J oseph Jackson

206-***-**** abmaf6@r.postjobfree.com

Every Company is in the Business of Value Creation

Companies are Vehicles to Generate Cash and Create Value

SEN IOR F I NANCE, OPERAT IO NS, REAL ESTATE & ASSET MANAG ME N T

P ROF I L E

• Joseph Jackson’s financial and operational leadership experience spans 14+ years, 34 states, 3

continents, managing more than $3B of assets including real estate development and portfolio

management.

• Experienced at managing both large companies and small business start-ups by consistently

i ncreasing revenue and decreasing costs focusing on developing customer-driven strategies

designed to stimulate sales and increase market share

• As an experienced hands-on, operations focused innovative entrepreneur, the breadth of

experience his includes concept development, P&L management, portfolio management,

developing and leading cross-functional business engagement and corrective action project teams.

• Recognized for decisive leadership and proven ability to face challenges head-on by executing fact-

based decisions.

• Respected value creation leader of diverse creative teams, innovator of financial, organizational

development and executive management programs proven to out distance competition.

• Proven ability to quickly understand and adapt to competitive situations and needs of the market,

defining and executing strategies increasing growth and enhancement to bottom line profitability

by leveraging leadership to effectively position companies for next level growth.

• Proven broad-based background encompasses an unprecedented exceptional work ethic and

commitment to the organization’s objectives within a highly competitive and rapidly changing

global marketplace.

• Accomplished energetic, high-performance innovative global professional with proven success for

developing and orchestrating the process from opportunity identification through market launch,

i ncluding the strategies, programs, systems, products, customer capture and retention, product

delivery processes to boost sales performance and capture new revenue opportunities.

Core Competencies & Specialties

C-Level Management and Resources Corporate governance and responsibility

Growth strategy development and capital strategies

sourcing Financial and operational

Program Selection & Implementation restructuring/turnaround

Brand Development, Management & Awareness Full-Cycle Project & Product Management

Full-Cycle Project & Product Management Forecasting/Cost Containment

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J oseph Jackson

206-***-**** abmaf6@r.postjobfree.com

Strategic Sales & Marketing Planning / Key Account Management

Positioning Program Selection & Product Positioning

I mplementation Strategic Partnerships & Alliances

Budget Preparation and Management Advertising & Promotional Strategies

Training /Development Utilization Optimization Marketing Campaign Design/Management

Turnaround/Change Management Target/Niche Marketing

Global P&L Management & Improvement PE & VC Funding Strategy

Business Development Market Segmentation, Research & Analysis

Teambuilding & Leadership Sales Force/Distributor Management

Health/Wellness Strategy & Programs Pricing Strategy

Vendor/3rd Party Relationship Management Competitive Intelligence

Team building & Leadership New Product Development & Introduction

Health/Wellness Strategy & Programs Market Analysis/Needs Assessment

High-Impact Presentations Client Relationship Building & Retention

Strategic Partnerships-Alliances Negotiations

Project/Product Line Development

General Partner (GP) and Limited Partner (LP) management

P rofessional Experience

2008 - Present

Owne r’s Representative, D i rector of Finance and Operations – Evolved

L iving – Dallas, Texas

Built a highly successful boutique real estate development management-consulting fi rm, specializing in

advising and sourcing deal f low due diligence, project management, capital raising/sourcing, merger and

acquisitions, real estate development, turn around management, portfolios development and management

strategies, cost management, optimizing procurement and distribution, re-engineering core processes

f inance and marketing strategies to businesses of all sizes. O rganized and led project teams across the

globe in support of increasing Evolved Living’s deal f low, revenue and diversification of business.

P repared operating budgets and work with financial analyst developing financial models to determine the

i nvestment effectiveness of a new business venture, real estate development project, business initiative or

t urn around solutions including M &A, go-to-market & emerging market assessments. Created and

i mplemented a Global Intelligence function and sphere of influence for accessing industry data that

significantly improved organizational approaches to new product introductions (NPIs), strategic planning,

p ricing, competitive analysis, and acquisitions

Proven ability to generate, develop and deliver high impact investment presentations using a variety of

methods, sources, intelligence and campaigns attracting investors and prospective clients interested in a

variety of projects; entertainment, senior living, multi-family, commercial and complex urban high-density

m ixed-use developments, private aviation, property integrations, and evaluating market entry

opportunities. Represented company at conferences to network, relationship building, identify and

evaluate t rends, beta market development, product/project int roductions, strategic alliances and

competitor analysis. Developed proposals with industry experts; qualify leads, develop and sustain new

business relationships while leveraging existing client relationships .

