Office Manager & Human Resource Professional Resume

• LGL Partners, LLC &
• Forbes Family Trust

1. Conshohocken, PA & NYC (-)

(MULTI-FAMILY OFFICE)

-$. 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 ACT, 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 (-)

(HEDGE FUND – SHORT DURATION AND CREDIT STRATEGIES)

- Radcliffe Ultra Short Duration Fund, L.P.

• Bard Business Systems, Inc.

Havertown, PA (-)

(FINANCIAL HARDWARE/SOFTWARE FOR BANKING INDUSTRY)

• EnterTech Capital (TLVentures)

Wayne, PA (-)

(VENTURE CAPITAL FIRM)

Executive Assistant: Provided personal and professional executive assistance to of the 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 (-)

(HEDGE FUND (PIPEs))

- Rose Glen Capital Mgt., L.P.

- Rose Glen Cap. Partners Int’l, Ltd.

• Attalus Capital Management

(fka Hamilton Lane AIS)

Bala Cynwyd, PA ()

(INSTITUTIONAL INVESTOR – PRIVATE EQUITY & HEDGE FUNDS)

- Liquid AIS Portfolio I, Ltd.

- Alternative Enhanced S&P

Office Manager & Client Marketing Coordinator: Oversee all elements of relocation/transition from affiliate company (Hamilton Lane Advisors) to new office space (, 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 ()

(VENTURE CAPITAL FIRM - TOTAL 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 (), Supervisor to administrative staff. Contact database, group calendaring project, developed websites, benefits admin, new hire package. Managed all corporate travel ($k annually) and developed reporting system tracking travel by fund by portfolio co., notarization of legal/closing documents, point person on Freddie Mac $. million refinancing, responsible for all aspects of , 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 ()

(EDUCATIONAL MUTLIMEDIA RETAILER)

MIS Project Assistant:

• Library Video Company &

Schlessinger Media Group

Bala Cynwyd, PA ()

(EDUCATIONAL MULTI-MEDIA PRODUCER/DISTB.)

Operations Assistant:

• Odyssey Capital Group, Inc.

Wayne, PA ()

(VENTURE CAPITAL FIRM)

Office Manager: