As an Engagement Director I build relationships with clients, business executives and others to help solve their accounting, finance and internal audit issues. My role allows me to focus on strategic initiatives, problem-solving activities with clients and to deliver exceptional value to clients, whether in a project-based or interim role. I become a part of the client’s team for as little or long as needed and assist with turning chaos into a manageable workload.CLA CAST has experienced CPAs and consultants who deliver custom project management, consulting and accounting solutions for clients ranging from startups to Fortune 100 companies. Serving public companies, private businesses and non-profit organizations, CLA CAST deftly fulfills clients’ needs, whether they are interim, part-time or project-based. Count on our experienced consultants to help you with large-scale projects, work flow demands, or a vital interim role. We'll free your hands so you can get back to the business of doing business.CLA CAST is part of the outsourcing group at CliftonLarsonAllen LLP (CLA). CLA is a professional services firm with three integrated business lines: wealth advisory, outsourcing and public accounting (audit, tax, consulting). With over 120 U.S. locations and a global affiliation, we can work with clients wherever they do business, today and in the future.Visit www.CLAconnect.com/CAST for more information.

Private Equity Portfolio Company Consulting• Work with Management Teams to facilitate the sale of the company; • Conduct internal due diligence processes • Prepare Quality of Earnings analyses• Prepare ad hoc analyses• Coordinate with sell-side investment banks• Advise on transaction points• Performed ERP conversions to Sage Intaact and NetSuite

54 Madison and SREH are privately owned funds investing in large mixed-use real estate development. • Responsible for the establishment and administration of all accounting and finance functions, including general ledger accounting, financial planning and reporting, treasury and cash management, HR, IT, audit and tax planning billing, accounts receivable, payroll, purchasing and accounts payable. • Developed and administered annual budgets and cash flow projections. • Oversight of federal and state tax return preparation for over 50 Special Purpose Vehicles and pass-through entities.

• Bought, developed, rehabbed, rented and sold foreclosed multi-family homes in Newark, NJ.

• Led the efforts for a successful sale of a $220 million global Private Equity portfolio company. • Organized the company’s internal data room.• Conducted an internal due diligence process.• Led the due diligence response process in conjunction with the company’s investment bankers and attorneys.• Advised on points of negotiation related to the Agreement and Plan of Merger.

• NRT acquired more than 325 companies during this period. These companies had a range of revenue from $100,000 to over $200 million and purchase prices ranging from $50,000 to over $225 million. • Oversaw post-acquisition accounting integration and operations integration for each acquired company.• Responsible for NRT Incorporated’s residential real estate brokerage industry consolidation program, including: • The targeting of companies. • Transaction analysis. • Performed and supervised all levels of due diligence for all transactions. • Performed price and contract negotiations through closing.• Responsible for Realogy's strategic development: • Researched all existing and new internet-based aggregators. • Researched all existing and new discount models. Prepared acquisition plans for several. • Developed an acquisition strategy to build a NRT-like model to create joint ventures with large regional brokers. • Researched existing and new franchise models. Developed a plan to buy regional franchisor brand. • Developed and implemented an acquisition and roll-up plan for Title Resource Group. • Coordinated Cartus acquisition strategy.

The Sunshine Group is a recognized leader in the planning, design, marketing, and sale of new luxury real estate development. • Responsible for all accounting and finance functions, including general ledger accounting, billing, accounts receivable, purchasing, accounts payable, financial planning and reporting, and integration with the parent company. • Responsible for HR and IT functions, including staffing, compensation and websites.• Hired and developed new sales talent for high-end NYC luxury condominiums.• Negotiated and signed client contractors with real estate developers.

• Responsible for acquiring for acquiring and creating the Real Estate Services Division (which ultimately became Realogy) by acquiring the Century 21, Coldwell Banker, and ERA Franchise systems from 1994 to 1996. • Acquired and integrated Coldwell Banker's 400+ owned brokerage offices. • Acquired various title agencies and title insurers to form the settlement services division. • Prepared long-term financial and strategic plans and budgets.