Kenneth Leventhal & Co
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Kenneth Leventhal & Co Employees
Employee
Years
Job
Industry
George Duytschaever, Jr. George Duytschaever, Jr.'s Kenneth Leventhal & Co Experience May 1986 - May 1995
Job Paramount Real Estate Group
Industry Real Estate
Experience
Paramount Real Estate Group June 2002 - Present
GMAC Commercial Mortgage June 1999 - June 2002
Ernst & Young May 1995 - June 1999
Kenneth Leventhal & Co May 1986 - May 1995
Arther Andersen & Compnay May 1984 - May 1986
Skills
Real Estate Development, Acquisition Due..., Market Evaluations, Asset Valuation, Asset Management, Contract Management, Financial Modeling, Financial Analysis, Development Of Employees, Multi-Site Operations, Budgets / Forecasts, Project Management, Feasibility Studies, Preparation Of Proposals, Outsourcing Management, Vendor Management, Technical Reports, Analytical Reporting, Operations Management, Government Contracting, Real Estate Transactions, Commercial Real Estate, Contract Negotiation, P & L Management, Portfolio Management, Business Planning, Valuation, Investment Properties, Forecasting, Due Diligence, Budgets
Education
Texas A&M University 1976 — 1984
BS, ME, Industrial Engineering
Paramount Real Estate Group June 2002 - Present
GMAC Commercial Mortgage June 1999 - June 2002
Ernst & Young May 1995 - June 1999
Kenneth Leventhal & Co May 1986 - May 1995
Arther Andersen & Compnay May 1984 - May 1986
Skills
Real Estate Development, Acquisition Due..., Market Evaluations, Asset Valuation, Asset Management, Contract Management, Financial Modeling, Financial Analysis, Development Of Employees, Multi-Site Operations, Budgets / Forecasts, Project Management, Feasibility Studies, Preparation Of Proposals, Outsourcing Management, Vendor Management, Technical Reports, Analytical Reporting, Operations Management, Government Contracting, Real Estate Transactions, Commercial Real Estate, Contract Negotiation, P & L Management, Portfolio Management, Business Planning, Valuation, Investment Properties, Forecasting, Due Diligence, Budgets
Education
Texas A&M University 1976 — 1984
BS, ME, Industrial Engineering
Miranda Tse Miranda Tse's Kenneth Leventhal & Co Experience 1994 - 1995
Job Tax Partner at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PwC August 2000 - June 2014
Ticketmaster Entertainment June 1999 - August 2000
Spelling Entertainment December 1996 - June 1999
Kenneth Leventhal & Co. 1994 - 1995
Skills
Tax, Tax Research, Management Consulting, Corporate Tax, Tax Accounting, International Tax, Due Diligence, Partnership Taxation, Big 4, Income Tax, Tax Advisory, Mergers, Tax Returns, Real Estate
Education
California State Polytechnic University-Pomona 1988 — 1992
BS, Accountancy
Bishop Grandin High School in Calgary, Alberta, Canada
PwC July 2014 - Present
PwC August 2000 - June 2014
Ticketmaster Entertainment June 1999 - August 2000
Spelling Entertainment December 1996 - June 1999
Kenneth Leventhal & Co. 1994 - 1995
Skills
Tax, Tax Research, Management Consulting, Corporate Tax, Tax Accounting, International Tax, Due Diligence, Partnership Taxation, Big 4, Income Tax, Tax Advisory, Mergers, Tax Returns, Real Estate
Education
California State Polytechnic University-Pomona 1988 — 1992
BS, Accountancy
Bishop Grandin High School in Calgary, Alberta, Canada
Hughes James Hughes James's Kenneth Leventhal & Co Experience 1983 - 1984
Job Dallas, TX & Jackson, WY
Industry Financial Services
Experience
BWR Administration in Jackson Hole, WY September 2014 - Present
UBS Global Asset Management 1999 - 2014
Allegis Realty Investors 1994 - 1999
Aetna 1984 - 1994
Kenneth Leventhal & Co 1983 - 1984
Arthur Andersen & Co. 1981 - 1983
Skills
Financial Analysis, Microsoft Excel, Microsoft Word
Education
The University of Texas at Austin
Bachelor's Degree, Accounting, Finance & Economics
BWR Administration in Jackson Hole, WY September 2014 - Present
UBS Global Asset Management 1999 - 2014
Allegis Realty Investors 1994 - 1999
Aetna 1984 - 1994
Kenneth Leventhal & Co 1983 - 1984
Arthur Andersen & Co. 1981 - 1983
Skills
Financial Analysis, Microsoft Excel, Microsoft Word
Education
The University of Texas at Austin
Bachelor's Degree, Accounting, Finance & Economics
Jan King, Realtor®, RRES, SRES®, ABR® Jan King, Realtor®, RRES, SRES®, ABR®'s Kenneth Leventhal & Co Experience January 1993 - December 1994
Job Coldwell Banker Gundaker
Industry Real Estate
Experience
Coldwell Banker Gundaker October 2011 - Present
Kohl's Department Stores May 2011 - May 2012
St. Louis Association of Tennis Officials February 2011 - February 2012
Kenneth Leventhal & Co. January 1993 - December 1994
Grubb & Ellis Dallas, TX January 1989 - December 1992
Foster-Price Appraisal Services August 1987 - December 1988
Dotson & Assoc. October 1985 - August 1987
MPF Research January 1985 - October 1985
Skills
Real Estate, Negotiation, Marketing Strategy, Residential Homes, Real Estate Transactions, Property Management, Sellers, Investment Properties, Foreclosures, Marketing, Public Speaking, Customer Service, Real Estate Development, Budgets, Commercial Real Estate, Leases, Relocation, Strategic Planning, National Association of..., St. Louis Association..., Referrals, Sales, Selling, Investors, Single Family Homes, Short Sales
Education
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, Business Administration, Marketing, Real Estate, Psychology
Southern Methodist University
Bachelor of Business Administration (B.B.A.), Minor in Psychology
Coldwell Banker Gundaker October 2011 - Present
Kohl's Department Stores May 2011 - May 2012
St. Louis Association of Tennis Officials February 2011 - February 2012
Kenneth Leventhal & Co. January 1993 - December 1994
Grubb & Ellis Dallas, TX January 1989 - December 1992
Foster-Price Appraisal Services August 1987 - December 1988
Dotson & Assoc. October 1985 - August 1987
MPF Research January 1985 - October 1985
Skills
Real Estate, Negotiation, Marketing Strategy, Residential Homes, Real Estate Transactions, Property Management, Sellers, Investment Properties, Foreclosures, Marketing, Public Speaking, Customer Service, Real Estate Development, Budgets, Commercial Real Estate, Leases, Relocation, Strategic Planning, National Association of..., St. Louis Association..., Referrals, Sales, Selling, Investors, Single Family Homes, Short Sales
Education
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, Business Administration, Marketing, Real Estate, Psychology
Southern Methodist University
Bachelor of Business Administration (B.B.A.), Minor in Psychology
Bryan Vincent Bryan Vincent's Kenneth Leventhal & Co Experience 1990 - 1994
Job Trustee, Farrar Family Trust
Industry Real Estate
Experience
Brynn Brooke Properties, LLC June 2011 - Present
iCoREM LLC July 2012 - December 2014
RealPage, Inc. March 2005 - June 2011
The Pleco Group December 1997 - March 2005
TexSys RD September 1996 - December 1997
Gables Residential Trust September 1994 - September 1996
Kenneth Leventhal & Co. 1990 - 1994
Ernst & Young January 1989 - September 1990
Skills
Enterprise Software, Salesforce.com, SaaS, Product Management, Property Management, Business Development, Solution Selling, Cloud Computing, Software Implementation, Strategic Partnerships, Leadership, Account Management, Contract Negotiation, Project Management, Business Analysis, Lead Generation, Entrepreneurship, Start-ups, Product Development, Vendor Management, Software Project..., CRM, Competitive Analysis, Marketing, New Business Development, Team Building, Management, Selling, Product Marketing, Real Estate, Business Intelligence, Sales, Consulting, Professional Services, Market Analysis, Sales Process, Business Strategy, Strategy, Online Marketing, Analytics, Strategic Planning, Sales Management, Mergers & Acquisitions, Sales Operations, Team Leadership, Management Consulting, Business Process..., Acquisitions, Cross-functional Team..., Process Improvement
Education
Oklahoma State University 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Woodward High School 1980 — 1984
Brynn Brooke Properties, LLC June 2011 - Present
iCoREM LLC July 2012 - December 2014
RealPage, Inc. March 2005 - June 2011
The Pleco Group December 1997 - March 2005
TexSys RD September 1996 - December 1997
Gables Residential Trust September 1994 - September 1996
Kenneth Leventhal & Co. 1990 - 1994
Ernst & Young January 1989 - September 1990
Skills
Enterprise Software, Salesforce.com, SaaS, Product Management, Property Management, Business Development, Solution Selling, Cloud Computing, Software Implementation, Strategic Partnerships, Leadership, Account Management, Contract Negotiation, Project Management, Business Analysis, Lead Generation, Entrepreneurship, Start-ups, Product Development, Vendor Management, Software Project..., CRM, Competitive Analysis, Marketing, New Business Development, Team Building, Management, Selling, Product Marketing, Real Estate, Business Intelligence, Sales, Consulting, Professional Services, Market Analysis, Sales Process, Business Strategy, Strategy, Online Marketing, Analytics, Strategic Planning, Sales Management, Mergers & Acquisitions, Sales Operations, Team Leadership, Management Consulting, Business Process..., Acquisitions, Cross-functional Team..., Process Improvement
Education
Oklahoma State University 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Woodward High School 1980 — 1984
Reagan Shanley Reagan Shanley's Kenneth Leventhal & Co Experience 1990 - 1993
Job Principal at Weslin Capital LLC
Industry Commercial Real Estate
Experience
Weslin Capital LLC June 2013 - Present
Capmark Finance Inc. May 2009 - May 2013
RBS Greenwich Capital 2002 - 2009
PaineWebber 1997 - 2001
Kidder Peabody 1993 - 1996
Kenneth Leventhal & Co. 1990 - 1993
Skills
Real Estate Economics, Management, Commercial Real Estate, Investments, Asset Management, Property, Disposition, Real Estate, Valuation
Education
University of North Carolina at Chapel Hill 1988 — 1990
MBA, Commercial Real Estate Finance
The University of Texas at Austin 1982 — 1986
BA, Economics
Weslin Capital LLC June 2013 - Present
Capmark Finance Inc. May 2009 - May 2013
RBS Greenwich Capital 2002 - 2009
PaineWebber 1997 - 2001
Kidder Peabody 1993 - 1996
Kenneth Leventhal & Co. 1990 - 1993
Skills
Real Estate Economics, Management, Commercial Real Estate, Investments, Asset Management, Property, Disposition, Real Estate, Valuation
Education
University of North Carolina at Chapel Hill 1988 — 1990
MBA, Commercial Real Estate Finance
The University of Texas at Austin 1982 — 1986
BA, Economics
Ana Collado Ana Collado's Kenneth Leventhal & Co Experience December 1993 - January 1995
Job Accounting Manager at ITW
Industry Oil & Energy
Experience
ITW October 2013 - Present
ExxonMobil July 2005 - July 2013
Xtrata Copper (Minera Alumbrera Ltd.) April 2004 - June 2005
American International Group Inc. (AIG), New York June 1999 - August 2003
ABN-AMRO Bank June 1998 - August 1998
Metropolitan Life Insurance Co. August 1995 - June 1997
Kenneth Leventhal & Co. December 1993 - January 1995
Skills
Financial Reporting, Accounting, Internal Controls, Forecasting, Strategic Financial..., Finance, Auditing, Business Planning, Leadership, US GAAP, Internal Audit, IFRS, Budgets, Analysis, Cash Flow, Variance Analysis, Accounts Payable, Corporate Finance, Accounts Receivable, Cash Management, Mergers & Acquisitions, Sarbanes-Oxley Act, Consolidation, Banking, Cross-functional Team..., Cost Accounting, SAP, Management, Financial Accounting, Account Reconciliation, Business Process, Training, Managerial Finance, Process Improvement, ERP, Business Process..., Change Management, Risk Management, Tax, Financial Audits, Start-ups, Financial Modeling, Valuation, Human Resources, GAAP, Due Diligence, Hyperion Enterprise, Income Statement, Financial Statements, Financial Analysis
Education
Thunderbird School of Global Management 1997 — 1999
MBA, Business Administration, focused in Finance
The Institute of Internal Auditors 1996 — 1996
Auditing, Internal Auditing
Universidad de Belgrano, Argentina 1988 — 1992
Accountant, Accounting
New York University 1999 — 1999
Course taken, Profit Planning & Control
Rotterdam School of Management 1991 — 1991
Exchange Program, International Business
ITW October 2013 - Present
ExxonMobil July 2005 - July 2013
Xtrata Copper (Minera Alumbrera Ltd.) April 2004 - June 2005
American International Group Inc. (AIG), New York June 1999 - August 2003
ABN-AMRO Bank June 1998 - August 1998
Metropolitan Life Insurance Co. August 1995 - June 1997
Kenneth Leventhal & Co. December 1993 - January 1995
Skills
Financial Reporting, Accounting, Internal Controls, Forecasting, Strategic Financial..., Finance, Auditing, Business Planning, Leadership, US GAAP, Internal Audit, IFRS, Budgets, Analysis, Cash Flow, Variance Analysis, Accounts Payable, Corporate Finance, Accounts Receivable, Cash Management, Mergers & Acquisitions, Sarbanes-Oxley Act, Consolidation, Banking, Cross-functional Team..., Cost Accounting, SAP, Management, Financial Accounting, Account Reconciliation, Business Process, Training, Managerial Finance, Process Improvement, ERP, Business Process..., Change Management, Risk Management, Tax, Financial Audits, Start-ups, Financial Modeling, Valuation, Human Resources, GAAP, Due Diligence, Hyperion Enterprise, Income Statement, Financial Statements, Financial Analysis
Education
Thunderbird School of Global Management 1997 — 1999
MBA, Business Administration, focused in Finance
The Institute of Internal Auditors 1996 — 1996
Auditing, Internal Auditing
Universidad de Belgrano, Argentina 1988 — 1992
Accountant, Accounting
New York University 1999 — 1999
Course taken, Profit Planning & Control
Rotterdam School of Management 1991 — 1991
Exchange Program, International Business
Jeff Bacon Jeff Bacon's Kenneth Leventhal & Co Experience January 1982 - May 1983
Job Partner, Savitsky, Satin & Bacon
Industry Accounting
Experience
Savitsky, Satin & Bacon May 2000 - Present
Salick Group Holdings, LLC 1997 - May 2000
Breslauer, Jacobson, Rutman & Sherman August 1990 - July 1995
WMUR-TV 1987 - 1990
WGIR Radio 1986 - 1987
Breslauer, Jacobson & Rutman May 1983 - December 1985
Kenneth Leventhal & Co. January 1982 - May 1983
Skills
Management, Finance, Entertainment, Accounting, Sports, Financial Analysis, Public Speaking
Education
University of Vermont 1977 — 1980
B.S., Business/Accounting
University of Miami 1976 — 1977
Studio Music & Jazz
Savitsky, Satin & Bacon May 2000 - Present
Salick Group Holdings, LLC 1997 - May 2000
Breslauer, Jacobson, Rutman & Sherman August 1990 - July 1995
WMUR-TV 1987 - 1990
WGIR Radio 1986 - 1987
Breslauer, Jacobson & Rutman May 1983 - December 1985
Kenneth Leventhal & Co. January 1982 - May 1983
Skills
Management, Finance, Entertainment, Accounting, Sports, Financial Analysis, Public Speaking
Education
University of Vermont 1977 — 1980
B.S., Business/Accounting
University of Miami 1976 — 1977
Studio Music & Jazz
Jody Fouch Jody Fouch's Kenneth Leventhal & Co Experience January 1994 - January 1995
Job Partner at Skinner Fouch & Olson LLP
Industry Accounting
Experience
Skinner Fouch & Olson LLP June 2001 - Present
Haskell & White LLP January 1996 - June 2001
Kenneth Leventhal & Co. January 1994 - January 1995
Skills
Accounting, Tax Preparation, Income Tax, Financial Reporting, Corporate Tax, Auditing, Tax Returns, CPA, Internal Controls, Partnership Taxation, S Corporations, Bookkeeping, General Ledger, Tax Accounting, Tax Research
Education
University of San Diego 1983 — 1985
BBA, Business Administration
Saddleback College 1980 — 1983
Skinner Fouch & Olson LLP June 2001 - Present
Haskell & White LLP January 1996 - June 2001
Kenneth Leventhal & Co. January 1994 - January 1995
Skills
Accounting, Tax Preparation, Income Tax, Financial Reporting, Corporate Tax, Auditing, Tax Returns, CPA, Internal Controls, Partnership Taxation, S Corporations, Bookkeeping, General Ledger, Tax Accounting, Tax Research
Education
University of San Diego 1983 — 1985
BBA, Business Administration
Saddleback College 1980 — 1983
Roger Laty Roger Laty's Kenneth Leventhal & Co Experience 1992 - 2001
Job Vice President Tax at UDR
Industry Real Estate
Experience
UDR April 2013 - Present
Blind Children's Learning Center July 2006 - April 2013
Haskell & White LLP May 2012 - March 2013
Nationwide Health Properties Inc. (merged with Ventas Inc.) June 2008 - April 2012
Kilroy Realty Corporation June 2001 - July 2008
Ernst & Young 1992 - 2001
Kenneth Leventhal & Co. 1992 - 2001
Skills
Mergers, Accounting, Tax, Real Estate, Tax Accounting, Partnership Taxation, Income Tax, Federal Tax, Financial Modeling, Tax Research, Tax Returns, Strategic Planning, Structuring, Tax Audits, Microsoft Office, SEC filings, Mergers & Acquisitions, Auditing
Education
California State University-Fullerton 1988 — 1992
Bachelor of Arts (B.A.), Accounting
UDR April 2013 - Present
Blind Children's Learning Center July 2006 - April 2013
Haskell & White LLP May 2012 - March 2013
Nationwide Health Properties Inc. (merged with Ventas Inc.) June 2008 - April 2012
Kilroy Realty Corporation June 2001 - July 2008
Ernst & Young 1992 - 2001
Kenneth Leventhal & Co. 1992 - 2001
Skills
Mergers, Accounting, Tax, Real Estate, Tax Accounting, Partnership Taxation, Income Tax, Federal Tax, Financial Modeling, Tax Research, Tax Returns, Strategic Planning, Structuring, Tax Audits, Microsoft Office, SEC filings, Mergers & Acquisitions, Auditing
Education
California State University-Fullerton 1988 — 1992
Bachelor of Arts (B.A.), Accounting
Bonita Gruenwald, CPA Bonita Gruenwald, CPA's Kenneth Leventhal & Co Experience January 1992 - April 1994
Job Senior Accounting Consultant
Industry Accounting
Experience
Sabal Financial Group LP May 2012 - Present
MMC Group LP July 2008 - July 2011
Coastal Rim Properties, Inc./CRP Construction January 2002 - August 2006
TNR Development Corporation/Compass Homes June 2000 - September 2001
Bonita Y. Hui, CPA April 1994 - May 2000
Kenneth Leventhal & Co. January 1992 - April 1994
Pannell Kerr Forster January 1989 - December 1991
Huffstetler Tracy Coppa & Herman, Inc., CPA'S October 1986 - May 1988
Skills
PeopleSoft, Timberline, Quickbooks, Bilingual-Chinese, Accounting, Financial Analysis, Financial Reporting, Auditing, Cash Flow, Real Estate, Budgeting, Excel, Budgets, Microsoft Excel, Strategic Financial..., Internal Controls, General Ledger, Financial Statements, Loans, Asset Management, Cost Accounting, Journal Entries, Tax, Financial Modeling, Sage, QuickBooks, Account Reconciliation, Accounts Receivable, Due Diligence, Finance, Portfolio Management, Banking, Corporate Finance, Internal Audit, Cash Management, CPA, Financial Accounting, Loan Servicing, Managerial Finance, Forecasting, Cash Flow Forecasting
Education
California State University-Los Angeles 1983 — 1987
BS, Business Administration, Accounting
Fashion Institute of Design & Merchandising 1981 — 1983
A.A., Fashion Design
Sabal Financial Group LP May 2012 - Present
MMC Group LP July 2008 - July 2011
Coastal Rim Properties, Inc./CRP Construction January 2002 - August 2006
TNR Development Corporation/Compass Homes June 2000 - September 2001
Bonita Y. Hui, CPA April 1994 - May 2000
Kenneth Leventhal & Co. January 1992 - April 1994
Pannell Kerr Forster January 1989 - December 1991
Huffstetler Tracy Coppa & Herman, Inc., CPA'S October 1986 - May 1988
Skills
PeopleSoft, Timberline, Quickbooks, Bilingual-Chinese, Accounting, Financial Analysis, Financial Reporting, Auditing, Cash Flow, Real Estate, Budgeting, Excel, Budgets, Microsoft Excel, Strategic Financial..., Internal Controls, General Ledger, Financial Statements, Loans, Asset Management, Cost Accounting, Journal Entries, Tax, Financial Modeling, Sage, QuickBooks, Account Reconciliation, Accounts Receivable, Due Diligence, Finance, Portfolio Management, Banking, Corporate Finance, Internal Audit, Cash Management, CPA, Financial Accounting, Loan Servicing, Managerial Finance, Forecasting, Cash Flow Forecasting
Education
California State University-Los Angeles 1983 — 1987
BS, Business Administration, Accounting
Fashion Institute of Design & Merchandising 1981 — 1983
A.A., Fashion Design
George Sarkissian, CPA, MBA George Sarkissian, CPA, MBA's Kenneth Leventhal & Co Experience 1988 - 1992
Job CFO for a Day Consultant at Moveri Group, LLC
Industry Management Consulting
Experience
Moveri Group, LLC January 2012 - Present
Evans Manufacturing, Inc April 2010 - January 2012
Gee Fitness July 2009 - December 2011
Star Trac Health & Fitness November 2007 - June 2009
Star Trac Fitness July 2007 - October 2007
Star Trac May 1995 - June 2007
Kenneth Leventhal & Co 1988 - 1992
Skills
Financial Accounting, Tax Accounting, Financial Reporting, Financial Analysis, Budgeting, Accounting, Inventory Management, Customer Service, Analysis, Auditing, Budgets, Business Planning, Business Strategy, Cash Flow, Cash Management, Change Management, Corporate Tax, Cross-functional Team..., Finance, Financial Modeling, Forecasting, Leadership, Management, Managerial Finance, Mergers, Mergers, Microsoft Excel, Negotiation, Process Improvement, Procurement, Project Management, Project Planning, Start-ups, Strategic Planning, Tax
Education
University of Southern California - Marshall School of Business 2007 — 2009
EMBA, Business
California State University-Fullerton - College of Business and Economics 1982 — 1987
BA, Accounting
University of Southern California 1981 — 1982
Moveri Group, LLC January 2012 - Present
Evans Manufacturing, Inc April 2010 - January 2012
Gee Fitness July 2009 - December 2011
Star Trac Health & Fitness November 2007 - June 2009
Star Trac Fitness July 2007 - October 2007
Star Trac May 1995 - June 2007
Kenneth Leventhal & Co 1988 - 1992
Skills
Financial Accounting, Tax Accounting, Financial Reporting, Financial Analysis, Budgeting, Accounting, Inventory Management, Customer Service, Analysis, Auditing, Budgets, Business Planning, Business Strategy, Cash Flow, Cash Management, Change Management, Corporate Tax, Cross-functional Team..., Finance, Financial Modeling, Forecasting, Leadership, Management, Managerial Finance, Mergers, Mergers, Microsoft Excel, Negotiation, Process Improvement, Procurement, Project Management, Project Planning, Start-ups, Strategic Planning, Tax
Education
University of Southern California - Marshall School of Business 2007 — 2009
EMBA, Business
California State University-Fullerton - College of Business and Economics 1982 — 1987
BA, Accounting
University of Southern California 1981 — 1982
David O'Brien David O'Brien's Kenneth Leventhal & Co Experience January 1981 - March 1983
Job Vice President, Finance
Industry Financial Services
Experience
LendingClub Corporation October 2012 - Present
David A. O'Brien, Financial Consultant November 2008 - September 2012
Greater Bay Bank (acquired by Wells Fargo Bank) October 2005 - November 2007
Federal Home Loan Bank of San Francisco July 1993 - September 2005
Federal Home Loan Bank of San Francisco November 1991 - June 1993
Federal Home Loan Bank of San Francisco June 1988 - October 1991
Mobilia Group Incorporated February 1985 - February 1986
American Express Company June 1984 - February 1985
Kenneth Leventhal & Co January 1981 - March 1983
Education
Rutgers, The State University of New Jersey-Newark 1985 — 1985
Finance, Business Administration
The Ohio State University Fisher College of Business 1973 — 1978
B.S. Business Administration, Accounting
Whetstone High School
LendingClub Corporation October 2012 - Present
David A. O'Brien, Financial Consultant November 2008 - September 2012
Greater Bay Bank (acquired by Wells Fargo Bank) October 2005 - November 2007
Federal Home Loan Bank of San Francisco July 1993 - September 2005
Federal Home Loan Bank of San Francisco November 1991 - June 1993
Federal Home Loan Bank of San Francisco June 1988 - October 1991
Mobilia Group Incorporated February 1985 - February 1986
American Express Company June 1984 - February 1985
Kenneth Leventhal & Co January 1981 - March 1983
Education
Rutgers, The State University of New Jersey-Newark 1985 — 1985
Finance, Business Administration
The Ohio State University Fisher College of Business 1973 — 1978
B.S. Business Administration, Accounting
Whetstone High School
Richard Schneider Richard Schneider's Kenneth Leventhal & Co Experience 1985 - 1995
Job Partner at Cherry Bekaert LLP
Industry Accounting
Experience
Cherry Bekaert LLP May 2011 - Present
SC and H Group March 2010 - May 2011
Ernst & Young 1995 - October 2009
Kenneth Leventhal & Co 1985 - 1995
Ernst & Whinney 1981 - 1985
Skills
Corporate Tax, Mergers & Acquisitions, Strategic Financial..., Income Tax, Accounting, Tax Accounting, Tax, Risk Management, Private Equity, Investments, GAAP, Auditing, Internal Audit, Due Diligence, IFRS, Financial Planners, Business Valuation, Cash Flow, Tax Returns, Tax Preparation, Partnership Taxation, Tax Law, Financial Reporting, Sarbanes-Oxley Act, Tax Research, CPA, Start-ups, International Tax, Tax Advisory, Property Tax, SEC filings, US GAAP, Real Estate, Internal Controls
Education
Golden Gate University
Masters, Taxation
California State Polytechnic University-Pomona 1976 — 1981
BS in Business Admin, Accounting
Cherry Bekaert LLP May 2011 - Present
SC and H Group March 2010 - May 2011
Ernst & Young 1995 - October 2009
Kenneth Leventhal & Co 1985 - 1995
Ernst & Whinney 1981 - 1985
Skills
Corporate Tax, Mergers & Acquisitions, Strategic Financial..., Income Tax, Accounting, Tax Accounting, Tax, Risk Management, Private Equity, Investments, GAAP, Auditing, Internal Audit, Due Diligence, IFRS, Financial Planners, Business Valuation, Cash Flow, Tax Returns, Tax Preparation, Partnership Taxation, Tax Law, Financial Reporting, Sarbanes-Oxley Act, Tax Research, CPA, Start-ups, International Tax, Tax Advisory, Property Tax, SEC filings, US GAAP, Real Estate, Internal Controls
Education
Golden Gate University
Masters, Taxation
California State Polytechnic University-Pomona 1976 — 1981
BS in Business Admin, Accounting
Jim Musgrave Jim Musgrave's Kenneth Leventhal & Co Experience January 1986 - August 1988
Job EVP / CFO at Tiger Lines, LLC
Industry Transportation/Trucking/Railroad
Experience
Tiger Lines, LLC March 1998 - Present
DTI August 1988 - March 1998
Kenneth Leventhal & Co January 1986 - August 1988
Skills
Strategic Planning, Financial Analysis, Cross-functional Team..., Logistics, Transportation, Contract Negotiation, Forecasting, Business Strategy, Operations Management, Budgets, Project Management, Process Improvement, Leadership, New Business Development, Management, Change Management, Business Planning, Strategic Partnerships, Program Management, Coaching, Pricing, Business Development, Team Leadership, Business Analysis, Employee Benefits, Insurance, Project Planning
Education
Point Loma Nazarene University 1982 — 1985
BA, Acounting. Business Admin, Minor Computer Science
Tiger Lines, LLC March 1998 - Present
DTI August 1988 - March 1998
Kenneth Leventhal & Co January 1986 - August 1988
Skills
Strategic Planning, Financial Analysis, Cross-functional Team..., Logistics, Transportation, Contract Negotiation, Forecasting, Business Strategy, Operations Management, Budgets, Project Management, Process Improvement, Leadership, New Business Development, Management, Change Management, Business Planning, Strategic Partnerships, Program Management, Coaching, Pricing, Business Development, Team Leadership, Business Analysis, Employee Benefits, Insurance, Project Planning
Education
Point Loma Nazarene University 1982 — 1985
BA, Acounting. Business Admin, Minor Computer Science
Ed Miranda Ed Miranda's Kenneth Leventhal & Co Experience 1992 - 1994
Job Executive Vice President, Acquisitions & Development at Hospitality Investors Group, LLC
Industry Commercial Real Estate
Experience
Hospitality Investors Group, LLC September 2012 - Present
Metro 1 Properties - M1 Hospitality Group May 2009 - Present
OTO Development 2007 - May 2009
LXR Luxury Resorts / Boca Resorts Inc 1998 - 2006
The Breakers Hotel - Palm Beach, FL 1994 - 1998
Kenneth Leventhal & Co. 1992 - 1994
Skills
Hospitality, Hotels, Resorts, Due Diligence, Land Acquisition, Renovation, Entitlements, Hospitality Management, Property Management, Real Estate, Real Estate Development, Hotel Management, Contract Negotiation, Restaurants, Strategic Planning, Budgeting, Investment Properties, Forecasting, Feasibility Studies, Asset Management, Real Estate Investment, Financial Analysis, Site Selection, Competitive Analysis, Business Strategy, Construction, Mixed-use, Brokerage, Microsoft Office
Education
Florida International University 1992 — 1994
MS, Hotel & Food Service Management
University of Florida 1987 — 1992
BS, Industrial & Systems Engineering
Christopher Columbus High School 1984 — 1987
Hospitality Investors Group, LLC September 2012 - Present
Metro 1 Properties - M1 Hospitality Group May 2009 - Present
OTO Development 2007 - May 2009
LXR Luxury Resorts / Boca Resorts Inc 1998 - 2006
The Breakers Hotel - Palm Beach, FL 1994 - 1998
Kenneth Leventhal & Co. 1992 - 1994
Skills
Hospitality, Hotels, Resorts, Due Diligence, Land Acquisition, Renovation, Entitlements, Hospitality Management, Property Management, Real Estate, Real Estate Development, Hotel Management, Contract Negotiation, Restaurants, Strategic Planning, Budgeting, Investment Properties, Forecasting, Feasibility Studies, Asset Management, Real Estate Investment, Financial Analysis, Site Selection, Competitive Analysis, Business Strategy, Construction, Mixed-use, Brokerage, Microsoft Office
Education
Florida International University 1992 — 1994
MS, Hotel & Food Service Management
University of Florida 1987 — 1992
BS, Industrial & Systems Engineering
Christopher Columbus High School 1984 — 1987
Leonard A. Bedell Leonard A. Bedell's Kenneth Leventhal & Co Experience January 1979 - September 1981
Job Houston AISC Certifed Steel Fabrication Company
Industry Executive Office
Experience
Mobil Steel International, Inc. dba Mobil Steel Fabricators November 2005 - Present
Texas A & M University-Kingsville Foundation, Inc. October 2008 - Present
Associated Builders & Contractors-Greater Houston Chapter January 2012 - Present
AllPoints Services July 2002 - March 2005
Reddy Ice January 1997 - June 2002
Live Oak Capital January 1995 - January 1997
American Medical Technologies, Inc September 1990 - March 1995
Commonwealth Financial Group January 1982 - December 1988
Kenneth Leventhal & Co January 1979 - September 1981
American General Insurance June 1976 - January 1979
Skills
Executive Management, Expert Witness, Turnaround Experience, Mergers, Leadership, Real Estate, Business Development, Accounting, Managerial Finance, Real Estate Development, Strategic Planning, Construction, Budgets, Non-profits, Team Building, Contract Negotiation, Nonprofits, Management, Management Consulting, Mergers & Acquisitions, Financial Reporting, Staff Development, Manufacturing, Leadership Development, Financial Analysis, Training, Public Speaking, New Business Development, Business Planning, Project Planning, Start-ups
Education
Texas A & I University (Now Texas A & M University-Kingsville) 1966 — 1968
Bachelor’s Degree, Accounting and Finance
Del Mar College 1963 — 1966
AA, Business
W. B. Ray High School 1960 — 1963
Graduated from High School
Mobil Steel International, Inc. dba Mobil Steel Fabricators November 2005 - Present
Texas A & M University-Kingsville Foundation, Inc. October 2008 - Present
Associated Builders & Contractors-Greater Houston Chapter January 2012 - Present
AllPoints Services July 2002 - March 2005
Reddy Ice January 1997 - June 2002
Live Oak Capital January 1995 - January 1997
American Medical Technologies, Inc September 1990 - March 1995
Commonwealth Financial Group January 1982 - December 1988
Kenneth Leventhal & Co January 1979 - September 1981
American General Insurance June 1976 - January 1979
Skills
Executive Management, Expert Witness, Turnaround Experience, Mergers, Leadership, Real Estate, Business Development, Accounting, Managerial Finance, Real Estate Development, Strategic Planning, Construction, Budgets, Non-profits, Team Building, Contract Negotiation, Nonprofits, Management, Management Consulting, Mergers & Acquisitions, Financial Reporting, Staff Development, Manufacturing, Leadership Development, Financial Analysis, Training, Public Speaking, New Business Development, Business Planning, Project Planning, Start-ups
Education
Texas A & I University (Now Texas A & M University-Kingsville) 1966 — 1968
Bachelor’s Degree, Accounting and Finance
Del Mar College 1963 — 1966
AA, Business
W. B. Ray High School 1960 — 1963
Graduated from High School
Joseph B. Rubin Joseph B. Rubin's Kenneth Leventhal & Co Experience October 1992 - July 1995
Job Principal, EY Real Estate Strategy and Transactions
Industry Real Estate
Experience
Ernst & Young July 1995 - Present
Kenneth Leventhal & Co. October 1992 - July 1995
Kenneth Leventhal 1985 - 1995
Skills
Due Diligence, Valuation, Mergers & Acquisitions, Real Estate, Real Estate Economics, Equities, Risk Management, Financial Structuring, Loans, Real Estate Private..., CMBS, Private Equity, Real Estate Transactions, Financial Services, Asset Management, Financial Modeling, Real Estate Development, Investments, Disposition, Finance, Venture Capital, Portfolio Management, Commercial Mortgages, Business Valuation, Financial Analysis, Asset Managment, Mergers, Capital Markets, Restructuring, Structured Finance, Acquisitions, Real Estate Financing, Strategic Planning, Securitization
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance, Economics
Lehigh University - College of Business and Economics 1977 — 1981
BS, Finance, Economics
Ernst & Young July 1995 - Present
Kenneth Leventhal & Co. October 1992 - July 1995
Kenneth Leventhal 1985 - 1995
Skills
Due Diligence, Valuation, Mergers & Acquisitions, Real Estate, Real Estate Economics, Equities, Risk Management, Financial Structuring, Loans, Real Estate Private..., CMBS, Private Equity, Real Estate Transactions, Financial Services, Asset Management, Financial Modeling, Real Estate Development, Investments, Disposition, Finance, Venture Capital, Portfolio Management, Commercial Mortgages, Business Valuation, Financial Analysis, Asset Managment, Mergers, Capital Markets, Restructuring, Structured Finance, Acquisitions, Real Estate Financing, Strategic Planning, Securitization
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance, Economics
Lehigh University - College of Business and Economics 1977 — 1981
BS, Finance, Economics
Chuck Ijadi Chuck Ijadi's Kenneth Leventhal & Co Experience November 1974 - February 1986
Job Retired at Home
Industry Nonprofit Organization Management
Experience
Home 2001 - Present
WaAMM 2003 - 2012
Daiwa Securities 1997 - 2001
WeiserMazars LLP 1995 - 1997
Kenneth Leventhal & Co November 1974 - February 1986
Skills
Healing, Holistic Health, Meditation, Reiki, Energy Healing, Accounting, Capital Budgeting, Budget Forecasts, Budget Reconciliation, Medical Marijuana, Product Development, Real Estate Development, Inventory Control, Construction Accounting, Cost Accounting, Profit Maximization, Cannabis, Mergers & Acquisitions
Education
Pace University 1971 — 1972
Bachelor of Business Administration (BBA), Accounting practice
University of Maine 1970 — 1971
Drama and Dramatics/Theatre Arts, General
Home 2001 - Present
WaAMM 2003 - 2012
Daiwa Securities 1997 - 2001
WeiserMazars LLP 1995 - 1997
Kenneth Leventhal & Co November 1974 - February 1986
Skills
Healing, Holistic Health, Meditation, Reiki, Energy Healing, Accounting, Capital Budgeting, Budget Forecasts, Budget Reconciliation, Medical Marijuana, Product Development, Real Estate Development, Inventory Control, Construction Accounting, Cost Accounting, Profit Maximization, Cannabis, Mergers & Acquisitions
Education
Pace University 1971 — 1972
Bachelor of Business Administration (BBA), Accounting practice
University of Maine 1970 — 1971
Drama and Dramatics/Theatre Arts, General
David Vanderhorst, CPA's Kenneth Leventhal & Co Experience September 1987 - July 1991
Job Chief Financial Officer
Industry Semiconductors
Experience
Forcefield Energy 2011 - Present
Taitron Components July 1999 - Present
DigitalPost Interactive, Inc. December 2007 - 2010
Kenneth Leventhal & Co. September 1987 - July 1991
Skills
GAAP, Sarbanes-Oxley Act, Strategic Planning, SEC Filings, Financial Accounting, Financial Reporting, SEC Financial Reporting, Investor Relations, Due Diligence, Design & Implementation..., Federal & State Income..., Personal Income Tax..., Manufacturing, SEC filings, Finance, Auditing, Semiconductors, Electronics
Education
University of California, Santa Barbara 1984 — 1987
Bachelor of Arts (BA), Accounting and Finance
Westmont College 1982 — 1984
Liberal Arts and Sciences/Liberal Studies
Forcefield Energy 2011 - Present
Taitron Components July 1999 - Present
DigitalPost Interactive, Inc. December 2007 - 2010
Kenneth Leventhal & Co. September 1987 - July 1991
Skills
GAAP, Sarbanes-Oxley Act, Strategic Planning, SEC Filings, Financial Accounting, Financial Reporting, SEC Financial Reporting, Investor Relations, Due Diligence, Design & Implementation..., Federal & State Income..., Personal Income Tax..., Manufacturing, SEC filings, Finance, Auditing, Semiconductors, Electronics
Education
University of California, Santa Barbara 1984 — 1987
Bachelor of Arts (BA), Accounting and Finance
Westmont College 1982 — 1984
Liberal Arts and Sciences/Liberal Studies
Bert Fenenga Bert Fenenga's Kenneth Leventhal & Co Experience August 1985 - June 1990
Job Chief Financial Officer Outpac Designs Group, Chief Operating Officer Outpac Designs, Inc.
Industry Wholesale
Experience
Outpac Designs Group August 2012 - Present
Outpac Designs, Inc. July 2012 - Present
Pure Shorelines LLC March 2010 - January 2015
Kershaw, Mackie and Company November 2008 - July 2012
Reyn Spooner March 2008 - October 2008
Eagle Creek, Inc. August 1998 - February 2008
Sideout Sport, Inc. March 1997 - July 1998
Authentic Fitness, Inc. June 1996 - September 1996
Quiksilver, Inc June 1990 - May 1996
Kenneth Leventhal & Co. August 1985 - June 1990
Skills
Forecasting, Due Diligence, Management, Cash Flow Forecasting, Budgets, Process Improvement, SEC filings, Cash Management, Financial Analysis, Strategic Planning, Strategy, Apparel, General Ledger, Acquisition Integration, Restructuring, Start-ups, Executive Management, Cost Accounting, Banking Relationships, IFRS, Payroll, Auditing, Financial Reporting, Compensation and bonus..., ESOP, Accounts Payable, Consumer Products, Action Sports, Stocks, US GAAP, SEC reporting, European subsidiaries, Business startups, Financial Modeling, Consolidation, IT/IS, Human resources, Licensing, Negotiation, Mergers and Acquisitions, Accounts Receivable, Budgeting, Risk Management, Asset Based Lending, Employee Stock Options, Stock Appreciation..., Real Estate, Mergers & Acquisitions
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1985
Business, Accounting
Saddleback College 1979 — 1982
AA, General
Outpac Designs Group August 2012 - Present
Outpac Designs, Inc. July 2012 - Present
Pure Shorelines LLC March 2010 - January 2015
Kershaw, Mackie and Company November 2008 - July 2012
Reyn Spooner March 2008 - October 2008
Eagle Creek, Inc. August 1998 - February 2008
Sideout Sport, Inc. March 1997 - July 1998
Authentic Fitness, Inc. June 1996 - September 1996
Quiksilver, Inc June 1990 - May 1996
Kenneth Leventhal & Co. August 1985 - June 1990
Skills
Forecasting, Due Diligence, Management, Cash Flow Forecasting, Budgets, Process Improvement, SEC filings, Cash Management, Financial Analysis, Strategic Planning, Strategy, Apparel, General Ledger, Acquisition Integration, Restructuring, Start-ups, Executive Management, Cost Accounting, Banking Relationships, IFRS, Payroll, Auditing, Financial Reporting, Compensation and bonus..., ESOP, Accounts Payable, Consumer Products, Action Sports, Stocks, US GAAP, SEC reporting, European subsidiaries, Business startups, Financial Modeling, Consolidation, IT/IS, Human resources, Licensing, Negotiation, Mergers and Acquisitions, Accounts Receivable, Budgeting, Risk Management, Asset Based Lending, Employee Stock Options, Stock Appreciation..., Real Estate, Mergers & Acquisitions
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1985
Business, Accounting
Saddleback College 1979 — 1982
AA, General
Tony Contino Tony Contino's Kenneth Leventhal & Co Experience January 1991 - June 1993
Job Property Management Operations
Industry Real Estate
Experience
Bluestone Property Management August 2012 - Present
Mesa Management, Inc. 2007 - 2012
Lennar 2004 - 2006
Bluestone Communities 2001 - 2004
Arnel Management 1998 - 2000
IDM Corporation 1995 - 1997
Kenneth Leventhal & Co January 1991 - June 1993
Skills
Property Management, Apartments, Team Leadership, Analysis, Market Analysis, Human Resources, Accounting, Real Estate Transactions, Asset Managment, Real Estate Economics, Budgets, Lease Administration, Leases, Contract Negotiation, Due Diligence, Investment Properties, Real Estate, Real Estate Development, Acquisitions
Education
San Diego State University-California State University 1987 — 1990
Bachelor's degree, Accounting
Kin
Bluestone Property Management August 2012 - Present
Mesa Management, Inc. 2007 - 2012
Lennar 2004 - 2006
Bluestone Communities 2001 - 2004
Arnel Management 1998 - 2000
IDM Corporation 1995 - 1997
Kenneth Leventhal & Co January 1991 - June 1993
Skills
Property Management, Apartments, Team Leadership, Analysis, Market Analysis, Human Resources, Accounting, Real Estate Transactions, Asset Managment, Real Estate Economics, Budgets, Lease Administration, Leases, Contract Negotiation, Due Diligence, Investment Properties, Real Estate, Real Estate Development, Acquisitions
Education
San Diego State University-California State University 1987 — 1990
Bachelor's degree, Accounting
Kin
Warren Schwartz Warren Schwartz's Kenneth Leventhal & Co Experience 1981 - 1983
Job Partner at US Realty Advisors
Industry Real Estate
Experience
U.S. Realty Advisors, LLC August 1996 - Present
Dime Savings Bank 1991 - 1996
Integrated Management Resources, Inc. January 1985 - November 1991
Integrated Resources 1983 - 1991
Kenneth Leventhal & Co 1981 - 1983
Skills
Due Diligence, Real Estate, Financial Reporting, Loans, Financial Analysis, Investments
Education
Rider University 1975 — 1979
BS, Accounting
U.S. Realty Advisors, LLC August 1996 - Present
Dime Savings Bank 1991 - 1996
Integrated Management Resources, Inc. January 1985 - November 1991
Integrated Resources 1983 - 1991
Kenneth Leventhal & Co 1981 - 1983
Skills
Due Diligence, Real Estate, Financial Reporting, Loans, Financial Analysis, Investments
Education
Rider University 1975 — 1979
BS, Accounting
Doug Archer Doug Archer's Kenneth Leventhal & Co Experience January 1990 - October 1993
Job President and Chief Financial Officer at Benchmark Opportunity Partners, LLC
Industry Real Estate
Experience
Benchmark Opportunity Partners, LLC October 2013 - Present
P.O'B. Montgomery & Company October 1993 - Present
Kenneth Leventhal & Co. January 1990 - October 1993
Arthur Andersen & Co. July 1988 - January 1990
Skills
Finance, Real Estate, Accounting, Loans, Due Diligence, Asset Management, Investment Properties, Venture Capital, Financial Structuring, Real Estate Economics, Insurance, Underwriting, CPA, Asset Managment, Mergers, Real Estate Transactions, Administration, Transaction Management, Executive Managment, Leadership, Real Estate Development, Strategic Plannning, Cash Flow Forecasting, Argus Modeling, Lender Relations, Investor Relations, Joint Ventures, Property Tax Protests, Construction Management, Contracts, Lease Negotiations, Commmercial Real Estate, Financial Modeling, Operations Management, Acquisition Due..., Business Development, Contract Negotiation, Shopping Center..., Risk Management, Strategic Planning, Real Estate Financing, Real Estate Dispositions, Budgeting, Forecasting, Oil and Gas Lease..., Texas Receiverships, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1984 — 1988
BBA, Accounting
Benchmark Opportunity Partners, LLC October 2013 - Present
P.O'B. Montgomery & Company October 1993 - Present
Kenneth Leventhal & Co. January 1990 - October 1993
Arthur Andersen & Co. July 1988 - January 1990
Skills
Finance, Real Estate, Accounting, Loans, Due Diligence, Asset Management, Investment Properties, Venture Capital, Financial Structuring, Real Estate Economics, Insurance, Underwriting, CPA, Asset Managment, Mergers, Real Estate Transactions, Administration, Transaction Management, Executive Managment, Leadership, Real Estate Development, Strategic Plannning, Cash Flow Forecasting, Argus Modeling, Lender Relations, Investor Relations, Joint Ventures, Property Tax Protests, Construction Management, Contracts, Lease Negotiations, Commmercial Real Estate, Financial Modeling, Operations Management, Acquisition Due..., Business Development, Contract Negotiation, Shopping Center..., Risk Management, Strategic Planning, Real Estate Financing, Real Estate Dispositions, Budgeting, Forecasting, Oil and Gas Lease..., Texas Receiverships, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1984 — 1988
BBA, Accounting
David Bookman David Bookman's Kenneth Leventhal & Co Experience 1987 - 1995
Job Financial Consultant
Industry Real Estate
Experience
Alternative Finance Solutions, LLC July 2009 - Present
Gumberg Asset Management Corporation September 2010 - December 2011
Monroe's Prestige Group January 2008 - June 2009
RMC Property Group 2003 - 2007
Revelex Corporation 1999 - 2002
Pyramid Realty 1998 - 2000
Equity One 1995 - 1998
Kenneth Leventhal & Co 1987 - 1995
PKF 1985 - 1987
PKF 1982 - 1987
Skills
Due Diligence, Real Estate, Asset Managment, Acquisitions, Investment Properties, Real Estate Development, Property Management, Real Estate Economics, Disposition, Location Intelligence, Investments, Brokerage, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Tenant, Leases
Education
Pace University 1980 — 1982
BBA, Public Accounting
Fairleigh Dickinson University 1976 — 1980
Rider University 1974 — 1976
Alternative Finance Solutions, LLC July 2009 - Present
Gumberg Asset Management Corporation September 2010 - December 2011
Monroe's Prestige Group January 2008 - June 2009
RMC Property Group 2003 - 2007
Revelex Corporation 1999 - 2002
Pyramid Realty 1998 - 2000
Equity One 1995 - 1998
Kenneth Leventhal & Co 1987 - 1995
PKF 1985 - 1987
PKF 1982 - 1987
Skills
Due Diligence, Real Estate, Asset Managment, Acquisitions, Investment Properties, Real Estate Development, Property Management, Real Estate Economics, Disposition, Location Intelligence, Investments, Brokerage, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Tenant, Leases
Education
Pace University 1980 — 1982
BBA, Public Accounting
Fairleigh Dickinson University 1976 — 1980
Rider University 1974 — 1976
Thomas Prins Thomas Prins's Kenneth Leventhal & Co Experience 1986 - 1988
Job Principal at Gemstone Hotels & Resorts
Industry Hospitality
Experience
Gemstone Hotels & Resorts 1994 - Present
Hospitality Investment Counselors 1988 - 1993
Kenneth Leventhal & Co (now E&Y) 1986 - 1990
Kenneth Leventhal & Co 1986 - 1988
Pannell Kerr Forster 1983 - 1986
Skills
Resorts, Hotels, Hospitality Management, Hospitality, Pre-opening, Tourism, Hospitality Industry, Front Office, Luxury, Budgets, Leisure, Public Relations, Yield Management, Revenue Analysis, Hotel Management, Business Planning, Food & Beverage, Restaurants, Forecasting, Management, Marketing, Strategic Planning, Sales, Catering, Contract Negotiation, Meeting Planning, Event Management, Marketing Strategy, Location Intelligence, Market Planning, Online Marketing, Social Media Marketing, Customer Satisfaction, Market Analysis, Team Building, Real Estate Economics, Disposition, P&L, Brokerage, Franchising, Real Estate Development, Real Estate Financing, Acquisitions, Hotel Design, Investment Properties, Real Estate Private..., Hotel Asset Management, Feasibility Studies
Education
Cornell University 1979 — 1983
Gemstone Hotels & Resorts 1994 - Present
Hospitality Investment Counselors 1988 - 1993
Kenneth Leventhal & Co (now E&Y) 1986 - 1990
Kenneth Leventhal & Co 1986 - 1988
Pannell Kerr Forster 1983 - 1986
Skills
Resorts, Hotels, Hospitality Management, Hospitality, Pre-opening, Tourism, Hospitality Industry, Front Office, Luxury, Budgets, Leisure, Public Relations, Yield Management, Revenue Analysis, Hotel Management, Business Planning, Food & Beverage, Restaurants, Forecasting, Management, Marketing, Strategic Planning, Sales, Catering, Contract Negotiation, Meeting Planning, Event Management, Marketing Strategy, Location Intelligence, Market Planning, Online Marketing, Social Media Marketing, Customer Satisfaction, Market Analysis, Team Building, Real Estate Economics, Disposition, P&L, Brokerage, Franchising, Real Estate Development, Real Estate Financing, Acquisitions, Hotel Design, Investment Properties, Real Estate Private..., Hotel Asset Management, Feasibility Studies
Education
Cornell University 1979 — 1983
Susan Makris Susan Makris's Kenneth Leventhal & Co Experience February 1989 - May 1995
Job SVP, CHRO at Patelco Credit Union
Industry Financial Services
Experience
CoreLogic November 2009 - May 2013
Fifth Third Bank July 2004 - March 2009
Ernst & Young June 1995 - June 2004
Kenneth Leventhal & Co. February 1989 - May 1995
Coopers & Lybrand 1983 - 1989
Skills
Workforce Planning, Organizational Design, Employee Engagement, Mergers, Succession Planning, Talent Management, Talent Acquisition, Deferred Compensation, Performance Management, Employee Relations, Onboarding, Organizational..., Human Resources, Employee Benefits, Change Management, Coaching, Career Development, Executive Coaching, Interviews, Strategy, Mergers & Acquisitions, Organizational..., Recruiting, Personnel Management, Leadership, Management, Hiring, HRIS, Strategic HR, College Recruiting, Applicant Tracking..., Benefits Administration, HR Policies, Employee Training, Employment Law, HR Consulting, Leadership Development, Temporary Placement, Labor Relations, Technical Recruiting, PeopleSoft, Training, Compensation & Benefit, Sourcing, New Hire Orientations, Executive Pay
Education
University of California, Los Angeles 1977 — 1981
BA
CoreLogic November 2009 - May 2013
Fifth Third Bank July 2004 - March 2009
Ernst & Young June 1995 - June 2004
Kenneth Leventhal & Co. February 1989 - May 1995
Coopers & Lybrand 1983 - 1989
Skills
Workforce Planning, Organizational Design, Employee Engagement, Mergers, Succession Planning, Talent Management, Talent Acquisition, Deferred Compensation, Performance Management, Employee Relations, Onboarding, Organizational..., Human Resources, Employee Benefits, Change Management, Coaching, Career Development, Executive Coaching, Interviews, Strategy, Mergers & Acquisitions, Organizational..., Recruiting, Personnel Management, Leadership, Management, Hiring, HRIS, Strategic HR, College Recruiting, Applicant Tracking..., Benefits Administration, HR Policies, Employee Training, Employment Law, HR Consulting, Leadership Development, Temporary Placement, Labor Relations, Technical Recruiting, PeopleSoft, Training, Compensation & Benefit, Sourcing, New Hire Orientations, Executive Pay
Education
University of California, Los Angeles 1977 — 1981
BA
Jim Vincent Jim Vincent's Kenneth Leventhal & Co Experience 1987 - 1990
Job Owner, FrontLine Partners; Management Consulting Firm to Accelerate Growth or Restructuring of R/E and F/S Businesses
Industry Management Consulting
Experience
FrontLine Partners, LLC April 2004 - Present
RealFoundations, LLC January 2006 - August 2007
BNY Mellon March 2003 - March 2004
Capital One 2000 - 2003
GE Capital September 1995 - November 1999
Nomura Securities May 1993 - August 1995
Heller Financial January 1990 - May 1993
Kenneth Leventhal & Co. 1987 - 1990
Skills
Due Diligence, Mergers, Capital Markets, Mergers & Acquisitions, Portfolio Management, Management Consulting, Business Planning, Start-ups, Strategy, Financial Analysis, Finance, Loans, Strategic Planning, Business Strategy, Investments, Analysis, Valuation
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA (Summa Cum Laude), Majors: Marketing, Finance, Strategy, International Business, Organizational Behavior
Indiana University - Kelley School of Business 1979 — 1983
B.S. (Summa Cum Laude), Accounting
FrontLine Partners, LLC April 2004 - Present
RealFoundations, LLC January 2006 - August 2007
BNY Mellon March 2003 - March 2004
Capital One 2000 - 2003
GE Capital September 1995 - November 1999
Nomura Securities May 1993 - August 1995
Heller Financial January 1990 - May 1993
Kenneth Leventhal & Co. 1987 - 1990
Skills
Due Diligence, Mergers, Capital Markets, Mergers & Acquisitions, Portfolio Management, Management Consulting, Business Planning, Start-ups, Strategy, Financial Analysis, Finance, Loans, Strategic Planning, Business Strategy, Investments, Analysis, Valuation
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA (Summa Cum Laude), Majors: Marketing, Finance, Strategy, International Business, Organizational Behavior
Indiana University - Kelley School of Business 1979 — 1983
B.S. (Summa Cum Laude), Accounting
Ken LaCroix Ken LaCroix's Kenneth Leventhal & Co Experience January 1988 - January 1990
Job Market President, Orange County at Signature Analytics
Industry Accounting
Experience
Signature Analytics April 2015 - Present
TrackPoint Business Advisors April 2012 - April 2015
Moveri Group, LLC April 2009 - April 2015
Freedom Innovations,Inc. April 2004 - April 2009
USA T&T December 2003 - April 2004
Roger's Gardens Newport Beach October 1996 - December 2003
Andrew M. Martin Co., Inc. January 1990 - August 1996
Kenneth Leventhal & Co. January 1988 - January 1990
Skills
Financial Accounting, Financial Reporting, Financial Modeling, Forecasting, Financial Analysis, Accounting, Mergers, Managerial Finance, Cash Management, Due Diligence, Process Improvement, Strategic Planning, Cash Flow Forecasting, Mentoring, Part-Time CFO Services, Cost Accounting, CFOs, Cash Flow, Financial Transactions, Mergers & Acquisitions, Business Planning, QuickBooks, Business Valuation, ERP, Budgets, Management Consulting, Start-ups, Corporate Finance, Financial Statements, Executive Management, Business Strategy, Small Business, Strategic Financial..., Private Equity, Finance, Entrepreneurship, Analysis, Acquisition Integration, Valuation, Financial Forecasting, Variance Analysis, Dashboard, Auditing, Xero
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA
University of Southern California 1984 — 1987
BS, Accounting
Santa Clara University 1981 — 1983
Progress Towards Degree, Business
Corona del Mar HS 1977 — 1981
Signature Analytics April 2015 - Present
TrackPoint Business Advisors April 2012 - April 2015
Moveri Group, LLC April 2009 - April 2015
Freedom Innovations,Inc. April 2004 - April 2009
USA T&T December 2003 - April 2004
Roger's Gardens Newport Beach October 1996 - December 2003
