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Commercial/Corporate Real Estate - Project & Transaction Manager

Minneapolis, MN
September 27, 2018

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Royal Bank of Canada (RBC)

Wells Fargo

US Bank/Red Sky Risk

UnitedHealth Group

Target Corporation

Pearson VUE

Northmarq Capital


Project Manager-Team Lead

Program/Asset Manager

Process Improvement

Vendor Relations

Transaction Manager

Commercial Construction

Portfolio & Business Analysis

Property/Facility Manager



MS Project

MS Excel

MS Office/Outlook

MS PowerPoint




Client Specific


Corporate HQ-Enterprise

Banking & Financial

Real Estate/Construction


Corporate Interiors





BS Business Mgmt:

St. Cloud State University

Business Analytics-Excel:

St. Thomas University


MS Project-Science Museum

Jobsite Safety & HR Training

Corporate Real Estate Process Improvement Project Management

Lease Negotiation Relocation Strategic Planning Business Operations

Mergers & Acquisitions Governance and Risk Management Cost Saving Initiatives


Driven and impactful Commercial Real Estate generalist with experience driving strategic cross-functional team collaboration of corporate initiatives, leading multiple projects simultaneously within Fortune 100 companies. Able to champion for operational excellence and continuous improvement, identifying opportunities for increased efficiency, problem solving, and mitigating risk while creating and executing enterprise and portfolio real estate initiatives. Deliver the right structures, processes, and tools to deliver successful outcomes.


Actively champion and contribute to the continuous improvement of project management best practices and process improvement, using innovative ideas to increase effectiveness enterprise wide within matrixed organizations.

Full lifecycle execution of national and international projects from SOW through closeout, delivered on time and under budget with delighted clients.

Executed Kickoff, CORE Team and Project meetings and agendas, tracking milestones, accountabilities and action items while identifying risk factors and key drivers.

Stakeholder and C-Level Executive presentations and ongoing operational reporting.

Development and management of organizational assets and governance documents, change orders and approvals, and stakeholder distribution.

Human Resources background, including selection, training, matrix requirements, supervision, review and professional development of team.

Creative problem solver and big picture thinker with a history of identifying process improvements for greater overall customer service.


Lead PM for the strategic consolidation and relocation activities of 6500 Wells Fargo team members spanning 1.5 years and 1M+ square feet. Identified key stake holders for engagement, overseeing training, change management, resource allocation, QC and cross functional distribution of critical data, master schedule, and risk mitigation.

Contributed to Operational Excellence through the development of processes, guidelines, systems, tools, and resources resulting in improved efficiencies and time management, increased quality, and mitigation of risk for RBC.

Main point of contact and Team Lead for over 120 Move Coordinators in the Minneapolis Realignment for Wells Fargo, conducting site reviews, and ongoing training segments as well as online time management tools for achieving deliverables.

Executed RFP’s, contracts and directly managed POC vendor relationships throughout multiple roles, monitoring performance to specifications, schedule, and budget.

Stakeholder engagement and creation of multiple task forces for creative collaboration and leverage of resources for continuous improvement as Program Manager for RBC.

Conducted on-site verifications for accuracy, progress and close out encompassing Tenant Improvements and remodels, inventory programs, technology accommodation, ground up construction and furniture and fixture installations nationally for RBC.

Sourced and managed national POC network of over 75 brokers responsible for collaborative execution of disposition program via multiple strategies; negotiations resulted in cost savings of $6.8M for client, representing 144% of metric target.


Area Real Estate Manager

Pearson VUE, Bloomington, MN December 2017-June 2018

Reduced national hold-overs by 74% within first two months of contract role.

Identify and Negotiate effective lease terms for testing site acquisition, renewal, build-outs, and closures.

Strategic focus for determining organizational long-range space needs/requirements.

Develop comprehensive Lease Renewal Process, reducing risk and servicing testing center contract requirements.

Negotiate with landlords, real estate brokers, lawyers and other interest groups.

Personal Sabbatical: contract positions, charitable contributor, travel and professional education 2017

Project Manager / Team Lead/Contractor

Wells Fargo/CBRE, Minneapolis, MN June 2015-November 2016

92% average client satisfaction in cross-functional surveys while accommodating competing priorities and meeting organizational objectives.

Orchestrated and presented a six-month series of Town Hall training sessions educating on processes, milestones, communication tools, change management, technology, and environmental aspects while incorporating internal and external stakeholders, vendors, POC’s and consultants.

Identified, qualified, documented and tracked nearly 200 construction Change Requests across 110 LOB’s accommodating technology, security, or engineering outside of baseline SOW. Performed on-site due diligence and coordinated with cross functional business partners to assure compliance approved SOW, milestones, and budget.

Piloted on-site Day One Command Centers based on Duke Energy Center model, providing solutions for client.

