Functional Skills

Succession Planning
Performance Management
Talent Acquisition
Employee Retention
Employee Engagement
Leadership Development
Commercial Due Diligence
Organization Development
Communications
Operations Management
Process Improvements
Finance Transformation
Human Capital Consulting
Benchmarking
Career Pathing

Software Skills

Microsoft Word
Microsoft Excel
Microsoft Office
PowerBI
Microsoft PowerPoint

Certifications

SHRM-SCPSHRM Senior Certified Professional

Sector Experience

Financial Services
Real Estate

Experience

RIA Advisory Human Resources
HR Consultant
10/2024 - 11/2024
• Directed a company-wide layoff process, including organizational design, legal documentation, severance packages, and empathetic employee communications.
• Partnered with leadership to execute a smooth restructuring process, ensuring compliance, efficiency, and support for remaining staff during the transition.

Olive Tree Holdings Human Resources
Chief People Officer
3/2022 - 6/2024
Based in New York and reporting to the CEO, supported 350+ employees across Olive Tree Holdings, its affiliates, and 29 multifamily properties in eight states. Built an in-house HR department, reducing costs by 40%, and led all areas including talent, benefits, compensation, and HRIS. Advised executive leadership on talent strategy, compensation, and DEI. Launched leadership development programs, including 360s and coaching, to improve retention and succession planning. Played a key role in acquisition due diligence, reviewing talent, contracts, and benefits for smooth integration. Designed a KPI-based performance and rewards system to drive engagement and retention. Provided multi-state HR support, with a focus on compliance and hourly workforce management. Led a four-person team delivering enterprise-wide impact.

Cohen & Steers Human Resources
Executive Vice President, Chief Human Resources Officer
10/2005 - 1/2022
As EVP and CHRO, reporting to the CEO and serving on the Executive Leadership Team, built and led a global HR function across the U.S., UK, HK, Japan, Ireland, and Belgium, supporting 375 employees with a team of seven. Developed a firm-wide Talent Assessment Process to drive performance and succession planning. Boosted retention—IT by 24%, Legal by 35%—through targeted HR strategies. Launched a leadership development program promoting 40+ leaders. Championed DEI by forming a Culture Committee and ERGs, raising overall retention from 85% to 90%. Enhanced engagement with training, communication, and wellness programs. Led year-end Board compensation reviews, including NEOs, with in-depth market analysis and recommendations on pay and benefits.

Allianz Global Investors Human Resources
VP Head of HR
1/2003 - 10/2005
A global investment management firm owned by the Allianz financial services group. Provided HR leadership across multiple subsidiaries, including Oppenheimer Capital and PIMCO. Led human resources strategy and operations, driving talent management, organizational development, and employee relations initiatives.