Andrew M. Martin Co., Inc. January 1990 - August 1996
Kenneth Leventhal & Co. January 1988 - January 1990
Skills
Financial Accounting, Financial Reporting, Financial Modeling, Forecasting, Financial Analysis, Accounting, Mergers, Managerial Finance, Cash Management, Due Diligence, Process Improvement, Strategic Planning, Cash Flow Forecasting, Mentoring, Part-Time CFO Services, Cost Accounting, CFOs, Cash Flow, Financial Transactions, Mergers & Acquisitions, Business Planning, QuickBooks, Business Valuation, ERP, Budgets, Management Consulting, Start-ups, Corporate Finance, Financial Statements, Executive Management, Business Strategy, Small Business, Strategic Financial..., Private Equity, Finance, Entrepreneurship, Analysis, Acquisition Integration, Valuation, Financial Forecasting, Variance Analysis, Dashboard, Auditing, Xero
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA
University of Southern California 1984 — 1987
BS, Accounting
Santa Clara University 1981 — 1983
Progress Towards Degree, Business
Corona del Mar HS 1977 — 1981
Gary Hester Gary Hester's Kenneth Leventhal & Co Experience 1984 - 1988
Job Southern California Division President at Lafferty Communities
Industry Real Estate
Experience
Lafferty Communities August 2015 - Present
Enterprise Solutions @ Robert Half April 2015 - July 2015
Robert Half Management Resources November 2011 - March 2015
Building Industry Association - Baldy View Chapter 2010 - 2013
K. Hovnanian Homes 2005 - 2010
Pacific Crest Communities 2003 - 2005
Picerne (Kings Capital) 2001 - 2003
Profit Concepts International 1992 - 1996
Shea Homes 1988 - 1991
Kenneth Leventhal & Co. 1984 - 1988
Skills
Business Development, Strategic Consulting, Management Consulting, Project Management, Financial Analysis, Land Acquisition, Contract Negotiations, Auditing, Real Estate, Time Management, Strategic Planning, Finance, Variance Analysis, Contract Negotiation, Accounting, Asset Management, Cost Accounting, Budgets, Due Diligence, Tax, Management, Executive Management, Policy, Sarbanes-Oxley Act, Internal Controls, Mergers & Acquisitions, Financial Reporting, Investment Properties, Forecasting, Negotiation, Contract Management, Consulting, Managerial Finance, Investments, Client Relationships..., Microsoft Excel, Process Improvement, Real Estate Development, Property Management, SAP, Leadership, Internal Audit
Education
California State University-Fullerton 1983 — 1984
Bachelor, Accounting / Finance
Fullerton College 1981 — 1982
Associate of Arts (AA), General Studies
Canyon High School
Lafferty Communities August 2015 - Present
Enterprise Solutions @ Robert Half April 2015 - July 2015
Robert Half Management Resources November 2011 - March 2015
Building Industry Association - Baldy View Chapter 2010 - 2013
K. Hovnanian Homes 2005 - 2010
Pacific Crest Communities 2003 - 2005
Picerne (Kings Capital) 2001 - 2003
Profit Concepts International 1992 - 1996
Shea Homes 1988 - 1991
Kenneth Leventhal & Co. 1984 - 1988
Skills
Business Development, Strategic Consulting, Management Consulting, Project Management, Financial Analysis, Land Acquisition, Contract Negotiations, Auditing, Real Estate, Time Management, Strategic Planning, Finance, Variance Analysis, Contract Negotiation, Accounting, Asset Management, Cost Accounting, Budgets, Due Diligence, Tax, Management, Executive Management, Policy, Sarbanes-Oxley Act, Internal Controls, Mergers & Acquisitions, Financial Reporting, Investment Properties, Forecasting, Negotiation, Contract Management, Consulting, Managerial Finance, Investments, Client Relationships..., Microsoft Excel, Process Improvement, Real Estate Development, Property Management, SAP, Leadership, Internal Audit
Education
California State University-Fullerton 1983 — 1984
Bachelor, Accounting / Finance
Fullerton College 1981 — 1982
Associate of Arts (AA), General Studies
Canyon High School
Kalon Parman Kalon Parman's Kenneth Leventhal & Co Experience 1991 - 1993
Job Account Manager at CDW Advanced Technology Group
Industry Telecommunications
Experience
CDW Advanced Technology Group 2011 - Present
Netera Networks 2009 - Present
Fair Data Systems, Inc. November 2007 - Present
Stellion Ltd. Co. 2002 - 2007
Integral Access, Inc. 1999 - 2001
Lucent Technologies (AG Communications) 1996 - 2000
Arthur Andersen, LLP 1993 - 1996
Kenneth Leventhal & Co. 1991 - 1993
Education
Oklahoma State University 1990 — 1991
Masters, Financial and Tax Accounting
Oklahoma State University 1988 — 1990
Bachelors, Accounting
Oklahoma State University 1983 — 1987
Bachelors, Political Science / History
Bartlesville High School
CDW Advanced Technology Group 2011 - Present
Netera Networks 2009 - Present
Fair Data Systems, Inc. November 2007 - Present
Stellion Ltd. Co. 2002 - 2007
Integral Access, Inc. 1999 - 2001
Lucent Technologies (AG Communications) 1996 - 2000
Arthur Andersen, LLP 1993 - 1996
Kenneth Leventhal & Co. 1991 - 1993
Education
Oklahoma State University 1990 — 1991
Masters, Financial and Tax Accounting
Oklahoma State University 1988 — 1990
Bachelors, Accounting
Oklahoma State University 1983 — 1987
Bachelors, Political Science / History
Bartlesville High School
Gina Papandrea's Kenneth Leventhal & Co Experience 1988 - 1995
Job CFO/EVP at GDC Communities
Industry Real Estate
Experience
GDC Communities 1995 - Present
Kenneth Leventhal & Co. 1988 - 1995
Skills
Forecasting, Strategic Financial..., Real Estate, Mergers, Mergers & Acquisitions, Due Diligence, Finance, Analysis, Negotiation, Financial Accounting, Tax, Financial Reporting, Financial Analysis
Education
Bentley University
Bachelor of Science, Accountancy
GDC Communities 1995 - Present
Kenneth Leventhal & Co. 1988 - 1995
Skills
Forecasting, Strategic Financial..., Real Estate, Mergers, Mergers & Acquisitions, Due Diligence, Finance, Analysis, Negotiation, Financial Accounting, Tax, Financial Reporting, Financial Analysis
Education
Bentley University
Bachelor of Science, Accountancy
Collin Thompson Collin Thompson's Kenneth Leventhal & Co Experience 1991 - 1992
Job EVPFinance at CROSSMARK
Industry Retail
Experience
CROSSMARK July 2010 - Present
CROSSMARK April 2006 - July 2010
CROSSMARK January 2001 - April 2006
Symbol Technologies June 1999 - December 2000
Pepsico - Frito-Lay 1997 - 1999
Airtouch Paging 1994 - 1997
Trammell Crow Interests 1992 - 1994
Kenneth Leventhal & Co 1991 - 1992
EY 1988 - 1991
Skills
Forecasting, Mergers, Strategic Planning, Budgets, Business Planning, Team Building, Process Improvement, Financial Analysis, Leadership, Financial Modeling, Business Strategy, Financial Reporting, Accounting, Management, Due Diligence, Coaching, Project Planning, Retail, Acquisition Integration, Mergers & Acquisitions, P&L Management, Executive Management, Account Management, Property, Risk Management
Education
Texas A&M University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Duncanville High School
Duncanville High School
CROSSMARK July 2010 - Present
CROSSMARK April 2006 - July 2010
CROSSMARK January 2001 - April 2006
Symbol Technologies June 1999 - December 2000
Pepsico - Frito-Lay 1997 - 1999
Airtouch Paging 1994 - 1997
Trammell Crow Interests 1992 - 1994
Kenneth Leventhal & Co 1991 - 1992
EY 1988 - 1991
Skills
Forecasting, Mergers, Strategic Planning, Budgets, Business Planning, Team Building, Process Improvement, Financial Analysis, Leadership, Financial Modeling, Business Strategy, Financial Reporting, Accounting, Management, Due Diligence, Coaching, Project Planning, Retail, Acquisition Integration, Mergers & Acquisitions, P&L Management, Executive Management, Account Management, Property, Risk Management
Education
Texas A&M University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Duncanville High School
Duncanville High School
Doug Swirsky Doug Swirsky's Kenneth Leventhal & Co Experience 1992 - 1994
Job President and Chief Executive Officer at GenVec
Industry Biotechnology
Experience
GenVec September 2013 - Present
Fibrocell Science March 2013 - Present
GenVec September 2006 - September 2013
PolyMedix, Inc. June 2009 - March 2013
Stifel Nicolaus December 2005 - September 2006
Legg Mason 2002 - 2005
UBS Investment Bank 2000 - 2002
Morgan Stanley August 1997 - April 2000
Zelenkofske Axelrod 1994 - 1996
Kenneth Leventhal & Co. 1992 - 1994
Skills
Due Diligence, Financial Modeling, Venture Capital, Mergers, Corporate Development, Private Equity, Valuation, IPO, Biotechnology, Investor Relations, Corporate Finance, Financial Analysis, Business Planning, Investment Banking, Finance, Mergers & Acquisitions, Strategic Planning, Start-ups, Infectious Diseases, Competitive Analysis, Strategy, SEC filings, Biopharmaceuticals, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA
Boston University Questrom School of Business 1989 — 1992
B.S., Business Administration (Accounting)
GenVec September 2013 - Present
Fibrocell Science March 2013 - Present
GenVec September 2006 - September 2013
PolyMedix, Inc. June 2009 - March 2013
Stifel Nicolaus December 2005 - September 2006
Legg Mason 2002 - 2005
UBS Investment Bank 2000 - 2002
Morgan Stanley August 1997 - April 2000
Zelenkofske Axelrod 1994 - 1996
Kenneth Leventhal & Co. 1992 - 1994
Skills
Due Diligence, Financial Modeling, Venture Capital, Mergers, Corporate Development, Private Equity, Valuation, IPO, Biotechnology, Investor Relations, Corporate Finance, Financial Analysis, Business Planning, Investment Banking, Finance, Mergers & Acquisitions, Strategic Planning, Start-ups, Infectious Diseases, Competitive Analysis, Strategy, SEC filings, Biopharmaceuticals, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA
Boston University Questrom School of Business 1989 — 1992
B.S., Business Administration (Accounting)
Stephen Roulac, PhD Stephen Roulac, PhD's Kenneth Leventhal & Co Experience 1983 - 1984
Job Real estate expert, litigation consultant, strategy advisor and author
Industry Real Estate
Experience
Roulac Global, LLC January 1969 - Present
World's Best Companies (Topics Vary) July 1968 - Present
University of Ulster, College of Art, Architecture, and Environment January 1968 - Present
University of California, Davis, Graduate School of Management 2001 - 2001
Roulac Real Estate Consulting Group of Deloitte & Touche 1987 - 1992
University of California, Los Angeles, Graduate School of Management 1984 - 1984
Kenneth Leventhal & Co 1983 - 1984
Hastings College of Law 1978 - 1978
Skills
Marketing Strategy, Real Estate, Research, Securitization, Capital Markets, Real Estate Finance, Business Strategy, Construction, Real Property, Joint Ventures, Investments, Valuation, Due Diligence, Financial Modeling, Real Estate Investment, Real Estate Development, Market Analysis, Private Equity, Entrepreneur, Entrepreneurship, Asset Management, Strategic Consulting, Start-ups, Feasibility Studies, Restructuring, Portfolio Management, Business Planning, Management Consulting, Market Research, Strategy Development, International Business, Funding, Strategic Partnerships, Corporate Finance, New Business Development, Financial Analysis, Project Finance, Negotiation, Investor Relations, Investors, Competitive Analysis, Real Estate Transactions, Strategic Thinking, Investment Banking, Strategic Planning, Contract Negotiations, Emerging Markets, Executive Management, Venture Capital, Places
Education
Stanford University Graduate School of Business 1970 — 1978
PhD, Strategy and Finance
University of California, Berkeley - School of Law 1972 — 1976
J.D, Corporate and Property
Harvard Business School 1968 — 1970
M.B.A, General Management
Pomona College 1963 — 1967
B.A, Economics
San Marino High School 1962 — 1963
Roulac Global, LLC January 1969 - Present
World's Best Companies (Topics Vary) July 1968 - Present
University of Ulster, College of Art, Architecture, and Environment January 1968 - Present
University of California, Davis, Graduate School of Management 2001 - 2001
Roulac Real Estate Consulting Group of Deloitte & Touche 1987 - 1992
University of California, Los Angeles, Graduate School of Management 1984 - 1984
Kenneth Leventhal & Co 1983 - 1984
Hastings College of Law 1978 - 1978
Skills
Marketing Strategy, Real Estate, Research, Securitization, Capital Markets, Real Estate Finance, Business Strategy, Construction, Real Property, Joint Ventures, Investments, Valuation, Due Diligence, Financial Modeling, Real Estate Investment, Real Estate Development, Market Analysis, Private Equity, Entrepreneur, Entrepreneurship, Asset Management, Strategic Consulting, Start-ups, Feasibility Studies, Restructuring, Portfolio Management, Business Planning, Management Consulting, Market Research, Strategy Development, International Business, Funding, Strategic Partnerships, Corporate Finance, New Business Development, Financial Analysis, Project Finance, Negotiation, Investor Relations, Investors, Competitive Analysis, Real Estate Transactions, Strategic Thinking, Investment Banking, Strategic Planning, Contract Negotiations, Emerging Markets, Executive Management, Venture Capital, Places
Education
Stanford University Graduate School of Business 1970 — 1978
PhD, Strategy and Finance
University of California, Berkeley - School of Law 1972 — 1976
J.D, Corporate and Property
Harvard Business School 1968 — 1970
M.B.A, General Management
Pomona College 1963 — 1967
B.A, Economics
San Marino High School 1962 — 1963
Edward Flanigan Edward Flanigan's Kenneth Leventhal & Co Experience May 1993 - April 1994
Job JPMorgan
Industry Banking
Experience
J.P. Morgan May 1996 - Present
Catellus Development Corporation May 1994 - April 1996
Kenneth Leventhal & Co. May 1993 - April 1994
Prudential Mortgage Capital Company August 1989 - August 1991
Skills
Finance, Real Estate, Asset Management, Portfolio Management, Valuation, Financial Analysis, Financial Modeling, Loans, Mortgage Lending, Due Diligence, Investments, Credit
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
Master of Business Administration (MBA)
University of Southern California 1985 — 1989
Bachelor of Science (BS)
J.P. Morgan May 1996 - Present
Catellus Development Corporation May 1994 - April 1996
Kenneth Leventhal & Co. May 1993 - April 1994
Prudential Mortgage Capital Company August 1989 - August 1991
Skills
Finance, Real Estate, Asset Management, Portfolio Management, Valuation, Financial Analysis, Financial Modeling, Loans, Mortgage Lending, Due Diligence, Investments, Credit
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
Master of Business Administration (MBA)
University of Southern California 1985 — 1989
Bachelor of Science (BS)
Tim Schier Tim Schier's Kenneth Leventhal & Co Experience May 1990 - July 1993
Job Managing Director, Cain Brothers & Company
Industry Investment Banking
Experience
Cain Brothers & Company, LLC August 1993 - Present
Kenneth Leventhal & Co May 1990 - July 1993
Skills
Investment Banking, Private Equity, Real Estate Development, Due Diligence, Valuation, Mergers & Acquisitions, Mergers, Financial Modeling, Capital Markets, Finance, Contract Negotiation, Management, Investments
Education
Rice University 1985 — 1990
BA - Economics, MBA - Finance and Entrepreneurship
Cain Brothers & Company, LLC August 1993 - Present
Kenneth Leventhal & Co May 1990 - July 1993
Skills
Investment Banking, Private Equity, Real Estate Development, Due Diligence, Valuation, Mergers & Acquisitions, Mergers, Financial Modeling, Capital Markets, Finance, Contract Negotiation, Management, Investments
Education
Rice University 1985 — 1990
BA - Economics, MBA - Finance and Entrepreneurship
Julie Pickett's Kenneth Leventhal & Co Experience August 1987 - June 1989
Job Senior Accountant at Oak Hill Capital
Industry Venture Capital & Private Equity
Experience
Oak Hill Capital December 2003 - Present
Fort Worth Opera August 2000 - December 2003
Windsor Companies June 1989 - August 2000
Kenneth Leventhal & Co. August 1987 - June 1989
Skills
Financial Reporting, Strategic Planning, Revenue Recognition, Financial Analysis, SEC filings, Sarbanes-Oxley Act, Financial Modeling, GAAP, Accounting, Forecasting, Private Equity, Due Diligence, Corporate Finance, Mergers & Acquisitions, QuickBooks, EFront, Microsoft Excel, Microsoft Word, Great Plains, Horizon-AS 400
Education
Oklahoma State University 1985 — 1987
Bachelor's of Science, Accounting
Oak Hill Capital December 2003 - Present
Fort Worth Opera August 2000 - December 2003
Windsor Companies June 1989 - August 2000
Kenneth Leventhal & Co. August 1987 - June 1989
Skills
Financial Reporting, Strategic Planning, Revenue Recognition, Financial Analysis, SEC filings, Sarbanes-Oxley Act, Financial Modeling, GAAP, Accounting, Forecasting, Private Equity, Due Diligence, Corporate Finance, Mergers & Acquisitions, QuickBooks, EFront, Microsoft Excel, Microsoft Word, Great Plains, Horizon-AS 400
Education
Oklahoma State University 1985 — 1987
Bachelor's of Science, Accounting
Christopher T. (Kip) Volpe Christopher T. (Kip) Volpe's Kenneth Leventhal & Co Experience May 1980 - October 1982
Job Board MemberTreasurer at Rialto Theater Foundation
Industry Real Estate
Experience
The Estes Co. October 1982 - Present
Rialto Theater Foundation November 2013 - Present
Centurions of Carondolet St. Mary's Hospital September 2005 - Present
Wildcat Charter School January 2005 - July 2013
Kenneth Leventhal & Co. May 1980 - October 1982
KPMG May 1978 - April 1980
Skills