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J oseph Jackson

206-***-**** abmaf6@r.postjobfree.com

Responsible for building the operational and financial infrastructure of projects, tu rn around situations,

i nvestments and business expansion, t ranslating the initial investment thesis and concept’s into

executable projects supported with sound financial rationale and facts, including financial and

operational plans for prospective projects and new deals. Conducted extensive due diligence and research

i n Eastern Europe, and the rapidly growing luxury hotel and senior care markets.

2007

Development Manager – Eme ritus Corporation – Seattle, Washington

Responsible for the direct management of $250 million senior living real estate portfolio with over 50

developments in 34 states in various stages of due diligence, feasibility, operations, acquisition, design and

construction. Provided portfolio development leadership, facilitating high-growth goal attainment as

company grew from a 200 facilities to over 300 plus locations as the largest assisted living provider.

Represented company at city council and planning and zoning meetings and created focus groups to

obtain necessary demographic data for effective real time marketing campaigns.

Led a team of 40 plus financial analysts, attorneys, architects, engineers, administrative personnel and

p roject management staff focused on achieving the portfolio’s objective migration into emerging markets

u tilizing intelligence gathering, requirements and identification of the creation of media delivery

schedules, and intelligence technology tools acquisition. . I dentified and utilized the most appropriate

business-centric problem solving methods including marketing research, CPM analysis,

statistical/financial modeling, SWOT analyses and segmentation.

Additionally, directed market research studies, participated in corporate strategic planning effort, and

negotiated substantial sales, purchasing, licensing, construction and other contracts. L ead the design of a

p rototype including the development of a nationwide rollout program. Advised management on financial

feasibility of new business propositions and prepared periodic operating reviews to drive cost containment

i nitiatives. Subsequently developed and documented a business strategy that helped secure over $325

m illion stock offering.

2005 - 2007

P roject Management Consultant – Ariel Development – Seattle, Washington

Developed the renovation program and project development strategy for Seattle’s, historic, 100 year old

Rainier Brewery, 188,000 square feet facility into a mixed-use development, focused around live/work

studios. Primary objectives were to complete an approved development budget, creation of a

comprehensive owner and tenant improvement project schedule and assist in obtaining LEED silver

recognition. Consulted with client on delivering effective business solutions after r igorous analysis,

research, and due diligence. Created construction management program that provided real time

i nformation and improving customer satisfaction and product positioning

Di rector of Finance and Business Development – Newco Ventures –

C a r rollton, Texas

A development group leveraging its focus on operations, capital finance, strategy and the experience in

achieving superior results for the acquisition, development and syndication of multi-family properties.

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J oseph Jackson

206-***-**** abmaf6@r.postjobfree.com

Primary duties centered on overseeing market research/analysis, competitor intelligence, financial

modeling, analysis and forecasting.

Additional responsibilities included direct oversight of the development and construction, operations and

f inancial management, directional planning, implementation of qualified human capital, fiscal

responsibility and feasibility in conjunction with continuous research and implementations of new

strategies. Responsible for all functions of business development functions, outlined public relations,

sales and marketing of the properties, including acquisitions, development and management of properties.

C reated a financial analysis program and marketing strategy improved deal f low, qualifying

approximately 200 deal leads per month . Built a network and liaised with a particularly wide cross

section of internal and external contacts and service providers. Defined and launched an integrated set of

b randed services built on a proprietary methodology spanning business strategy through client/server

application development to production support. Continuously improved investment opportunities,

y ielding above average rates of return and maintaining above market pricing despite increased

competition in the multi-family syndication sector.

D i rector of Operations and Finance – United Construction Supply –

C a r rollton, Texas

Developed the business concept of a start up lumber commodities t rading and material supply company,

w ith a retail company and integrated supply chain management function in partnership with United

Renovations and Newco Ventures. Engineered the financial and operational infrastructure with direct

management of all accounting and capital finance structure, including operating and supply credit lines.

C reated cutting-edge proprietary software system integrated adaptive and predictive sales and market

t rends technology, with a “real-time” dashboard interface for consumers, unified information from legacy

systems, reducing customer response time from days to hours to minutes. The software operated in real

t ime with artificial intelligence functions responding to the management of change, responding to specific

requirements, evolving and creating innovative solutions to deal with all areas of the company, supply

chain management and lumber futures market ensuring that the best possible level of customer service.

Initiated and developed strategies and functions for brand management, e-business, and knowledge

management resulting in better all around marketplace visibility, reach, and internal information f low.

Gathered customer and end user feedback and conducted market research. Built key strategic

relationships with third parties and negotiated all software and OEM bundling deals.

