Experience

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  Tax, Legal, Financial, Project Analysis and Cap...

  • San Francisco Bay Area

  • Owner

    • Jun 2013 - Present
    • San Francisco Bay Area

    Currently working on a major personal property and real estate tax project for a Sonoma County based quarry company and its owner. Significant tax savings and more complete and accurate reporting of my client's property and its lower valuations have been achieved. Work has included successfu...

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  Pisenti & Brinker LLP

  • Sonoma County

  • Senior Tax Manager & Director

    • Dec 2006 - May 2013
    • Sonoma County

    Specialized in tax, accounting and financial planning for entrepreneurs and business owners, along with their related S corporations, limited liability companies, partnerships, trusts, estates and private foundations. Managed a wide range of tax return preparation, research, and related staff; al...

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  Gaytan, Baumblatt & Leevan, Certified Publi...

  • West Los Angeles

  • Tax and Business Management Manager

    • Nov 2005 - Nov 2006
    • West Los Angeles

    Recruited to assist with firm’s expansion as part of acquisition of new practice and additional development of business, along with managing tax return and business management clients.

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  Allied Boston International, Inc.

  • San Francisco

  • Senior Vice President/General Counsel

    • 2000 - 2002
    • San Francisco

    International finance and investment company. Hired to implement and manage business operations, project due diligence and legal matters for growing company. Established systems and procedures for project analysis and due diligence, along with hiring and supervising related personnel. Provided o...

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  Æxcel Group, Inc.

  • San Francisco

  • President/Chief Financial Officer and Founder

    • 1992 - 1999
    • San Francisco

    Asset-based lending company providing financing to small to medium size companies.

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  Leonard Jay Enterprises, Inc.

  • Petaluma, California

  • President/Chief Financial Officer

    • Jun 1986 - 1991
    • Petaluma, California

    Began in 1986 as CFO/General Counsel, using financial, administrative, and legal expertise to establish proper organizational and business practices for corporate expansion. Promoted in 1988 to President, maintaining CFO and legal responsibilities, while providing general business direction and m...

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  Prim Investment, Inc.

  • Menlo Park, California

  • Executive Vice President

    • Sep 1981 - May 1986
    • Menlo Park, California

    Investment management company involved in oil and gas exploration and development, real estate, venture capital, and managed accounts. Numerous individual partnership, corporation and trust entities requiring sophisticated tax, financial and legal planning and reporting.Recruited in 1981 as Execu...

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  Arthur Andersen & Co

  • Los Angeles

  • Tax Manager

    • Jul 1972 - Aug 1981
    • Los Angeles

    Recruited in 1972 directly out of college for this international accounting firm whose Tax Division supplied services to high net worth individuals as well as medium to large corporations.