Property / Leasing Manager and Owner, Project Management and Renovation

MRE Ventures, LLC, Wayzata, MN September 2007 - May 2015

Provided consulting and project management services for renovation of office and residential properties.

Renovation, leasing, and property management of personally owned residential investment portfolio.

Researched feasibility of franchised hotel development within the Bakken area of North Dakota. Met with multiple city planners and potential partners to assess growth patterns, risks and opportunities.

Transaction Manager/ Contractor

UnitedHealth Group/CBRE, Minnetonka, MN November 2005 - October 2007

Managed disposition of real estate assets acquired through national M&A activity in matrixed organization.

Delivered negotiated cost savings of nearly $6.8 million in remaining lease obligations via engagement and direction of national broker network of nearly 80 brokers - achieving a 72% average recapture rate (144% of goal).

Created all financial documents for stakeholder approval, maintaining policy compliance. Analyzed, edited and negotiated legal documents relating to sublease, early terminations, options, and sale of facilities with legal counsel.

Teamed in the out-state $35.4mm sale/partial leaseback of an eight-building campus totaling 254,807 rsf as well as a retail plaza for $8.2mm representing 109,000 RSF including due diligence, negotiation, contract drafting and modifications, review of easements, zoning, environmental assessments/Phase I’s, and other governing documents through clearing of title and successful closing.

Achieved 111% of goal for UHG’s real estate portfolio reduction initiative. Facilitated property disposition of over 651,000 RSF and 40 transactions in first year.

Property / Leasing Manager and Owner, Project Management and Renovation

MRE Ventures, LLC, Wayzata, MN September 2003 - October 2005

Sourced and negotiated portfolio of investment real estate properties.

Served as contractor in the coordination of all interior and exterior renovations, budgeting, financing, marketing, leasing and management.

Researched franchise opportunities for client within ND oil field, conducting analysis of location alternatives, distribution and transportation channels, demographics, and competing developments. Conducted interviews with city planners regarding limitations, proposed infrastructure and development, and zoning.

Program Manager, Corporate Real Estate

Royal Bank of Canada (RBC Dain Rauscher), Minneapolis, MN May 2001 – June 2003

Drive and champion assessment of strategic direction and ongoing improvement of project management best practices with innovative ideas to increase effectiveness enterprise wide.

Annual savings of $1.3 million delivered via a strategically designed multi-pronged program, including regional storage hubs, multiple vendor contract negotiations, inventory quick ship program and development and execution of new furniture/systems standards leveraging contracts absorbed via M&A.

Evaluated, documented and implemented strategic vendor/supplier process improvements and warehousing.

Produced an average savings in excess of 21% on future expenditures through collaborative approach and benchmark analysis and rollout of new workplace design standards blending multiple manufacturer contracts.

Incorporated strategic plan, system, warehousing and rollout of national art program with multiple vendors for selection, delivery, and tracking thus controlling expenditures and reducing loss.

Teamed in the design and production of standardized exterior and interior signage for rebranding during M&A activity. Advocated to incorporate Braille, symbolic and ADA height addressing disabilities.

Provided project planning, budgeting and customized milestone templates for kickoff to Project Management team.

Interfaced between national vendors and project managers on conflict resolution and solutioning.

Senior Project Manager, Corporate Real Estate

Royal Bank of Canada (RBC Dain Rauscher), Minneapolis, MN November 1997 - May 2001

Delivered full life cycle project management services in over 200 U.S. sites, Paris and London. SOW included furniture design and installation, new site development, expansions/remodels, consolidations, and site closings.

Provided direct oversight of cross functional business partners while meeting or exceeding deliverables, timeline, budget and managing SOW. Utilized various project management methodologies including waterfall and iterative.

Developed Excel and MS Project templates for department incorporating programming, milestones, schedule tracking and vendors, thus anticipating issues and mitigating portfolio risk.

Initiated and authored governance documents and process improvements including Policy & Procedure Manuals, signage/branding standards, interiors and furnishing standards, and automated online service request process.

Managed all facets of large multi-site consolidations during M&A activity-ensuring deliverables maintained or exceeded with respect to communications, documentation, milestones, budget, close out, and quality control.


Polo for Philanthropy, 2014 – 2017

Ordway Circle of Stars Board of Directors, 2011 – 2018

oOrdway Auction Committee Chair 2011 – 2013; Ordway Education Committee Chair, 2013

oOrdway Flint Hills International Children’s Festival Chair, 2014

Ronald McDonald House Charities, Auction Committee Volunteer, 2015

NFL Alumni, Benefiting Big Brothers & Big Sisters, 2000-2003

MN Environmental Fund, Five Year Board Member, Various Committees & Chair Positions 1990-1994

Volunteer American Cancer Society

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