CHIEF OPERATING OFFICER & EXECUTIVE VICE PRESIDENT
Accomplished real estate executive with demonstrated ability to deliver mission-critical results. A career that includes both publicly held and privately owned company experience including eight years with PriceWaterhouse Coopers, LLC "Pwc"s national real estate group reporting directly to global leader and overseeing billion dollar real estate funds audits and acquisition due diligence. Proven expertise in leadership, investor relations, asset management, property management, construction & development, financial process and controls and acquisition due diligence.
Areas of Expertise
Asset management-all asset classes
Property management- all asset classes
Lease negotiation & Brokerage
Construction & development
Acquisition due diligence
April 2016 to Current
CGI Merchant GroupMiami, FLChief Operating Officer & Executive Vice President
Lead all asset & property management functions for mixed use, office, retail and hotel portfolio including: working directly with onsite teams, leasing, tenant relations, tenant build out, capital expenditure planning, lender and investor reporting and interaction.
Placed all asset and corporate insurance coverage. Successfully spearheaded portfolio umbrella insurance program to replace individual asset level insurance resulting in $300,000 savings.
Implemented cost savings strategies resulting in 25% savings portfolio wide.
Increased ready to go office portfolio occupancy from 75% to 90% with in 5 months by increasing existing tenant satisfaction and changing marketing strategy.
Managed a team of 15 onsite and corporate professionals.
January 2010 to March 2016
FirstService ResidentialMiami, FLVice President Client Accounting Services
Lead and reorganized an accounting department servicing 2,000 properties with 500 employees and 95% staff retention. Achieved 99.9% on time delivery of financial reporting and reduced $500,000 in payroll , improved department's NPS scores.
Developed and launched property manager training program for largest publicly held property management firm in North America in the areas of budgeting, project management and customer relations.
Successfully executed the onsite rollout of outsourcing of the accounts payable department to a third party payable firm, including writing training manual and training 1500 on site and corporate professionals.
Performed onsite operational reviews for efficiencies and customer satisfaction.
Worked directly with client Boards of Directors for conflict resolution.
Performed forensic audits, provided litigation support and established SOPs for mitigating know high risk areas.
Subject Matter Expert for all accounting related matters for Florida Statue 718, 719 & 720. Served as expert witness for State attorneys office.
January 2004 to December 2010
TMS AssociatesMiami, FLFounder
Provided outsourced asset management and accounting services for various property management companies and high net worth individuals.
Property types included:retail sopping centers,office buildings, condominiums and assisted living facilities.
Accounting services included full accounting functions including preparation of annual CAM billings and reconciliations.
Prepared lease abstracts.
Prepared monthly reporting to owners .
January 2002 to December 2004
JAG Ventures , Inc.Miami, FLChief Financial Officer
Performed asset and financial management function for Principal with over $500 million invested in retail,office and multifamily projects. duies in cluded:
Implemented construction draw procedures
reviewed and approved construction draws on 10 multi-family projects with 2,500 units under development
Communicated with development and construction managers as it related to budget concerns and timing.
Participated in meetings with owners rep and GCs.
Held quarterly meetings with operating partners to review operating results, and quarterly asset plan.
Owner passed away. Family sold portfolio.
January 2000 to December 2002
Terramark WorldwideMiami, FLVice President of Finance
Oversaw finance department responsible for GAAP and SEC reporting for highly diverse publicly held entity. Reported directly to Chairman and Chief Financial Officer.
Established NYC and Washington D.C. operations for Subsidiary Telecom Routing Exchange Developers (T-REX)
Participated in the acquisition warehouses to re-position them as data centers.
January 1992 to January 2000
PriceWaterhouseCoopers LLCNew York City, NYAudit ManagerResponsible for Audits of JP Morgan Real estate Fund and Prudential investments in real estate partnerships.
Education, Licenses and Affiliations
Monmouth University Long Branch, NJBusinessBachelor of Science