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Sales Project Manager

Location:
Ventura, CA, 93001
Posted:
July 25, 2011

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Resume:

Steven J. Brandt

E-mail address:

**** ******** ****** ******: 805-***-****

abg3yh@r.postjobfree.com

Ventura, CA 93001

Executive with a broad range of private equity, venture capital, real estate and operations background. Demonstrated ability to

successfully lead and manage large-scale projects from start to completion while adding significant value to each project. Dedicated

professional committed to delivering world-class service while building long-term relationships. Known and respected for leadership

and motivation capabilities, customer focus, effective communication and interpersonal skills, team-player attitude, results orientation,

problem solving abilities, energetic approach, multi-tasking skills, professionalism and ethics.

INDUSTRY EXPERTISE

Private Placement Capital Asset Management IPO Thrust

Raise Compliance/Administration

Private Capital Markets

Marketing/Sales Programs Financial Planning/Analysis

JV Structures

Investment Analysis Equity Infusions

PROFESSIONAL EXPERIENCE

Cartel Funding – Ventura, CA June 2008 – Present

Vice President, Business Development

Lead all efforts for the enhancements of investment partnerships into the venture capital fund. Work with a variety of companies,

partnerships and institutions to provide due diligence, project management and sales program services. Lead all levels of zoning,

entitlement and permitting efforts to ensure project execution. Negotiate institutional financing, private equity infusion, creation and

execution of business plan development..

S pecific services include:

$5.5 million of Private Placement Investment Capital Raise into the Fund

Asset Valuation and Asset Management

IPO Thrust - Administration and SEC Compliance

Sales Team Development and Marketing Program Oversight

Overall Business Plan formulation/presentation

Operations Management

Market Analysis/Feasibility/Due Diligence on New Acquisition/Investment Consideration

Terra Forma Partners – Ventura, CA June 2008 – Present

Independent Consultant Projects

• $4.5 million Capital Infusion into JV Structure created to salvage Client’s investment of $5.5 Million

• Creation - Private Capital Markets Report for Pepperdine University - Graziadio School of Business (on-going twice

annually). Report is based on survey of over 55,000 recipients.

• Development of Asset Management Systems – Real Time - Web Portal Dashboards for Major Airline Catering Division.

Negotiated a five-year service agreement including a 50% split of cost savings – reimbursed to consultancy group quarterly.

Projected annual savings to airline is over $900K.

• Development of Business Plan for private developer group to attract Angel Investors for a $3.5million fund of existing

rental property pool.

Crescent Resources, LLC. February 2002 to May 2008

Vice President / Project Manager – Scottsdale, AZ

Responsibilities include overseeing all financial and operations management of the investment portfolio. Develop and strengthen

commercial banking relationships for financing improvements, marketing programs for inventory sales, project management, finance

and due diligence for new investments. Portfolio included: a 2000 unit master planned community, 100,000sf commercial facility,

220,000sf condo tower, 200 slip marina & yacht club and an 18 hole private golf club (located in the central Texas). Negotiated the

sale of Golf Course and related assets. Rezoned components of common areas of projects into multi-family parcels and sold to

developers. Lead all negotiations for improvement loans with commercial lenders for capital projects (facilitating all underwriting

requirements by the lenders). Manage the entitlements process for plat approval for take down of large parcels to be converted into

residential communities. Performed due diligence on new investment opportunities and “white paper”/proposal creation for Board

review. Performed quarterly executive reporting on investment operations. Maintain bank requirements of development loans

including reporting and relations.

Steven J. Brandt

Page 2

Westroc, LLC. – Scottsdale, AZ May 1998 to February 2002

Project Controller/Construction Manager

Initial tasks included overhauling project job cost tracking system and contracts audit. Restructure debt terms on $10million

development loan. Transitioned into managing the remaining development of golf course community projects (parcels range from

600 – 1300 acres). Projects include infrastructure (roads, utilities, drainage and sewer), offsite facilities (lift stations, etc) Tenant

improvements on commercial space; other onsite project facilities including sales center and guardhouse, and a 21,000 sf clubhouse.

Strengthen relations with local and regional banks for future debt financing. Other responsibilities include due diligence on land

acquisitions, long-range forecasts and cash flow projections.

NorWest Mine Services, Inc. – Scottsdale, AZ October 1996 to May 1998

Business Administrator /Analyst

Responsible for administering financial aspects of contracts our firm had entered into with a major coal provider. The exploration

project (located in NW CO) had annual financial operations totaling over $2.5 million. Assisted on contract negotiations for all

subcontractors and vendors. Financial modeling (for client) on investment consideration of existing third party mines in the eastern

US. Capital equipment analysis to determine feasibility of procurement on new mining equipment for major coal provider (four

corners area – on the Navajo Nation). Provided discovery analysis in support of our firm’s expert witness testimony.

America West Airlines, Inc. – Tempe, AZ June 1990 to September 1996

Senior Financial Analyst – February 1994 to September 1996

Extensively involved in the planning and preparations of special projects. Responsibilities included development of models used by

Charter Sales staff during the bid process with potential clients to maximize profitability. Assisted with contract negotiations for

chartered professional sports team travel. Performed market share analysis and share gap advisement to marketing and sales team.

Developed tracking systems for advertising and sales promotions effectiveness. Coordinated travel agent sales promotions. Served

as a corporate representative on several professional sports teams’ charters.

Financial Analyst – June 1990 to January 1994

Responsible for flight operations P&L modeling for senior staff reports. Coordinated all corporate annual budgets for all divisions.

Responsible for compiling and providing monthly Flash reports (close end estimate) income statement to senior management.

Performed three-month rolling forecasts estimates for the company. Coordinated and co-developed IS-generated financial reports

and produced variance analysis and other financial analyses.

EDUCATION

Arizona State University - B.S. - Finance May 1990

Tempe, AZ



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