Strategic Planning, Negotiation, Contract Negotiation, Certified Public..., Certified Global..., Water, Charter Schools, non-profit board of..., Resorts, Real Estate Development, Real Estate Transactions, Real Estate Investment, Real Estate Finance, Accounting, Business Management, Hotel Management, Golf Course Management, Management Consulting, Water Management, Financial Analysis, Management, Investment Properties, Due Diligence, Real Estate, Mergers & Acquisitions, Investments, Asset Management, Finance, Strategic Financial..., Small Business, Executive Management, Managerial Finance, Financial Reporting, Portfolio Management, Real Estate Economics, CPA
Education
University of Arizona 1973 — 1978
Bachelor of Science (BS), Accounting
St. Francis of Assisi
The Estes Co. October 1982 - Present
Rialto Theater Foundation November 2013 - Present
Centurions of Carondolet St. Mary's Hospital September 2005 - Present
Wildcat Charter School January 2005 - July 2013
Kenneth Leventhal & Co. May 1980 - October 1982
KPMG May 1978 - April 1980
Skills
Strategic Planning, Negotiation, Contract Negotiation, Certified Public..., Certified Global..., Water, Charter Schools, non-profit board of..., Resorts, Real Estate Development, Real Estate Transactions, Real Estate Investment, Real Estate Finance, Accounting, Business Management, Hotel Management, Golf Course Management, Management Consulting, Water Management, Financial Analysis, Management, Investment Properties, Due Diligence, Real Estate, Mergers & Acquisitions, Investments, Asset Management, Finance, Strategic Financial..., Small Business, Executive Management, Managerial Finance, Financial Reporting, Portfolio Management, Real Estate Economics, CPA
Education
University of Arizona 1973 — 1978
Bachelor of Science (BS), Accounting
St. Francis of Assisi
David Steinfield David Steinfield's Kenneth Leventhal & Co Experience 1986 - 1991
Job Executive Search Consultant, Steinfield Search Group, LP
Industry Staffing and Recruiting
Experience
Steinfield Search Group, LP April 1991 - Present
Kenneth Leventhal & Co. 1986 - 1991
Coopers & Lybrand 1978 - 1986
Coopers & Lybrand 1975 - 1978
Skills
Business Valuation, Performance Improvement, SEC filings, Management Consulting, Mergers, Human Resources, Consulting, Executive Management, Auditing, Management, Accounting, Forensic Accounting, Restructuring, Mergers & Acquisitions, Strategy, Acquisition Integration, Finance, Managerial Finance, Due Diligence
Education
Temple University - Fox School of Business and Management 1971 — 1975
B.B.A., Accounting
Steinfield Search Group, LP April 1991 - Present
Kenneth Leventhal & Co. 1986 - 1991
Coopers & Lybrand 1978 - 1986
Coopers & Lybrand 1975 - 1978
Skills
Business Valuation, Performance Improvement, SEC filings, Management Consulting, Mergers, Human Resources, Consulting, Executive Management, Auditing, Management, Accounting, Forensic Accounting, Restructuring, Mergers & Acquisitions, Strategy, Acquisition Integration, Finance, Managerial Finance, Due Diligence
Education
Temple University - Fox School of Business and Management 1971 — 1975
B.B.A., Accounting
Frank Pons Frank Pons's Kenneth Leventhal & Co Experience July 1991 - April 1995
Job MANAGING DIRECTOR at AXIS CAPITAL FUNDS LLC
Industry Real Estate
Experience
AXIS CAPITAL FUNDS LLC September 2012 - Present
CityVue LLC April 2009 - Present
Fremont Sheridan Properties Group July 2002 - December 2010
Equity Residential July 1997 - March 2002
Ernst & Young April 1995 - July 1997
Kenneth Leventhal & Co July 1991 - April 1995
Steuer & Canvasser, Inc May 1988 - May 1989
Skills
Real Estate, Strategy Development, Start-ups, Capital Structure, Mergers, Acquisition Analysis, Asset Management, Portfolio Management, Due Diligence, Capital Markets, Valuation, Contract Negotiation, Private Equity, Asset Protection, Real Estate Development, Real Estate Investment, Real Estate Finance, Business Strategy, Joint Ventures, Financial Analysis, Creative Problem Solving, Strategic Planning, Estate Planning, Litigation Support, Market Analysis, Business Valuation, Investments, Management Consulting, Financial Accounting, Financial Forecasting, Strategic Leadership, Asset Managment, Real Estate Economics, Property Management, Venture Capital, Finance, Disposition, Entrepreneurship, Acquisitions, Financial Structuring
Education
University of Wisconsin-Madison - School of Business 1989 — 1991
MBA, Real Estate
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Finance
AXIS CAPITAL FUNDS LLC September 2012 - Present
CityVue LLC April 2009 - Present
Fremont Sheridan Properties Group July 2002 - December 2010
Equity Residential July 1997 - March 2002
Ernst & Young April 1995 - July 1997
Kenneth Leventhal & Co July 1991 - April 1995
Steuer & Canvasser, Inc May 1988 - May 1989
Skills
Real Estate, Strategy Development, Start-ups, Capital Structure, Mergers, Acquisition Analysis, Asset Management, Portfolio Management, Due Diligence, Capital Markets, Valuation, Contract Negotiation, Private Equity, Asset Protection, Real Estate Development, Real Estate Investment, Real Estate Finance, Business Strategy, Joint Ventures, Financial Analysis, Creative Problem Solving, Strategic Planning, Estate Planning, Litigation Support, Market Analysis, Business Valuation, Investments, Management Consulting, Financial Accounting, Financial Forecasting, Strategic Leadership, Asset Managment, Real Estate Economics, Property Management, Venture Capital, Finance, Disposition, Entrepreneurship, Acquisitions, Financial Structuring
Education
University of Wisconsin-Madison - School of Business 1989 — 1991
MBA, Real Estate
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Finance
Terryll Ann Walls Terryll Ann Walls's Kenneth Leventhal & Co Experience 1976 - 1980
Job Terryll Ann Walls, CPA
Industry Accounting
Experience
Per Diem November 1982 - Present
Terryll Ann Walls, CPA May 2011 - January 2013
Kenneth Leventhal & Co 1976 - 1980
Education
California State Polytechnic University-Pomona 1973 — 1977
BS, Accounting
Per Diem November 1982 - Present
Terryll Ann Walls, CPA May 2011 - January 2013
Kenneth Leventhal & Co 1976 - 1980
Education
California State Polytechnic University-Pomona 1973 — 1977
BS, Accounting
John P. Sipple's Kenneth Leventhal & Co Experience 1985 - 1988
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 1997 - Present
Imperial Capital Bank February 1996 - August 1997
Koll-Dove (a subsidiary of the Koll Company) 1992 - 1995
Grubb & Ellis 1988 - 1991
Kenneth Leventhal & Co 1985 - 1988
Laventhol and Horwath 1984 - 1985
Skills
Underwriting, Loans, Real Estate, Hotels, Hospitality, Credit, Mergers, Real Estate Development, Risk Management, Credit Analysis, Economics, CMBS, Debt, Valuation, Commercial Mortgages, Financial Modeling, Structured Finance, Transaction, Investors, Capital Markets, Investment Banking, Real Estate Finance, Wealth Management, Real Estate Investment, Mortgage, Corporate Finance, Leases, Banking, Dispositions, Origination, Deal Structuring, Loan Origination, Construction Loans, Workout, Real Estate Financing, Structuring, Asset Management, Mortgage Lending, Real Estate Economics, Financial Structuring, Commercial Real Estate, Financial Transactions, Negotiation, Mergers & Acquisitions, Due Diligence, Investment Properties, Mezzanine, Disposition, Equities, Syndications
Education
Cornell University 1982 — 1984
Masters Degree, School of Hotel Administration
Cornell University 1977 — 1982
BA, College of Arts and Sciences
Delbarton School 1973 — 1977
Highschool
Wells Fargo Bank August 1997 - Present
Imperial Capital Bank February 1996 - August 1997
Koll-Dove (a subsidiary of the Koll Company) 1992 - 1995
Grubb & Ellis 1988 - 1991
Kenneth Leventhal & Co 1985 - 1988
Laventhol and Horwath 1984 - 1985
Skills
Underwriting, Loans, Real Estate, Hotels, Hospitality, Credit, Mergers, Real Estate Development, Risk Management, Credit Analysis, Economics, CMBS, Debt, Valuation, Commercial Mortgages, Financial Modeling, Structured Finance, Transaction, Investors, Capital Markets, Investment Banking, Real Estate Finance, Wealth Management, Real Estate Investment, Mortgage, Corporate Finance, Leases, Banking, Dispositions, Origination, Deal Structuring, Loan Origination, Construction Loans, Workout, Real Estate Financing, Structuring, Asset Management, Mortgage Lending, Real Estate Economics, Financial Structuring, Commercial Real Estate, Financial Transactions, Negotiation, Mergers & Acquisitions, Due Diligence, Investment Properties, Mezzanine, Disposition, Equities, Syndications
Education
Cornell University 1982 — 1984
Masters Degree, School of Hotel Administration
Cornell University 1977 — 1982
BA, College of Arts and Sciences
Delbarton School 1973 — 1977
Highschool
Deena Eber's Kenneth Leventhal & Co Experience 1979 - 1983
Job Owner, Eber Finance
Industry Staffing and Recruiting
Experience
Eber Finance September 1992 - June 2008
Source Services 1985 - 1992
kenneth leventhal & Co 1979 - 1983
Skills
Financial Reporting, Accounting, Internal Controls, General Ledger, GAAP, Management, Mergers & Acquisitions, Small Business, Start-ups, Executive Management, Business Planning, Management Consulting, Managerial Finance, Finance, Due Diligence, Strategic Planning, Financial Analysis, Leadership
Education
California State University-Northridge 1976 — 1981
Bachelors of Science, Accounting
University of California, Berkeley
Philosophy
Eber Finance September 1992 - June 2008
Source Services 1985 - 1992
kenneth leventhal & Co 1979 - 1983
Skills
Financial Reporting, Accounting, Internal Controls, General Ledger, GAAP, Management, Mergers & Acquisitions, Small Business, Start-ups, Executive Management, Business Planning, Management Consulting, Managerial Finance, Finance, Due Diligence, Strategic Planning, Financial Analysis, Leadership
Education
California State University-Northridge 1976 — 1981
Bachelors of Science, Accounting
University of California, Berkeley
Philosophy
Ken Yee's Kenneth Leventhal & Co Experience 1986 - 1987
Job President, Ridgecrest Capital, Inc
Industry Real Estate
Experience
Ridgecrest Capital, Inc 1992 - Present
Secured Capital Corp 1990 - 1991
Drexel Burnham Lambert 1987 - 1990
Kenneth Leventhal & Co 1986 - 1987
EY 1982 - 1985
Skills
Chartered Financial..., State Bar of California, CPA, Real Estate Broker, Licensed Securities..., Venture Capital, Private Equity, Asset Managment, Financial Modeling, Valuation, Equity Research, Real Estate Economics, Investment Advisory, Portfolio Management, Series 63, Investment Banking, Fixed Income, Asset Management, Capital Markets, Business Valuation, High Net Worth..., DCF, Due Diligence, Securities, Financial Analysis, Emerging Markets, Asset Allocation, Bonds, Private Placements, Acquisitions, Restructuring, Investment Management, Licensing, Structured Finance, Real Estate Transactions, Real Estate Financing, Corporate Finance, Investments, Disposition, Finance, Mutual Funds, Hedge Funds, Investment Strategies, Commercial Real Estate, Alternative Investments, Bloomberg, Wealth Management, Mergers & Acquisitions, Financial Structuring, Equities
Education
University of California, Los Angeles - School of Law 2000 — 2003
JD, Law
Massachusetts Institute of Technology 1991 — 1992
Master of Science (M.S.), Real Estate Development
University of Southern California 1987 — 1990
Master of Business Taxation (MBT), Taxation
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), Corporate and Real Estate Finance
University of Southern California - Marshall School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Ridgecrest Capital, Inc 1992 - Present
Secured Capital Corp 1990 - 1991
Drexel Burnham Lambert 1987 - 1990
Kenneth Leventhal & Co 1986 - 1987
EY 1982 - 1985
Skills
Chartered Financial..., State Bar of California, CPA, Real Estate Broker, Licensed Securities..., Venture Capital, Private Equity, Asset Managment, Financial Modeling, Valuation, Equity Research, Real Estate Economics, Investment Advisory, Portfolio Management, Series 63, Investment Banking, Fixed Income, Asset Management, Capital Markets, Business Valuation, High Net Worth..., DCF, Due Diligence, Securities, Financial Analysis, Emerging Markets, Asset Allocation, Bonds, Private Placements, Acquisitions, Restructuring, Investment Management, Licensing, Structured Finance, Real Estate Transactions, Real Estate Financing, Corporate Finance, Investments, Disposition, Finance, Mutual Funds, Hedge Funds, Investment Strategies, Commercial Real Estate, Alternative Investments, Bloomberg, Wealth Management, Mergers & Acquisitions, Financial Structuring, Equities
Education
University of California, Los Angeles - School of Law 2000 — 2003
JD, Law
Massachusetts Institute of Technology 1991 — 1992
Master of Science (M.S.), Real Estate Development
University of Southern California 1987 — 1990
Master of Business Taxation (MBT), Taxation
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), Corporate and Real Estate Finance
University of Southern California - Marshall School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Seth B. Lipsay's Kenneth Leventhal & Co Experience 1986 - 1990
Job Executive Managing Director at Galaxy Realty Capital, LLC
Industry Venture Capital & Private Equity
Experience
Rosenstiel School of Marine and Atmospheric Science, UMiami September 2010 - Present
New World Group 1998 - Present
North Shore LIJ Health System 2003 - Present
The Feinstein Institute for Medical Research 2003 - Present
Galaxy Realty Capital, LLC November 2014 - Present
Paine Webber 1995 - 1998
Kidder Peabody 1990 - 1995
Kenneth Leventhal & Co. 1986 - 1990
Skills
Due Diligence, Investments, Finance, Real Estate, Investment Banking, Structured Finance, Loans, Strategic Planning, Management, Investors, Consulting, Financial Modeling, Asset Management, Financial Analysis, Real Estate Financing, Investment Properties, Executive Management, Real Estate Transactions, Capital Markets, Portfolio Management, Acquisitions, Real Estate Economics
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Real Estate/Finance
Maurice A. Deane School of Law at Hofstra University 1981 — 1984
JD, Tax and Business Planning
New College of Florida 1978 — 1981
BA, Public Policy
Rosenstiel School of Marine and Atmospheric Science, UMiami September 2010 - Present
New World Group 1998 - Present
North Shore LIJ Health System 2003 - Present
The Feinstein Institute for Medical Research 2003 - Present
Galaxy Realty Capital, LLC November 2014 - Present
Paine Webber 1995 - 1998
Kidder Peabody 1990 - 1995
Kenneth Leventhal & Co. 1986 - 1990
Skills
Due Diligence, Investments, Finance, Real Estate, Investment Banking, Structured Finance, Loans, Strategic Planning, Management, Investors, Consulting, Financial Modeling, Asset Management, Financial Analysis, Real Estate Financing, Investment Properties, Executive Management, Real Estate Transactions, Capital Markets, Portfolio Management, Acquisitions, Real Estate Economics
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Real Estate/Finance
Maurice A. Deane School of Law at Hofstra University 1981 — 1984
JD, Tax and Business Planning
New College of Florida 1978 — 1981
BA, Public Policy
Birgit Jahina's Kenneth Leventhal & Co Experience 1979 - 1983
Job Independent Real Estate Professional
Industry Real Estate
Experience
Other Professional Positions 1998 - Present
Colorgraphics Inc 1989 - 1997
First Los Angeles Bank 1988 - 1989
First Interstate Bancorp 1983 - 1987
Kenneth Leventhal & CO 1979 - 1983
Kenneth Leventhal & Co 1979 - 1983
Touche Ross & Co 1976 - 1979
Skills
Real Estate, Real Estate Development, Property Management, Due Diligence, Short Sales, Investment Properties, Negotiation, Real Estate Transactions, Asset Management, Strategic Planning, Real Estate Economics, Leases, Commercial Real Estate
Education
The University of Göttingen 1968 — 1973
Other Professional Positions 1998 - Present
Colorgraphics Inc 1989 - 1997
First Los Angeles Bank 1988 - 1989
First Interstate Bancorp 1983 - 1987
Kenneth Leventhal & CO 1979 - 1983
Kenneth Leventhal & Co 1979 - 1983
Touche Ross & Co 1976 - 1979
Skills
Real Estate, Real Estate Development, Property Management, Due Diligence, Short Sales, Investment Properties, Negotiation, Real Estate Transactions, Asset Management, Strategic Planning, Real Estate Economics, Leases, Commercial Real Estate
Education
The University of Göttingen 1968 — 1973
Amy Bazelon's Kenneth Leventhal & Co Experience 1985 - 1987
Job Clinician at Jewish Child & Family Services
Industry Individual & Family Services
Experience
Jewish Child & Family Services August 2012 - Present
Lake County, IL 2011 - Present
CASA Lake County May 2006 - Present
Duff & Phelps 1989 - 1991
VMS Realty 1987 - 1989
Kenneth Leventhal & Co 1985 - 1987
VMS Realty 1983 - 1985
Arthur Andersen & Co 1982 - 1983
Education
National-Louis University 2010 — 2013
Master's, Counseling
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
BS - Accy, Accounting
Jewish Child & Family Services August 2012 - Present
Lake County, IL 2011 - Present
CASA Lake County May 2006 - Present
Duff & Phelps 1989 - 1991
VMS Realty 1987 - 1989
Kenneth Leventhal & Co 1985 - 1987
VMS Realty 1983 - 1985
Arthur Andersen & Co 1982 - 1983
Education
National-Louis University 2010 — 2013
Master's, Counseling
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
BS - Accy, Accounting
Scott Muldavin, CRE, FRICS's Kenneth Leventhal & Co Experience June 1983 - June 1986
Job President, The Muldavin Company, Inc.
