Achievement Award

. Obtained U.S. Coast Guard Captains License

. Alaska State Guiding License

. Attended Outward Bound Leadership School

Volunteer Work


. Managed $3MM dollar institutional redevelopment/ restructuring project of

an International Academy

. Developed program and implemented individual projects including

financial analysis, human resources needs analysis, curriculum design,

marketing, manufacturing and quality control

. Managed pre-project planning through successful project completion

. Maintained bi-weekly schedule and financial reporting for the project

sponsor (Cambridge University


. Managed the development of a school, library and community center with

funding provided by the Bank of Singapore

. TEFL English Teacher


. Active member of Willing Workers on Organic Farms Program

. First Mate aboard America's Cup Sailboat

New Zealand

. Managed a commercial farm through the Willing Workers on Organic Farms


. Instructor of White Water Kayaking at the New Zealand Kayaking School

United States

. Co-founder of the Cape Cod Outdoor Club

. Co-Founder of the Missoula Recycling Club

. Co-founder of a children's foundation in New York City

. Project Manager for Charities Housing Development, an affordable

housing developer in Silicon Valley, helped finance and develop 400+

units of affordable housing

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