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Commercial real estate owner and investor. Active in local civic and non-profit communities.
Rlw Hope Valley Pointe Llc
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Rlw Hope Valley Pointe LlcDurham, Nc, Us
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OwnerRlw Hope Valley Pointe Llc Jul 2018 - PresentOwn and operate seven commercial condos in Hope Valley Pointe at 4810 Hope Valley Road, Durham 27707.
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PresidentWiley Advisory Llc 2005 - PresentOperate as strategy, business development and financing consultant when not employed full time in an operating or investment role. Partial list of recent engagements and projects follows:• Empire Ventures, Gold Mining claim holder, Georgetown, Clear Creek County, CORepresented owners seeking monetization of extensive gold mining claims. • Suncadia Development, Cle Elum, WACo-developer on proposed acquisition of uncompleted portion of residential development. • Metria Learning, Educational Software Start-up, Bellevue WA.Advisory Board member. Fundraising and business development. • Experienced high-end single family home builder, Acquisition Fund, Bellevue WADeveloped accredited investor-backed acquisition fund.• Dr. Safarian & Partners, Risk Assessment and Compliance, Berlin, GermanyBusiness plan and development.• Kamber Investments LLC, Real Estate Project, Bellevue WACo-marketed $3.25mm commercial real estate restructuring project.• Block at Monroe + Madison, Real Estate Project, Spokane WACo-developer, restarted stalled redevelopment project.• Security Properties, Multifamily Property Investment Company, Seattle WAConsulted on re-establishment of Broker-Dealer. • Private Estate, Real Estate Project, Tacoma WAExtensive due diligence for investor group on real properties and related assisted living business of recently deceased owner. • ULTRABev Inc., early-stage Fermentation Technology company, Spokane WABusiness strategy consulting.• Private Real Estate Investment Firm, Seattle WAAdvisory on property in bankruptcy.• RRT Partners, LLC. M&A, Turnaround and Crisis Management, Sausalito CABusiness development, project execution.• Agensys Corp. Biotechnology company, Newport Beach, CACorporate Finance project.• Goodwell Technologies, VOIP implementation company, Redmond WAFundraising. Secured $1.05 million of equity and convertible debt.
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MemberDbw Investments Llc Aug 2019 - Jul 2021Real estate investment partnership. Focus on rehabbing residential property.
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Managing Partner, Managing BrokerFidelity Northwest Associates Llc 1992 - Jun 2018Co-owner and Managing Partner. Company owns and operates approx. 70,000 square foot commercial retail center in Tukwila, WA near Southcenter Mall. Managing Broker for property management operations.
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Vp - Investor RelationsBuilding Bits Holdings Llc Oct 2017 - May 2018Assisting pre-launch of next-generation Real Estate Crowdfunding platform.
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Vp - Business DevelopmentSolterra Cities Llc Nov 2014 - Oct 2017SolTerra Cities develops and manages multifamily properties with high environmental, social, and financial payback. Our Philosophy is creating buildings that reconnect us to nature while providing efficient places to live, work and play, providing the greatest payback for the environment, society, and our investors. Contact me to explore investing with us. Find us at www.solterra.com
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Co-FounderTargeted Technologies Inc Apr 2013 - Dec 2014Targeted Technologies provided technical and competitive advantage to its clients through proprietary data, tools, and analytics using advanced statistical, machine learning, big data, social, web, and cloud technologies.Our technology & product set helped clients identify and build communities of interest for marketing and advocacy. They enabled precise and cost effective consumer identification & engagement and a very focused and effective community-based call to action.
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Managing DirectorRedmond Strategy Group Llc Mar 2013 - Dec 2014The Redmond Strategy Group helps clients drive new global revenue from existing IP, products, services, and technologies – generating revenue from ‘what’s on the truck’ today while preparing for future product sales. Our specialty is monetizing existing IP/products while developing next gen product sets. Clients include early-stage ventures, intellectual property based organizations, technology (OEM & software), payment providers, and OEM's. Engagements include data driven sales, revenue & performance assessments; market strategy, sales strategy and execution; creation of sales organizations; go-to-market service offerings; channel development; technical development; mentoring for internal executives; acquisitions; negotiation; and sales & executive leadership.
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Interim PresidentKnowledgepoints 2009 - 2009Company engaged in both brick-and-mortar tutoring center operations and Title I NCLB on-site tutoring. Trained in franchising system, reviewed business plan, revamped operations, hired and fired personnel,reorganized marketing, called on many school teachers, principals, counselors in Renton and Kent WA. Determined company could not be made profitable, resigned, business was subsequently closed.
