• Executive team member that acts in an advisory capacity in principals’ decision making process.• Recognized expert in strategic 1031 Exchange. Articles and interviews published, conference speaker, teacher and presenter for CLE and informational classes on Structured 1031 Exchange and related topics.• Develop and oversee the execution of customized tax strategy with advisory client and his/her legal and accounting professionals. Strategic property selection, negotiation, due… Show more • Executive team member that acts in an advisory capacity in principals’ decision making process.• Recognized expert in strategic 1031 Exchange. Articles and interviews published, conference speaker, teacher and presenter for CLE and informational classes on Structured 1031 Exchange and related topics.• Develop and oversee the execution of customized tax strategy with advisory client and his/her legal and accounting professionals. Strategic property selection, negotiation, due diligence, structuring and closing process between Buyer, Seller, Lender and their advisors. After tax financial models. Personally structured over $500 million in strategic property acquisitions.• Developed, implemented and currently oversee firm’s Listing Division as a ancillary business. Past clients approached us to sell properties. Rather than send them elsewhere we decided to create our own business model to service these past clients and our joint venture partners. Oversight of processes for agreement negotiation, offering memorandum preparation and dissemination for Seller as well as coordination of negotiation, due diligence and closing process for the sale. Ongoing relationship management with past clients and their advisors. Over $1.5 billion sold by Listing Division since 2003. • Developed generic financial modeling template in MS Excel. Multiple tabbed Excel workbook that takes client specific inputs and generates generic spreadsheets that demonstrate the benefits of Net Lease Capital programs and assist advisory group in client education. Show less

• Originally hired by Brewster Ambulance Company (January) which was purchased by Med-Trans Ambulance Company (March) which was purchased by American Medical Response (June). Responsible for relationship management of up to 90 accounts (hospitals, nursing homes and assisted living centers) from Boston to central New Hampshire during the year. Managed resolution of client complaints during disorganized and chaotic period of consolidation in the ambulance business in Massachusetts and New… Show more • Originally hired by Brewster Ambulance Company (January) which was purchased by Med-Trans Ambulance Company (March) which was purchased by American Medical Response (June). Responsible for relationship management of up to 90 accounts (hospitals, nursing homes and assisted living centers) from Boston to central New Hampshire during the year. Managed resolution of client complaints during disorganized and chaotic period of consolidation in the ambulance business in Massachusetts and New Hampshire. Show less

• Approached firm specializing in digital film analysis for sports (football, basketball & hockey at the time) with the idea of developing a product for soccer. Developed strategic plan for market research project to determine applicability, interest and pricing domestically and globally with the goal of carry-on work in development, sales and distribution of soccer specific product. Significant interest generated but plan scrapped to focus on delivery of new football product.

• Led group of 350 members in fast growing dynamic congregation. Oversight of 20-30 lay-leaders and 2-6 full-time staff. Public Speaking (inspirational preaching and instructional teaching) to groups of over 500. Marriage, Pre-Marriage and Personal Counseling. Developed specific plans, goals and assessment criterion for personal, professional and spiritual growth in these areas.