Experience

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  Strategic Holdings

  • Westlake Village,CA

  • Chief Financial Officer

    • Jan 2014 - Jan 2024
    • Westlake Village,CA

    Retired!!!

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  Anchor Loans, Inc.

  • Chief Financial Officer

    • May 2013 - Oct 2013

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  Lighthouse Lodging Group, Inc

  • Chief Financial Officer / V.P. of Acquisitions

    • Oct 2007 - Apr 2013

    Raised private equity and acquired the Marriott Napa Valley hotel in May 2009 for $36 million and sold the hotelin August 2011 for $72 million; two months before the market dropped 15%.Integral part of eight major portfolio refinancing and restructuring projects exceeding $1 billion in gross proceedsrequiring debt and equity raises.Restructured the company after 9/11, saving it from bankruptcy by swapping out floating rate debt for fixed ratedebt, months before the Fed increased interest rates 15 times over a three year period, saving the companyapprox. $10 million in annual interest expense.Instrumental in positioning the company for sale in 2006 and received $1.05 billion offer from a private REIT, atthe height of the market, months before the real estate markets started to collapse.Led the company in its efforts to reduce operating costs every year while growing from $70 million in annualrevenues to over $200 million, during a 6 year period and from 8 hotels to 38 during my tenure.; Co-founder of the company in 2007. Acquired 12 third party hotel management contracts, overseeing anaccounting staff of 7, while responsible for all financial reporting and acquisitions of new hotels.

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  Windsor Capital Group, Inc.

  • CFO

    • May 1993 - Oct 2007

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  Windsor Capital Group, Inc

  • Chief Financial Officer / V.P Finance

    • May 1993 - Oct 2007

    Oversaw accounting staff of sixteen; responsible for all accounting and tax matters for thirty-eight hotels, fourcommercial office buildings and shopping centers as well as numerous corporations and over seventy-fivepartnerships, generating annual revenues in excess of $330 million.Appointed trustee of 401(k) plan for over 500 employees, signer on all bank accounts including CEO's personalaccounts, totaling in excess of $75 million.

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  PMG Properties, Inc

  • Assistant Controller / Asset Manager

    • May 1989 - May 1993