|
E X P E R I E N C E
S U M M A R Y
-
Financial Advisory and Forensics
Analysis, Inc. Bethesda, Maryland
Principal, Senior Consultant 1992-2005
Responsible
for providing economic analyses, financial analyses, business and
financial planning, structuring,
business plan development, private/public
partnerships, private placements, and valuations in investments,
pensions, business valuations, real
estate, debt and equity, and economic losses, including earnings
and benefits,
and testimony as an expert witness, and
business development.
-
Financial Management
Lockheed Martin Global Telecommunications Bethesda, Maryland
Director, Corporate Finance 1998 to 2001
Responsible for developing and maintaining
relationships with financing sources, debt and equity, and for
developing internal and external
presentations and financing plans; business plan reviews,
financial and
investment due diligence and analysis,
assisting in developing the business points in various teaming
arrangements, and in sales assist;
analyzing and negotiating financial and investment terms for joint
ventures;
various financial management reporting,
compliance reporting, and control/risk management and operating
policies and procedures.
-
Financial Risk Management
GinnieMae Washington, D.C
Senior Multiclass Securities Specialist
1994-1995
Responsible for risk assessment and
management procedures in program development for the Chief
Financial
Officer's Office, research and analysis,
transaction management, closings in public securities, multiclass
tranche
analysis, monitoring of payment and trust
functions, drafting procedures and establishing controls for the
initial and
full participation phases of the
development of the multiclass/remics securities (derivitives)
program for FNMA.
-
Financial Management and Advisory
Jones Lang Wootton USA Washington, D.C.
Senior Vice President 1988-1992
Responsible for providing investment and
financial advisory services to corporations and public
institutions; and
for financial structuring, using the
equity and capital markets, and certain merchant banking
activities.
Responsibilities included the financial
analysis, structuring, and negotiating of various debt and equity
investment
vehicles for private placement, and the
preparation of various presentations, with financial, investment,
return, and
economic analyses, and project and
transaction management in corporate and project finance.
Successful in due
diligence with credit rating agencies for
the rating of fixed-income, asset-backed loan portfolios for
private
placements and strategic business planning
for a conduit finance/mortgage company, and establishing
relationships
and negotiating with sources of equity,
credit-enhancement, and fixed-income debt instruments, with
participation
features, for structured financing
vehicles. Other tasks included organizational planning, drafting
administrative and
procedures manuals, and the establishment
of the Jones Lang Wootton securities subsidiary.
KPMG Peat Marwick Washington, D.C.
Senior Manager, Management Consulting
1986-1988
Responsible for providing financial and
investment advisory services to corporations and federal agencies;
and for
the financial analysis, negotiating,
structuring, due diligence, and technical and economic aspects of
government/private joint development, in
addition to lease finance, lease purchase, feasibility studies,
and real
estate development cost pro formas,
debt/equity analyses; acquisition analyses; tax-exempt bond
simulations for
private placements; prospective reporting;
corporate equity lease and joint venture development analyses; and
market studies. Successful in securing
approximately a million dollars in fee for service contracts.
Additional
responsibilities included engagement
management, staff training, and marketing consulting services.
-
Investment Management
The CEI Group San Francisco, California
Vice President, CEI Securities,
Incorporated 1983-1985
Responsible for financial structuring,
investment analysis for fixed-income and equity presentation;
marketing
strategy; initiating and developing
relationships with investment sources nationwide; raising equity
for real estate
private placements; and assisting in
establishing acquisition criteria and structuring purchases.
E.F. Hutton & Company, Inc. San Francisco,
California
Manager, Transaction Analysis 1982-1983
Responsible for the transaction management
negotiation, and closing of the real estate acquisition and
leaseback of
commercial property, financial investment
analysis, preparation of private placement offering materials,
including
coordinating lawyers, accountants and
other contractors, and in-house marketing of equity for limited
partnership
private placements.
Project Management and Finance
Campeau Corporation USA San Francisco,
California
Director of Project Finance 1980-1982
Responsible for economic analysis,
creating commercial real estate investment analysis development
models, and
financial planning and budgeting for
eleven potential commercial real estate development projects in
excess of $1
billion; preparing and presenting project
marketing presentations negotiating and closing interim and
permanent
loans, joint venture investor agreements,
land purchases and sales ($70 million in 1981); developing direct
relationships with lenders nationally, and
managing brokers, financial consultants, and transaction lawyers.
Lease Finance
Bank of America - BankAmerilease Group San
Francisco, California
Marketing Officer 1977-1980
Calculated and priced lease financings,
prepared and presented proposals, prepared credit analysis
presentations,
and negotiated and closed tax-oriented,
single-investor, personal property lease transactions.
Legal Liaison
Developed policies and procedures for
structuring and documenting the legal, tax, and insurance aspects
of tax oriented,
single-investor, personal property lease
transactions; made staff presentations; negotiated purchase
contracts and lease agreements.
E D U C A T I O N
& C E R T I F I C A T I O N
S
- Pepperdine University, Malibu,
California, MBA.
- University of Colorado, Boulder,
Colorado, B.A. in Economics
- Centenary College for Women,
Hackettstown, New Jersey, A.A.
- PROFESSIONAL CREDENTIALS
- Qualified Expert Witness, Economic
Consultant and Investment Analyst
- Member NASD, General Securities
Principal
- Licensed California Real Estate Broker
- Licensed Maryland Real Estate Broker
- Member, National Association of
Forensic Economics
|
