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Real Estate Portfolio Strategy

Location:
San Francisco, CA
Salary:
$180-$210
Posted:
April 26, 2024

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Resume:

P a g e * *

Kerri Chase, LEED AP ad5at2@r.postjobfree.com • 415-***-****

LinkedIn • San Francisco, CA

Associate Director, Project Delivery

Dynamic Director of Real Estate Project Portfolios, Programs, PMO, and Workplace Design and Construction: Extensive Experience Transforming Spaces, Driving Success, and Building Strategic Partnerships Highly skilled in large scale end user portfolio management, workplace design, third party project management representation, and interior architectural design globally, specializing in portfolio strategy, planning, preconstruction due diligence, and successful project delivery. Strategically minded leader proficient at aligning design objectives with organizational goals across diverse industries such as technology, tech lab, R&D, legal, finance, hospitality, and residential sectors. Demonstrates exceptional proficiency in team management, fostering collaboration, and optimizing workflows to achieve superior project outcomes. Innovative thinker with a strong focus on cross functional alignment and effective communication, cultivating trust with internal and external teams to orchestrate seamless portfolio and team management, forecasting, planning, design, and construction processes. Areas of Expertise

Executive Reporting

Capital Portfolio Planning

Account & Team Management

Architecture & Design Leadership

Process Optimization

Portfolio Strategy and Forecasting

Risk Management

Financial Acumen and analysis

Stakeholder & Vendor Management

Contract Management

Analytical & Organized

Strong Communication skills

Pre Construction Due Diligence

Budget & Schedule Mgmt.

Contract and Vendor Mgmt.

Sustainable Design Focus

Lease & Transaction Consultation

Construction Management

Strong Building Code Knowledge

MEP Systems Knowledge

Self Starter, Proactive, Collaborator

Career Experience

Blue Shield of California, Oakland, CA 2021 – Present Senior Manager, Workplace Design Programs & Projects Reporting to the Head of Global Real Estate, I develop and manage real estate initiatives, strategies, and planning encompassing 1.2M SF of office space tenant improvements, relocations, and decommissioning across 25 locations and two medical clinics. Analysis of occupancy data for real estate solution strategies. Serve as the lead for project strategy, planning, delivery, and design through the full project lifecycle, assuring projects are on time, within budget, and meet brand standards. Conduct financial/business analysis, prep, and presentation of reportings. Manage internal and external relationships, collaborating with key stakeholders, including C Suite, finance, transactions, procurement, IT/AV/Security, and business units, aligning business goals and requirements. Leadership of workplace design and process management

(PMO), developing playbooks and implementing best practices. Emphasize effective negotiation, communication, risk management, solutions, innovation, and process improvement. Fostering teamwork and creativity to achieve project success.

Managed $80M Capital Project Portfolio in 2024 on time and budget.

Led the development and implementation of 100K SF of new architectural, FF&E, and hybrid workplace design and standards.

Orchestrated site exit and decommissioning of 355K sf of office space, facilitating employee transition to new hybrid workplace.

Developed, communicated, and implemented move plans, the return-to-work neighborhood strategy for 355K SF.

Created optimal processes and project playbook.

Pacific Program Management, San Francisco, CA 2020 – 2021 Associate Director

Managed and directed Client Representative Project Management team and led Business Development initiatives for a team of four. Developed and executed a comprehensive business plan. Spearheaded establishment of the San Francisco office, developing business to grow clientele and team. Oversaw project portfolio forecasting and year end financial planning, existing client relationship management while managing office operations and providing essential leadership and mentorship of the team. Facilitation, preparation, and presentation for new business opportunities, fostering client relationships, gathering feedback, providing solutions, and ensuring successful client partnerships. P a g e 2 2

Successfully launched and supervised the opening of the San Francisco office for the project management team, driving business development strategies and implementing overall business plan. Cushman & Wakefield, San Francisco, CA 2015 – 2019 Project Management Director – Salesforce Account (2017–2019) Senior Project Manager (2015–2017) Client MPOC for project team portfolio management. Oversee project reporting, quarterly business reports, and KPIs. Directing and mentoring the project team, assuring the owner and all stakeholder expectations and project goals are met. Establish and maintain project management team resources, cash flow, mentorship, and performance reviews. Project portfolio financial forecasting, oversight, and management. Main interface cross functionally with clientsʹ internal and external stakeholders to ensure alignment with project goals and processes required: C Suite, Workplace Experience/FM, Procurement, Finance, Project Management, Transactions, Branding, and peer team members. Assist PMs in conflict resolution and risk management activities. Oversee project reporting, quarterly business reports, and KPIs. Directing and mentoring the project team, assuring the owner and all stakeholder expectations and project goals are met. Establish and maintain project management team resources, cash flow, mentorship, and performance reviews.

Led project and team for 30 story, 475k SF, 170M+ Tenant Improvement (TI) including event, conference, and workpsace.

Promoted to Project Management Director, managing a local team of 5 and a national variable team.

Streamlined and increased the accuracy of project documentation and accounting reconciliation by 25% by developing quality control reconciliation, tracking processes, risk management strategies, and comprehensive reporting mechanisms to ensure project efficiency and accountability.

Crafted project management playbook and optimized onboarding procedures for seamless transitions onto account. Interior Architects, San Francisco, CA and London, UK 2000 2014 Designer, Project Technical Lead, Senior Project Manager, Associate Management of studio design teams and client accounts ranging from 25K to 500K SF of high end R&D, technology, finance, banking, advertising, energy, legal, residential, and hospitality. P&L tracking and reporting, team performance review, and mentorship. External vendor relationship, RFP, and contract management. Prepare, negotiate, and manage project scope of work contracts, schedules, and budgets. Build project teams to program, design, permit, and construct, assuring alignment with clientsʹ vision, budget, and schedule expectations. Additional Design and Architectural Information Upon Request Selective Project List Full Detailed List Upon Request Blue Shield, Salesforce (2M SF), Sony Interactive Entertainment (100k SF), Amazon Lab 126 (500k SF), Mercedes Benz R&D WPP, Young and Rubicon, JP Morgan Chase, Zurich Insurance, BMC Software, Siebel Systems US & Europe, Chevron Campus, Alta Partners, DLA, Piper Law Firm, Hanson Bridgett Law Firm, BEA Systems, Barclay Global Investment and Café, SF City Hall, Chart Houses, Nordstrom Espresso Bar prototype roll out, Dragon Fly, Columbia University; housing, lobby, and offices. Education

Bachelor of Arts, Interior Architecture Design & Environmental Factors; Minor in Marketing California State University Long Beach, CA Accredited Design and Architecture Department: Certifications

LEED Accredited – US Green Building Certification Institute (GBCI) (2008) Architecture and Business Engineering Management – Professional Services Management Journal (PSMJ) (2006) Affiliations & Honors

CoreNet Service Provider of the Year Nominee (NorCal 2021) Member: – Building Owners and Managers Association (BOMA) USGBC Real Estate Divas (RED) American Institute of Architects International Interior Design Association CoreNet Global Technical Proficiencies: Microsoft Office, Microsoft Project, Teams, Excel, PowerPoint, Google Suites, AutoCAD, Apptio, PlanView, Clarizen, Jagger, Apptio, Salesforce Business Development Software, SketchUp



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