Experience

Gold Group Realty, LLC

• United States
• Real Estate
• 1 - 100 Employee

• Broker & CEO

  • Nov 2018 - Present

  Greater Minneapolis-St. Paul Area We are a full service real estate team focused on tailoring a customized client experience for each engagement and can assist you with any of the following needs: Residential Purchases and Sales Commercial Purchases and Sales Tenant Representation Landlord Representation 1031 Tax- Deferred Exchanges Investment Sales Property Management Real Estate Investment Consulting We are a solutions-focused team of agents that work diligently and creatively to ensure our… Show more We are a full service real estate team focused on tailoring a customized client experience for each engagement and can assist you with any of the following needs: Residential Purchases and Sales Commercial Purchases and Sales Tenant Representation Landlord Representation 1031 Tax- Deferred Exchanges Investment Sales Property Management Real Estate Investment Consulting We are a solutions-focused team of agents that work diligently and creatively to ensure our clients goals are met. We're passionate about all facets of real estate and would love an opportunity to work hard for you! Show less



Goldy Properties, LLC

• United States

• Managing Member

  • Jul 2012 - Present

  Greater Minneapolis-St. Paul Area Goldy Properties seeks to acquire multi-family properties ranging from 2-20 units in the Twin Cities; Additionally, we are passive investors in partnerships that have acquired larger multi-family and commercial properties.



Keller Williams Realty Integrity Lakes MC #537

• Commercial and Residential Realtor

  • Jun 2017 - Oct 2018

  Greater Minneapolis-St. Paul Area



Coldwell Banker Burnet

• United States
• Professional Training and Coaching

• Commercial and Residential Realtor (Licensed in the State of Minnesota)

  • Jul 2015 - Jun 2017

  Greater Minneapolis-St. Paul Area -Represent buyers and sellers of commercial, residential and investment properties -Syndicated partnerships that acquired 2 apartment buildings (55 total units) and 25,000 SF of warehouse space in transactions totaling over $6.1 million



Goldner Hawn Johnson & Morrison

• Chief Financial Officer of Trailhead Fund, L.P.

  • Jun 2012 - Jun 2016

  Greater Minneapolis-St. Paul Area -Maintain financial records for an SBIC private equity fund with $250 million in committed capital -Calculate management fees and capital account allocations in accordance with the terms of the Limited Partnership Agreement -Propose capital call allocations to Investment Committee based on fund models; Responsible for monitoring and tracking application of debenture leverage within investment portfolio -Participate in weekly review of new investment opportunities -Prepare… Show more -Maintain financial records for an SBIC private equity fund with $250 million in committed capital -Calculate management fees and capital account allocations in accordance with the terms of the Limited Partnership Agreement -Propose capital call allocations to Investment Committee based on fund models; Responsible for monitoring and tracking application of debenture leverage within investment portfolio -Participate in weekly review of new investment opportunities -Prepare quarterly financial reports for investors and comply with ad hoc investor data requests -Execute capital calls and cash disbursements -Document historical cash flows of the Fund for IRR and other return calculations -Coordinate and oversee year-end audit and tax preparation with external service providers -Assist with preparation of required SEC filings including Form ADV and Form PF -Facilitate quarterly meetings of the Limited Partner Advisory Board -Ensure fund is operating in compliance with SBA regulations and maintain critical relationship with Fund’s SBA Analyst Show less



McGladrey

• Audit Supervisor

  • Dec 2011 - May 2012

  Greater Chicago Area -Specialized in audits of private equity funds, and also performed audits of hedge funds and fund of funds -PE Funds ranged in size from $35 million to $300+ million in commitments -Prepared financial statements under SBIC and GAAP Basis methods of accounting -Reviewed and edited the Participating Securities Distribution Worksheet (PSDW) and SBA Form 468 for SBIC Funds. -Analyzed the valuations of portfolio companies held by private equity funds -Used Capital IQ to perform… Show more -Specialized in audits of private equity funds, and also performed audits of hedge funds and fund of funds -PE Funds ranged in size from $35 million to $300+ million in commitments -Prepared financial statements under SBIC and GAAP Basis methods of accounting -Reviewed and edited the Participating Securities Distribution Worksheet (PSDW) and SBA Form 468 for SBIC Funds. -Analyzed the valuations of portfolio companies held by private equity funds -Used Capital IQ to perform market comparison analysis -Coordinated daily engagement operations, including scheduling, managing staff, delegating tasks, and maintaining client relationships -Critically assessed client’s internal control structure to identify strengths and inefficiencies. Responsibilities included the planning and execution of the examination of client’s system of internal controls, and identification of key monitoring controls.

• Audit Senior

  • Oct 2009 - Nov 2011

  Chicago, IL