Experience

McDonald Automotive

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Finance Manager

  • Jan 2018 - Present

  Littleton, CO • Process finance and lease deals accurately and secure approval through financial sources. • Maintain Clean CIT • Understand and comply with federal, state and local regulations that affect the new and used-vehicles and finance departments. • Prepare monthly penetration reports and share with management • Offer vehicle F&I to customers and provide them with a thorough explanation of aftermarket products and extended service contracts. • Maintain good working relationships with… Show more • Process finance and lease deals accurately and secure approval through financial sources. • Maintain Clean CIT • Understand and comply with federal, state and local regulations that affect the new and used-vehicles and finance departments. • Prepare monthly penetration reports and share with management • Offer vehicle F&I to customers and provide them with a thorough explanation of aftermarket products and extended service contracts. • Maintain good working relationships with lenders to secure competitive interest rates and financing programs. • Seek bank approval on financed and leased deals • Complete, check/verify paperwork involved with cash, finance or lease transactions • Maintain a working knowledge of leases • Generate finance income • Have a true commitment to satisfying and retaining customers • Assist in acquiring approval from lenders • Understand all programs and rate options offered by our lenders • Establish and meet monthly finance sales objectives • Proficient in Dealer Socket, ADP/CDK, Route One, Dealer Track, CUDC, CUDL, Tail Light Pro-Tracking, Accessa • Extensive sales experience in all backend products, including service contracts, maintenance contracts, and hard products Show less



Preferred Properties Denver

• United States
• Real Estate
• 1 - 100 Employee

• Real Estate Broker

  • Mar 2013 - Nov 2016

  Denver, CO • Increased sales by $5M within the first year • Negotiate with buyers and sellers in difficult real estate markets, as well as complete out-of-state investment transactions • Demonstrate an advanced understanding of products in new markets • Completed extensive research on new markets and opportunities outside of Colorado • Provide a complete analysis of acquisition costs, first-year equity returns, and long-term IRR • Negotiate and manage transactions through a full array of… Show more • Increased sales by $5M within the first year • Negotiate with buyers and sellers in difficult real estate markets, as well as complete out-of-state investment transactions • Demonstrate an advanced understanding of products in new markets • Completed extensive research on new markets and opportunities outside of Colorado • Provide a complete analysis of acquisition costs, first-year equity returns, and long-term IRR • Negotiate and manage transactions through a full array of obstacles including: flood plain, and subsequent historic flooding, deferred maintenance of 28% of the purchase price (none of which was bourn by the seller), structural and roof damage, no legal water source, environmental contamination, and asbestos remediation Show less



Parkside Remodeling, LLC

• United States
• Construction

• Director of Acquisitions

  • Dec 2013 - Jun 2014

  Denver, Co • Sourced and acquired residential rehab properties by researching/analyzing demographics to establish successful locations • Developed a complete analysis of acquisition costs, holding costs, disposition revenue, and total potential profit • Negotiated contract terms while sourcing the best available financing for the acquisition and renovation of the property



m.pulse

• Vice President of Real Estate and Site Development

  • Jun 2012 - Aug 2012

  Denver, CO Tasked with acquiring retail space and building out multiple retail locations for m.pulse hair removal and photo rejuvenation centers. Defining our customer demographic, researching new cities for locations that match our clientele, negotiating lease terms, working with architects, contractors, our internal marketing and operations groups, managing the build out, and managing the finish for each location were all components of my position.



Integrated Sports & Spine LLC

• General Manager

  • Jul 2011 - Apr 2012

  Lafayette, Colorado I raised the private equity required to finance the start-up for this clinic, and I have been responsible for oversight of all operations, finance, HR, and sales and marketing initiatives. Charged with the responsibility to grow the company, I planned to add health care providers in the near future. I have identified alternative cash flow opportunities that add to the net income of the company, and its DO, and I am responsible for implementation of those business enhancements.



m.pulse llc

• Vice President of Real Estate and Site Development

  • 2012 - 2012

  Responsible for new retail site locations for growing startup, lease negotiations, complete site development responsibilities, and retail store buildout.



Care First EMS

• President

  • Apr 2007 - Oct 2011

  Jim currently owns and operates Care First EMS, a Dallas based emergency medical service provider. He is currently focused on improving marketing strategies and implementation, operations, and financial controls. Driving growth in the coming year for a commodity business is the primary objective as Care First EMS strives to become the leader in quality service for all EMS providers in the DFW metroplex.



Redstone Venture Partners

• Owner

  • Jan 2006 - Oct 2011

  Redstone Venture Partners was formed to acquire and manage a portfolio of high-quality businesses primary in the medical services sector. Businesses of interest to Redstone include ambulance, medical billing, home health care, durable medical equipment, contract research organizations, and other service businesses.



Autumn Ridge Investments, LLC

• CIO

  • Sep 2010 - Jun 2011

  Chief Investment Officer at Autumn Ridge Investments, a Privately Funded Investment Firm.



National Valuation Consultants, Inc.

• United States
• Real Estate
• 1 - 100 Employee

• Real Estate Appraiser

  • May 2009 - Sep 2010

  Began real estate career in commercial real estate appraisal for two MAI based appraisal firms, Joseph J. Blake and Associates and William T. Van Court & Co. I was the lead appraiser on multi-tenant industrial complexes, retail centers, multi-family properties, Class A office buildings, vacant land, mixed use development projects, and residential development projects. I also had the responsibility of appraising in new markets. I was assigned and completed appraisals in Providence, RI… Show more Began real estate career in commercial real estate appraisal for two MAI based appraisal firms, Joseph J. Blake and Associates and William T. Van Court & Co. I was the lead appraiser on multi-tenant industrial complexes, retail centers, multi-family properties, Class A office buildings, vacant land, mixed use development projects, and residential development projects. I also had the responsibility of appraising in new markets. I was assigned and completed appraisals in Providence, RI, Tucson, AZ, Las Vegas, Dallas, and other markets. Show less



TIVIS Ventures

• Venture Capital and Private Equity Principals

• Acquisitions

  • 2004 - 2006

  Responsible for sourcing investment opportunities, analyzing investment options, determining IRR for investment options on a ten year projection, negotiating transactions, completing contracts, raising equity capital, procuring debt funding, closing transactions, and raising development capital for improvements in line with the strategic initiative of TIVIS RV Storage.



Interurban Corporation

• Real Estate Broker

  • Sep 1993 - Feb 1998

  Investment real estate broker specializing in finding the most profitable investments available for clients. First Broker at Interurban to Broker transactions out of Colorado. Acquisition and analysis comparisons made for every investor on a variety of investment opportunities. Investment guidance given based on risk tolerance and management capabilities.