Bio
Experience
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VP Finance and Accounting
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Aug 2002 - Present
Significant Experience Includes: formation of a private REIT, financial reporting to lenders and investors, coordinating tax return preparation and monitoring REIT compliance, assisting in deal structuring, purchase due diligence, drafting sections of partnership agreements including financial reporting and distribution waterfalls, compliance monitoring of joint-venture agreements and debt instruments, obtaining credit lines and letters of credit, performing gain calculations and coordinating release and distribution of sales proceeds, processing company payroll, establishing the Company’s 401(k) plan and ongoing planning to assure compliance, negotiating healthcare renewals, assisting principal with presentations and investor reporting, contract renegotiations, analyzing personal investments and tax and estate planning.
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CAPREIT, Inc.
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Rockville, MD
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Controller
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2001 - 2002
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Rockville, MD
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Controller
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1997 - 2001
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Controller
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1995 - 1997
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McArthur Glen Realty
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McLean,VA
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Director of SEC and REIT Reporting
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1993 - 1995
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McLean,VA
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Lerner Corporation
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Rockville, MD
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Controller
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1992 - 1993
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Rockville, MD
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Interstate General Company, LP
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St Charles, MD
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Controller
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1986 - 1992
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St Charles, MD
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Arthur Andersen & Company
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McLean, VA
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Senior Accountant
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1982 - 1986
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McLean, VA
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Education
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1979 - 1982The George Washington University
Masters of Accounting, Accounting and Finance -
1969 - 1973Georgetown University
Bachelor of Arts (BA), English Language and Literature, General
Suggested Services
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Industry Focus. “Accounting and Auditing”
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References
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