Experience

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  Advisors Living

  • Chief Financial Officer

    • Dec 2023 - Present

• 

  Boston Realty Advisors

  • Boston, Massachusetts, United States

  • Chief Financial Officer

    • Sep 2021 - Present
    • Boston, Massachusetts, United States

• 

  Hunneman

  • Boston

  • Chief Financial Officer

    • Mar 2017 - Sep 2021
    • Boston

• 

  Coldwell Banker Residential Brokerage

  • United States
  • Real Estate
  • 700 & Above Employee

  • V.P. Regional CFO

    • 2002 - 2016

    Direct financial oversight of 129 real estate sales offices across three operating companies and six states. Staff of 29 finance and facilities professionals across the region. Financial integration of acquisitions. Financial software deployment and migration. Incentive compensation design and deployment. Budgeting and forecasting for five entities, both financial and capital. Financial presentations to corporate executives, regional management and office level management. Sales office facility oversight. Represented field operations on the national NRT Software Leadership Council.

  • Metro Financial Officer

    • 1999 - 2002

    Responsible for all financial and budgetary reporting as well as forecasting for Coldwell Banker Hunneman Real Estate Corporation, which included the following Divisions: Real Estate, Commercial, Property Management and Mortgage. Reported to President and COO in NJ. With the acquisition of Hunneman Real Estate by NRT, I was promoted to role of Metro CFO.

• 

  Hunneman Real Estate Corp

  • Boston, MA

  • Residential Division Controller

    • 1997 - 1999
    • Boston, MA

    Responsible for all financial and budgetary reporting as well as forecasting for the Real Estate Division of Hunneman Real Estate Corp. Reported to President of Real Estate Division and the CFO. Assisted in the acquisitions of various real estate companies in Massachusetts and New Hampshire. Grew Hunneman from 42 sales offices to 89 offices from 1997 to 1999. Worked closely with Senior Management in the modeling and transition of acquired companies in matters relating to finance, accounting, facilities and operations.

• 

  Hunneman Mortgage Corporation

  • Controller

    • 1994 - 1999

    Responsible for all aspects of financial and accounting functions. Developed and implementation of budgeting process. Preparation of internal and external reporting for both Senior Management and Regulatory Reporting Agencies. Setup and monitoring of Warehouse line of credit.

• 

  Cambridgeport Savings Bank

  • Central Sq Cambridge MA

  • Division Comptroller Cambridgeport Mortgage, Assistant Comptroller Cambridgeport Savings Bank

    • 1983 - 1994
    • Central Sq Cambridge MA

    Responsible for settlement of all banking activities. Managed staff of three Finance clerks and Accountant. Preparation of internal and external financial reporting for both Senior Management and Regulatory Reporting Agencies. Development, implementation and tracking of budgeting process.