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Seattle, WA 98001
(425) 749-1230
joy@gmail.com
Real
Estate Financial, Operations and Investment Executive
Capital
Markets, Asset Management, Work-outs, Operations
Summary of Skills
Real estate experience and leadership in the following areas: finance
and capital markets (debt and equity) including authoring memorandums and Reg D,
budgeting, cash flow/forecasting, financial statement development and analysis,
accounting, HR systems and tax.
Significant transactional experience across all asset types including,
office, industrial, retail, mixed-use, residential and senior living.
Education & Activities
UNIVERSITY OF MICHIGAN, MBA with High Distinction, Ann Arbor, MI, 1992.
UNIVERSITY OF TEXAS, Bachelor of Business Administration with
Honors, Austin, TX, 1983.
Internationally
Ranked, All-American Collegiate Swimmer, Big 10 and Southwest Conference
Champion.
Member US National
Swimming Team.
Instrument Rated
Private Pilot.
Professional Experience
EMERITUS SENIOR LIVING, Seattle,
WA 2012 to Present
Emeritus
is the largest US senior housing owner and manager with $1.7 billion in
sales. Emeritus provides housing and
care for over 50 thousand residents and employees over 29 thousand people. The company owns, leases and manages 485
communities in 44 states.
Director of Financial Planning &
Analysis
Leadership
to six direct reports. Collaborate with Corporate Development for the execution
of the company’s acquisitions, dispositions, debt, sale-leaseback, mezzanine
and equity transactions. Direct the company’s
financial analyses for consolidated public company forecasts; census reporting,
ancillary businesses, as well as ad-hoc analyses.
o
Lead the financial due diligence for
over $1billion in acquisitions. Collaborating with investment banking and money
center banking executives to determine acquisition, joint-venture, capital
stack, re-positioning and exit strategies for the acquisitions.
o
Collaborated with Corporate Development
on the 2012 financing plan for the company.
Review loan and lease documentation for opportunities. Advised company
executives on compliance, provided multiple-analyses supporting different
strategies, and provided strategic recommendations.
o
Implementing an executive development
program for direct reports. Includes
training in accountability, public speaking, computer modeling systems and a
better understanding of the company’s management systems.
DEMIURGE TRUST ADVISORS, Kirkland, WA 2010 to 2011
Company provides consulting and advisory to real
estate and financial service businesses and high net-worth individuals
throughout the United States.
Principal
Services to aforementioned industry clients focusing
on banking and financing, strategy, controls,
real estate, financial analyses, CFO services, M&A, and bankruptcy advisory
services. Selected accomplishments as
follows:
o
Consulting for Aegis Living on general
corporate matters.
o
Due diligence and pre-packaged
bankruptcy advisory for the acquisition of a service company. Provided financial guidance including
negotiating a reduction in the acquisition cost, resulting in a significant
improvement in ROI to a nine month payback period on invested capital.
o
Assisted team in retaining Receiver, securing
debtor in possession financing, and retaining legal counsel.
o
Negotiated contracts with key suppliers
to provide business continuity.
o
Guided company with the acquisition of
strategic assets and key business agreements including employee contracts and
repatriation of foreign profits.
o
Negotiated and wrote primary
manufacturing facility lease for initial 3 year term and multiple renewal
options with predetermined rents.
o
Investment property and corporate
headquarters acquisition; identified and obtained letter of intent to acquire
$29M, 173,000 sf. multi-use investment property in Seattle, Washington.
o
Establish, negotiate and close financial
transactions for growing and distressed real estate organizations. Provide complete assessment of client’s entire
financial structure for interest rate, maturity and counterparty risks and act
on behalf of client to improve financial strategy, raise capital and improve
cash flow.
o
Developed single family REIT business
plan for Ocwen Financial, Inc., a $2 billion, publicly traded, mortgage
servicing company. The company submitted
a business plan to the FHLMA in response to a Presidential request for
proposals for the disposition of approximately 100,000 single family homes.