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Vice PresidentBernstein Global Wealth Management 2007 - 2008New York, New York, UsVice President, Financial Advisor. Developed referral sources, prospective clients in WA, OR, BC and AB. Established 600 new contacts, identified $600mm+ pipeline. Completed 3 month NY training program, found institutional clients for Sanford Bernstein & Co. -
Chief Investment OfficerSound Capital Partners 1998 - 2004Co-founder. Chief Investment Officer. Responsible for integrity and all aspects of investment process in firm with peak assets of $1.3 billion. Defended investment performance to sponsoring brokerage firm review committees (Merrill Lynch, Morgan Stanley, UBS.) Managed marketing, personnel and all compliance issues with parent company. Responsible for internal accounting preparedness in case of surprise SEC audit. Solicited clients and plan sponsors nationally. Managed Health Care, Finance and Energy Portfolios totaling 40%+ of total equity. Outperformed Health Care benchmark by over cumulative 60%.
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Vice PresidentBank Of Amercia Capital Management 1996 - 1998Predecessor to Sound Capital. Vice President, Senior Portfolio Manager responsible for management of investment portfolios in Health Care, Financial and Energy sectors. Top performing manager in Seattle office. After Bank announced office closure and staff lay-off, organized and led lift-out of investment track record and select team members. Identified, solicited and secured Affiliated Management Group as parent company sponsor.
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PresidentHumboldt Capital 1993 - 1996Strategy/implementation consulting and financial advisory practice. Selected clients:• Time Warner Inc., Berlin, GermanyValued existing TV license in Czech Republic. Engagement extended to manage business plandevelopment in application for television license in Stuttgart, Germany. Conducted German language negotiations with prospective European media company partners. Advised on partnerrelations and management of station TV1 in Berlin. Presented to President of HBO.• JFC Inc, Investment Bank, Prague, Czech RepublicPartnered with JFC, applied for Czech television license. Prepared business plan, performed marketanalysis. Partnered in proposed Czech American Enterprise Fund, sought institutional backing inEurope and the US. Assisted in JFC marketing of state-owned entities being privatized. Identified,gave presentations to prospective industry buyers in Europe and US.• Musket Research Group, Broker-Dealer, Private Placements Boston, MARepresented biotechnology broker-dealer in Europe, solicited European insurance and investmentcompanies for private placement offerings. Continued engagement after relocation from Berlin toBoston.• Dublind Partners Inc. Broker-Dealer, Private Placements Greenwich, CTAdvanced firm’s investment banking franchise with health science companies. Prepared privateplacement marketing materials, performed due diligence on companies in biotech, medical deviceand airline industries, solicited and secured institutional investors for sponsored offerings. Trainednew salespeople.
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Managing DirectorFurman Selz 1988 - 1991Sell-side Media and Entertainment Analyst. Frequent research and client travel to Europe, became widely recognized expert on emerging European television industry. Regular contact with top managements of all Hollywood studio and television companies, newspaper, magazine and other print media. At time of 1990 strike at New York Daily News, go-between for Tribune Company executives with newspaper unions. Published frequent research reports, maintained earnings estimates, regular calls and meetings with firm clients and prospects. Solicited and helped secure investment banking business in the UK, France, Denmark and Iceland. Expert guest on FNN, speaker at Harvard Business School and elsewhere.
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PartnerHellman Jordan Management Co 1987 - 1988Partner, responsible for investment research process, presentations to existing and prospective clients,managed firm investment service vendors and broker relations.
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Vice PresidentState Street Research And Management Co 1983 - 1987Vice President. Securities Analyst, responsible for Aerospace, Pharmaceutical, Media and Entertainment industries. Carried heaviest research load in the firm, investment performance of recommendations at top of firm. Developed deep knowledge of and extensive contacts in each industry covered, represented firm in client solicitations, supported investment committee preparation and decision making process.
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ConsultantBain And Company 1982 - 1983International Management Consulting Firm. Consultant. Recruited by Mitt Romney. Worked on clientassignment in banking, food, restaurant, office coffee service and office equipment industries. Extensive telephone survey work and analysis. Regular presentations to clients and upper management.
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AnalystGoldman, Sachs & Co. 1978 - 1980Analyst in Mergers and Acquisitions and in Public Utility Finance Departments. Supported department research and client management, supervised preparation of presentation materials, regularly worked 100 hours/week.
Bob Wiley Skills
Bob Wiley Education Details
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Harvard Business SchoolFinance And Control -
Harvard UniversityCum Laude -
Humboldt-Universität Zu BerlinTheology And Germanic Studies -
Phillips Exeter AcademyHigh School
Frequently Asked Questions about Bob Wiley
What company does Bob Wiley work for?
Bob Wiley works for Rlw Hope Valley Pointe Llc
What is Bob Wiley's role at the current company?
Bob Wiley's current role is Owner, RLW Hope Valley Pointe LLC.
What is Bob Wiley's email address?
Bob Wiley's email address is wi****@****mac.com
What is Bob Wiley's direct phone number?
Bob Wiley's direct phone number is +150336*****
What schools did Bob Wiley attend?
Bob Wiley attended Harvard Business School, Harvard University, Humboldt-Universität Zu Berlin, Phillips Exeter Academy.
What skills is Bob Wiley known for?
Bob Wiley has skills like Strategy, Investments, Start Ups, Mergers And Acquisitions, Portfolio Management, Venture Capital, Business Development, Management, Business Planning, Equities, Finance, Due Diligence.
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