Manager Real Estate

JEAN HO

CPA, J.D., LL.M.

***** ******* ***., ******* *****, CA 92660

858-***-**** ****@******.***

PROFESSIONAL CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER 2/10-present

EXPERIENCE SOTEIRA CAPITAL LLC Newport Beach, California

Responsible for all aspects of the company other than actual trading

decisions; including investor relationship, reporting, legal, risk and

compliance

Strategic advisor for the creation, compliance and operation of an

investment advisory firm including

Formation under Delaware and preparation of operating agreement

Registry with FINRA, completion and filing of ADV Parts I and II.

CHIEF FINANCIAL OFFICER

MKA Capital Group Advisors, LLC Newport Beach, California 2/06-6/08

• Responsible for all financial aspects of funds managed by the company.

Underlying assets: mezzanine construction funds, residential and

commercial

Three main funds: leveraged fund, unleveraged fund, offshore fund.

Fund total asset growth from $500M to $750M during tenure

Number of investors grew from 450 to 900 (a number of which are

institutional investors)

• Acting COO to oversee and manage daily activities

• Worked closely with the President and CEO on the strategic direction of the

company and the funds

• Implemented risk management procedures with respect to various aspects

of the funds.

• Other duties included:

Preparation and issuance of monthly financial statements including

monthly performance reporting numbers to investors

Overseeing and mentoring asset management department

Overseeing SEC and other regulatory compliance

DIRECTOR, FAMILY OFFICE

BridgeWest LLC San Diego, California 10/02-2/06

Responsible for broad spectrum of $500M family office and private venture

fund. Duties included:

Evaluating and performing due diligence on various potential investment

financial products, financing options, monetization structures, and

company acquisitions

Acting in-house legal counsel reviewing and/or drafting various

transactional documents (e.g., term sheets, asset purchase agreements,

employee stock option plans), assistance with special use entities

(formation, operating agreements and/or bylaws, minutes), advising seed

companies (corporate governess, HR, risk management)

Complex income tax research, planning, compliance and tax controversy

issues. Complex estate and gift tax planning and the related compliance

including drafting of necessary documents and/or communicating gifting

schedule to family members

Ensure SEC compliance (Forms 4, 5, 13(g), 144) for principals

SENIOR MANAGER - TAX

KPMG LLP San Diego, California 12/96-7/02

• Engagement services manager for personal financial planning clients with

emphasis on income and estate and gift planning

• Engagement services manager for financial services clients with emphasis

on partnership taxation, venture capital funds, real estate transactions, and

REITs

• Engagement services manager on all aspects of not for profit entities (e.g.,

private foundations and §501(c)(3)/501(c)(4) entities)

• Handled tax controversy including representing the client before taxing

authorities and the preparation of IRS and FTB protests, request for IRC

§9100 relief and private letter rulings

RESEARCH ATTORNEY/ACCOUNTING CONSULTANT/LAW CLERK

Branton, Wilson & Muns, APC San Diego, California 7/96-11/96

Miller, Monson & Peshel San Diego, California 5/95-4/96

• Researched, prepared and reviewed various trust/estate tax and estate

planning issues, trust accountings, and tax court petitions

• Researched charitable giving techniques and tools and drafted “technical”

chapters of Charitable Giving Primer

STAFF ACCOUNTANT

Schmidtchen, Frazier & Company, CPAs Santa Barbara, California 1/92-6/93

Hoag, Fitzgerald & Robi, CPAs Los Angeles, California 1/90 - 12/91

• Prepared income tax returns and projections for all entities, including

private foundations and not-for-profits

• Planned, conducted and performed financial statement audits, reviews, and

compilations

TEACHING CALIFORNIA STATE UNIVERSITY, FULLERTON, MS in Taxation

EXPERIENCE Adjunct professor – Taxation of Property Transaction 2010, 2014

Adjunct professor – Taxation of Employee Compensation 2010, 2012, 2013

Adjunct professor – Taxation of International Transactions 2014, 2015

CALIFORNIA WESTERN SCHOOL OF LAW

Adjunct professor – Federal Individual Income tax Spring 2002 & 2003

SAN DIEGO STATE UNIVERSITY, Graduate School of Finance

Adjunct professor - Estate Planning Fall 2000, Fall 2003, Spring 2005

Adjunct professor - Employee Benefits Fall 2002, Fall 2003, Fall 2004

Adjunct professor - Business Law Fall 2001

PROFESSIONAL CALIFORNIA BAR 5/96 – present

LICENSES CERTIFIED PUBLIC ACCOUNTANT (California) 5/92 - present

EDUCATION UNIVERSITY OF SAN DIEGO SCHOOL OF LAW December 1999

LL.M. in Taxation GPA: 86.17/93

CALIFORNIA WESTERN SCHOOL OF LAW ABA/AALS January 1996

Juris Doctor cum laude Class Rank: 22/265 GPA: 86.04/95

UNIVERSITY OF CALIFORNIA, LOS ANGELES

Bachelor of Arts, Economics June 1989

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