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CFO

Location:
Westport, CT
Posted:
April 19, 2019

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Resume:

ROBERT J. WICKEY

* **** ****

Westport, Connecticut 06880

203-***-****

*******@***.***

Professional Experience

LandTech Consultants Inc. Westport, CT

Director of Finance & Administration April 2016 to October 2017 Lead transition to integrated operating and financial reporting systems, developed and implemented receivable tracking and collection policies and procedures, reduced administrative and other operating costs across the organization, created and implemented workforce productivity analytics and policies.

Malta House Norwalk, CT

Business Manager April 2016 to December 2016

Responsible for all non-program business, accounting and record keeping functions using integrated Financial Edge and Raisers Edge software. Rhode Island Housing Providence, Rhode Island

Deputy Director and Chief Financial Officer November 2012-August 2013 Lead transition to new single-family and multi-family loan funding methods, implemented overhead reduction plans, created and expanded partnerships with HUD (for multi-family construction, renovation and rental assistance programs), GSEs, Ginnie Mae and other capital sources, improved correspondent and wholesale loan generation channels.

Mutual Housing Association of Southwestern CT Stamford, Connecticut Chief Financial Officer June 2012- October 2012

Interim assignment to assist in the transition to new executive leadership. Responsible for all reporting to: federal (HUD), state (CHFA) and private capital providers and HUD Housing Choice voucher and similar state rental assistance programs. Performed all financial analysis functions; restructured IT and accounting organization and systems; reduced corporate overhead costs; eliminated project level operating losses, and reduced dependence on outside consultants in development process. Assisted in grant writing and proposal preparation.

Corporation for Independent Living Hartford, Connecticut Chief Financial Officer June 2010-May 2011

Interim assignment to consolidate and expand short term bridge borrowing and long term tax-exempt bonding capacities, simplified debt structures, reduced all debt pricing and

ROBERT J. WICKEY 203-***-**** Page 2

liberalized advance rates and collateral structure for this nonprofit real estate developer. Improved cash management, accounts receivable collection, revenue recognition and management reporting practices. Produced first multi-year business model to enhance strategic planning process; spearheaded efforts to expand to additional markets.

Equinox Investment Partners, L.L.C. Westport, Connecticut Managing Director 1996-Present

Founded this private capital management business which provides investment counsel as well as strategic and operating management consulting and corporate governance services to small businesses and to the owners of and investors in small businesses. Client firms are primarily privately owned and generally in the

$5 million to $75 million annual revenues size range. Levine Leichtman Capital Partners, Inc. New York, New York Director 2007-2008

Kleinwort Benson (USA) Inc. New York, New York

Senior Vice President and Limited Partner 1990-1996 Capital Growth Partners Boston, Massachusetts

Vice President/Limited Partner 1987-1989

John Hancock Mutual Life Insurance Company Boston, Massachusetts Senior Investment Officer/Team Leader 1981-1987

Hartford National Bank & Trust Company Hartford, Connecticut Corporate Banking Officer 1979-1981

Education

London Business School London, England

Senior Executive Program

Cornell University Ithaca, New York

Masters in Business Administration

Saint Anselm College Manchester, New Hampshire

Bachelor of Arts, magna cum laude

Chartered Financial Analyst Candidate (Levels 1 and 2 completed) Licensed Connecticut Real Estate Broker



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