ROC USA preserves affordable home ownership options for lower income families, though an innovative that generates around $120 million of resident ownership purchase transactions each year, adding to an existing portfolio of 334 communities representing 23,161 homes.Leading the team providing transaction advisory and ongoing business / operation consulting to residents buying and operating their mobile home communities, and supporting / managing relationships with nine partner… Show more ROC USA preserves affordable home ownership options for lower income families, though an innovative that generates around $120 million of resident ownership purchase transactions each year, adding to an existing portfolio of 334 communities representing 23,161 homes.Leading the team providing transaction advisory and ongoing business / operation consulting to residents buying and operating their mobile home communities, and supporting / managing relationships with nine partner organizations doing similar work under the ROC USA ModelMarket development, building transaction pipelines, assessing transaction viability, financial structuring, raising concessionary capital. Also, providing specialized real estate related services to partners and to resident owned communities, including restructuring, workouts and turnarounds. Member of Executive Leadership Team, engaged in strategic planning and decision making. Management significant projects, including cross-functional continuous improvement and process redesign. Show less

St Joseph’s is a small liberal arts college with 900 students on 474-acre lakeside campus that hosts 500,000 SF of developed real estate. It employs about 300 staff and faculty and has an annual budget is approximately $35 million. One of three VPs reporting to, and advising, the President. Member of the Leadership Team, deeply involved in strategic planning and operational decisions. Oversaw the finance, treasury, accounting, dining services, events, and facilities management… Show more St Joseph’s is a small liberal arts college with 900 students on 474-acre lakeside campus that hosts 500,000 SF of developed real estate. It employs about 300 staff and faculty and has an annual budget is approximately $35 million. One of three VPs reporting to, and advising, the President. Member of the Leadership Team, deeply involved in strategic planning and operational decisions. Oversaw the finance, treasury, accounting, dining services, events, and facilities management functions.Responsible for stewarding the College's resources and charged with a key role in enhancing and diversifying its revenue streams. Took on major leadership role in COVID response. Oversaw financial reporting (including audit and tax), regulatory compliance (with federal departments and agencies), and convent compliance with tax-exempt bond issuers, and other lenders. Negotiated and managed major vendor contracts. Managed balance sheet, including bond financing and refinancing, bank credit, and SBA PPP ($3 million) lending during COVID. Actively involved in Board (and committee) communications and discussions. Show less

Advised for-profit and non-profit organizations on economic development and impact investment activities and programs.

C7a and CCML are national for-profit subsidiaries of the non-profit Community Development Financial Institution (CDFI) CEI. CEO, C7a - 4 years - Founding CEO of C7a, a national small business lender and one of a handful of non-bank mission-oriented lenders operating under the SBA's flagship 7(a) Loan Guarantee Program, making loans of up to $5 million. Secured SBA regulatory approval and raised necessary capital / financing. Managing Director, New Products (CCML) - 2 years -… Show more C7a and CCML are national for-profit subsidiaries of the non-profit Community Development Financial Institution (CDFI) CEI. CEO, C7a - 4 years - Founding CEO of C7a, a national small business lender and one of a handful of non-bank mission-oriented lenders operating under the SBA's flagship 7(a) Loan Guarantee Program, making loans of up to $5 million. Secured SBA regulatory approval and raised necessary capital / financing. Managing Director, New Products (CCML) - 2 years - established and led dedicated new product development unit to grow and diversify CEI's earned income in mission related ways. Chief Investment Officer (CCML) - 5 years - Headed acquisition team for CEI's New Market Tax Credit (NMTC) subsidiary, sourcing and closing more than 30 deals, investing over $400 MM in complex triple-bottom-line, project finance, investments. Served as Senior Investment Officer prior to receiving CIO title. Show less

Senior consultant and engagement leader at a firm specializing in worker ownership, including ESOPs and Coops. Served as COO / CFO for 120 person, worker-owned, joint venture, manufacturing company on the Navajo reservation, including securing several millions of dollars of USDA and Navajo nation funding .

Consulting focused on strategic planning, business development and growth, change management, and operational redesign. Personal clients included Fidelity Investments, SAP's U.S. Pharma Division, and Zion’s Bancorp.

Led business development team for a venture funded, on-line banking, financial services, and HR systems solution provider for small businesses.

Identified, analyzed, and remediated problems in the business acquisition and customer service processes of venture funded, on-line, student store.

COO Investment Banking Group - 2 years - COO of a 24-person investment banking subsidiary (offices in New York and Boston) that provided a variety of services to real estate related companies and investors. Responsible for firm wide NASD / FINRA Broker Dealer and SEC compliance. VP Special Projects / New product Development - 1 year - worked with firm's senior Partners to identify and implement new business lines and products to diversify Low Income Housing Tax Credit (LIHTC)… Show more COO Investment Banking Group - 2 years - COO of a 24-person investment banking subsidiary (offices in New York and Boston) that provided a variety of services to real estate related companies and investors. Responsible for firm wide NASD / FINRA Broker Dealer and SEC compliance. VP Special Projects / New product Development - 1 year - worked with firm's senior Partners to identify and implement new business lines and products to diversify Low Income Housing Tax Credit (LIHTC) revenue. Identified and established three new businesses. Asset Management Resource Team Leader - 2 years - Created new data management and analysis team and led successful redesign of asset and portfolio management process that significantly increased effectiveness and efficiency.Asset Manager - 1 years - Asset management of low-income housing tax credit and commercial real estate portfolios. Show less

Worked with team of business and strategic planners to support corporate leadership in development and implementation of strategy. Also undertook media related consulting and M&A advisory. TSMS was the successor to Central TV’s Sales Department (below) and represented 25% of the UK's commercial TV ad sales.

Led a national sales and marketing group, generating £70 million in annual revenue for the UK’s largest 7-day commercial TV contractor (2,500 employees). Appointed to organization wide Budget Review Committee for successive rounds of Zero-based Budgeting exercise, based on performance as Budget Subject ay departmental level. Selected for management role in planning and execution of major organizational redesign of Central TV, prompted by legislative change. TSMS (above) was created a… Show more Led a national sales and marketing group, generating £70 million in annual revenue for the UK’s largest 7-day commercial TV contractor (2,500 employees). Appointed to organization wide Budget Review Committee for successive rounds of Zero-based Budgeting exercise, based on performance as Budget Subject ay departmental level. Selected for management role in planning and execution of major organizational redesign of Central TV, prompted by legislative change. TSMS (above) was created a spart of this redesign. Promoted to this position after a short tenure as a Business Development Manager. Show less

Responsible for developing media strategy and plans, delivering media component of major advertising campaigns, assessing and reporting on performance, and managing vendor and client relationships at a top worldwide advertising agency's UK office.