AEGIS LIVING, Redmond, WA January
2008 to 2010
Leading west coast senior housing provider $145M Rev.,
1850 FTE, $1B Assets.
Chief
Financial Officer
Senior financial and accounting executive
responsible for the company’s financial (debt and equity), reporting and
compliance activities. Was the lead
executive in the organization’s acquisition and development activities. Selected accomplishments as follows:
o
Immediately identified negative cash
flow problems due to poor controls and delivered $4M in positive cash flow in
twelve months through balance sheet controls as the US economy deteriorated
into 2009.
o
Changed the company’s sale lease-back
strategy to acquire and hold strategy resulting in $15M investment gain in one
transaction. The transaction bought out
the lease and reacquired the property using 100% of cost Fannie Mae
mortgage. The company was then able to
fix its interest rate and improve its cash flow $600K per year.
o
Salvaged negotiations on a $28M joint
venture project and closed purchase agreement and construction contract with
joint venture partner.
o
Authored, sold and closed $7M private
equity placement and $21M Wells Fargo construction loan as the US economy
deteriorated.
o
Sourced and closed over $128M in debt
and equity financings.
o
Identified Wells Fargo as a survivor of
the Great Recession and established new lending relationship thereof.
o
Consolidated $4M in cash deposits out of
small banks and into accounts with Wells Fargo 100% federally insured demand
deposit accounts. Then used the cash as
leverage to improve relationship with Wells Fargo.
o
Negotiated and expanded company lines of
credit, removed ‘insecurity’ clauses, obtained release of personal guaranties,
extended maturities and realigned debt structures to maintain compliance with
covenants and adequately provide capital for operations and growth. Negotiated
an increase in the company’s lines of credit from $12M to $16M.
o
Led property acquisitions totaling $52M.
o
Obtain
multiple, concurrent construction, bridge and permanent financing. Manage existing and develop new lending
relationships including senior lines of credit.
o
Completely
re-engineered the company’s financial and accounting systems to improve
forecasting, cash flows, management accounting and controls.
GVA STRATEGIS, Southfield, MI 2000
to 2008
Besides brokerage company acquires, develops and
operates industrial, office and apartment properties, as well as provides
consulting and advisory services throughout the United States.
Chief
Financial Officer & Principal:
Source new clients, create proposals, track project
progress against customer expectations, deliver end-product and ensure customer
satisfaction. Leverage personal network
to provide CFO level services to real estate industry clients focusing on banking,
strategy, controls, real estate, financial analyses, CFO services, M&A, and
bankruptcy advisory services. Selected
accomplishments as follows:
o
Assess debt structures and financing
risks, provide recommendations for financing structures to reduce business risk
and increase future cash flow for the company and the company’s client
portfolios.
o
Reposition $60M mortgage portfolio
reducing maturity and interest rate risk and increasing funds to the company
from future financing.
o
Utilized LIBOR based financing with
LIBOR swaps to hedge interest rate risk, but provide for greater business
flexibility, then obtained an additional $20M in funds without losing interest
rate protection.
o
Manage asset acquisitions and
divestitures including valuation, purchase agreements, due diligence, third
party reports, equity and debt financing, insurance and closing totaling $165M
including:
o
Acquisition of $128M mall and power
center retail portfolio.
o
Acquisition of $8.5M Ohio Savings
mortgage on a golf course and residential lot development. Managed foreclosure of note and secured
title.
o
Sale of $6.7M inner city Detroit
apartment portfolio.
o
Acquisition of $22.5M industrial
property portfolio.
o
Provide forensic accounting services
then recommend financial strategies for financial workouts.
o
Assessed $40M golf and residential
development financial condition and un-covered fraud.
o
Eliminated over $8M in secondary liens
and notes and restored the project to profitability.
o
Teach, mentor and in some instances
managed client employees in financial analysis, planning and control.
o
Managed and mentored management team
serving a 200 unit inner city apartment portfolio. Rebuilt financial system and trained
employees to produce financial statements for the first time since the division
was established.
LANDEQUITIES
CORPORATION, Lansing,
MI 1998 to 2000
Large
commercial office, retail, industrial development and homebuilding enterprise
(Nilson Builders subsidiary). One year
prior to joining the company, the company sold a majority interest to a
publicly traded company, MaxCo.
