Office Manager & Human Resource Professional

• LGL Partners, LLC &
• Forbes Family Trust

1. Conshohocken, PA & NYC (2014-2015)

(MULTI-FAMILY OFFICE)

-$4.5 B AUM

Associate- Executive: Prof. & personal assistance to Founding Partners & Director of Research. Responsible for all human resources (payroll, benefits administration, executive compensation, onboarding, recruitment, job postings, candidate screening/applicant tracking, scheduling interviews, tracking vacation/personal/sick time). Manage all travel (corporate as well as personal) office-wide. HR compliance including ACT32, personnel files, employer notices, workers comp. HR projects including STD, LTD and Life RFPs.   Manage statutory representation with PA Bureau of Corporations/Dept. of Revenue/Delaware Division of Corporations. Vendor management and contract negotiation. Purchasing. Manage offsite event planning. Heavy calendaring, travel and HNW client contact.

• Radcliffe Group, Inc.

(fka Rose Glen Capital Group, Inc.)

Bala Cynwyd, PA (2006-2014)

(HEDGE FUND – SHORT DURATION AND CREDIT STRATEGIES)

- Radcliffe Ultra Short Duration Fund, L.P.

Office Manager: Responsible for all purchasing, facilities management, voice/data/security. Disaster recovery documentation for Compliance Dept. Maintain HR database (Access), manage new hire & employee separation documentation/preparation, benefits administration with CFO and outside companies. Track vacation/sick time, coordinate candidate interviews, job postings and relocation housing. Coordinate and manage office relocation and buildout (8,000 sq ft.). Manage all travel (corporate as well as personal) office-wide. Operations assistance: daily and monthly trade reports across portfolios & SMAs, maintain broker confirms and statements. Prof. & personal assistance to Founding Partner, other Partners and Trader/Analysts. Accounting: Responsible for all Accounts Payable (Quickbooks), Sales Tax Filing, work with CFO on tax filings, audit preparation, manage statutory representation with PA Bureau of Corporations/Dept. of Revenue. Vendor management and contract negotiation/management. Assist VP Client Services with marketing materials. Liaison with Subtenants. Manage corporate catering program (daily) as well as offsite event planning.

• Bard Business Systems, Inc.

Havertown, PA (2004-2005)

(FINANCIAL HARDWARE/SOFTWARE FOR BANKING INDUSTRY)

Office Manager: Office management functions including mgt. office equipment, telecom, human resource/benefits management and employee recruitment. Responsible for all purchasing across multiple vendors (parts, supplies, etc.), computer-based inventory maintenance, sales order fulfillment and invoicing, create and maintain customer account and equipment information, customer contract billing, service billing, accounting (AP/AR) functions, banking/deposit preparation & reconciliation, sales tax reporting across multiple tax authorities, server backup and database backups, credit card processing and posting to customer accounts. Customer interface and liaison with service department, responsible for scheduling entire service department and supervise team of 4 Field Service Technicians daily dispatch of schedules.

• EnterTech Capital (TLVentures)

Wayne, PA (2002-2003)

(VENTURE CAPITAL FIRM)

Executive Assistant: Provided personal and professional executive assistance to 2 of the 3 Managing Directors (Principal Management) & the Director of Investor Relations. Personal assistance including scheduling of nanny, personal trainers, home maintenance, vacation planning, etc. Manage calendars. travel planning, coordinate board meetings with all portfolio companies, maintain files for portfolio companies and manage database of board materials for portfolio companies, heavy email and telephone screening.

• Rose Glen Capital Group, Inc.

Bala Cynwyd, PA (2001-2002)

(HEDGE FUND (PIPEs))

- Rose Glen Capital Mgt., L.P.

- Rose Glen Cap. Partners Int’l, Ltd.

Co-Office Manager: Support to Managing Director, Head Trader and Attorneys. Projects including Access database design for contract reporting (Contract DB) and company-wide Task Database. Human Resource project to overhaul benefits including implementing life and long-term disability. Part of Administration Dept. responsible for basic office management functions. Some facilities management functions. Acting as Personal Assistant to Managing Director – including travel, file maintenance, scheduling, etc. Evaluated health insurance plans, resulting in a 35% cost savings in health insurance premiums. Converted several manual record-keeping systems to Microsoft Access database format, including 13G SEC filing for portfolio positions. Automated notification of SEC filings for portfolio positions on company-wide basis (Operations, Analysts, Management, Admin., Legal & Trading) via Outlook.

• Attalus Capital Management

(fka Hamilton Lane AIS)

Bala Cynwyd, PA (2001)

(INSTITUTIONAL INVESTOR – PRIVATE EQUITY & HEDGE FUNDS)

- Liquid AIS Portfolio I, Ltd.

- Alternative Enhanced S&P 500

Office Manager & Client Marketing Coordinator: Oversee all elements of relocation/transition from affiliate company (Hamilton Lane Advisors) to new office space (3,700 sq. ft. build out)- Working with architect, contractors & building mgt. Selection, installation of network, telecom system/service, furniture/equip. Purchasing Mgr. (MIS, facilities, office prod.), Network Admin., software trainer & helpdesk function, mgt. of insurance & related issues (business, worker's comp., health, life, ERISA Bond/D&O/E&O). Coordinate client marketing materials, quarterly reporting, presentations, investor mailings and corp. identity development. Very heavy PowerPoint usage.

• Argosy Partners

(fka Odyssey Capital Group, Inc.)

Wayne, PA (1998-2000)

(VENTURE CAPITAL FIRM - TOTAL 5 FUNDS INCLUDING SBIC FUND)

-Argosy Investment Partners, L.P.

-Argosy Technology Partners, L.P.

-Argosy Capital Group, L.P.

-Argosy Real Estate, L.P.

-Odyssey Capital Group, L.P

Office Manager: Reporting to the Partners (3), Supervisor to administrative staff. Contact database, group calendaring project, developed websites, benefits admin, new hire package. Managed all corporate travel ($60k annually) and developed reporting system tracking travel by fund by portfolio co., notarization of legal/closing documents, point person on Freddie Mac $5.1 million refinancing, responsible for all aspects of 1,100 sq. ft. expansion, Purchasing Mgr. (MIS, facilities, office prod./equip./telecom., etc.), Network Administrator function, software trainer & helpdesk function, industry research (Edgar/SEC reporting), responsible for financial tracking across funds & portfolio companies, primary point of contact on all deals (responsible for first review of business plans, logging/tracking deal status and internal routing), mgt. of insurance & related issues (business, worker's comp., health, life, SBIC/D&O), fund marketing.

• Zany Brainy Corp.

Bala Cynwyd, PA (1997-1998)

(EDUCATIONAL MUTLIMEDIA RETAILER)

MIS Project Assistant:

• Library Video Company &

Schlessinger Media Group

Bala Cynwyd, PA (1995-1997)

(EDUCATIONAL MULTI-MEDIA PRODUCER/DISTB.)

Operations Assistant:

• Odyssey Capital Group, Inc.

Wayne, PA (1990-1994)

(VENTURE CAPITAL FIRM)

Office Manager: