Experience

Merion Realty Partners

• United States
• Real Estate
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2022 - Present

  Manage corporate finance, treasury, regulatory, and partnership accounting functions for Merion Realty Partners, Merion Residential Management, and affiliated entities. Manage corporate finance, treasury, regulatory, and partnership accounting functions for Merion Realty Partners, Merion Residential Management, and affiliated entities.



MainLine Investment Partners

• United States
• Financial Services
• 1 - 100 Employee

• Controller

  • Jun 2014 - Present

  Manage finance and accounting functions for more than 30 real estate and private equity funds with total assets under management of approximately $1 billion. Responsibilities include oversight and management of quarterly and annual fund financial reporting process, including quarterly and annual asset valuations and the interpretation of Limited Partner and Joint Venture agreements. Manage relationship with third-party custodian, ensuring timely asset deposits and withdrawals and investor… Show more Manage finance and accounting functions for more than 30 real estate and private equity funds with total assets under management of approximately $1 billion. Responsibilities include oversight and management of quarterly and annual fund financial reporting process, including quarterly and annual asset valuations and the interpretation of Limited Partner and Joint Venture agreements. Manage relationship with third-party custodian, ensuring timely asset deposits and withdrawals and investor statement delivery to guarantee compliance with SEC Investment Advisor rules and regulations and assist with periodic regulatory (SEC, FINRA) examinations and filings. Show less Manage finance and accounting functions for more than 30 real estate and private equity funds with total assets under management of approximately $1 billion. Responsibilities include oversight and management of quarterly and annual fund financial reporting process, including quarterly and annual asset valuations and the interpretation of Limited Partner and Joint Venture agreements. Manage relationship with third-party custodian, ensuring timely asset deposits and withdrawals and investor… Show more Manage finance and accounting functions for more than 30 real estate and private equity funds with total assets under management of approximately $1 billion. Responsibilities include oversight and management of quarterly and annual fund financial reporting process, including quarterly and annual asset valuations and the interpretation of Limited Partner and Joint Venture agreements. Manage relationship with third-party custodian, ensuring timely asset deposits and withdrawals and investor statement delivery to guarantee compliance with SEC Investment Advisor rules and regulations and assist with periodic regulatory (SEC, FINRA) examinations and filings. Show less



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Senior Manager

  • Oct 2012 - May 2014

  Conducted both public and private sector financial statement audits, including investors and advisors, REITs, owners of real estate and real estate opportunity funds as well as private equity funds and portfolio companies. Provide clients with assurance services as well as assistance in a variety of transactions including sales and acquisitions in a variety of real estate sectors including retail, office, residential, and investment companies as well as manufacturing and distribution. Conducted both public and private sector financial statement audits, including investors and advisors, REITs, owners of real estate and real estate opportunity funds as well as private equity funds and portfolio companies. Provide clients with assurance services as well as assistance in a variety of transactions including sales and acquisitions in a variety of real estate sectors including retail, office, residential, and investment companies as well as manufacturing and distribution.



Attolon Partners

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Executive Recruiter

  • Nov 2010 - Oct 2012



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Manager

  • Jan 2005 - Oct 2010

  Conducted public and private sector financial statement audits, including investors and advisors, REITs, owners of real estate, and real estate opportunity funds. Provided clients with assurance services as well as assistance in a variety of transactions including sales and acquisitions in a variety of real estate sectors including retail, office, residential, and investment companies. Conducted public and private sector financial statement audits, including investors and advisors, REITs, owners of real estate, and real estate opportunity funds. Provided clients with assurance services as well as assistance in a variety of transactions including sales and acquisitions in a variety of real estate sectors including retail, office, residential, and investment companies.