Chief Financial Officer
Reporting to the CEO and Board of Directors, senior
financial, accounting, human resources, and information technology executive
with heavy multi-tasking requirements. Managed 14
person finance, accounting and IT group with four direct reports. Selected
accomplishments as follows:
o
Re-engineered proprietary accounting
system from top to bottom and established regular, timely quarterly and monthly
financial reporting for the first time in the company’s history. Time to close and produce quarterly GAAP
quarterly statements was reduced to 14 days.
o
Retrained controller, staff accountants
and bookkeepers on cash, intercompany, journal entry, job cost and other
systems to ensure timely close and accurate entries reducing correcting entries
over 95%.
o
Uncovered balance sheet control
weaknesses that upon improvement freed over $2 million in cash flow and
dramatically improved working capital cash further reducing interest costs
approximately $500k per year.
o
Developed new banking relationships,
sourced and closed twenty equity and debt financing transactions over a
fourteen month period totaling $105M.
o
Utilized derivative SWAP contracts to
provide improved interest rate protection while providing improved business
flexibility to the enterprise. Placed
$24M LIBOR variable to fixed swap with National City Bank.
o
Improved GAAP compliance, including FASB
133 derivative accounting, and coordinated company’s first clean audit with
Ernst & Young.
FIRST MARTIN CORPORATION, Ann
Arbor, MI 1993 to 1998
Founded as a joint venture with McDonnell Douglas
Corporation, First Martin Corporation is one of the largest Class ‘A’ research,
office and retail development companies in the Midwest.
SVP Finance & Asset Manager
Lead executive on company’s accounting and financing
requirements. Also managed a portion of
the company’s office and retail portfolio.
Selected accomplishments as follows:
o Developed
prospectuses to raise capital for the company; negotiated financing
commitments; coordinated due-diligence process and third-party reports,
negotiated legal documentation, coordinated legal counsel, closed $100M in
transactions.
o Provided
recommendations regarding tax and GAAP compliance. Created first of its kind deferred tax
loop-hole that became a new product initiative used by Arthur Andersen LLP
after extensive tax case law review until closed by the IRS. Using asset distributions and technical
termination regulations, I was able to secure over $800k in deferred income
taxes for First Martin, which resulted from the McDonnell Douglas partnership
buyout.
o Represented
company in lease negotiations; analyzed financial and credit implications of
lease transactions against established company IRR policies.
o Represented the
company before public boards, commissions and Ann Arbor City Council and
secured entitlements for the development of a new 18,000 sf office building in
Traverwood Business Park.
o
Managed all aspects of a portion of the
company’s commercial office and retail properties. Managed new leasing and tenant retention for
200,000 sf. Work with brokers and closed
lease transactions. Managed TI design
and construction including setting the budget and controlling actual to budget.
o
Negotiated and secured a 67,000,
non-cancellable 20 year GSA lease worth $15M on a project with a total
development cost of $11.5M.
DELOITTE & TOUCHE, Detroit,
MI 1992
Senior Consultant - Performed
general management, process, project management and MIS consulting
o
Project management consulting services
to one of the largest health care organizations in the United States with an
annual capital budget of over $500M, headquartered in Pasadena, CA.
AMERICANA ENTERPRISES, Austin,
TX 1983 to 1989
Americana Enterprises is a fifty year old Texas land
development, homebuilding and investment company.
Partner & Senior Project Manager (1985
to 1989)
Executive in charge of the company’s high volume
sales, direct to major homebuilders, residential lot development activities. Developed
and managed all aspects of a seven-hundred home residential development
(Austin’s Colony) and water & wastewater utility corporation (Hornsby Bend
Utility Company, now owned by Southwest Water Company NASDAQ:SWWC) Selected accomplishments as follows:
o
Identify and acquire land totaling 153
acres. Retain and manage civil
engineering consultants. Lead
construction permitting and subdivision plat approval and recording, coordinate
corporate legal counsel.
o
Establish general contracting subsidiary
and let multiple construction sub-contracts for utility and road
infrastructures.
Project Manager (1983 to 1985)
Executive providing construction and financial
management for land development activities in Travis (Austin), Bastrop and
Caldwell Counties, Texas.
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