Position:
Consultant at Independent Contractor/Consultant
Work:
Independent Contractor/Consultant
since 2009
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Consultant
Commonwealth Realty Advisors Inc
2006 - 2009
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Vice President - Acquisitions and Asset Management
Equibase Capital Partners / Cornerstone Advisors
1999 - 2006
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Vice President
Oryx Capital International
1999 - 2004
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Vice President
Oryx Capital International / Cornerstone Advisors
1999 - 2004
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Vice President
U.S. Equities
1995 - 1999
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Sr Financial Analyst / Assistant Controller Asset Management
Stein and Company
1995 - 1995
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Senior Project Accountant
Draper and Kramer
1992 - 1995
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Sr. Project Accountant
Education:
Investment Banking Institute 2010 - 2010
>Intensive training focused on (i) financial statement analysis, (ii) valuation methodlogies, and (iii) financial modeling;
>Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transaction analysis and (iii) DCF analysis;
>Built fully integrated cash flow models, including 5-year projections, debt and interest schedules, revolver modeling and sensitivity tables, including leveraged buy-out (LBO )and accretion/dilution merger scenario models.
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 - 1999
MBA, Finance
DePaul University 1987 - 1990
BS, AccountingPassed all parts of CPA exam on first attempt (1990)
Skills:
originating and structuring acquisitions, jv equity investments, mezzanine investments, accounting and finance, portfolio/asset management oversight for public institutional, Taft-Hartley, and high net worth client funds
Interests:
Commercial real estate investments, sports (volunteer youth coach), music, reading.
Honor & Awards:
Certified Public Accountant (Illinois)