3rd party due diligence for REITs, business development companies, 1031 Exchange offerings (DSTs), and other alternative investment programs for the independent broker/dealer and registered investment advisor (RIA) communities. Select highlights include:- Extensive interaction with the executive teams of client, including the CEO, CFO, COO, and legal teams sponsoring private and public offerings ranging in size from $50 million to $3 billion- Review prospectuses, organizational documents, public filings, audited financial statements and pertinent information to author cohesive, in-depth reports outlining merits and areas for improvement- Analyzing and providing reviews for financial statements and pertinent ratios, dividend coverage, leverage, management structure, and organizational documents including corporate charters and articles of incorporation

I was a senior member of a sales team where I increased firm’s annual commission revenue by 30%, exceeding $2.5 million, from the sales of mutual funds, alternative equity investments, as well as fixed indexed and variable annuities. Other select highlights include:- Developed tailored retirement and income tax plans combining risk tolerance, guaranteed income streams, social security maximization, and ability to minimize taxes- Developed content and launched training programs prior to start of each tax season resulting in high impact, successful tax preparer staff as well as a 45% increase in returns for tax years 2010 through 2013- Managed team of 4+ accountants responsible for preparing and filing annual tax returns for individuals, s-corporations, partnerships, and trusts completing 750 returns per year- Cultivated relationships with new tax clients resulting in increased opportunities for retirement and investment clients- Assisted clients with IRS and State Department of Revenue audit resolutions

Analyzed permanent, bridge, and mezzanine financing requests from property owners and investment managers including analysis of business cases, collateral valuation, overall market and economic conditions, borrower tax returns, and environmental site reports for financing requests of $1 million to $125 million- Made recommendations to restructure requests to meet appropriate requirements for debt coverage, collateral, liquidity, and on-going cash flow generation- Collaborated with local lenders, certified development companies, and private parties to solicit interest in funding loans

Managed the accounting and financial analysis of the $1.5 million organization specializing in major multi-family construction projects- Oversaw A/P, payroll, sales & use taxation, business licensing, approval for credit lines, and cash flow & financial forecasting- Developed and launched a job costing system to report significant variances between actual results and original estimates- Analyzed and prepared bids for prospective projects resulting in increased revenues by 15% in 2009 - Provided in-depth analysis of original budget estimates with current costs through the review of all contract documents and subsequent amendments, design drawings, and sub-contractor bids

Managed financial analyses for multi-family brokerage teams in CO, AZ, and UT whose combined annual sales exceed $2BN. Responsible for calculating market values and recommending listing prices for properties marketed by the teams for sale and/or acquired for investment. Valuation duties included: - Forecasting rent, concessions, vacancy, and capitalization rates by analyzing existing property condition, operating and capital expense histories, capital project needs, appropriate sales comparisons, and other related market data; - Applying debt structuring, including instruments designed for low income lessors, to maximize loan-to-value ratios within acceptable debt-coverage constraints; - Abstracting loan documents, tax credit information, existing lease agreements, and other contractual data; and,- Modeling future cashflows to ensure that investments achieve acceptable rates of return.

Developed plans to optimize corporate square footage including creation of opportunities for subleases, lease buyouts, and sale leasebacks- Managed the formulation of annual budgets totaling $30 million in one-time costs for projects resulting in reduced corporate real estate portfolio by 20% and cumulative savings in excess of $2.25 billion- Collaborated as an integral member of team to create and implement a rolling 5-year plan to guide all future real estate activities ensuring compliance with SOX regulations- Authored lease documents, amendments, financial justifications, and binding memoranda- Supervised day-to-day strategic portfolio planning including management of cross-functional team to ensure existing real estate needs were aligned with corporate objectives resulting in reduced costs