(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Accomplished decision maker who consistently meets deadlines and increases company revenue. Highly motivated analyst / consultant who thrives in high-pressure environments. Excellent value assessment, review audit, management and and team-building skills.


Complex problem solving

Variance analysis

Account reconciliation

Self-motivated professional

  • MS Office Suite
  • Sales and marketing
  • Advanced computer proficiency (both PC and Mac)
University of Texas Arlington, Texas Expected in Bachelor of Business Administration : Marketing - GPA :

Led the development of three innovative new REO review methods to increase productivity and efficiency.

Alliancebernstein Holding Lp - Valuation Analyst
San Francisco, CA, 2010 - Current
  • Maintained top ten percent in production and quality of reviews on a team of up to 32 analyst and reviewers.
  • Consistently on the lead assignments for new and challenging projects.
  • Assessed, evaluated and analyze Broker Price Opinions (BPO), appraisals, Auto Valuation Models (AVM) and other external and internal data sources, as appropriate, to independently establish an adjusted value, within my discretion.
  • Prepared in-depth narrative analysis to explain rationale for final adjusted value, and described any potential risks, market, legal or otherwise, that could impact future valuation of the property.
  • Experienced in using AVMs and other secondary Internet sites.
Bickford Senior Living - Property Tax Assessment Analyst
Aurora, IL, 2007 - 2010
  • Managed and trained a personal property assessment team of over 30 people.
  • Operated as the control point between the assessment team and the billing team.
  • Handled informal and formal protests.
  • Negotiated taxable value of a $13 billion person property portfolio of over one million leased assets with assessors in every state.
  • Instrumental in rebuilding and training the personal property assessment team.
  • Led successful reconciliation of $36 million in manually paid property taxes through workload allocation and resource distribution.
Marriott Vacations Worldwide - Owner/Agent/Property Tax Consultant
Henefer, UT, 2004 - 2007
  • Buying and selling of Commercial, Multi-Family, Single-Family, New Construction.
  • General Contractor for new home construction.
  • Represented over 200 commercial and residential value protests in Parker, Tarrant and Denton Counties.
  • Negotiated and managed commercial and residential rental properties for investors.
City, STATE, 2001 - 2004
  • Property Tax Appraiser.
  • Appraised over 11,000 Commercial and Residential Property Tax Accounts.
  • Defended Property Tax values before public Appraisal Review Board Hearings.
  • Recognized as a leader in county wide restructuring of all value schedules.
City, STATE, 1998 - 2001
  • Recruited to manage Delinquent Property Tax collections for Parker, Hood and Johnson counties.
  • Developed new policies for negotiating and monitoring payment agreements.
  • Trained staff in phone and field collections methods.
  • Developed and achieved high goals in field litigation and client relations.
STEEN & STEEN, MCLEAN & SANDERS ATTORNEYS - Property Tax Collections Manager
City, STATE, 1995 - 1998
  • Hired to develop and manage a phone collection department for a property tax collection law firm.
  • Obtained the City of Fort Worth contract with over a million dollars in yearly attorney fees.
  • Coordinated with Tarrant County Tax Office on tax payments and lawsuits.
REMCO RENT - Collections Representative
City, STATE, 1992 - 1995
  • High volume collections, achieving six day or less delinquency on over 1600 high-risk accounts.
  • Improved client retention using phone and field management.
Additional Information
  • ACCREDITATIONS & LICENSES Property Tax Consultants License Texas Real Estate Salesman License Level III Certified Professional Appraiser Certificate Management Accountant Designation in Process

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School Attended

  • University of Texas

Job Titles Held:

  • Valuation Analyst
  • Property Tax Assessment Analyst
  • Owner/Agent/Property Tax Consultant
  • Property Tax Account Manager
  • Property Tax Collections Manager
  • Collections Representative


  • Bachelor of Business Administration

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