Kenneth Leventhal & Company
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Kenneth Leventhal & Company Employees
Employee
Years
Job
Industry
Marcus Alvarez Marcus Alvarez's Kenneth Leventhal & Company Experience January 1989 - July 1989
Job Senior Systems Administrator at NCCI
Industry Insurance
Experience
NCCI March 1998 - Present
Arthur J. Gallagher and Co. July 1989 - March 1998
Kenneth Leventhal & Company January 1989 - July 1989
KPMG March 1985 - January 1989
Skills
Disaster Recovery, SharePoint, Windows Server, Active Directory, Visio, IIS, Data Center, IT Strategy, Software Documentation, Servers, System Administration, Web Applications, System Deployment, Technical Support, Troubleshooting, Hardware, Networking
Education
Miami Dade College
Associate of Arts (A.A.), Computer Information Systems
NCCI March 1998 - Present
Arthur J. Gallagher and Co. July 1989 - March 1998
Kenneth Leventhal & Company January 1989 - July 1989
KPMG March 1985 - January 1989
Skills
Disaster Recovery, SharePoint, Windows Server, Active Directory, Visio, IIS, Data Center, IT Strategy, Software Documentation, Servers, System Administration, Web Applications, System Deployment, Technical Support, Troubleshooting, Hardware, Networking
Education
Miami Dade College
Associate of Arts (A.A.), Computer Information Systems
Tina Zull Bailey Tina Zull Bailey's Kenneth Leventhal & Company Experience 1987 - 1995
Job Business Development/Licensed Real Estate Salesperson
Industry Real Estate
Experience
The Paradigm Agency, LLC January 2012 - Present
John Wieland Homes and Neighborhoods August 2014 - July 2015
Williams Benator & Libby, LLP 2008 - 2011
Urbana Holdings 2003 - 2007
The Paradigm Agency, LLC 1995 - 2002
Morrison Brown Argiz & Company 1993 - 1995
Kenneth Leventhal & Company 1987 - 1995
Skills
Marketing Communications, Public Relations, Marketing, Advertising, Social Media, Corporate Communications, Media Relations, Leadership, Strategic Planning, Competitive Analysis, Marketing Strategy, Event Management, Social Media Marketing, Business Development, Budgets, Management, New Business Development, Small Business, Strategic Communications, Social Networking, Event Planning, Proposal Writing, Lead Generation, Copywriting, Creative Direction, Business Planning, Strategic Partnerships, Public Speaking, Online Marketing, Online Advertising, Market Research, Start-ups, Customer Relations, Brand Development, Writing, Nonprofits, Entrepreneurship, Press Releases, Direct Marketing, Management Consulting, Web Design, Budgeting, Sales, Customer Service, Contract Negotiation, Sales Presentations, New Home Sales, Real Estate, New Home Construction, Buyers
Education
Florida State University 1980 — 1982
B.S. Ed.
Tallahassee Community College 1978 — 1980
Associate Arts
Oak Ridge High School
The Paradigm Agency, LLC January 2012 - Present
John Wieland Homes and Neighborhoods August 2014 - July 2015
Williams Benator & Libby, LLP 2008 - 2011
Urbana Holdings 2003 - 2007
The Paradigm Agency, LLC 1995 - 2002
Morrison Brown Argiz & Company 1993 - 1995
Kenneth Leventhal & Company 1987 - 1995
Skills
Marketing Communications, Public Relations, Marketing, Advertising, Social Media, Corporate Communications, Media Relations, Leadership, Strategic Planning, Competitive Analysis, Marketing Strategy, Event Management, Social Media Marketing, Business Development, Budgets, Management, New Business Development, Small Business, Strategic Communications, Social Networking, Event Planning, Proposal Writing, Lead Generation, Copywriting, Creative Direction, Business Planning, Strategic Partnerships, Public Speaking, Online Marketing, Online Advertising, Market Research, Start-ups, Customer Relations, Brand Development, Writing, Nonprofits, Entrepreneurship, Press Releases, Direct Marketing, Management Consulting, Web Design, Budgeting, Sales, Customer Service, Contract Negotiation, Sales Presentations, New Home Sales, Real Estate, New Home Construction, Buyers
Education
Florida State University 1980 — 1982
B.S. Ed.
Tallahassee Community College 1978 — 1980
Associate Arts
Oak Ridge High School
Scott Springer Scott Springer's Kenneth Leventhal & Company Experience December 1991 - January 1994
Job VP, Customer Support at Abila
Industry Computer Software
Experience
Abila June 2015 - Present
Abila March 2013 - May 2015
Sage Nonprofit Solutions December 2001 - March 2013
Micro Information Products January 2000 - December 2001
Micro Information Products May 1997 - December 1999
Micro Information Products January 1997 - April 1997
Micro Information Products August 1995 - December 1996
BPI Realty Services, Inc. April 1995 - August 1995
Bull & Associates January 1994 - April 1995
Kenneth Leventhal & Company December 1991 - January 1994
Skills
Customer Support, Enterprise Software, SaaS, Software Implementation, Program Management, IVR, ACD, T-SQL, Change Management, Leadership, Troubleshooting, Contact Center..., Knowledge Base, Online Support, Project Management, Technical Support, Cross-functional Team..., Management, Call Centers, Customer Service, CRM, Strategy, Cloud Computing, Integration
Education
Texas State University 1987 — 1991
BBA, Accounting
The University of Texas at San Antonio 1986 — 1987
Abila June 2015 - Present
Abila March 2013 - May 2015
Sage Nonprofit Solutions December 2001 - March 2013
Micro Information Products January 2000 - December 2001
Micro Information Products May 1997 - December 1999
Micro Information Products January 1997 - April 1997
Micro Information Products August 1995 - December 1996
BPI Realty Services, Inc. April 1995 - August 1995
Bull & Associates January 1994 - April 1995
Kenneth Leventhal & Company December 1991 - January 1994
Skills
Customer Support, Enterprise Software, SaaS, Software Implementation, Program Management, IVR, ACD, T-SQL, Change Management, Leadership, Troubleshooting, Contact Center..., Knowledge Base, Online Support, Project Management, Technical Support, Cross-functional Team..., Management, Call Centers, Customer Service, CRM, Strategy, Cloud Computing, Integration
Education
Texas State University 1987 — 1991
BBA, Accounting
The University of Texas at San Antonio 1986 — 1987
Bill Torres Bill Torres's Kenneth Leventhal & Company Experience November 1987 - December 1990
Job Managing Partner Bill Torres & Company, Inc.
