• Business Partner: Finance, Accounting, Tax, FPA, raising debt/equity; 5 direct reports and 18 total FTE’s• Restructuring: Reporting to CEO, restructured accounting department; hired 7 FTEs from junior to executive level • Family Office: Cash planning, forecasting, tax planning; personal financial statements• Integration: Initiated Concur; issued 5K K-1’s; oversaw 24 audits; streamlined reporting functions

• Capital Raising: Raised $50M+ equity from HNW investors; raised $100M debt; met in person with HNW investors regionally to present pitch decks; introduced PACE financing to leverage/improve returns • Business Partner: Managed accounting, finance, legal and investor reporting and relations; led conversion to Appfolio• Development: Led a 267 unit multifamily project utilizing HUD’s 221(d)4 program

Interim CFO for the Picerne Group to manage accounting, family office and finance groups (5K multifamily units). Other roles included CFO/COO for Lloyd Jones Capital specializing in value add multifamily/senior investments & development.

• Business Partner: Managed regulatory and debt reporting, hired new COO; developed new banking and consulting relationships; engaged agencies (Fitch/Moody’s) to establish credit rating• Management: Restructured accounting department; hired new Controller/FPA; established KPI’s across multiple business lines; improved team development with cross training; established accounting procedures and processes • Cost Savings: Managed investment portfolio of $700M; restructured fees and investment criteria resulting in annual savings of $2M; revised benefit programs resulting in reduction in costs of $1M• M&A / Growth: Led initiative acquiring senior projects while overseeing development of 500 new units; increased revenues by $25M, AUM $125M• Integration: Automated financial reporting systems eliminating 2 FTE’s; installed Ultipro payroll system • Restructuring: Led consulting study of PACE program and initiated a 30 “point” initiative resulting in annual $8M operating losses reduced to zero; completed comprehensive IT review, eliminated and upgraded systems while reducing costs by $500K

Residential mortgage company and investor/developer company for retail projects in Southern California

• Business Partner: Working with CEO sold a 40 property joint venture with a REIT recouping original equity investment during great recession; member of Acquisition Committee; led new development, acquisitions and investor relations• Management: Promoted to Director of Real Estate in addition to CFO; led management of property operations • Growth / M&A: Acquired $400M of discounted non-performing bank debt with IRR of 50%; equity partner with Starwood Capital, $125M private equity to acquire 50 commercial and residential properties; led team on development of 1K acre master planned industrial development in Windsor, CO • Restructuring / Cost Savings: Restructured accounting department; hired new Controller and eliminated 8 FTE’s saving $1M annually; completed review of portfolio insurance requirements and reduced fees by $300K• Finance & Accounting: Managed tax planning, risk management, cash forecasting and treasury functions • Integration: Led forensic accounting study, reissued prior financial statements while installing new YARDI software

• Business Partner: Closed multi-billion-dollar discounted note business and settled all international currency transactions while minimizing tax liability • Business Development: Selected by CEO to structure a senior living development platform in Japan• Finance & Accounting: Managed accounting, finance, IT and asset management of a $1B office project in Los Angeles

• Business Partner: Member of the Board of Directors (BOD) and Acquisition Committee• Strategy & Growth: Initiated 1M SF Sears Distribution acquisition for mixed use retail development in Los Angeles and acquisition of 50 acres of land in Carson, CA including structuring bond financing for a potential NFL stadium site • Finance & Accounting: Originated $200M construction loans for new retail development; managed accounting, cash forecasting, tax planning, and risk; closed $100M of private equity investments with Rockwood Capital, Arnel and IGB

Originated debt, primarily Fannie Mae, Freddie Mac and Bridge loans on multifamily properties. $1.5B originated.