Experience

Broad Street Realty, Inc.

• United States
• Real Estate
• 1 - 100 Employee

• Independent Board Member

  • Oct 2023 - Present

  United States Independent board member and member of audit committee



Freehold Properties, Inc.

• United States
• Real Estate
• 1 - 100 Employee

• Co-Founder, Chief Operating Officer & Director

  • May 2019 - Present

  Franklin, Tennessee, United States Freehold Properties is a real estate investment company that finances cannabis-related properties, including industrial-scale cultivation and processing facilities and retail dispensaries.



MedEquities Realty Trust

• EVP & Chief Financial Officer

  • Jul 2014 - May 2019

  Nashville, Tennessee >EVP, CFO, Secretary & Treasurer July 2014 to May 2019 when Public-to-Public sale to Omega Healthcare >Recruited handpicked high performing accounting and capital finance team >Launched and raised $165 million in initial all institutional equity via 144A offering in July of 2014, immediately investing proceeds into closing of $130mm of healthcare real estate assets under contract at that time, portfolio has been grown to approximately $650 million currently >Lead my team… Show more >EVP, CFO, Secretary & Treasurer July 2014 to May 2019 when Public-to-Public sale to Omega Healthcare >Recruited handpicked high performing accounting and capital finance team >Launched and raised $165 million in initial all institutional equity via 144A offering in July of 2014, immediately investing proceeds into closing of $130mm of healthcare real estate assets under contract at that time, portfolio has been grown to approximately $650 million currently >Lead my team to immediately after completion of 144A private placement equity offering and closing of initial assets to assemble and close $200 million revolving credit facility syndicate with seven institutional credit banks and have grown this to today where we have a $425 million revolving/term facility (expandable to $700 million) with a syndicate of thirteen banks (maintain and manage material relationships with each bank) >Lead the full S-11 IPO registration process taking MRT from private 144A institutional equity backed company to completion of $265 million IPO on the New York Stock Exchange in September of 2016 >Responsible for leading our full investor relations (since completion of the 144A) program / processes which includes investor presentations, earning press releases, supplemental data reports and on average annually 100+ investor meetings through one-on-one or group meeting formats in company and analyst lead non-deal roadshows and industry specific investor attended conferences >Responsible for leading our full public company compliance and reporting processes which includes SEC filings for annual Form 10-K and DEF 14A Proxy, quarterly Forms 10-Q and all material events Form 8-K >Responsible for leading our internal controls processes including current SEC compliance and preparation for full 404 compliance >Responsible for leading all preparation of quarterly audit committee, compensation committee, governance committee and board meetings agendas, materials and related activities Show less



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Assurance Managing Partner - BDO Memphis Office

  • Jul 2006 - Jun 2014

  greater memphis area > Assurance Managing Partner in BDO’s Memphis office with more than 21 years of public accounting experience. > Serve in leadership roles in BDO's National Real Estate Industry Group and Healthcare Indusrty Group. > Primary responsibilities have been performing audits and providing business operational and tax consulting services for public and private clients with revenues ranging from $5 million to $1.5 billion and public market capitalization of $50 million to $2… Show more > Assurance Managing Partner in BDO’s Memphis office with more than 21 years of public accounting experience. > Serve in leadership roles in BDO's National Real Estate Industry Group and Healthcare Indusrty Group. > Primary responsibilities have been performing audits and providing business operational and tax consulting services for public and private clients with revenues ranging from $5 million to $1.5 billion and public market capitalization of $50 million to $2 billion. > Currently serve as engagement partner on multiple public REITs and private enterprises. > Recently completed (March 2012) five years of service as engagement partner on three large public companies, two of which are NYSE public REITs. > Significant experience in the industries of real estate, construction and related industries and Healthcare. - > Additional experience in serving the transportation, investment fund, retail, manufacturing and distribution industries. Show less



Extra Aircraft

• Aviation & Aerospace
• 1 - 100 Employee

• Chief Financial Officer

  • Apr 2006 - Jul 2006

  Greater Nashville Area; Huenxe, Germany; London, United Kingdom > Worked for two months in Germany and one month in London assisting in the effort to close an initial public offering of Extra Aircraft on the London Stock Exchange Alternative Investment Market. > Worked directly with investment bankers, attorneys, reporting accountants and other professionals in preparation of all documents and filings necessary to seek lthe isting on the London AIM exchange.



Crosslin

• United States
• Accounting
• 1 - 100 Employee

• Assurance Director

  • Oct 2004 - Mar 2006

  Greater Nashville Area, TN >Audit Director (non-equity partner) from October 2004 through March 2006. >Leadership and client service responsibilities an assurance department of 20+ people.



Pivot CPAs

• United States
• Accounting
• 1 - 100 Employee

• Partner

  • Jun 1996 - Oct 2004

  > Audit Partner (equity partner) from December 2003 through October 2004. > Audit Senior Manager from September 2001 through December 2004. > Audit Manager from October 1997 through December 1999. > Audit Senior from June 1996 through October 1997. > Assumed firm leadership role of development and execution of firm strategic planning and goal setting. > Designed and implemented a strategic office cultural framework built around Covey’s 7 Habits of Highly… Show more > Audit Partner (equity partner) from December 2003 through October 2004. > Audit Senior Manager from September 2001 through December 2004. > Audit Manager from October 1997 through December 1999. > Audit Senior from June 1996 through October 1997. > Assumed firm leadership role of development and execution of firm strategic planning and goal setting. > Designed and implemented a strategic office cultural framework built around Covey’s 7 Habits of Highly Effective People. Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Assurance Senior Manager

  • Jan 2000 - Sep 2001

  Greater Nashville Area, TN > Audit Senior Manager from October 2000 through September 2001. > Audit Manager from January 2000 through September 2000



ClubCorp

• United States
• Hospitality
• 700 & Above Employee

• Senior Accountant

  • Jul 1995 - May 1996

  Jacksonville, Florida Area > Senior accountant and complete finance department leadership responsibilites for the University Club in Jacksonville, Florida.



Smoak, Davis & Nixon LLP

• United States
• Accounting
• 1 - 100 Employee

• Audit Senior

  • Jul 1994 - Jun 1995

  Jacksonville, Florida Area > Client service responsibilities as engagement senior.



KraftCPAs PLLC

• United States
• Accounting
• 100 - 200 Employee

• Assurance Associate

  • Sep 1992 - Jun 1994

  Greater Nashville Area, TN > Client service responsibilities as engagement staff.