Industry Real Estate
Experience
Green Building Finance Consortium June 2006 - Present
The Muldavin Company January 1999 - Present
Rocky Mountain Institute January 2012 - January 2015
Guggenheim Real Estate October 2001 - October 2004
The Roulac Group July 1993 - December 1998
Deloitte & Touche June 1987 - June 1993
Kenneth Leventhal & Co June 1983 - June 1986
Questor Associates October 1981 - June 1983
Skills
Financial Analysis, Investments, Green Building, Energy Efficiency, Due Diligence, Sustainability, Valuation, Real Estate Development, Sustainability..., Real Estate Economics, Investors, Commercial Real Estate, Business Strategy, Finance, Investment Properties, Portfolio Management, Real Estate, Strategic Planning
Education
Harvard University, John F. Kennedy School of Government 1979 — 1981
MCRP, Housing and Real Estate Development
University of California, Berkeley 1976 — 1979
Bachelor of Arts, Environmental Science
Green Building Finance Consortium June 2006 - Present
The Muldavin Company January 1999 - Present
Rocky Mountain Institute January 2012 - January 2015
Guggenheim Real Estate October 2001 - October 2004
The Roulac Group July 1993 - December 1998
Deloitte & Touche June 1987 - June 1993
Kenneth Leventhal & Co June 1983 - June 1986
Questor Associates October 1981 - June 1983
Skills
Financial Analysis, Investments, Green Building, Energy Efficiency, Due Diligence, Sustainability, Valuation, Real Estate Development, Sustainability..., Real Estate Economics, Investors, Commercial Real Estate, Business Strategy, Finance, Investment Properties, Portfolio Management, Real Estate, Strategic Planning
Education
Harvard University, John F. Kennedy School of Government 1979 — 1981
MCRP, Housing and Real Estate Development
University of California, Berkeley 1976 — 1979
Bachelor of Arts, Environmental Science
Donna Blandino's Kenneth Leventhal & Co Experience January 1978 - January 1980
Job Senior Associate Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Wealth Management November 2008 - Present
Morgan Stanley Wealth Management January 2008 - May 2012
Merrill Lynch April 1993 - November 2008
Merrill Lynch January 1993 - January 2008
PACIFIC REGENCY BANCOR January 1982 - January 1986
PEAT MARWICK MICHELL & CO January 1980 - January 1982
KENNETH LEVENTHAL & CO January 1978 - January 1980
Education
Northeastern University
Bachelor of Science Degree, Speech and Communications
University of California, Berkeley
Morgan Stanley Wealth Management November 2008 - Present
Morgan Stanley Wealth Management January 2008 - May 2012
Merrill Lynch April 1993 - November 2008
Merrill Lynch January 1993 - January 2008
PACIFIC REGENCY BANCOR January 1982 - January 1986
PEAT MARWICK MICHELL & CO January 1980 - January 1982
KENNETH LEVENTHAL & CO January 1978 - January 1980
Education
Northeastern University
Bachelor of Science Degree, Speech and Communications
University of California, Berkeley
Beau Benson's Kenneth Leventhal & Co Experience 1992 - 1994
Job Finance Manager at PepsiCo
Industry Food & Beverages
Experience
PepsiCo October 1999 - Present
PricewaterhouseCoopers December 1994 - October 1999
Kenneth Leventhal & Co. 1992 - 1994
Skills
Forecasting, Financial Reporting, Financial Analysis, Internal Controls, Financial Modeling, Strategic Financial..., Essbase, Managerial Finance, Accounting, Variance Analysis, Budgets, Financial Forecasting, Hyperion Enterprise, Consumer Products, US GAAP, Process Improvement, Income Statement, Financial Accounting
Education
The University of Texas at Austin 1989 — 1992
Bachelor of Business Administration (BBA), Accounting
PepsiCo October 1999 - Present
PricewaterhouseCoopers December 1994 - October 1999
Kenneth Leventhal & Co. 1992 - 1994
Skills
Forecasting, Financial Reporting, Financial Analysis, Internal Controls, Financial Modeling, Strategic Financial..., Essbase, Managerial Finance, Accounting, Variance Analysis, Budgets, Financial Forecasting, Hyperion Enterprise, Consumer Products, US GAAP, Process Improvement, Income Statement, Financial Accounting
Education
The University of Texas at Austin 1989 — 1992
Bachelor of Business Administration (BBA), Accounting
Malcolm Fliege's Kenneth Leventhal & Co Experience 1984 - 1995
Job Associate Director at PCAOB
Industry Accounting
Experience
PCAOB Associate DirectorPublic Company Accounting Oversight Board2004 - Present
Deloitte & Touche 2000 - 2004
Ernst & Young 1995 - 2000
E & Y/Kenneth Leventhal & Co 1984 - 2000
Kenneth Leventhal & Co 1984 - 1995
Education
San Diego State University-California State University
Bachelor of Science, Accountancy
PCAOB Associate DirectorPublic Company Accounting Oversight Board2004 - Present
Deloitte & Touche 2000 - 2004
Ernst & Young 1995 - 2000
E & Y/Kenneth Leventhal & Co 1984 - 2000
Kenneth Leventhal & Co 1984 - 1995
Education
San Diego State University-California State University
Bachelor of Science, Accountancy
Chris Bushra's Kenneth Leventhal & Co Experience 1986 - 1991
Job Vice President Finance
Industry Civil Engineering
Experience
Parsons November 1992 - Present
Kenneth Leventhal & Co 1986 - 1991
Skills
GAAP, Financial Reporting, Financial Accounting, Budgeting, Accounting, Financial Analysis, SOX, Financial Modeling, Contract Management, Compliance, Construction, Strategic Planning, Process Improvement, Contract Negotiation, Facilities Management, Process Engineering, Asset Management, Government, Procurement, Real Estate, Valuation, Property Management, Pricing, Mentoring, Business Management
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1997 — 2000
Parsons November 1992 - Present
Kenneth Leventhal & Co 1986 - 1991
Skills
GAAP, Financial Reporting, Financial Accounting, Budgeting, Accounting, Financial Analysis, SOX, Financial Modeling, Contract Management, Compliance, Construction, Strategic Planning, Process Improvement, Contract Negotiation, Facilities Management, Process Engineering, Asset Management, Government, Procurement, Real Estate, Valuation, Property Management, Pricing, Mentoring, Business Management
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1997 — 2000
Barbara Luna's Kenneth Leventhal & Co Experience May 1986 - May 1988
Job Partner at White, Zuckerman, Warsavsky, Luna & Hunt
Industry Accounting
Experience
White, Zuckerman, Warsavsky, Luna & Hunt May 1993 - Present
Coopers & Lybrand June 1988 - May 1993
Kenneth Leventhal & Co May 1986 - May 1988
Pannell Kerr Forster December 1983 - May 1986
Price Waterhouse September 1977 - December 1983
Warburg Paribas Becker August 1975 - August 1977
Skills
Intellectual Property, Forensic Accounting, Litigation Support, Tax, Trade Secrets, Intellectual Property..., Litigation, Patent Litigation, Litigation Consulting, CPA, Auditing, Accounting, Expert Witness, Trademark Infringement, Commercial Litigation, Fraud, Licensing, Dispute Resolution, Courts, Bankruptcy, Business Valuation, Finance, Valuation, Personal Injury..., Corporate Finance, Certified Fraud Examiner, Due Diligence, Corporate Tax, Income Tax, Trusts, Restructuring, Corporate Governance, Tax Law, Tax Preparation, GAAP, Arbitration, Mergers & Acquisitions, Internal Controls, International Tax, SEC filings, Tax Advisory, Financial Statements
Education
Harvard University 1971 — 1975
SM and PhD, Applied Math
Wellesley College 1969 — 1971
BA, Physics
White, Zuckerman, Warsavsky, Luna & Hunt May 1993 - Present
Coopers & Lybrand June 1988 - May 1993
Kenneth Leventhal & Co May 1986 - May 1988
Pannell Kerr Forster December 1983 - May 1986
Price Waterhouse September 1977 - December 1983
Warburg Paribas Becker August 1975 - August 1977
Skills
Intellectual Property, Forensic Accounting, Litigation Support, Tax, Trade Secrets, Intellectual Property..., Litigation, Patent Litigation, Litigation Consulting, CPA, Auditing, Accounting, Expert Witness, Trademark Infringement, Commercial Litigation, Fraud, Licensing, Dispute Resolution, Courts, Bankruptcy, Business Valuation, Finance, Valuation, Personal Injury..., Corporate Finance, Certified Fraud Examiner, Due Diligence, Corporate Tax, Income Tax, Trusts, Restructuring, Corporate Governance, Tax Law, Tax Preparation, GAAP, Arbitration, Mergers & Acquisitions, Internal Controls, International Tax, SEC filings, Tax Advisory, Financial Statements
Education
Harvard University 1971 — 1975
SM and PhD, Applied Math
Wellesley College 1969 — 1971
BA, Physics
Larry Pelletier's Kenneth Leventhal & Co Experience 1983 - 1985
Job Versatile Real Estate Executive with Experience Creating Value across the Full Spectrum of Asset Ownership
Industry Commercial Real Estate
Experience
Experis Data Centers LLC 2007 - Present
T-Rex Capital Group, LLC 2000 - Present
Real Estate Solutions, Inc. 1988 - 2000
Leggat McCall Properties 1985 - 1987
Kenneth Leventhal & Co. 1983 - 1985
Skills
Valuation, Real Estate Economics, Disposition, Asset Managment, Mergers, Financial Structuring, Real Estate Development, Corporate Real Estate, Asset, Brokerage
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science in Finance, (International & Real Estate Emphasis)
Central Catholic High School
Central Catholic High School
Central Catholic High School
Central Catholic High School
Northern Arizona University, College of Business Administration
Bachelor of Science in Accountancy
Experis Data Centers LLC 2007 - Present
T-Rex Capital Group, LLC 2000 - Present
Real Estate Solutions, Inc. 1988 - 2000
Leggat McCall Properties 1985 - 1987
Kenneth Leventhal & Co. 1983 - 1985
Skills
Valuation, Real Estate Economics, Disposition, Asset Managment, Mergers, Financial Structuring, Real Estate Development, Corporate Real Estate, Asset, Brokerage
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science in Finance, (International & Real Estate Emphasis)
Central Catholic High School
Central Catholic High School
Central Catholic High School
Central Catholic High School
Northern Arizona University, College of Business Administration
Bachelor of Science in Accountancy
Kenneth Ogren's Kenneth Leventhal & Co Experience November 1981 - November 1984
Job Owner, Lipsey, Youngren, Means, Ogren & Sandberg
Industry Accounting
Experience
Lipsey, Youngren, Means, Ogren & Sandberg January 2007 - Present
Miller Grossbard & Associates June 2002 - December 2006
Lipsey Millimaki & Company August 1995 - June 2002
Robert Lipsey & Company January 1985 - August 1989
Kenneth Leventhal & Co November 1981 - November 1984
Arthur Andersen & CO June 1978 - November 1981
Skills
Acquisition Integration, Accounting, Tax, Partnership Taxation, CPA, Financial Analysis, Tax Research, Strategic Financial..., US GAAP, Financial Reporting, Income Tax, External Audit, Financial Accounting, Revenue Recognition, Forensic Accounting, Auditing, Business Valuation, Financial Statements, Internal Audit, Tax Preparation, General Ledger, Corporate Tax, Assurance, Internal Controls, QuickBooks, GAAP, Tax Accounting, Sarbanes-Oxley Act, Fixed Assets, Tax Returns, Big 4, S Corporations, Due Diligence, International Tax, LLC, Estate Tax Planning, High Net Worth..., Consolidation, US Tax, Bookkeeping, Valuation, State Tax, Business Formation, Trusts, Accountants, Transfer Pricing, Tax Advisory
Education
University of Michigan 1976 — 1978
Master of Business Administration (MBA), Accounting and Finance
St. Olaf College 1972 — 1976
BA, Economics
Lipsey, Youngren, Means, Ogren & Sandberg January 2007 - Present
Miller Grossbard & Associates June 2002 - December 2006
Lipsey Millimaki & Company August 1995 - June 2002
Robert Lipsey & Company January 1985 - August 1989
Kenneth Leventhal & Co November 1981 - November 1984
Arthur Andersen & CO June 1978 - November 1981
Skills
Acquisition Integration, Accounting, Tax, Partnership Taxation, CPA, Financial Analysis, Tax Research, Strategic Financial..., US GAAP, Financial Reporting, Income Tax, External Audit, Financial Accounting, Revenue Recognition, Forensic Accounting, Auditing, Business Valuation, Financial Statements, Internal Audit, Tax Preparation, General Ledger, Corporate Tax, Assurance, Internal Controls, QuickBooks, GAAP, Tax Accounting, Sarbanes-Oxley Act, Fixed Assets, Tax Returns, Big 4, S Corporations, Due Diligence, International Tax, LLC, Estate Tax Planning, High Net Worth..., Consolidation, US Tax, Bookkeeping, Valuation, State Tax, Business Formation, Trusts, Accountants, Transfer Pricing, Tax Advisory
Education
University of Michigan 1976 — 1978
Master of Business Administration (MBA), Accounting and Finance
St. Olaf College 1972 — 1976
BA, Economics
Janette Monfared's Kenneth Leventhal & Co Experience 1984 - 1989
Job Independent Real Estate Professional
Industry Real Estate
Experience
Marcus & Millichap January 2012 - Present
Kenneth Leventhal & Co 1984 - 1989
Skills
Real Estate, Real Estate Development, Investment Properties, Single Family Homes, Short Sales, First Time Home Buyers, Sellers, Buyer Representation, Due Diligence, Commercial Real Estate
Education
University of Southern California 1982 — 1984
Real Estate Finance
University of Southern California
Master of Business Administration (MBA), Real Estate Finance
Marcus & Millichap January 2012 - Present
Kenneth Leventhal & Co 1984 - 1989
Skills
Real Estate, Real Estate Development, Investment Properties, Single Family Homes, Short Sales, First Time Home Buyers, Sellers, Buyer Representation, Due Diligence, Commercial Real Estate
Education
University of Southern California 1982 — 1984
Real Estate Finance
University of Southern California
Master of Business Administration (MBA), Real Estate Finance
Jennifer Levy's Kenneth Leventhal & Co Experience 1991 - 1995
Job Retired Partner at Rockwood Capital, LLC
Industry Real Estate
Experience
Rockwood Capital, LLC April 2015 - Present
Rockwood Capital March 1999 - April 2015
Oakland Raiders 1998 - 1999
Catellus Development Corporation 1996 - 1998
Ernst & Young 1995 - 1996
Kenneth Leventhal & Co 1991 - 1995
Skills
CPA, Partnership Taxation, Investor Reporting, Human Resources, Chief Compliance Officer, Property & Casualty...
Education
University of Iowa - Henry B. Tippie College of Business 1986 — 1990
Bachelor of Business Administration (BBA), Accounting
Rockwood Capital, LLC April 2015 - Present
Rockwood Capital March 1999 - April 2015
Oakland Raiders 1998 - 1999
Catellus Development Corporation 1996 - 1998
Ernst & Young 1995 - 1996
Kenneth Leventhal & Co 1991 - 1995
Skills
CPA, Partnership Taxation, Investor Reporting, Human Resources, Chief Compliance Officer, Property & Casualty...
