Objective
Bring acquisition and operational expertise to a growing real estate investment firm, allowing me to assist in maximizing risk-adjusted returns for focused investors
Professional Experience
Legacy Capital Partners, Inc., Denver, CO March 2012 – Present
Vice President of Operations & Investor Relations
Operations Experience
oManaged daily operations and financial positions for 22 portfolio companies, in the commercial, residential, and industrial sectors, with a total transactional cost of over $93,000,000
oDeveloped and executed operational objectives and best practices for investment deals, primarily focusing on maximizing after-tax IRR
oCreated and implemented systems, checklists, and templates to capture knowledge and increase company-wide efficiency
oIdentified and grew relationships with new operating partners and negotiated their compensation
oCoordinated with lenders, investors, city officials, attorneys, contractors, tenants, and buyers to maximize after-tax IRR
oOversaw hiring and onboarding of interns, assistants, and principals
oManaged LCP internal operations, including weekly meetings, office staff, and company quarterly retreats
Acquisition / Disposition Experience
oSupported Acquisitions Team from deal sourcing to closing, in order to efficiently onboard new projects
oAs VP of Operations, led disposition efforts in order to maximize after-tax IRR, including interviewing and choosing brokers, analyzing comps, determining asset listing prices, and negotiating sales prices
oProjects averaged over 20% IRR upon disposition
Private Equity Experience
oFacilitated and maintained relationships with dozens of investors and equity partners on financial positions of all portfolio companies
oHeavily involved in entity structure and management setup to minimize risk while maximizing after-tax IRR
oBecame in-house expert on self-directed IRA rules to maximize after-tax benefit of investments
BAE Systems, Inc., Reston, VA (Washington D.C.) March 2009 – March 2012
Senior Financial Analyst
oMaintained overall financial positions of multiple programs with over $200 million in annual revenue across more than 125 government contracts, projects, and task orders
oDemonstrated a strong work ethic and competency in forecasting
oLed all Financial Analysts in spot bonuses for excellent work during 2010 and 2011
oPromoted from Analyst to Senior Analyst approximately 18 months after starting
oPrepared and reported variance analysis on programs’ budgets and forecasts to BAE Operations Leadership Team
oForecasted program revenue, order intake, gross margin, cash flow, earnings, and backlogs
oWorked extensively with Deltek CostPoint, Oracle Hyperion Planner, Cognos, and GovWin
Insight Global, Inc., McLean, VA (Washington D.C.) August 2008 – March 2009
Technical Recruiter
oMet clients’ specifications by identifying, screening, and interviewing potential candidates via internet sourcing, networking, and proprietary software in order to present qualified candidates to hire
oProvided security clearance checks and assisted account managers in meeting new and preexisting clients
oAssisted in training new recruiters on best practices, policies, and procedures within the branch
Leadership and Other Involvements
Finance Director, Dance Marathon, Children’s Miracle Network August 2007 – April 2008
oProvided fundraising and accounting oversight for University of Florida’s then record $470,000+ gross fundraising annual event
oMet with potential donors to solicit financial support
oHelped plan for and manage over 1,500 participants in the annual student-run event
Education
University of Florida, Gainesville, FL May 2008
Bachelor of Science, Finance
Triple Minors in Leadership, Communication Studies, and Entrepreneurship
GPA: 3.6, Cum Laude
Funded 100% of college tuition through merit based scholarships
Additional Information / Interests
Skills: Great communicator who has thrived in both large company and startup environments, Maui Mastermind’s Negotiating course participant
Interests: Hiking (climbed 17 of Colorado’s fourteeners), backpacking, skiing, gardening, sailing, home improvement projects, and home brewing
Family: Married for 7+ years, with two boys (two years old and one year old)