Eastern Closing Services, LLC is a professional firm providing residential and commercial real estate settlement and ancillary services in Georgia and Florida.As Principal Attorney, I am responsible for operation of the practice, employee hiring and supervision, and administrative responsibilities. Additionally, I regularly handle Closing Attorney duties. In these situations, I provide comprehensive real estate-related services including title examination, title insurance, and settlement services.Eastern Closing Services attorneys have over 50 years of combined experience in settling transactions and in clearing cloudy title where multiple ownership claims or liens have attached to property. Simply put, if a property in Georgia or Florida can close, Eastern Closing Services, LLC can close it!

For the last 30 years I have pursued an interest in real estate – at times investing in a small number of properties, at other times, especially between 2013 and 2018, pursuing this interest with more focus and attention. My investments are primarily residential and multi-family properties in Fulton County, Georgia. I evaluate and acquire real estate with strong cash flow and with the potential to provide significant appreciation or offer redevelopment opportunities.I am alert to market opportunities and know how to obtain clear title and convert tax liens to tax deeds. I am experienced in delivering clear, insurable title on properties – title that will survive contested assertions. I’ve removed roadblocks to clear title including mortgages, foreclosure, eviction, third-party liens, and tax liens. I have arranged for investor financing through creation and filing of promissory notes and security deeds. When required, I successfully foreclose the right of redemption on tax deeds and clear/settle ownership claims from generations of heirs-at-law.Investment vehicles have included Venture Assets, LLC; ATL SW, LLC; and A&D Capital, LLC.

Sibling Group Holdings, Inc., a publicly held enterprise (OTC: SIBE), focused on acquiring and consolidating technology companies serving educational markets. The Company employed advanced technology and education management to enhance and accelerate the delivery of 21st century learning using multiple teaching and learning modalities. I was brought onboard to manage compliance and investor relations issues at a time when the company was subjected to regulatory scrutiny. I worked closely with external auditors to bring SEC filings (10-Q and 10-K) current while also restructuring and streamlining the company's accounting functions.

While serving as CFO of GenSpring Family Offices, I simultaneously served as Director, CFO, and Trust Committee Member of Teton Trust, a GenSpring subsidiary. Teton Trust leverages Wyoming’s favorable trust laws to establish and manage diverse trust instruments on behalf of wealthy clients. • Established reciprocity agreements for trust powers with other states to facilitate the growth of business from outside of Wyoming. • Approved all new business and provided oversight on trust disbursements.

GenSprings Family Offices is a private wealth management advisory firm serving high net worth clients from 12 offices located in 8 states. Reported to COO and served on Senior Management Team, Risk Committee, Valuation Committee, and Technology Committee. At the time I was promoted to this position I faced three principal challenges: 1) division profitability, 2) legal risks due to inadequate disclosures and controls, and 3) inadequate forecasting and budgeting processes and lack of a serviceable CRM capability.To address the profitability challenge: • Reconfigured compensation plans including changes to commission rates, tying bonuses to profitability targets, and clawing back calculated but unearned commissions.• Repriced “legacy” accounts to current pricing levels resulting in $3.6 million additional revenue.• Leveraged fixed costs by adding $23 billion in assets through four acquisitions and organic growth. Managed financial due diligence and integration of accounting and finance functions for each acquisition.• Installed expense management controls and reporting system, resulting in 16% reduction in T&E expenses. • Maintained Finance organization’s headcount (7 finance analysts, controllers, and tax associates) while firm’s assets grew by 140% to $23 billion in assets.To address legal risks, required disclosures, and controls:• Identified 20+ risk-related issues. Prioritized actions based on severity of risk and monetary exposure. To address financial forecasting and CRM challenges:• Automated core reporting and forecasting process, providing detailed P&L’s, forecasts, and YOY comparisons. Developed process to adjust top-line accruals when anticipated revenue accruals exceeded 5%.• Selected, implemented and rolled out Salesforce.com as company’s CRM system.

Promoted to newly created position to support SunTrust’s aggressive plans to acquire wealth management advisory firms. Developed and implemented accounting policies, procedures and controls to comply with regulatory and GAAP requirements. Managed SOX compliance, served on the Common and Collective Fund Committee, and participated in M&A-related activities and analyses.

Brought rigor and insightful analysis to FP&A role. Presented cost-saving recommendations, financial forecasts, and budget and planning insights to bank’s senior executives. Developed new financial reporting procedures to directly download mainframe data to Excel, hastening the publication of month end reporting by two days. • Realized $1.4 million in annual cost savings through analysis of financial impact of branch consolidation and review of maintenance contracts. Achieved 15% savings in state licensing costs through development of standardized license requirements for each job.