SKILLS
SUMMARY
Public Accounting Lease Analysis and Administration
Real Estate Acquisitions Residential Real Estate Sales
Real Estate Asset Evaluations Commercial Leasing and Sales
Real Estate Asset Management Property Quality Inspections
Real Estate Property Management Internal and External Auditing
Real Estate Development Procedures Development
Real Estate Financing Private Equity Real Estate Funding
Financial Statement Analysis Strong user with Dyna, Argus, Quicken
and Excel
PROFESSIONAL
ACCOMPLISHMENTS
ProMax Realty Advisors LLC, Hoboken, NJ
7/09 to Present
President
- Real Estate Advisory Consulting Firm
- Assist in the evaluation of various Real Estate opportunities for all
types of real estate
- Provide Controller and Accounting Functions
- Development of underwriting, investment and strategic business plans
for acquisitions
- Due diligence assistance for acquisition of real estate transactions
- Assist in the Asset Management and Property Management of client
properties
The City Investment Fund, (CIF), New York, NY
5/05 to 4/09
Senior Real Estate Portfolio Analyst
- Assist in the evaluation of various Real Estate opportunities for all
types of real estate for a $771 million Private Equity Fund
concentrating on business within the five boroughs of New York City
- Development of underwriting, investment and strategic business plans
for acquisitions
- Oversee a Real Estate Revolving Credit Loan Facility to a local
developer
- Financial modeling using Excel, Argus and Dyna Software
- Due diligence assistance for acquisition of real estate transactions
- Oversee the financial performance of the Fund investments
- Develop performance and projections for the Fund's Portfolio
- Collaborate with senior management on the accuracy of financial
analyses and value of current investments
- Assist in the Asset Management of current properties
- Understanding of all types of investment structures including mortgage
documents, development agreements, partnership agreements, service
contracts, purchase and sale agreements etc.
- Review and analyze property financial information. Facilitate and
oversee monthly / quarterly reporting to investors
CB Richard Ellis Inc. (CBRE), New York, NY
10/00 to 5/05
Asset Services Director of Operations
- Oversee the quality and high level asset management of building
operations for commercial and industrial properties ranging in size
from 50,000 to 2.8 million square feet in the NY/NJ/PA Tri-State
Region including Connecticut, Washington, DC and Maryland
- Review of final property budgets, forecasts, management plans and
monthly operating performance reports
- Manage client property acquisitions and dispositions
- Perform Operational and Accounting Property Reviews
- Proactive in the development and enhancement of new and existing Best
Practices and Procedures
- Developing and conducting training and development programs for
accounting and building staff
- Responsible for overseeing the assessment and execution of potential
real estate investments including assisting in the closing of all
types of real estate transactions
Cushman and Wakefield of New Jersey Inc., Newark, NJ
2/98 to 10/00
Controller/Financial Manager
Client Concentration: Property Management for Prudential's Home
Office Owned and Leased Properties
- Handled the performance of an $80 million annual operating expense
portfolio for 13 million square feet of commercial space
- Produced monthly consolidated P&L financial statements and variance
narratives
- Handled the preparation and consolidation of reforecast and annual
budgets for the portfolio
- Handled check disbursements, management fees, payroll allocations and
3rd party income
- Supervised regional and on-site accounting staff
- Performed operational property audits and developed internal policies
and procedures
- Developed and conduct training development programs
The Prudential Insurance Company of America, Newark, NJ
12/95 to 2/98
Audit Consultant
Concentration: Various Real Estate and Home Office functions
- Performed financial, operational and system audit engagements
- Prepared risk assessments to identify audit entity control processes
and risks
- Responsible for overall planning, implementation of audit philosophy
and audit programs
- Responsible for managing all phases of testing and discussion of audit
findings
- Supervised and provided the necessary training and guidance to staff
auditors during audit engagements
- Responsible for preparing formal audit reports identifying significant
audit findings
- Worked with all levels of management as a business advisor to their
operations
Arthur Andersen LLP, Roseland, NJ
1/94 to 12/95
Senior Public Accountant/Auditor
Industry concentration: Insurance, Real Estate, and Contract
Audit Services
- Prepared financial statements/reports for audit engagements
- Gathered data for compilation of balance sheet, income statement and
statement of cash flows
- Assisted in the planning, budget preparation and completion of audit
and review engagements
- Supervised and provided the necessary training and guidance to staff
auditors during audit engagements
- Responsible for overall development and implementation of audit
philosophy and audit plan for Audit engagement
- Prepared formal operational audit reports identifying significant
audit findings and recommendations
Crum & Forster Corporation, Morristown, NJ
12/90 to 12/93
Corporate Insurance Auditor
Hay Realty Inc., Denville, NJ
5/89 to 12/90
Licensed Realtor
EDUCATION-
New York University, New York, NY
Graduated: 5/04
MS - Masters of Science in Real Estate
Rutgers University, New Brunswick, NJ
Graduated: 5/89
BS - Business Economics with minors in Marketing and Accounting
ORGANIZATIONS/MEMBERSHIPS
- Past NYU Graduate Adjunct Professor for Real Estate Development
- Member of the NYC Committee for the Annual Entrepreneurship Prize in
Real Estate Development