Experience

Joseph C. Sansone Company

• United States
• Real Estate
• 1 - 100 Employee

• Director, Real Estate

  • Nov 2021 - Present

  St Louis, Missouri, United States •Key leader on valuations and appeals for Missouri and Connecticut, spearheading processes that have resulted in more than $30 million in property tax savings across all commercial office, industrial, retail, hotel, and multi-family properties •Research, analyze, and appeal commercial real estate property taxes in Missouri, Connecticut, Colorado, Indiana, Maryland, and Minnesota •Represents property owners as well as argues and testifies on their behalf before various appeal boards… Show more •Key leader on valuations and appeals for Missouri and Connecticut, spearheading processes that have resulted in more than $30 million in property tax savings across all commercial office, industrial, retail, hotel, and multi-family properties •Research, analyze, and appeal commercial real estate property taxes in Missouri, Connecticut, Colorado, Indiana, Maryland, and Minnesota •Represents property owners as well as argues and testifies on their behalf before various appeal boards, assessors, courtrooms, and mediations •Ensures that property assessments are accurate, and in identified appeal opportunities, oversees timely and accurate filings to both local appeal boards and various tax commissions and appellate courts •Responsible for contracting with and leading the network of external attorneys, experts, and appraisers used in the appeal process •Works directly with the CEO, Chief Counsel, and Vice President of Real Estate to develop and plan initiatives for legal, market, and appeal strategy •Creates and monitors property tax projections for forecasting, budget, and acquisition purposes •Heavily involved in client relations, including working with the sales team to sign clients and properties, as well as being the primary contact for the property owner and communicating appeal strategies and results •Directly partnered with the business development team to identify areas of sale opportunities and provide a technical perspective to both mass market and specific sale efforts •Experienced in representing unique property types, having appealed and secured tax reductions for special-use properties such as data centers, breweries, marinas, nursing homes, and horse racetracks

• Senior Property Tax Consultant

  • Jul 2016 - Nov 2021

  •Researched and developed data that was used to facilitate property tax appeals •Evaluated property data, such as income and expense statements, rent rolls, and leases, as well as external market data •Analyzed national and local commercial market trends by studying indicators such as recent market transactions, leasing activity, and interest rate changes, to identify potential areas of tax appeal opportunity



Cushman & Wakefield

• United States
• Real Estate
• 700 & Above Employee

• Brokerage Accountant

  • Jun 2015 - Jun 2016

  Greater St. Louis Area •Assigned as the corporate brokerage accountant for all commercial real estate deals completed in Los Angeles, San Diego, and Phoenix •Responsible for the receipt, application, and expense payout of deals completed in assigned markets •Completed the corresponding general ledger entries recognizing the cash and vendor production •Executed monthly, quarterly, and annual reports such as revenue and cash reconciliation, 1099 earnings statements, production reports, and broker payable… Show more •Assigned as the corporate brokerage accountant for all commercial real estate deals completed in Los Angeles, San Diego, and Phoenix •Responsible for the receipt, application, and expense payout of deals completed in assigned markets •Completed the corresponding general ledger entries recognizing the cash and vendor production •Executed monthly, quarterly, and annual reports such as revenue and cash reconciliation, 1099 earnings statements, production reports, and broker payable projections •Analyzed and interpreted financial data to assist in the cash management and accounts payable estimates •Oversaw more than 120 brokers and transactions exceeding $15 million •Prepared invoices for outside vendors and served as the contact for these vendors for matters concerning payments and billing settlements •Effectively communicated and responded to internal and external accounting questions Show less



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Loss Mitigation Specialist

  • Feb 2013 - Jun 2015

  Greater St. Louis Area •Collected and summarized various mortgage and individual income data which included; statistical analysis, regression calculation, and basic predictive forecasting •Organized and processed all required tax forms, income proof, and real estate documentation required for mortgage modifications and short sales •Led several ad hoc teams that were focused on creating and implementing new strategies to respond to the constantly changing government guidelines and corporate initiatives… Show more •Collected and summarized various mortgage and individual income data which included; statistical analysis, regression calculation, and basic predictive forecasting •Organized and processed all required tax forms, income proof, and real estate documentation required for mortgage modifications and short sales •Led several ad hoc teams that were focused on creating and implementing new strategies to respond to the constantly changing government guidelines and corporate initiatives •Maintained the second lowest individual error rate in 2014 and 2015, at less than 2%, while leading in overall individual output Show less



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Anti-Money Laundering Contractor

  • Sep 2012 - Jan 2013

  St. Louis, MO •Monitored, analyzed, and reported on potential money laundering activity in flagged transactions and brokerage accounts •Worked to ensure that foreign accounts met ongoing compliance standards as mandated by the PATRIOT Act and FinCen •Reported on over 800 accounts with a 0% error rate, and assisted the four-person team as a whole in maintaining an error rate of under 5%