Experience

WNC & Associates

• United States
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer

  • Oct 2020 - 3 years 3 months

  Irvine, California, United States



Avanath Capital Management, LLC

• United States
• Real Estate
• 100 - 200 Employee

• Chief Operating Officer

  • Jan 2019 - Jun 2019

  Irvine, CA

• Chief Financial Officer

  • Dec 2016 - Dec 2018

  Irvine, California



C-III Asset Management LLC

• Vice President, Asset Management and Investor Reporting

  • Feb 2004 - Dec 2015

  Irvine, CA Performed asset management responsibilities for a $225 million discretionary real estate private equity fund on behalf of a major institutional investor.



Grubb & Ellis Management Services, Inc.

• Senior Vice President, National Director of Client Accounting

  • 2000 - 2003

  Northbrook, IL Planned, organized, directed and controlled the client accounting and corporate accounting administrative activities for each of the company's four regional accounting hubs. Managed 5 direct reporting relationships and over 100 indirect reporting relationships, and a budget of over $6 million.



Trizec Properties

• Real Estate
• 1 - 100 Employee

• Vice President, Portfolio Management

  • 1999 - 2000

  Chicago, IL Directed projects for whole systems integration of data flow from various applications to eliminate redundant processes, ensure data integrity, and enhance reporting capabilities of mission-critical financial, and business statistical information. Projects included integrated implementation of new software applications, process improvement, design of data warehouse, and design of enterprise-wide and ad-hoc reports.

• Vice President, National Controller

  • 1995 - 1999

  Chicago, IL Responsible for all accounting and financial reporting on a national basis providing leadership to the accounting organization, in addition to supporting strategic planning and decision making in all aspects of business operations. Successfully expanded the organization with minimal addition of overhead to absorb over 70 additional properties, 33 million square feet, while implementing new information systems.



Elkor Realty Corporation

• Financial Controller

  • 1993 - 1995

  Chicago, IL Developed start-up accounting department and implemented the initial accounting systems for this entrepreneurial multi-family real estate acquisitions re-developer.



PM Realty Group

• Leasing Non-residential Real Estate
• 100 - 200 Employee

• Controller

  • 1989 - 1993

  Chicago, IL Controller over the Midwestern region (formerly Jupiter Realty Services, Inc.) Reported to the Chief Financial Officer and Regional VP of Property Management.



HSW Investments, Inc.

• Controller

  • 1988 - 1989

  Miami/Fort Lauderdale Area Controller over the Development and Property Management divisions of the (at the time) nation's second largest open shopping center developer. Reported directly to the Treasurer.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Audit Manager (promoted 1985)

  • 1980 - 1988

  Miami/Fort Lauderdale Area Audit specialist in various industries including savings and loan institutions, real estate development, broker-dealer, non-profit, manufacturing and health care. Licensed as a Florida CPA in 1981 (currently inactive)