Experience

415 Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Partner

  • Jul 2018 - Present

  Management of tax mitigation services for asset owners and their tax advisors. Management of tax mitigation services for asset owners and their tax advisors.



Bedford Cost Segregation, LLC

• Director

  • Aug 2013 - Jul 2018

  Managed sales and distribution of cost segregation services to commercial real estate owners and their tax advisors in the western U.S. Managed sales and distribution of cost segregation services to commercial real estate owners and their tax advisors in the western U.S.



Real Estate Finance and Technology Background

• Mortgage Industry

  • Apr 1984 - Aug 2013

  From 1982 to 2013 I served in a variety of staff, line and management roles in the real estate lending industry. I originated both commercial and residential loans, managed sales teams, served as a consultant on numerous mortgage technology projects, and even developed my own online mortgage referral service during the dot-com era. That led to a consulting position with Microsoft, where I assisted in the development of their online real estate and lending portal. More recently I created and managed the Internet Loan Origination unit at a regional mortgage banking firm. Show less



The Irvine Company

• United Kingdom
• 1 - 100 Employee

• Financial Analyst

  • Sep 1979 - Apr 1981

  After college, I took a job as a Financial Analyst with The Irvine Company, a master planner/developer headquartered in Newport Beach, CA. This experience acquainted me with the financial aspects of commercial real estate. I was responsible for analyzing the financial feasibility of a wide variety of development projects, ranging from office to industrial and multifamily residential. I became familiar with 1031 tax deferred exchanges and the intricacies of straight line depreciation and accelerated depreciation. Show less