EXECUTIVE SUMMARY

A senior executive having more than twenty years of experience in both public and private real estate companies overseeing acquisitions, development, finance, accounting, and management of real estate and private investments. Results oriented professional, strong and dependable team leader with a proven track record of inspiring, motivating and promoting team efforts to achieve targeted performance goals and objectives and achieving success in delivering maximum results.

EDUCATION and CERTIFICATION

Bachelor of Science in Accounting University of Maryland, College Park, MD 1986

Master of Science in Taxation American University Kogod School of Business, Washington, DC 2000

Certified Public Accountant MD 1989

PROFESSIONAL EXPERIENCE

White Star Investments, LLC Feb 2017 to June 2018

Chief Financial Officer

Responsible for overseeing the direction and execution of overall financial management and accounting practices of this family office with businesses comprising of real estate, private equities, and retail operations having a total net worth of over $200 million. Duties and responsibilities include, but not limited to the following:

Investment Portfolio-Monitor, track and report all investments, including real estate, marketable securities, private equity funds, and private investments on a monthly basis. Evaluate performance metrics and provide reporting of asset specific performance and returns to senior members.

Tax Compliance-Advise the family members and senior executives with respect to potential tax saving opportunities through favorable tax structures in deals and transactions.

Accounting and Finance-Oversight responsibilities include financial planning, accounting, budgeting and reporting results of operations to senior members.

Asset Management-Direct and coordinate property management functions, lease administration, and accounting to bring collaborative efforts to accomplish targeted objectives and goals.

Controls and Procedures-Implement and direct new policies and procedures as needed to bring efficiency and improve productivity at all levels of operations.

Financing Activities-Oversee financing activities for working capital, real estate, and other cash requirements as needed.

World International, Inc., Germantown, MD

Vice President and Controller Jan 2011 -Nov 2016

Managed and operated a family-owned business specializing in distribution of personal safety products.

Performed all related accounting duties, including general ledger maintenance, financial reporting, payroll processing, health insurance administration, inventory control maintenance, filing quarterly tax returns, preparing 1120S at year-end, and all banking related activities.

Assist customers with their inventory control maintenance in order to assess proper levels of shipments to address overstock concerns. Coordinate with manufacturers in S. Korea with design and redesign issues. Handle all shipment and delivery issues.

ICE Frederick LLC, Frederick, MD Oct 2005 – Oct 2010

Co-Managing Member

Directed and coordinated with a team of consultants in completing the development and construction of a 128,000 square-foot warehouse/flex condominium project ahead of schedule and under budget.

Sourced and secured funding for the investment with debt and equity.

Developed and executed business plan strategies, coordinated marketing and sales efforts in securing buyers during an extremely difficult down-market.

Developed and monitored financial models and budgets and presented monthly financials to investors.

First Potomac Realty Trust (formerly Donatelli and Klein, Inc.), Bethesda, MD

Oct 2003 – Sept 2005

Sr. Vice President, Acquisitions (post-IPO)

Successfully led a team of professionals and employees in completing major acquisitions of real estate assets totaling over $300 million in over 20 separate transactions, consisting of flex, office, and industrial properties, from initial underwriting to closing, in a fast-paced environment, timely and efficiently.

Improved efficiency of due diligence process by identifying redundancy in personnel, and managing the work flow, both of which collectively resulted in reducing the Company’s overhead costs significantly.

Working closely with outside counsel and other senior members, reviewed and negotiated terms and conditions from letter of intent to final contract.

Modeled financials for investment returns and risks using sellers’ financials and ARGUS reports, identifying deficiencies, potential problems, revenue potential and optimization.

Researched and compiled market, economic and financial data in preparation of investment proposals and presentation for investment committee and Board approvals.

First Potomac Realty Trust (formerly Donatelli and Klein, Inc.), Bethesda, MD

Vice President, Finance (pre-IPO) April 1997 - Oct 2003

Implemented and monitored financial reporting and compliance with respect to debt and equity investments, including joint venture investments.

Conducted lease reviews, property budget reviews, and in conjunction with property managers, reviewed and monitored tenants with delinquency issues and provided solutions at various levels.

Researched, directed and supervised the implementation of the company’s new computer system together with new accounting system and provided training to all employees.

Designed and implemented a sound company policy and system to ensure that adequate controls are maintained over the Company's financial and accounting data.

Prepared and presented financial statements and communicated financial matters to the Board of Directors and other senior executives.

Introduced, implemented and administered a health and retirement benefits program.

Donatelli & Klein, Inc., Bethesda, MD April 1993 -April 1997

Controller and Vice President

Managed all aspects of accounting and finance, including but not limited to, designing and implementing organizational policies, procedures, and processes to maintain a strong internal control over the accounting data.

Compiled annual budgets, monitored project performance and prepared financials with explanations of variances.

Managed and maximized cash flow by analyzing and reducing property specific expenses and overhead.

Managed treasury, payroll, and HR functions.

Monitored loan covenants to stay in compliance with lender and equity partner requirements.

Prepared investment reports detailing multiple levels of financial calculations required by lenders and joint venture partners.

Prepared pro formas and cash flow projections for prospective acquisitions using Argus and or Excel spreadsheet.

PREVIOUS EMPLOYERS

First Washington Realty, Chevy Chase, MD 1990 - 1993

Accountant

Lee Development Group (LDG), Silver Spring, MD 1989 – 1990

Accountant

Bond, Beebe, Barton & Muckelbauer, Washington DC

Auditor and Accountant

Highly Proficient in Microsoft Excel, MRI, QuickBooks, Yardi Voyager and Argus

Active License-Certified Public Accountant

Contact this candidate