Prudential Checklist

 Raised $350 million from capital markets, through three tax-exempt bond issues  Pension Investment Committee Member: evaluated pension investments, interviewed fund managers, reviewed asset allocation/risk allocation policy, monitored investment performance  Evaluated the quantitative / qualitative aspects of public-private development proposals, incorporating educational facilities, affordable/market- rate housing and retail uses  Monitored construction progress and approved progress payments from project start to project completion  Monitor agency investments portfolio and recommend changes to investment policy to ECF Trustees  Monitored the departmental capital budget, a five-year, $11.3 billion capital plan for public schools  Completed a $2.4 billion amendment to school capital plan, providing analytical and negotiations support Research/Writing  Led and coordinated research, editorial and publishing processes for Chancellor’s Annual Report on New York City Public Schools (2000 – 2003)  Provided analytical and strategy support to the Chancellor  Developed strategy for the expansion of charter schools in New York City  Advised the Chancellor on organizational strategy, regarding after-school, school-to-work and college-preparation programs/policy, as well as Regents graduation requirements and learning standards  Managed selection/procurement processes for the Chancellor’s new media/information technology initiatives Division manager for the City’s Tax Incentive Programs Unit (25-FTE staff), responsible for all tax exemption and related housing development programs, providing $300 million in annual real estate tax benefits, including 421-a, 420-c, J-51, Article XI, 421-a Affordable Housing and Inclusionary Housing  Established regulations and interpreted programmatic law, directed tax compliance staff, issued regulatory approvals  Performed project underwriting and pro forma analysis, revenue monitoring ($6 million annual) and program evaluation for affordable housing programs, consulted real estate developers, politicians, and advocates  Implemented QC and customer service benchmarks to measure program performance BOSTON HOUSING AUTHORITY, Boston, NY 1996 – 1997 Assistant to theChief OperatingOfficer  COO Assistant in a large public housing agency with $145 million annual operating budget  Coordinated the planning, creation, and opening of a new customer service center  Created action plan to better align BHA’s marketing needs with its IT resources OFFICE OF THE MAYOR, City of New York, NY 1994 – 1995 Special Assistant to theChief of Staff  Coordinated the city approval process for the John Heinz Neighborhood Development Program; assisted corporations and citizens in negotiating the city’s administrative bureaucracy and resolving issues  Organized working group to study reuse/economic development proposals for BRAC properties Education CITY OF NEW YORK- Department Of Housing Preservation & Development 1997 – 2000 Director of Real Estate Tax Incentives 

 New York University (New York, NY) School of Continuing and Professional Studies, Program In Finance And Taxation