Managing Partner
CurrentAccounting• Supervised the accounting operations of twenty real estate limited partnerships, corporations and LLC’s including supervision of 4 accountants and 12 site employees.• Responsible for all aspects of the financial reporting including monthly close, quarterly reports, year-end audits & compilations, and issuance of K-1’s to investors• Responsible for all aspects of the firms financing of assets including underwriting, structuring of financing, and review and negotiation of loan documents• Reviewed, analyzed, selected and converted software systems for 12 partnerships• Developed accounting, employment and software procedural manuals• Oversaw the Human Resource function of the firm including health plan administration, 401k retirement plan administration, and employee hiring and termination• Firm’s Controller from 2001-2007Finance• Structured debt and equity for new acquisitions as well as existing portfolio. • Participated in all stages of the deal cycle from underwriting, acquisition, operation, and disposition of the firm assets.• Underwrote over $3 billion worth of potential acquisitions and actively participated in the Bay Area acquisition of over $500 million in multi-family assets.• Evaluated acquisition opportunities for the firm, including market research, site-specific due diligence, financial modeling, analysis of financing options, and created and participated in investors offering documents and presentations.• Developed and streamlined the firms financial acquisition model