B randed, managed and developed 12 U.S. markets - AZ, CA, FL, CO, NV, TN, MS, NC, NM, GA, OK, AR.

Successfully negotiated credit lines with the following companies Bluelinx, Universal Forest Products,

I nternational Paper, Weyerhaeuser, Boise, Temple-Inland, DW Distribution. Developed a 3-year business

p lan that called for rapid expansion of the business through a series of steps that included a combination

of internal growth and acquisitions, resulting in growth from $4m to $58m.

Senior P roject & Operations Manager – United Renovations – Ca r rollton,

T exas

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J oseph Jackson

206-***-**** abmaf6@r.postjobfree.com

Responsible for the day-to-day operations of multi-family and hotel renovations; including operations,

p rofit and loss, preparation of the projects’ scope of work, coordination of sub-contractors and vendors.

Oversight of 2000 units of multi-family, including hotel exterior and interior renovation work developed

t he project management program, subsequently adopted for use in t raining personnel nationwide

I dentified purchasing cycle and programs crucial to improve bottom line increase in project profit

margins. Prepared marketing and pricing information materials on partner publications for sales force,

customer service, technical support, and accounting departments.

Additional oversight of purchasing and corporate credit department increased operating lines by 20%,

negotiated targeted price decreases for the first t ime in 3 years with key national accounts. Identified

purchasing cycle and programs crucial to improve bottom line increase in project profit margins.

M aintained direct involvement with senior level decision makers and influenced other corporate divisions

to require input and buy-in for service and product development planning.

2000 - 2005

Owne r’s Representative/Project Management Consultant – One Point

M anagement – Dallas, Texas

A construction management firm providing owner representation and project management services.

C reated to provide client’s with personal commitment of representation with a wide array of services in

p roject planning, entitlement, development and construction project management. Comprehensive

executive management and representation for owners and investors, mitigating potential investment

l iabilities.

P rovided executive oversight and coordination for real estate developments from the owner’s perspective to

ensure that project a delivered is on schedule, within budget and with the highest quality. Monitored and

coordinated the efforts of all members of the Project Team in order to enable the Owners to achieve

maximum value for each dollar expended.

Developed and implemented investment ventures creating sustainable value for stakeholders. Utilized

critical path thinking with integrated forward planning for bottom line profitability. Defined market;

conceptualize, plan, and design; obtain all entitlements, permits and licenses; build public and

governmental support; attract interest from prospective tenants and/or purchasers; arrange acquisition

and equity financing, as required; and prepare the project for construction.

1998 - 2000

D i rector of F inance and Operations – AJ F raming – Austin, Texas

Performed oversight and assistance to residential and commercial projects; consisting of new, existing and

restoration. Additional responsibilities included hands on project management, scheduling of materials

and supplies, personnel management, contractor relations, financials, construction planning and step-by-

step client involvement recruited, interviewed, hired and t rained all personnel Manages sales and all

public relations and marketing Developed business model.

Worked with the Texas Department of Criminal Justice, providing newly released “ex-offenders” with

employment and skills t raining; resulting in a substantially lower labor cost, which increased the

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J oseph Jackson

206-***-**** abmaf6@r.postjobfree.com

company’s bottom line profitability 15%.. Successfully helped developed subcontracting company with

l imited working capital growing the company’s revenues to $5 million. Broadened company’s to

developing of low-income properties in Monterrey, Mexico.

Community and Construction Manager – Pulte Homes of Texas – Austin,

T exas

Responsible for the development of 2 sub-divisions, 250 single-family homes ranging from $250K to

$500K. Construction management duties included management of multiple sub-divisions, day-to-day

oversight of the construction and warranty departments, and oversight of field personnel. Maintained the

scheduled of construction activities and materials, developed a new quality control standard and program,

continually reduced warranty expenses.

Set sales goals and regularly measured progress to ensure peak performance and adherence to marketing

campaigns and senior leadership’s action plans. Utilized yield management techniques, collaborated

across the division maximizing each community’s home sales, increasing margins, providing customer’s

w ith a wide range of options and upgrades.

Scheduled construction activities and materials, followed and developed quality control standards,

reduced warranty cost and team relationship building. Strategized and developed annual sales forecast

and budgets. Developed and implemented a strategic marketing plan to ensure successful marketing

activities resulted in home sales. Conducted customer follow up of post closing warranty issues and

customer care to maintain new home satisfaction. Upgraded sales staff increasing effectiveness of the

organization and business acumen needed to execute revised sales and marketing strategies.

Education Experience

Bachelor’s degree in Aviation from Northeast Louisiana University (1997)

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