Kathie Lozano Sitton Email and Phone Number
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Kathie Lozano Sitton has worked in real estate for 32 years and is a second-generation Long Beach, California resident. Kathie’s career covers a broad scope of commercial real estate including property management, leasing and sales, finance and accounting, acquisitions and dispositions, and investment analysis. Having spent the last 4 years in residential sales, Kathie is very excited to be joining Coldwell Banker Commercial Blair and getting back into the commercial marketplace.As a Long Beach native, who has lived in Southern California most of her life and been integral in the community, Kathie knows the lay of the land inside-out. Kathie’s passion for commercial real estate combined with her love of Long Beach is what drives her to enthusiastically guide and educate her clients. For her, being of service is primarily about trust. “I want my clients to always know that I have their best interest at heart, 100 percent of the time. Integrity is my core value and ingrained in the way I conduct business.”In addition to holding a California Real Estate Salesperson License which she obtained in 1988, Kathie is a Certified Forensic Accountant. She received her MBA from California State University, Long Beach, and Bachelor of Science degree in Finance from Santa Clara University. Her expertise in finance, business, analytics, conflict resolution and negotiations have served her well and benefited her clients, as has the personable, honest nature people love. EDUCATIONAL BACKROUNDCalifornia BRE License #00980073Santa Clara University – B.S. Business FinanceCalifornia State University, Long Beach – MBAAssociation of Certified Fraud Examiners – Certified Forensic AccountantPAST AND PRESENT PROFESSIONAL AFFILIATIONSPathways to Independence/Friends of Pathways VolunteerBoard Member – CSR Children’s Foundation, Kid’s DayLBCREC Long Beach Commercial Real Estate CouncilLong Beach Century ClubNational Association of Realtors (NAR)California Association of Realtors (CAR)Pacific West Association of Realtors (PWR)
Coldwell Banker Commercial Blair
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Commercial Real Estate Sales And Leasing AssociateColdwell Banker Commercial Blair May 2023 - PresentLong Beach, Ca, Us
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Independent Accounting ConsultantLee & Associates Commercial Real Estate Services Apr 2022 - Jul 2023Westlake Village, Ca, Us -
Licensed RealtorColdwell Banker Realty Feb 2021 - Jul 2023Madison, Nj, UsKathie Lozano Sitton has worked in real estate for 32 years and is a second-generation Long Beach, CA resident. As a Long Beach native, who has lived in Southern California most of her life and been integral in the community, Kathie knows the lay of the land inside-out. She enthusiastically guides and educates her clients, to find the best suited homes and neighborhoods that fit their needs. For her, being of service is most importantly about trust. “I want my clients to always know that I have their best interest at heart, 100 percent of the time. Integrity is my core value and ingrained in the way I conduct business.”In addition to holding a California Real Estate Salesperson License which she obtained in 1988, Kathie is a Certified Forensic Accountant. She received her MBA from California State University, Long Beach, and Bachelor of Science degree in Finance from Santa Clara University. Her expertise in commercial real estate, finance, business, analytics, conflict resolution and negotiations have served her well and benefited her clients, as has the personable, honest nature people love. All of these traits helps Kathie make real estate real! Kathie lived in Huntington Beach for two decades where she raised her two daughters, and currently owns a home in Belmont Park, Long Beach. She is an active volunteer for two Long Beach charities, Pathways to Independence and CSR Children’s Foundation which hosts the annual Kids’ Day at Marine Stadium. She is family oriented, loves connecting with neighbors and friends, and is passionate about giving back to the community and helping others. And when she does find time for fun, Kathie loves paddle boarding and has recently started learning to play pickle ball. Kathie always does her best to exemplify integrity, trust and being community oriented.For more information please visit her website at www.kathiesittonhomesandhappenings.com -
RealtorThe Address Real Estate Feb 2020 - Feb 2021Oxnard, California, Us -
Fractional CfoGrg Management Services Sep 2019 - Feb 2021
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Real Estate AgentFirst Team Real Estate Sep 2019 - Jan 2020Irvine, Ca, Us -
Associate Director, Property AccountingBkm Management Company Sep 2018 - Jun 2019Newport Beach, Ca, Us -
Corporate ControllerPacific Hospitality Group Oct 2016 - Jun 2018Irvine, California, UsManage monthly general ledger closing process for multiple entities in various industries including hospitality, legal, non-profit and various family trusts. Supervise and/or prepare all monthly financial statements and supporting schedules in accordance to GAAP.Prepare financial analysis and investor support for several hotel acquisitions and dispositions. Coordinate external audits and financial statement reviews for multiple entities. Ensure completeness and accuracy of monthly account reconciliations and other required analysis in accordance with corporate policy.Perform various treasury management functions. Liason for corporate banking relationship.Prepare annual budgets for multiple corporate entities. Prepare financial reforecasts on an as needed basis. Review and approve semi-monthly payroll for multiple entities. Interface with payroll and HR with respect to benefits payments, pay increases, and other employee related matters. Monitor hotel management fee, payroll reimbursement and other accounts receivable collections. Review and improve accounting processes and procedures on an ongoing basis to improve efficiencies and internal controls. Participate in monthly corporate hotel operations meetings. Coordinate with insurance broker for annual policy renewals. -
Finance And Accounting ConsultantGrg Management Services, Inc And Various Clients 2015 - 2016FINANCE AND ACCOUNTING CONSULTANT - GRG Management Services, Inc• Implement cloud based accounting and property management system. Convert existing portfolio to new system.• Financial analysis on commercial property acquisitions.• Coordinate with CPA to reduce tax exposure.FORENSIC ACCOUNTANT AND FRAUD INVESTIGATOR - Various real estate partnership clients• Prepared detailed financial support and analysis for Los Angeles District Attorney’s office supporting fraud and embezzlement case that resulted in conviction of two defendants. • Provided evidence supporting judicial order of restitution in excess of $700K. • Gave expert testimony in criminal trial.• Reviewed and analyzed financial documentation in preparation of expert witness declaration for special needs abuse case.