Education
University of Iowa - Henry B. Tippie College of Business 1986 — 1990
Bachelor of Business Administration (BBA), Accounting
London S. O'Dowd's Kenneth Leventhal & Co Experience 1991 - 1993
Job Owner, The O'Dowd Law Firm, P.C.
Industry Law Practice
Experience
The O'Dowd Law Firm, P.C. AttorneyJenkens & Gilchrist1997 - 2005
Deloitte 1993 - 1994
Ernst & Young 1991 - 1993
Kenneth Leventhal & Co 1991 - 1993
Skills
Corporate Law, Mergers, Mergers & Acquisitions, Real Estate, Corporate Finance, Corporate Governance
Education
University of Arizona, James E. Rogers College of Law 1994 — 1997
J.D., Law
University of Arizona 1987 — 1990
B.S.B.A., Accounting & Finance
The O'Dowd Law Firm, P.C. AttorneyJenkens & Gilchrist1997 - 2005
Deloitte 1993 - 1994
Ernst & Young 1991 - 1993
Kenneth Leventhal & Co 1991 - 1993
Skills
Corporate Law, Mergers, Mergers & Acquisitions, Real Estate, Corporate Finance, Corporate Governance
Education
University of Arizona, James E. Rogers College of Law 1994 — 1997
J.D., Law
University of Arizona 1987 — 1990
B.S.B.A., Accounting & Finance
Beverly Samuels's Kenneth Leventhal & Co Experience 1987 - 1990
Job senior servicing analyst at Prudential Asset Resources
Industry Real Estate
Experience
Prudential Asset Resources July 2001 - Present
GE Capital 1997 - 2001
Kenneth Leventhal & Co 1987 - 1990
Education
Southern Methodist University 1985 — 1987
Bachelor of Science, Accounting
Prudential Asset Resources July 2001 - Present
GE Capital 1997 - 2001
Kenneth Leventhal & Co 1987 - 1990
Education
Southern Methodist University 1985 — 1987
Bachelor of Science, Accounting
James Fasolino's Kenneth Leventhal & Co Experience 1988 - 1991
Job Financial Adviser at The Legend Group
Industry Financial Services
Experience
The Legend Group September 2008 - Present
Self Employed May 2008 - Present
Women's Medical Center, Inc October 2010 - October 2011
Pederson-Krag Center, Inc January 2010 - October 2010
Daily Racing Form LLC January 2006 - April 2008
Wartburg Lutheran Services, Inc November 2004 - August 2005
Capitol Health Management, Inc December 1998 - November 2004
Kenneth Leventhal & Co. 1988 - 1991
Skills
Financial Reporting, Accounting, Sales Tax
Education
Hofstra University 1984 — 1988
BBA, Accounting
Hofstra University 1984 — 1988
Bachelor, Business Administration; Accounting
The Legend Group September 2008 - Present
Self Employed May 2008 - Present
Women's Medical Center, Inc October 2010 - October 2011
Pederson-Krag Center, Inc January 2010 - October 2010
Daily Racing Form LLC January 2006 - April 2008
Wartburg Lutheran Services, Inc November 2004 - August 2005
Capitol Health Management, Inc December 1998 - November 2004
Kenneth Leventhal & Co. 1988 - 1991
Skills
Financial Reporting, Accounting, Sales Tax
Education
Hofstra University 1984 — 1988
BBA, Accounting
Hofstra University 1984 — 1988
Bachelor, Business Administration; Accounting
Rob Rothenberg's Kenneth Leventhal & Co Experience 1986 - 1991
Job Partner, Quad2 Associates LLC
Industry Financial Services
Experience
Clayton Holdings April 2011 - June 2014
The National Groups LLC May 2010 - April 2011
NPA Associates, LLC April 2007 - May 2010
Clayton Holdings 1998 - 2007
Kenneth Leventhal & Co 1986 - 1991
Skills
Loss Mitigation, Loan Servicing, Mortgage Lending, Securitization, Mortgage Servicing, Credit, Residential Mortgages, Finance, Portfolio Management, Mortgage Banking
Education
Pace University - Lubin School of Business 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Clayton Holdings April 2011 - June 2014
The National Groups LLC May 2010 - April 2011
NPA Associates, LLC April 2007 - May 2010
Clayton Holdings 1998 - 2007
Kenneth Leventhal & Co 1986 - 1991
Skills
Loss Mitigation, Loan Servicing, Mortgage Lending, Securitization, Mortgage Servicing, Credit, Residential Mortgages, Finance, Portfolio Management, Mortgage Banking
Education
Pace University - Lubin School of Business 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Michael N Miller's Kenneth Leventhal & Co Experience June 1968 - June 1976
Job managing partner at Miller Ward & Co
Industry Accounting
Experience
Miller Ward & Co January 1985 - Present
Kenneth Leventhal & Co June 1968 - June 1976
Education
California State Polytechnic University-Pomona 1964 — 1968
BS, Accounting
Miller Ward & Co January 1985 - Present
Kenneth Leventhal & Co June 1968 - June 1976
Education
California State Polytechnic University-Pomona 1964 — 1968
BS, Accounting
Henry Schwake's Kenneth Leventhal & Co Experience 1991 - 1993
Job Managing Director, Global Corporate Bank, J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2011 - Present
Citi 2000 - 2011
J.P. Morgan 1998 - 2000
Wedbush Securities 1994 - 1998
Kenneth Leventhal & Co. 1991 - 1993
Education
Anderson School at UCLA
Master of Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics (BSE), Finance and Real Estate
J.P. Morgan 2011 - Present
Citi 2000 - 2011
J.P. Morgan 1998 - 2000
Wedbush Securities 1994 - 1998
Kenneth Leventhal & Co. 1991 - 1993
Education
Anderson School at UCLA
Master of Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics (BSE), Finance and Real Estate
Cheri Kruse's Kenneth Leventhal & Co Experience 1994 - 1995
Job VP Finance and Corporate Controller at Granbury Solutions
Industry Accounting
Experience
Granbury Solutions 2015 - Present
eCornell 2008 - 2015
Self-Employed 2005 - 2008
Sciarabba Walker & Co. LLP 2001 - 2005
RealTime Hotel Reports 2000 - 2001
Bristol Hotels & Resorts 1995 - 1999
Kenneth Leventhal & Co 1994 - 1995
Skills
Strategic Planning, Management, E-Learning, Financial Accounting, Strategic Financial..., Budgets, Leadership, Accounting, Training, Management Consulting, Forecasting, Hospitality Management, Team Building, Executive Leadership, Executive Management, Finance, Analysis, Financial Modeling, Financial Analysis, Cross-functional Team..., Management Accounting, Project Accounting, Accounting Applications, Internal Controls, Project Management, Software Project..., Revenue & Profit Growth, Revenue Forecasting, Operational Efficiency, Operational Streamlining, Team Leadership, Employee Training, Human Resources, IT Project Leadership, Financial Planning
Education
Oklahoma State University 1992 — 1994
Master's Degree, Accounting
Oklahoma State University 1989 — 1992
Bachelor's Degree, Accounting
Granbury Solutions 2015 - Present
eCornell 2008 - 2015
Self-Employed 2005 - 2008
Sciarabba Walker & Co. LLP 2001 - 2005
RealTime Hotel Reports 2000 - 2001
Bristol Hotels & Resorts 1995 - 1999
Kenneth Leventhal & Co 1994 - 1995
Skills
Strategic Planning, Management, E-Learning, Financial Accounting, Strategic Financial..., Budgets, Leadership, Accounting, Training, Management Consulting, Forecasting, Hospitality Management, Team Building, Executive Leadership, Executive Management, Finance, Analysis, Financial Modeling, Financial Analysis, Cross-functional Team..., Management Accounting, Project Accounting, Accounting Applications, Internal Controls, Project Management, Software Project..., Revenue & Profit Growth, Revenue Forecasting, Operational Efficiency, Operational Streamlining, Team Leadership, Employee Training, Human Resources, IT Project Leadership, Financial Planning
Education
Oklahoma State University 1992 — 1994
Master's Degree, Accounting
Oklahoma State University 1989 — 1992
Bachelor's Degree, Accounting
david eisner's Kenneth Leventhal & Co Experience 1973 - 1989
Job President at Topsail Holdings
Industry Financial Services
Experience
Topsail Holdings 2009 - Present
Resolution Economics LLC January 2008 - March 2009
Price Waterhouse 1989 - 1993
Kenneth Leventhal & Co 1973 - 1989
Education
City University of New York-Hunter College 1963 — 1967
BS, Accounting
Topsail Holdings 2009 - Present
Resolution Economics LLC January 2008 - March 2009
Price Waterhouse 1989 - 1993
Kenneth Leventhal & Co 1973 - 1989
Education
City University of New York-Hunter College 1963 — 1967
BS, Accounting
Linda Strait's Kenneth Leventhal & Co Experience 1991 - 1995
Job CPA at Siebert & Reynolds, CPA's
Industry Accounting
Experience
Siebert & Reynolds, CPA's February 2014 - Present
Daryl Reynolds, CPA January 2010 - January 2014
The Limited, Inc. 1999 - 2001
Ernst & Young 1995 - 1999
Kenneth Leventhal & Co. 1991 - 1995
Skills
Accounting, Small Business, Auditing, Financial Reporting
Education
The Ohio State University Fisher College of Business 1989 — 1991
BSBA, Accounting
Certified Public Accountant
Siebert & Reynolds, CPA's February 2014 - Present
Daryl Reynolds, CPA January 2010 - January 2014
The Limited, Inc. 1999 - 2001
Ernst & Young 1995 - 1999
Kenneth Leventhal & Co. 1991 - 1995
Skills
Accounting, Small Business, Auditing, Financial Reporting
Education
The Ohio State University Fisher College of Business 1989 — 1991
BSBA, Accounting
Certified Public Accountant
Angie Wixted's Kenneth Leventhal & Co Experience January 1984 - September 1986
Job Experienced Corporate Controller/CFO
Industry Real Estate
Experience
The Picerne Group June 2013 - August 2015
Seabreeze Management Company, Inc. May 2011 - June 2013
Cordes & Company September 2009 - July 2011
FountainGlen Properties August 2001 - September 2008
Pacific Gulf Properties, Inc. October 1994 - August 2001
SDC Development September 1986 - September 1992
Kenneth Leventhal & Co January 1984 - September 1986
Skills
Financial Reporting, Mergers, Real Estate, Budgets
Education
California State University-Long Beach - College of Business Administration 1978 — 1984
Bachelor of Science, Business
The Picerne Group June 2013 - August 2015
Seabreeze Management Company, Inc. May 2011 - June 2013
Cordes & Company September 2009 - July 2011
FountainGlen Properties August 2001 - September 2008
Pacific Gulf Properties, Inc. October 1994 - August 2001
SDC Development September 1986 - September 1992
Kenneth Leventhal & Co January 1984 - September 1986
Skills
Financial Reporting, Mergers, Real Estate, Budgets
Education
California State University-Long Beach - College of Business Administration 1978 — 1984
Bachelor of Science, Business
Salvatore Campofranco's Kenneth Leventhal & Co Experience 1984 - 1988
Job Owner, Luzern Associates LLC
Industry Real Estate
Experience
Luzern Associates LLC January 2007 - Present
Reckson Associates Realty Corp. May 1996 - January 2007
Towermarc Corporation May 1988 - April 1996
Kenneth Leventhal & Co. 1984 - 1988
Skills
Disposition, Real Estate, Real Estate Development, Investment Properties, Construction, Portfolio Management, Property, Management, Commercial Real Estate, Budgets, Tenant, Contract Negotiation, Due Diligence, Finance, Real Estate Economics, Real Estate Transactions, Joint Ventures, Leases, Brokerage, Dispositions
Education
St. John's University 1975 — 1979
Bachelor of Science (BS), Accounting and Finance
Luzern Associates LLC January 2007 - Present
Reckson Associates Realty Corp. May 1996 - January 2007
Towermarc Corporation May 1988 - April 1996
Kenneth Leventhal & Co. 1984 - 1988
Skills
Disposition, Real Estate, Real Estate Development, Investment Properties, Construction, Portfolio Management, Property, Management, Commercial Real Estate, Budgets, Tenant, Contract Negotiation, Due Diligence, Finance, Real Estate Economics, Real Estate Transactions, Joint Ventures, Leases, Brokerage, Dispositions
Education
St. John's University 1975 — 1979
Bachelor of Science (BS), Accounting and Finance
Lars Ekstrom's Kenneth Leventhal & Co Experience August 1987 - August 1992
Job Founder & Managing Director at Augeo Advisors, LLC
Industry Investment Banking
Experience
Augeo Advisors, LLC July 2010 - Present
Lazard Middle Market February 2001 - February 2010
Los Angeles Boutique Investment Bank June 1994 - February 2001
Kenneth Leventhal & Co. August 1987 - August 1992
Skills
Mergers & Acquisitions, LBO, CPA (Inactive), Investment Banking, Entrepreneurship, Management, Private Equity, Venture Capital, Corporate Development, Valuation, Corporate Finance, Due Diligence, Private Placements, M&A experience, Financial Modeling, Start-ups, Restructuring, Investments, Financial Structuring, IPO, Selling, Business Valuation, Capital Markets, Manufacturing
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Marketing & Finance
University of California, Santa Barbara 1982 — 1987
Bachelor of Arts, Economics
Augeo Advisors, LLC July 2010 - Present
Lazard Middle Market February 2001 - February 2010
Los Angeles Boutique Investment Bank June 1994 - February 2001
Kenneth Leventhal & Co. August 1987 - August 1992
Skills
Mergers & Acquisitions, LBO, CPA (Inactive), Investment Banking, Entrepreneurship, Management, Private Equity, Venture Capital, Corporate Development, Valuation, Corporate Finance, Due Diligence, Private Placements, M&A experience, Financial Modeling, Start-ups, Restructuring, Investments, Financial Structuring, IPO, Selling, Business Valuation, Capital Markets, Manufacturing
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Marketing & Finance
University of California, Santa Barbara 1982 — 1987
Bachelor of Arts, Economics
Janet Harootun's Kenneth Leventhal & Co Experience January 1986 - August 1991
Job owner at Janet Harootun, CPA
Industry Accounting
Experience
Janet Harootun, CPA September 1991 - Present
Janet Harootun, CPA September 1991 - Present
Kenneth Leventhal & Co January 1986 - August 1991
Ezrlow Accounting Firm January 1984 - December 1986
Skills
Tax Preparation, Small Business..., Bookkeeping, Tax Returns, Income Tax, Partnership Taxation, Accounting
Education
California State University-Northridge 1978 — 1981
Bachelor's degree, Accounting and Finance
Janet Harootun, CPA September 1991 - Present
Janet Harootun, CPA September 1991 - Present
Kenneth Leventhal & Co January 1986 - August 1991
Ezrlow Accounting Firm January 1984 - December 1986
Skills
Tax Preparation, Small Business..., Bookkeeping, Tax Returns, Income Tax, Partnership Taxation, Accounting
Education
California State University-Northridge 1978 — 1981
Bachelor's degree, Accounting and Finance
Gary E. Schreiber's Kenneth Leventhal & Co Experience September 1986 - September 1989
Job Partner at Moses and Schreiber, LLP
Industry Accounting
Experience
Moses and Schreiber, LLP September 1989 - Present
Kenneth Leventhal & Co. September 1986 - September 1989
Skills
Financial Reporting, Accounting, Income Tax, Corporate Tax, Financial Statements, Tax, Tax Preparation, Auditing, Financial Accounting, QuickBooks, Tax Returns, General Ledger, Due Diligence, Strategic Financial..., Internal Controls, Account Reconciliation, Finance
Education
Emory University - Goizueta Business School 1981 — 1985
BBA, Accounting
Moses and Schreiber, LLP September 1989 - Present
Kenneth Leventhal & Co. September 1986 - September 1989
Skills
Financial Reporting, Accounting, Income Tax, Corporate Tax, Financial Statements, Tax, Tax Preparation, Auditing, Financial Accounting, QuickBooks, Tax Returns, General Ledger, Due Diligence, Strategic Financial..., Internal Controls, Account Reconciliation, Finance
Education
Emory University - Goizueta Business School 1981 — 1985
BBA, Accounting
Carol Curry's Kenneth Leventhal & Co Experience 1990 - 1992
Job Independent Accounting Professional
Industry Accounting
Experience
RSM McGladrey 1993 - 2000
American ConForm industries 1992 - 1993
Kenneth Leventhal & Co 1990 - 1992
Ernst & Young 1983 - 1990
Education
Millikin University 1979 — 1983
bachelors, Accounting
RSM McGladrey 1993 - 2000
American ConForm industries 1992 - 1993
Kenneth Leventhal & Co 1990 - 1992
Ernst & Young 1983 - 1990
Education
Millikin University 1979 — 1983
bachelors, Accounting
Mike Bayles's Kenneth Leventhal & Co Experience 1990 - 1993
Job Controller at Luxa Enterprises, LLC
Industry Financial Services
Experience
Luxa Enterprises, LLC March 2009 - Present
Limco Airepair, Inc. June 2008 - March 2009
Tayloe Paper Company April 1998 - May 2008
Schlumberger 1993 - 1998
Kenneth Leventhal & Co. 1990 - 1993
Skills
Accounting, Quickbooks, Financial Reporting, Financial Analysis, QuickBooks, CPA, Process Improvement, Mas 90, GAAP
Education
Baylor University - Hankamer School of Business 1986 — 1990
BBA, Accounting
Luxa Enterprises, LLC March 2009 - Present
Limco Airepair, Inc. June 2008 - March 2009
Tayloe Paper Company April 1998 - May 2008
Schlumberger 1993 - 1998
Kenneth Leventhal & Co. 1990 - 1993
Skills
Accounting, Quickbooks, Financial Reporting, Financial Analysis, QuickBooks, CPA, Process Improvement, Mas 90, GAAP
Education
Baylor University - Hankamer School of Business 1986 — 1990
BBA, Accounting
Robert Esposito, CPA's Kenneth Leventhal & Co Experience 1987 - 1994
Job CFO at Stiles Corporation
Industry Real Estate
Experience
Stiles Corporation September 1994 - Present
Kenneth Leventhal & Co. 1987 - 1994
Skills
Disposition, Real Estate Economics, Due Diligence, Real Estate Development, Strategic Financial..., Asset Management, Real Estate, Financial Analysis, Property Management, Mergers & Acquisitions, Private Equity
Education
Florida State University 1984 — 1988
