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WHEELER REAL ESTATE INVESTMENT TRUST, INC - Chief Operating Officer Resume Example

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CHIEF OPERATING OFFICER
Executive Summary
Strategic senior level executive and Certified Public Accountant offering over 20 years of experience building, leading, and advising private and publicly traded organizations.  Areas of expertise include asset allocation, capital market transactions, SEC, mergers and acquisitions, business development, and risk management. Excellent leader with a track record of documented contributions leading to improved financial performance, heightened productivity, and enhanced internal controls.  
 
 

Skill Highlights
  • Financial and Strategic Planning
  • Financial Reporting
  • Capital Markets
  • Securities and Exchange Commission (SEC) Reporting and Interaction
  • Real Estate Investment Trust (REIT)
  • Budget Development and Management
  • Accounting and Financial Operations
  • Business Expansion
  • Staff Management and Development
  • Mergers and Acquisitions
  • Complex Business Issues
  • Real Estate Operations
  • Corporate Policies and Procedures
  • SOX and GAAP regulations and compliance
Core Accomplishments
  • Spearheaded the formation of a publicly-traded REIT, which involved integrating eight real estate assets and raising the initial public offering (IPO) of $ 15.8 million. The REIT trades on the Nasdaq Capital Market.
  • Executed the original consolidated audited financial statements
  • Managed all SEC regulatory and reporting requirements, including, but not limited to Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q, reporting requirements on Form 8-K and reporting requirements SEC Rule 3-14 related to real estate acquisitions. 
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Professional Experience
Chief Operating Officer Jan 2016 to Current
 WHEELER REAL ESTATE INVESTMENT TRUST, INC - Virginia Beach, Virginia
  • Worked closely with property management, leasing and lease administration on matters related to managing and leasing our shopping centers
  • Strengthened company\'s business by leading implementation of Performance Management and establishing goals and objectives.
  • Managed the day-to-day tactical and long-term strategic activities within the business.
Chief Financial Officer Aug 2011 to Jan 2016
 Wheeler Real Estate Investment Trust, Inc. - Virginia Beach, VA
  • Instrumental in the formation of a publicly-traded REIT which involved rolling up eight real estate assets and raising $15.8 million in an initial public offering (IPO). The REIT trades on the Nasdaq Capital Market.
  • Managed the company\'s external audit process for each of the eight assets.  This involved converting the company\'s record from cash to accrual basis and obtaining three year audits of the assets for the first time.
  • Accountable for preparing and filing the original Form S-11 prospectus with the SEC.
  • Responsible for all ongoing SEC regulatory and reporting requirements, including, but not limited to, Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q, reporting requirements on Form 8-K and reporting requirements SEC Rule 3-14 related to real estate acquisitions.
  • Instrumental in the REIT\'s ongoing capital raising efforts, including follow-on common stock offerings, preferred stock offerings, private placements, convertible note offerings and warrants valued at approximately $160 million.
  • Collaborated with underwriters on the capital markets process.
  • Involved in obtaining credit facilities for the REIT, including guidance facilities and lines of credit.
  • Interacted with the SEC to address their comment letters and resolve accounting and reporting matters.
  • Partnered with external legal counsel on SEC, capital markets, lending and real estate matters.
  • Involved in the acquisition of approximately $400 million in real estate.
  • Aligned corporate policies and procedures with regulations of the GAAP and Sarbanes-Oxley (SOX).
President and Chief Executive Officer Jun 2009 to Dec 2010
 SHORE FINANCIAL CORPORATION AND SHORE BANK
Chief Financial Officer and Senior Vice President Jun 1995 to Jun 2009
  • Integral role in the company\\'s Initial Public Offering (IPO) of common stock raising approximately $3.6 million.Prepared all financial information for reporting requirements related to the IPO.
  • Responsible for the ongoing reporting requirements associated with being a public company, including preparing all quarterly and annual SEC filings, annual reports to shareholders and shareholder proxies.
  • Extensively involved in evaluating, negotiating and executing the company\\'s merger with another bank holding company.Participated in merger discussions involving the Board of Directors, management of the acquiring corporation, financial advisors and legal counsel.Performed merger related due diligence and financial data accumulation procedures and evaluated third party asset valuations and assessments.
  • Responsible for the bank\\'s balance sheet risk and overall liquidity management functions, including managing the investment and debt portfolios and making and executing related investment and funding decisions.
  • Develop and manage the bank\\'s annual budget process with department heads and senior management, concluding with presentation of final budget to the Board of Directors for approval.
  • Responsible for all monthly financial reporting and presenting financial results to Executive Management and the Board of Directors.
Audit Manager Feb 1753
BDO Seidman - Bethesda, MD
  • Planned and executed audits and financial reporting functions for various business areas, including both public and private corporations and partnerships.Exposed to numerous business endeavors including taking a local software development company public and the financial reporting requirements of a company operating in bankruptcy under Chapter 11.Promoted to position of audit manager after five years with the firm. 
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Education
B.S, Business Accounting 1988 VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY Business Accounting
Certified Public Accountant 1993 American Institute of Certified Public Accountants
Bank Management Certification 1998 Virginia Bankers Association School of Bank Management
Banking Leadership Certification 2006 Virginia Bankers Association Leadership Institute
Professional Affiliations
  • Past member, President and Paul Harris Fellow of the Melfa Rotary Club
  • Past treasurer of the Eastern Shore Chamber of Commerce.
  • Past advisory board member of Bay Beyond, Inc., Trading under Blue Crab Bay Company, Watts Island Trading Company and Salmonberry, Inc.
  • Past Campaign, Board and Allocation Committee Chairs for the local United Way
  • Past president and board member of the Virginia Tech Alumni Association - Eastern Shore Chapter
  • Past treasurer of the Eastern Shore Yacht and Country Club.
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Resume Overview

Companies Worked For:

  • WHEELER REAL ESTATE INVESTMENT TRUST, INC
  • Wheeler Real Estate Investment Trust, Inc.
  • SHORE FINANCIAL CORPORATION AND SHORE BANK
  • BDO Seidman

School Attended

  • VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY
  • American Institute of Certified Public Accountants
  • Virginia Bankers Association School of Bank Management
  • Virginia Bankers Association Leadership Institute

Job Titles Held:

  • Chief Operating Officer
  • Chief Financial Officer
  • President and Chief Executive Officer
  • Chief Financial Officer and Senior Vice President
  • Audit Manager

Degrees

  • B.S , Business Accounting 1988
    Certified Public Accountant 1993
    Bank Management Certification 1998
    Banking Leadership Certification 2006

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