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Chief Financial OfficerThomas Properties Dba Lct Management Inc 2009 - 2015Direct organizational financial practices, including hands-on supervision of general ledger, monthly operating statements, payroll, accounts receivable and accounts payable. Responsible for review and administration of government leases with Port of LA, Port of San Diego and City of Chula Vista. Coordinate tax planning and tax return preparation for partnership entities (LLC, LP), corporations and family trusts. Interface directly with CPA on all tax related matters. Liaison for bank relationship. • Uncovered a $2M internal fraud and embezzlement scheme.• Analyzed accounts and prepared supporting evidence for cause of action against major banking institution resulting in settlement of approximately $170,000. • Implemented secure internal control procedures and fraud risk management practices to protect company assets and prevent fraud.
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Senior Vice President FinanceCoreland Companies 1997 - 2009Tustin, Ca, UsVice President, Finance & Corporate Administration, 2000-2006Controller, 1998-2000Accounting Manager, 1997-1998Directed all fiscal related functions including cash-flow management and forecasting, tax planning and preparation, month-end and year-end closing, financial statement preparation, budgeting, banking, payroll, accounts receivable and accounts payable. Responsible for specified asset management functions including loan reserve funding, lender reporting, property insurance management on all assets and specified areas of investor relations.Created financial analysis and due diligence models for the acquisition and disposition of multi-tenant rental, office and industrial properties valued at over $250M utilizing Argus and Excel.• Spearheaded the conversion of over 70 sets of accounting books from Skyline Property Management software to MRI resulting in improved reporting capability to clients.• Implemented new commission software which tracked potential and billed commission revenue resulting in the resolution of a long-term, complex revenue recognition and payment issue.• Developed an intricate Excel based budget model and presentation package which became a significant component of the company’s marketing tools.• Pioneered the design and development of company Intranet which improved efficiency and productivity by consolidating internal forms, policies and procedures. -
Director Of Treasury OperationsKoll Real Estate Services 1994 - 1997Cash Manager, 1995-1997Senior Financial Analyst, 1994-1995Managed a $50M line of credit which was comprised of a $33M acquisition and $17M in working capital.• Reduced corporate accounts receivable by resolving automated billing system issues.• Conducted due diligence and performed valuations analysis for seven acquisitions within eight months.• Developed financial models for analysis of targeted acquisition companies’ earnings and cash flow. -
Commercial Property Manager And Accounting ManagerWarland Investments 1987 - 1994As both Accounting Manager and onsite Commercial Property Manager, I gained valuable experience managing a 230K sf multi-tenant business park, 130K sf retail center and single tenant office/ industrial buildings.
Kathie Lozano Sitton Skills
Kathie Lozano Sitton Education Details
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Santa Clara UniversityAccounting -
California State University, Long BeachFinance
Frequently Asked Questions about Kathie Lozano Sitton
What company does Kathie Lozano Sitton work for?
Kathie Lozano Sitton works for Coldwell Banker Commercial Blair
What is Kathie Lozano Sitton's role at the current company?
Kathie Lozano Sitton's current role is Commercial Real Estate | Leasing & Investment Sales - Retail / Office / Multi-Family | Business Opportunity Sales.
What is Kathie Lozano Sitton's email address?
Kathie Lozano Sitton's email address is ks****@****ail.com
What is Kathie Lozano Sitton's direct phone number?
Kathie Lozano Sitton's direct phone number is +194986*****
What schools did Kathie Lozano Sitton attend?
Kathie Lozano Sitton attended Santa Clara University, California State University, Long Beach.
What are some of Kathie Lozano Sitton's interests?
Kathie Lozano Sitton has interest in Social Services, Children, Education.
What skills is Kathie Lozano Sitton known for?
Kathie Lozano Sitton has skills like Financial Analysis, Finance, Accounting, Financial Reporting, Management, Variance Analysis, Due Diligence, Strategic Planning, Cash Flow, Financial Modeling, Financial Statements, Strategy.
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