Real Estate Management

ADRIAN BOCWINSKI

**** * ****** ****** **** Prestonwood Dr Cell: 805-***-****

Spring Valley, CA 91977 Plano, TX 75093 *********@*****.***

Summary

Experienced and highly motivated entrepreneurial financial professional with proven, well-developed

communication, underwriting, and qualitative analytical skills. Dynamic experience in start-up and

corporate environments with focus in financial planning, and analysis within various industries including

real estate development and acquisitions; healthcare; and medical equipment distribution.

Key Qualifications

Budgeting and Forecasting Project Management Capital Raising & Investor Relations

Ad-Hoc Reporting Business Metrics Measurement Liability and Asset Management

Team Leader Experience Due Diligence Preparation & Review IT Systems Experience

Professional Experience

Santa Barbara Medical Innovations, Dallas, TX May 2009 – Present

Senior Vice President Financial Planning & Analysis

Currently work in start-up environment for the exclusive distributor of the Zerona Non-Invasive Laser.

Instrumental in creating and managing the drivers of sophisticated financial models that delivered

insightful, value-added analysis across the entire business. Company founded by same core partners of

Montecito Medical Investment Company and Montecito Property Company. Specific accomplishments

include:

Developed proprietary financial model used to manage monthly operations.

Worked closely with COO/CFO and contributors at all levels of the organization to develop annual

and quarterly budgets.

Managed the company's entity-wide monthly rolling forecast processes and worked closely with

corporate accounting to develop detailed cash projections.

Provided Board of Directors monthly reporting package that included analysis of key business trends

and actual versus plan variances, including comprehensive explanations of differences.

Worked closely with IT programmers to create and automate SQL back-end financial reports used to

provide executive management daily trending reports.

Prepared financial presentations for the company’s investors and Board of Directors.

Worked closely with CFO to develop investment structure for initial and subsequent capital

investments.

Montecito Medical Investment Company, Santa Barbara, CA / Dallas, TX Dec 2006 – May 2009

Vice President Finance

Managed team members in the underwriting, financing, and acquisition of $500 million worth of

national medical office properties consisting of 43 properties, with over 2 million square feet, in an 18

month period. Worked closely with CEO and CFO in strategic initiatives including equity and debt

financing objectives. Company founded by same core partners of Montecito Property Company.

Specific accomplishments include:

Developed proprietary financial model used to underwrite all acquisition opportunities.

Worked closely with institutional equity partners during initial acquisition, due diligence, and

investment committee approval reviews. Institutional equity partners included: CALPERS, Buchanan

Street, ING Clarion, and Harrison Street.

Administered investor equity raises; prepared annual and quarterly investor reporting; and, dealt with

all investor correspondence.

Involved with a variety of operational management responsibilities including conducting property

expense reconciliations; satisfying equity partner requirements; finalizing property operating budgets;

and preparing numerous financial presentations.

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ADRIAN BOCWINSKI

4144 N Bonita Street 3017 Prestonwood Dr Cell: 805-***-****

Spring Valley, CA 91977 Plano, TX 75093 *********@*****.***

Montecito Property Company, Jacksonville, FL Dec 2004 – Nov 2006

Associate, Finance and Acquisitions

Analyst for a multifamily condo-conversion firm. Main responsibilities include Project Finance and Asset

Management. Specific accomplishments include:

Underwrote and assisted in the acquisition of over $1billion in multifamily residential and office

acquisitions.

Instrumental in internalizing company’s debt placement thereby significantly reducing cost of capital

by realizing savings of 35 to 100 basis points per transaction.

Maintained active communication with debt capital markets, developed loan prospectuses, assisted

in the negotiation of debt structures and loan agreements, coordinated the transaction closing

process, and managed existing loan portfolio.

Developed pro forma cash flow analyses based on historical and projected operating income and

expenses, market conditions, zoning and entitlement constraints, and physical due diligence.

Prepared private equity placement memoranda and communicated with investors regarding market

investment opportunities and joint ventures.

Rendina Companies, Palm Beach Gardens, FL September 2003 – December 2004

Financial Analyst

Analyst for a medical office real estate development firm. Main responsibilities include Project Finance

and Asset Management. Specific accomplishments include:

Created property and portfolio level cash flow analyses, development cost budgets and projections.

Evaluated acquisitions and dispositions on a one-off and portfolio basis.

Prepared loan request packages and loan compliance schedules.

Analyzed and prepared intensive due diligence both quantitative and qualitative.

Education

Master’s of Science in International Business 2002 - 2003

Florida Atlantic University; Ft. Lauderdale, FL; Madrid, Spain; Florianopolis, Brazil

One year graduate-level program providing advanced specialized management education with a global,

cross-national production, trade, and finance emphasis.

Overall GPA: 3.9

Bachelor’s of Science in Finance 1999-2002

Florida State University, Tallahassee, FL; Valencia, Spain

Overall GPA: 3.4

Graduated in 3 years

Earned a full academic scholarship

Participated in a six-week study abroad program in the Summer 2000 residing in Valencia, Spain.

Immersed in Spanish language and learned first hand about European culture and customs.

Computer Knowledge

Microsoft Office

Familiar with:

Advanced Excel Financial Modeling

Kardin Budget System

FRX Financial Reporting

SQL Reporting Server

Microsoft Dynamics AX Accounting

Bloomberg Terminal

Argus Real Estate Valuation

HTML Programming

Yardi Accounting

Languages

Conversant in Spanish and Polish

References Available Upon Request Page 2 of 2

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