Experience

Sancerra

• United States
• Real Estate
• 1 - 100 Employee

• Managing Partner

  • Apr 2020 - Present



Integral Communities

• Newport Beach, CA

• CFO/COO

  • Jul 2004 - Mar 2020

  Repeatedly promoted throughout the organization and entrusted to manage over $250M in revenues per year for a real estate land entitlement and development organization. Served as Advisor to the CEO in reviewing and analyzing key costs, potential profits, and ad hoc cash flow models for potential acquisitions. Consistently provided guidance in identifying areas for higher profitability with less risk. Lead 12 personnel in strategy and execution, deal sourcing, JV and investor and equity… Show more Repeatedly promoted throughout the organization and entrusted to manage over $250M in revenues per year for a real estate land entitlement and development organization. Served as Advisor to the CEO in reviewing and analyzing key costs, potential profits, and ad hoc cash flow models for potential acquisitions. Consistently provided guidance in identifying areas for higher profitability with less risk. Lead 12 personnel in strategy and execution, deal sourcing, JV and investor and equity relations, due diligence, operations, and financing for a portfolio containing 50 assets with a value of $1.5B. Managed and approved loan draws, negotiated financing terms, and structured loans for current and potential acquisitions. Routinely recruited qualified individuals, obtained new hire documentation, oversaw insurance and bond issuances, ensured payroll is completed prior to deadlines, and managed 401K plans. Directly reported to the CEO and provided month-end and year-end reporting for review. Secured raw land entitlements, overlay zones, performed tax gap analysis for redevelopment zones, led condo conversions, managed new construction projects, and oversaw sales and marketing Key Contributions:  Sourced over $1B in capitalization.  Generated over $100M in proceeds with the execution of multiple CFD Bond issuances.  Secured over $100B in loan originations.  Facilitated the Timberline Accounting and Builder MT Production Management software implementation.  Led external tax consultant in devising multiple tax saving structures for investors and the CEO.  Guided Legal Department in negotiating Purchase and Sale Agreements, JV agreements, Investor Operating Agreements, Loan Agreements, and in all legal suits.  Sourced and negotiated financing from recourse and non-recourse lenders, Mezz lenders, and capital raising.  Served as the Lead in estate planning for the CEO and his family. Show less Repeatedly promoted throughout the organization and entrusted to manage over $250M in revenues per year for a real estate land entitlement and development organization. Served as Advisor to the CEO in reviewing and analyzing key costs, potential profits, and ad hoc cash flow models for potential acquisitions. Consistently provided guidance in identifying areas for higher profitability with less risk. Lead 12 personnel in strategy and execution, deal sourcing, JV and investor and equity… Show more Repeatedly promoted throughout the organization and entrusted to manage over $250M in revenues per year for a real estate land entitlement and development organization. Served as Advisor to the CEO in reviewing and analyzing key costs, potential profits, and ad hoc cash flow models for potential acquisitions. Consistently provided guidance in identifying areas for higher profitability with less risk. Lead 12 personnel in strategy and execution, deal sourcing, JV and investor and equity relations, due diligence, operations, and financing for a portfolio containing 50 assets with a value of $1.5B. Managed and approved loan draws, negotiated financing terms, and structured loans for current and potential acquisitions. Routinely recruited qualified individuals, obtained new hire documentation, oversaw insurance and bond issuances, ensured payroll is completed prior to deadlines, and managed 401K plans. Directly reported to the CEO and provided month-end and year-end reporting for review. Secured raw land entitlements, overlay zones, performed tax gap analysis for redevelopment zones, led condo conversions, managed new construction projects, and oversaw sales and marketing Key Contributions:  Sourced over $1B in capitalization.  Generated over $100M in proceeds with the execution of multiple CFD Bond issuances.  Secured over $100B in loan originations.  Facilitated the Timberline Accounting and Builder MT Production Management software implementation.  Led external tax consultant in devising multiple tax saving structures for investors and the CEO.  Guided Legal Department in negotiating Purchase and Sale Agreements, JV agreements, Investor Operating Agreements, Loan Agreements, and in all legal suits.  Sourced and negotiated financing from recourse and non-recourse lenders, Mezz lenders, and capital raising.  Served as the Lead in estate planning for the CEO and his family. Show less



Ryland Homes (now CalAtlantic Homes- Please see updates below)

• United States
• Real Estate
• 300 - 400 Employee

• Controller

  • 2003 - 2004

  Oversaw the Financial Team and ensured continual profitability across daily operations. Additionally, I mentored and supported the Accounting Manager, Staff Accountant, A/P Supervisor, A/P staff, and clerical personnel. Performed inventory valuations, budget determinations, and planning and cash management. Key Contributions:  Completed internal and external annual audits alongside teammates.  Created development agreements, cost allocations, and completion bonds.  Performed… Show more Oversaw the Financial Team and ensured continual profitability across daily operations. Additionally, I mentored and supported the Accounting Manager, Staff Accountant, A/P Supervisor, A/P staff, and clerical personnel. Performed inventory valuations, budget determinations, and planning and cash management. Key Contributions:  Completed internal and external annual audits alongside teammates.  Created development agreements, cost allocations, and completion bonds.  Performed real estate project feasibility studies to determine potential profit from land purchases.  Secured option agreements and negotiated seller financing terms. Show less Oversaw the Financial Team and ensured continual profitability across daily operations. Additionally, I mentored and supported the Accounting Manager, Staff Accountant, A/P Supervisor, A/P staff, and clerical personnel. Performed inventory valuations, budget determinations, and planning and cash management. Key Contributions:  Completed internal and external annual audits alongside teammates.  Created development agreements, cost allocations, and completion bonds.  Performed… Show more Oversaw the Financial Team and ensured continual profitability across daily operations. Additionally, I mentored and supported the Accounting Manager, Staff Accountant, A/P Supervisor, A/P staff, and clerical personnel. Performed inventory valuations, budget determinations, and planning and cash management. Key Contributions:  Completed internal and external annual audits alongside teammates.  Created development agreements, cost allocations, and completion bonds.  Performed real estate project feasibility studies to determine potential profit from land purchases.  Secured option agreements and negotiated seller financing terms. Show less



PulteGroup

• United States
• Construction
• 700 & Above Employee

• Corporate Audit

  • 2002 - 2003



EY

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

• Senior Associate

  • 1999 - 2002