BS
Stiles Corporation September 1994 - Present
Kenneth Leventhal & Co. 1987 - 1994
Skills
Disposition, Real Estate Economics, Due Diligence, Real Estate Development, Strategic Financial..., Asset Management, Real Estate, Financial Analysis, Property Management, Mergers & Acquisitions, Private Equity
Education
Florida State University 1984 — 1988
BS
Gary Greenberg's Kenneth Leventhal & Co Experience January 1986 - August 1988
Job Chief Investment Officer at MCO Properties, Inc
Industry Real Estate
Experience
MCO Properties, Inc January 2014 - Present
Weingarten Realty Investors 1997 - March 2013
Citicorp 1990 - 1997
Kenneth Leventhal & Co January 1986 - August 1988
Skills
Equity Raising, Structuring joint..., Deal Sourcing, Negotiation, Institutional Capital..., Debt, Acquisitions, Retail, Capital Markets, Equities, Portfolio Management
Education
Wharton School of Business 1988 — 1990
Master of Business Administration (MBA), Real Estate, Finance
The University of Texas at Austin 1981 — 1985
Bachelor of Business Administration (BBA), Business Honors Program
MCO Properties, Inc January 2014 - Present
Weingarten Realty Investors 1997 - March 2013
Citicorp 1990 - 1997
Kenneth Leventhal & Co January 1986 - August 1988
Skills
Equity Raising, Structuring joint..., Deal Sourcing, Negotiation, Institutional Capital..., Debt, Acquisitions, Retail, Capital Markets, Equities, Portfolio Management
Education
Wharton School of Business 1988 — 1990
Master of Business Administration (MBA), Real Estate, Finance
The University of Texas at Austin 1981 — 1985
Bachelor of Business Administration (BBA), Business Honors Program
John Otis's Kenneth Leventhal & Co Experience 1990 - 1992
Job CMBS Trader at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC 2015 - Present
CapRok Capital 2011 - 2014
FCG Foundry Capital 2008 - 2011
Axon Financial 2006 - 2008
Brightwater Capital Management / WestLB AG 2002 - 2006
Kidder Peabody / PaineWebber / UBS AG 1994 - 2001
Kenneth Leventhal & Co. 1990 - 1992
Rice Center 1987 - 1990
Skills
ABS, CMBS, MBS, Capital Markets, Structured Finance, Hedge Funds, Structured Products, Financial Services, Fixed Income, Portfolio Management, Investment Banking, Derivatives, Securitization, Business Strategy, Alternative Investments, Bonds, Financial Structuring, Asset Management, Valuation, Securities, Credit Derivatives
Education
Columbia University - Columbia Business School
MBA, Finance
Rice University
BA, Economics
Janney Montgomery Scott LLC 2015 - Present
CapRok Capital 2011 - 2014
FCG Foundry Capital 2008 - 2011
Axon Financial 2006 - 2008
Brightwater Capital Management / WestLB AG 2002 - 2006
Kidder Peabody / PaineWebber / UBS AG 1994 - 2001
Kenneth Leventhal & Co. 1990 - 1992
Rice Center 1987 - 1990
Skills
ABS, CMBS, MBS, Capital Markets, Structured Finance, Hedge Funds, Structured Products, Financial Services, Fixed Income, Portfolio Management, Investment Banking, Derivatives, Securitization, Business Strategy, Alternative Investments, Bonds, Financial Structuring, Asset Management, Valuation, Securities, Credit Derivatives
Education
Columbia University - Columbia Business School
MBA, Finance
Rice University
BA, Economics
Shelly Gable's Kenneth Leventhal & Co Experience 1990 - 1993
Job at Self employed real estate accounting for residential developers
Industry Accounting
Experience
Self employed- real estate accounting for residential developers 1999 - Present
New Cities Development Group 1993 - 1999
Kenneth Leventhal & Co. 1990 - 1993
KPMG Peat Marwick 1986 - 1989
Education
University of Iowa - Henry B. Tippie College of Business 1984 — 1986
MBA, Accounting
Iowa State University - College of Business 1980 — 1983
BBS, Business
Self employed- real estate accounting for residential developers 1999 - Present
New Cities Development Group 1993 - 1999
Kenneth Leventhal & Co. 1990 - 1993
KPMG Peat Marwick 1986 - 1989
Education
University of Iowa - Henry B. Tippie College of Business 1984 — 1986
MBA, Accounting
Iowa State University - College of Business 1980 — 1983
BBS, Business
Irwin Sewell, CPA's Kenneth Leventhal & Co Experience January 1987 - February 1991
Job Realtor at Summit Realty Group
Industry Real Estate
Experience
Ecadent Technology, LLC February 2002 - Present
Sagrado Development, LLC August 2006 - June 2014
Clearview Properties, LLC January 2005 - May 2007
Colorado Idea Net, Inc. September 1999 - February 2002
Evergreen Alliance Golf Company, Ltd December 1998 - August 1999
PC Paradise, Inc. November 1991 - November 1998
KFC International February 1991 - November 1991
Kenneth Leventhal & Co January 1987 - February 1991
Skills
Residential Homes, Real Estate, Real Estate Development, Debt Restructuring, Real Estate Transactions, Commercial Real Estate, Real Estate Investor, Residential Investment..., Residential Land..., Land Development, Land Use Planning, Land Acquisition, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Strategic Financial..., Texas Association of..., Texas State Board of..., Internet Entrepreneur, Internet strategy..., Internet Product..., E-commerce Consulting, E-commerce, Loans, Portfolio Management, Investment Properties, Due Diligence, Sales, Investments
Education
Oklahoma State University 1984 — 1986
Bachelor of Science in Business Administration, Finance and Accounting
University of Oklahoma 1982 — 1984
Bachelor of Science in Business Administration, Finance and Accounting
Ecadent Technology, LLC February 2002 - Present
Sagrado Development, LLC August 2006 - June 2014
Clearview Properties, LLC January 2005 - May 2007
Colorado Idea Net, Inc. September 1999 - February 2002
Evergreen Alliance Golf Company, Ltd December 1998 - August 1999
PC Paradise, Inc. November 1991 - November 1998
KFC International February 1991 - November 1991
Kenneth Leventhal & Co January 1987 - February 1991
Skills
Residential Homes, Real Estate, Real Estate Development, Debt Restructuring, Real Estate Transactions, Commercial Real Estate, Real Estate Investor, Residential Investment..., Residential Land..., Land Development, Land Use Planning, Land Acquisition, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Strategic Financial..., Texas Association of..., Texas State Board of..., Internet Entrepreneur, Internet strategy..., Internet Product..., E-commerce Consulting, E-commerce, Loans, Portfolio Management, Investment Properties, Due Diligence, Sales, Investments
Education
Oklahoma State University 1984 — 1986
Bachelor of Science in Business Administration, Finance and Accounting
University of Oklahoma 1982 — 1984
Bachelor of Science in Business Administration, Finance and Accounting
William Braas's Kenneth Leventhal & Co Experience September 1983 - September 1990
Job CFO at Scott Howell & Company
Industry Media Production
Experience
Scott Howell & Company April 2014 - Present
N.S.P. VENTURES CORP. September 1990 - March 2014
KENNETH LEVENTHAL & CO. September 1983 - September 1990
PwC August 1978 - September 1983
Skills
Real Estate, Financial Analysis, Internal Controls, Due Diligence, Real Estate Development, Real Estate Transactions, Financial Reporting, Strategic Planning, Budgets, Accounting, Forecasting, Valuation, Financial Accounting, Tax, Small Business, Real Estate Economics, Management Consulting, Internal Audit, Financial Modeling, Finance, Mergers & Acquisitions, Cash Flow, Managerial Finance
Education
Franklin & Marshall College 1975 — 1978
BA, Accounting
Scott Howell & Company April 2014 - Present
N.S.P. VENTURES CORP. September 1990 - March 2014
KENNETH LEVENTHAL & CO. September 1983 - September 1990
PwC August 1978 - September 1983
Skills
Real Estate, Financial Analysis, Internal Controls, Due Diligence, Real Estate Development, Real Estate Transactions, Financial Reporting, Strategic Planning, Budgets, Accounting, Forecasting, Valuation, Financial Accounting, Tax, Small Business, Real Estate Economics, Management Consulting, Internal Audit, Financial Modeling, Finance, Mergers & Acquisitions, Cash Flow, Managerial Finance
Education
Franklin & Marshall College 1975 — 1978
BA, Accounting
Ken Goodman's Kenneth Leventhal & Co Experience June 1986 - June 1989
Job Owner at Ken Goodman CPA
Industry Accounting
Experience
Ken Goodman CPA July 2014 - Present
Fink & Co, LLP June 1989 - July 2014
Kenneth Leventhal & Co June 1986 - June 1989
Skills
Personal Income Tax..., corporate income tax, personal finan, partn, tax planning, Accounting, Tax, Financial Reporting, GAAP, General Ledger, Manufacturing, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Auditing, Internal Controls, CPA, Financial Statements, Small Business, S Corporations, Accountants, Tax Research, Tax Accounting, Tax Preparation, Tax Returns, Partnership Taxation, IRS, Income Tax, Corporate Tax, Financial Planners
Education
California State University-Northridge 1981 — 1985
Accounting
El Camino Real High School 1978 — 1981
Ken Goodman CPA July 2014 - Present
Fink & Co, LLP June 1989 - July 2014
Kenneth Leventhal & Co June 1986 - June 1989
Skills
Personal Income Tax..., corporate income tax, personal finan, partn, tax planning, Accounting, Tax, Financial Reporting, GAAP, General Ledger, Manufacturing, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Auditing, Internal Controls, CPA, Financial Statements, Small Business, S Corporations, Accountants, Tax Research, Tax Accounting, Tax Preparation, Tax Returns, Partnership Taxation, IRS, Income Tax, Corporate Tax, Financial Planners
Education
California State University-Northridge 1981 — 1985
Accounting
El Camino Real High School 1978 — 1981
Michael Raskob's Kenneth Leventhal & Co Experience January 1984 - September 1984
Job Controller at Intrepid Sea, Air & Space Museum
Industry Museums and Institutions
Experience
Intrepid Sea, Air & Space Museum April 2008 - Present
Whitney Museum of American Art May 1986 - November 2006
Larsam Inc October 1984 - May 1986
Kenneth Leventhal & Co January 1984 - September 1984
Kipnis & Karchmer September 1979 - January 1984
Skills
Budgets, Accounts Payable, Internal Controls, Payroll, Non-profits, Financial Audits, Analysis, Grants, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Finance, Nonprofits, Accounting, Financial Analysis, Management, Financial Reporting
Education
City University of New York-Brooklyn College 1973 — 1978
BS, Accounting
Intrepid Sea, Air & Space Museum April 2008 - Present
Whitney Museum of American Art May 1986 - November 2006
Larsam Inc October 1984 - May 1986
Kenneth Leventhal & Co January 1984 - September 1984
Kipnis & Karchmer September 1979 - January 1984
Skills
Budgets, Accounts Payable, Internal Controls, Payroll, Non-profits, Financial Audits, Analysis, Grants, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Finance, Nonprofits, Accounting, Financial Analysis, Management, Financial Reporting
Education
City University of New York-Brooklyn College 1973 — 1978
BS, Accounting
Dan Ikeda's Kenneth Leventhal & Co Experience May 1984 - October 1989
Job Chief Financial Officer at Citation Homes Central
Industry Construction
Experience
Citation Homes Central October 1989 - Present
Kenneth Leventhal & Co May 1984 - October 1989
Skills
Cost Accounting, CPA
Education
University of San Francisco 1975 — 1979
BS, Accounting
Citation Homes Central October 1989 - Present
Kenneth Leventhal & Co May 1984 - October 1989
Skills
Cost Accounting, CPA
Education
University of San Francisco 1975 — 1979
BS, Accounting
Mary Barbera's Kenneth Leventhal & Co Experience September 1988 - June 1991
Job CPA at Shalik, Morris & Co, LLP
Industry Accounting
Experience
Shalik Morris & Co, LLP (formerly Malakoff Wasserman & Pecker, CPA PC) February 2013 - Present
WeiserMazars LLP November 2006 - November 2012
Credit Agricole Indosuez 1993 - 2001
The Sanwa Bank Ltd September 1991 - May 1993
Kenneth Leventhal & Co. September 1988 - June 1991
Skills
Tax Research, Accounting, CPA, Partnership Taxation, Corporate Tax, Tax Preparation, High Net Worth..., Tax Accounting, Tax, US Tax, Income Tax, Payroll Taxes, ProSystem fx Tax, Tax Returns
Education
Pace University
BBA, Public Accounting
St. Francis Prep
Shalik Morris & Co, LLP (formerly Malakoff Wasserman & Pecker, CPA PC) February 2013 - Present
WeiserMazars LLP November 2006 - November 2012
Credit Agricole Indosuez 1993 - 2001
The Sanwa Bank Ltd September 1991 - May 1993
Kenneth Leventhal & Co. September 1988 - June 1991
Skills
Tax Research, Accounting, CPA, Partnership Taxation, Corporate Tax, Tax Preparation, High Net Worth..., Tax Accounting, Tax, US Tax, Income Tax, Payroll Taxes, ProSystem fx Tax, Tax Returns
Education
Pace University
BBA, Public Accounting
St. Francis Prep
bob whitten's Kenneth Leventhal & Co Experience 1984 - 1986
Job AVP/Senior Field Examiner at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance March 1997 - Present
Fleet Business Credit July 1989 - February 1997
Coopers & Lybrand 1987 - 1989
Kenneth Leventhal & Co 1984 - 1986
Skills
Financial Analysis, Credit, Asset Based Lending, Auditing, Credit Analysis, Loans, Banking, Commercial Banking, Commercial Lending, Portfolio Management, Accounting, Due Diligence
Education
University of Mississippi 1979 — 1984
Masters, Accountancy
Hernando High School
Wells Fargo Capital Finance March 1997 - Present
Fleet Business Credit July 1989 - February 1997
Coopers & Lybrand 1987 - 1989
Kenneth Leventhal & Co 1984 - 1986
Skills
Financial Analysis, Credit, Asset Based Lending, Auditing, Credit Analysis, Loans, Banking, Commercial Banking, Commercial Lending, Portfolio Management, Accounting, Due Diligence
Education
University of Mississippi 1979 — 1984
Masters, Accountancy
Hernando High School
PATRICK CARRIER's Kenneth Leventhal & Co Experience 1988 - 1990
Job Real Estate Professional / CPA
Industry Real Estate
Experience
. 2015 - Present
Parking Concepts Inc. 2014 - 2015
Brinderson Holdings Company 2012 - 2013
CT Realty 2005 - 2012
Parking Concepts Inc. 1996 - 2005
Insignia Commercial Group 1995 - 1996
Koll Management Services and KREG 1992 - 1995
Robert Lipsey & Co. 1990 - 1991
Kenneth Leventhal & Co. 1988 - 1990
Skills
Sellers, Real Estate, Customer Service, Financial Analysis, Financial Reporting, Budgets, Accounts Payable, Due Diligence, General Ledger, Auditing, Cash Flow, Payroll, Internal Controls, Accounting, Forecasting, Finance, Financial Accounting
Education
University of San Diego
Bachelor's Degree, Business and accouting
. 2015 - Present
Parking Concepts Inc. 2014 - 2015
Brinderson Holdings Company 2012 - 2013
CT Realty 2005 - 2012
Parking Concepts Inc. 1996 - 2005
Insignia Commercial Group 1995 - 1996
Koll Management Services and KREG 1992 - 1995
Robert Lipsey & Co. 1990 - 1991
Kenneth Leventhal & Co. 1988 - 1990
Skills
Sellers, Real Estate, Customer Service, Financial Analysis, Financial Reporting, Budgets, Accounts Payable, Due Diligence, General Ledger, Auditing, Cash Flow, Payroll, Internal Controls, Accounting, Forecasting, Finance, Financial Accounting
Education
University of San Diego
Bachelor's Degree, Business and accouting
Cindy J. Harris's Kenneth Leventhal & Co Experience February 1983 - February 1989
Job CPA Independently Owned & Operated; Visit Us at www.cjhcpa.com
Industry Accounting
Experience
Cindy J. Harris CPA February 1993 - Present
CINDY J. HARRIS CPA January 2011 - December 2011
Security Pacific Corporation February 1989 - February 1993
Kenneth Leventhal & Co February 1983 - February 1989
Skills
CPA, Small to Large Business, Individuals
Education
California State University-Northridge 1979 — 1982
Bachelor of Science, Acccounting
Cindy J. Harris CPA February 1993 - Present
CINDY J. HARRIS CPA January 2011 - December 2011
Security Pacific Corporation February 1989 - February 1993
Kenneth Leventhal & Co February 1983 - February 1989
Skills
CPA, Small to Large Business, Individuals
Education
California State University-Northridge 1979 — 1982
Bachelor of Science, Acccounting
Sandra Van Zant's Kenneth Leventhal & Co Experience 1981 - 1986
Job Independent Accounting Professional
Industry Accounting
Experience
Kenneth Leventhal & Co 1981 - 1986
Touche Ross 1976 - 1981
Education
San Diego State University-California State University 1972 — 1976
Bachelor's Degree, Accounting
Kenneth Leventhal & Co 1981 - 1986
Touche Ross 1976 - 1981
Education
San Diego State University-California State University 1972 — 1976
Bachelor's Degree, Accounting
Aleta Collins's Kenneth Leventhal & Co Experience 1982 - 1983
Job CPA at David L. Smith, CPA
Industry Accounting
Experience
David L. Smith, CPA 2002 - Present
ORIX Credit Alliance, Inc. 1987 - 2001
First Interstate Bancorp 1983 - 1987
Kenneth Leventhal & Co. 1982 - 1983
Weber, Lipshie & Co. 1979 - 1982
Education
Loma Linda University 1975 — 1978
BS, Accounting, History
David L. Smith, CPA 2002 - Present
ORIX Credit Alliance, Inc. 1987 - 2001
First Interstate Bancorp 1983 - 1987
Kenneth Leventhal & Co. 1982 - 1983
Weber, Lipshie & Co. 1979 - 1982
Education
Loma Linda University 1975 — 1978
BS, Accounting, History