• Spearhead the development of the infrastructure framework for an emerging private credit fund manager headquartered in Los Angeles, CA. • Identify and onboard key service providers across fund administration, audit/tax, cyber/technology, legal, insurance, compliance, and HR/PEO. • Develop and lead fund launch activities, including legal document preparation, operational excellence for institutional LPs, and regulatory compliance. • Lead compliance program expansion and support the CCO in ongoing compliance matters (annual testing, Form ADV updates, etc.). • Formalize internal employee onboarding and management including updating employee handbooks and legal agreements such as NDAs. • Develop and implement best practices for management company governance and operations.

• Developed and managed the fund launch project plan/timeline. • Drafted ILPA-based DDQ and completed RFPs for prospective investors. • Completed benchmarking exercise for the MPowered Capital Multiplier Program with the CHRO & CCO. • Participated in quarterly strategic sessions with executive team.

• Established legal, compliance, audit and tax (LCAT) operations function. • Managed ~$30M legal spend budget under mandate to create visibility into and regulate legal spend using industry-specific technology. • Established a single source of truth through standardizing global LCAT protocols and digitizing workflows leveraging new and existing technology. • Developed and enforced legal billing guidelines enhancing relationships with outside counsel. • Kickstarted stalled projects and completed four business critical cross-functional projects in <18 months using Lean Six Sigma (LSS) methodologies. • Reduced production and distribution time to meet required timing for quarterly investor letters from 60+ days to < 45 days. • "First line of defense" for legal and compliance review of investor letters significantly reducing internal attorney time on reviews.

• Established, grew and managed dedicated Investor Services function supporting growth initiatives and strengthening investor relations. • Played key role in securing and retaining $5B+ of investor capital through responsive, high-integrity investor interactions and a best-in-class operational due diligence program. • Reduced time to market for fund launches from 12+ mos. to < 3 mos. by developing a consistent, firm-wide fund launch strategy. • Achieved 50% reduction in internal resource utilization for investor reporting with implementation of a CRM, a centralized due diligence repository, and other technology tools. • Crafted tailored, fund specific investor letters with high visibility to and in collaboration with founders and partners.

• Opened and managed a craft microbrewery for 10 years. • Brewery named Best of the Best (Southwest) Brewery & Best of the Best (Southwest) Beer 3 years in a row. • Partnered with city on revitalization project for local downtown area.