Experience

CREDE

• Belgium
• 1 - 100 Employee

• Chief Financial Officer

  • Mar 2017 - Present

  CREDE is a commercial real estate development company with three distinct divisions: Development, Construction Advisory, and Asset & Property Management. CREDE’s seasoned professionals provide clients and partners with on-the-ground guidance and expertise. CREDE has developed or repositioned 150 plus assets nationwide since 2001. As both a developer and an operator, we are uniquely positioned to support our clients throughout an asset’s entire life cycle. CREDE is a commercial real estate development company with three distinct divisions: Development, Construction Advisory, and Asset & Property Management. CREDE’s seasoned professionals provide clients and partners with on-the-ground guidance and expertise. CREDE has developed or repositioned 150 plus assets nationwide since 2001. As both a developer and an operator, we are uniquely positioned to support our clients throughout an asset’s entire life cycle.



True Family Enterprises

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Chief Financial Officer

  • Feb 2014 - Apr 2016

  Instituted reporting and operational approaches for recently domesticated family enterprise. Collaborated with management team to implement strategic approaches on 1,200 single-family home rental portfolio, retail and other operations. Determined proper structuring for estate and tax purposes. * Completed $13.2 million of debt financing. * Identified and led acquisition of 25,000 SF office building in Newport Beach, CA. Instituted reporting and operational approaches for recently domesticated family enterprise. Collaborated with management team to implement strategic approaches on 1,200 single-family home rental portfolio, retail and other operations. Determined proper structuring for estate and tax purposes. * Completed $13.2 million of debt financing. * Identified and led acquisition of 25,000 SF office building in Newport Beach, CA.



The Koll Company

• United States
• Real Estate
• 1 - 100 Employee

• Chief Financial Officer

  • May 2000 - Dec 2013

  Conducted financial oversight for a portfolio of over 6.7 million SF of industrial and office properties in CA, NV, AZ, UT, CO and TX, as well as a master-planned resort community in Mexico. Managed all debt and equity financing, cash forecasting, financial accounting review, and analytical functions pertaining to acquisitions and dispositions. Determined and implemented strategic initiatives, entity and project financial modeling, and calculated entity level returns and investor metrics for… Show more Conducted financial oversight for a portfolio of over 6.7 million SF of industrial and office properties in CA, NV, AZ, UT, CO and TX, as well as a master-planned resort community in Mexico. Managed all debt and equity financing, cash forecasting, financial accounting review, and analytical functions pertaining to acquisitions and dispositions. Determined and implemented strategic initiatives, entity and project financial modeling, and calculated entity level returns and investor metrics for the company. Negotiated agreements with representatives from debt and equity sources. Wrote and presented annual business plans and hold/sell analysis to investors. * Supervised Accounting, IT, Legal, Finance, and Analytics departments. * Ensured compliance for all corporate and property debt placements. * Acted as liaison with a public institutional pension fund/equity investor. * Achieved progressive career path with continual promotions: Senior Financial Analyst, VP/Finance, and Senior VP/Finance to CFO. Large Financings Include: * US Bank - $115 million - November 2012 (Corporate Credit Facility). * Airport Business Center - $162 million - December 2012 (Single Asset Finance). Aggregate Financing Activity: * Managed $1.2 billion in debt placement, and $627 million in equity placement (transaction sizes ranging from $1 million to $162 million). Show less Conducted financial oversight for a portfolio of over 6.7 million SF of industrial and office properties in CA, NV, AZ, UT, CO and TX, as well as a master-planned resort community in Mexico. Managed all debt and equity financing, cash forecasting, financial accounting review, and analytical functions pertaining to acquisitions and dispositions. Determined and implemented strategic initiatives, entity and project financial modeling, and calculated entity level returns and investor metrics for… Show more Conducted financial oversight for a portfolio of over 6.7 million SF of industrial and office properties in CA, NV, AZ, UT, CO and TX, as well as a master-planned resort community in Mexico. Managed all debt and equity financing, cash forecasting, financial accounting review, and analytical functions pertaining to acquisitions and dispositions. Determined and implemented strategic initiatives, entity and project financial modeling, and calculated entity level returns and investor metrics for the company. Negotiated agreements with representatives from debt and equity sources. Wrote and presented annual business plans and hold/sell analysis to investors. * Supervised Accounting, IT, Legal, Finance, and Analytics departments. * Ensured compliance for all corporate and property debt placements. * Acted as liaison with a public institutional pension fund/equity investor. * Achieved progressive career path with continual promotions: Senior Financial Analyst, VP/Finance, and Senior VP/Finance to CFO. Large Financings Include: * US Bank - $115 million - November 2012 (Corporate Credit Facility). * Airport Business Center - $162 million - December 2012 (Single Asset Finance). Aggregate Financing Activity: * Managed $1.2 billion in debt placement, and $627 million in equity placement (transaction sizes ranging from $1 million to $162 million). Show less



Donahue Schriber

• United States
• Real Estate
• 1 - 100 Employee

• Financial Analyst / Information Systems

  • 1996 - 2000

  Financial Analyst (1999 to 2000) Created and maintained entity financial models and development and acquisition pro-formas for this 52 property, $625 million private REIT with institutional investors comprised primarily of retail shopping centers in CA, NV and AZ. Modeled the interaction of equity, debt, operations, acquisitions, and new business ventures for purposes of equity and debt issuances and to support operational decisions. * Strengthened key relationships with investment… Show more Financial Analyst (1999 to 2000) Created and maintained entity financial models and development and acquisition pro-formas for this 52 property, $625 million private REIT with institutional investors comprised primarily of retail shopping centers in CA, NV and AZ. Modeled the interaction of equity, debt, operations, acquisitions, and new business ventures for purposes of equity and debt issuances and to support operational decisions. * Strengthened key relationships with investment bankers, stock analysts and debt market managers. * Acquired merger and acquisition experience by serving as a team member on Donahue Schriber’s successful acquisition of a larger real estate operating company. Information Systems Coordinator (1996 to 1999) Responsible for network, accounting, and desktop information systems for the company. Designed multiple Intranet applications, databases, and operations workflow processes. Show less Financial Analyst (1999 to 2000) Created and maintained entity financial models and development and acquisition pro-formas for this 52 property, $625 million private REIT with institutional investors comprised primarily of retail shopping centers in CA, NV and AZ. Modeled the interaction of equity, debt, operations, acquisitions, and new business ventures for purposes of equity and debt issuances and to support operational decisions. * Strengthened key relationships with investment… Show more Financial Analyst (1999 to 2000) Created and maintained entity financial models and development and acquisition pro-formas for this 52 property, $625 million private REIT with institutional investors comprised primarily of retail shopping centers in CA, NV and AZ. Modeled the interaction of equity, debt, operations, acquisitions, and new business ventures for purposes of equity and debt issuances and to support operational decisions. * Strengthened key relationships with investment bankers, stock analysts and debt market managers. * Acquired merger and acquisition experience by serving as a team member on Donahue Schriber’s successful acquisition of a larger real estate operating company. Information Systems Coordinator (1996 to 1999) Responsible for network, accounting, and desktop information systems for the company. Designed multiple Intranet applications, databases, and operations workflow processes. Show less