Industry Accounting
Experience
Bill Torres & Company, Inc. January 1994 - Present
Movement 2014 - 2015
Movement 2014 - 2015
Center Club 2014 - 2014
ProVisors 2008 - 2014
YMCA 1995 - 2013
Golden Gate University August 2009 - 2012
Accetta & Olmsted Accoutancy Corp October 1991 - December 1993
Kenneth Leventhal & Company November 1987 - December 1990
Coopers & Lybrand 1985 - 1987
Skills
Tax, CPA, Tax Preparation, Strategic Financial..., SEC filings, Small Business, QuickBooks, Auditing, Accounting, Financial Reporting, Estate Planning, Mergers, International/Cross...
Education
Golden Gate University 1990 — 1995
MS, Taxation
California State University-Fullerton 1980 — 1984
BA, Accounting
Bill Torres & Company, Inc. January 1994 - Present
Movement 2014 - 2015
Movement 2014 - 2015
Center Club 2014 - 2014
ProVisors 2008 - 2014
YMCA 1995 - 2013
Golden Gate University August 2009 - 2012
Accetta & Olmsted Accoutancy Corp October 1991 - December 1993
Kenneth Leventhal & Company November 1987 - December 1990
Coopers & Lybrand 1985 - 1987
Skills
Tax, CPA, Tax Preparation, Strategic Financial..., SEC filings, Small Business, QuickBooks, Auditing, Accounting, Financial Reporting, Estate Planning, Mergers, International/Cross...
Education
Golden Gate University 1990 — 1995
MS, Taxation
California State University-Fullerton 1980 — 1984
BA, Accounting
Phil Nowlin's Kenneth Leventhal & Company Experience January 1989 - January 1994
Job Sr. Project Controller at Crescent Communities, LLC
Industry Real Estate
Experience
Crescent Communities, LLC February 2013 - Present
Las Campanas Water Cooperative September 2009 - February 2013
The Lyle Anderson Company May 2005 - September 2009
Newhall Land January 1994 - April 2005
Kenneth Leventhal & Company January 1989 - January 1994
Coopers & Lybrand January 1986 - January 1989
Skills
Real Estate Transactions, Budgets, Financial Accounting, US GAAP, Business Planning, Commercial Real Estate, Residential Land..., CAM Reconciliation, Recruiting, Team Management, Timberline Accounting, Yardi Property..., SAP Implementation, Industrial Real Estate, Banking Relationships, Financial Variance..., Financial Reporting, QuickBooks, Utility District...
Education
University of Arizona 1981 — 1985
Bachelor's degree, Accounting
Crescent Communities, LLC February 2013 - Present
Las Campanas Water Cooperative September 2009 - February 2013
The Lyle Anderson Company May 2005 - September 2009
Newhall Land January 1994 - April 2005
Kenneth Leventhal & Company January 1989 - January 1994
Coopers & Lybrand January 1986 - January 1989
Skills
Real Estate Transactions, Budgets, Financial Accounting, US GAAP, Business Planning, Commercial Real Estate, Residential Land..., CAM Reconciliation, Recruiting, Team Management, Timberline Accounting, Yardi Property..., SAP Implementation, Industrial Real Estate, Banking Relationships, Financial Variance..., Financial Reporting, QuickBooks, Utility District...
Education
University of Arizona 1981 — 1985
Bachelor's degree, Accounting
Greg Spalter Greg Spalter's Kenneth Leventhal & Company Experience July 1988 - June 1995
Job Development Agent for MOOYAH Burgers, Fries and Shakes
Industry Restaurants
Experience
MOOYAH Burgers, Fries and Shakes November 2012 - Present
QSC Development 1999 - 2012
Quiznos 1995 - 2006
Quiznos March 1997 - February 2001
Kenneth Leventhal & Company July 1988 - June 1995
Skills
Restaurant Franchise..., Restaurants, Franchise Consulting, Franchising, Real Estate Development, Location Intelligence, Lease Negotiations, Multi-unit, Franchise Sales, Food Service, Hospitality, Retail, Finance, New Business Development, Customer Service, Coaching, New Restaurant Openings, Sales, Management, Entrepreneurship, Small Business, Business Planning, Profit, Market Planning, Selling, Shopping Centers, Start-ups, Strategic Planning, Negotiation, Brand Development, Real Estate, Contract Negotiation, Lead Generation
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Real Estate/Finance
Pomona College 1979 — 1983
BA, Physics/Liberal Arts
MOOYAH Burgers, Fries and Shakes November 2012 - Present
QSC Development 1999 - 2012
Quiznos 1995 - 2006
Quiznos March 1997 - February 2001
Kenneth Leventhal & Company July 1988 - June 1995
Skills
Restaurant Franchise..., Restaurants, Franchise Consulting, Franchising, Real Estate Development, Location Intelligence, Lease Negotiations, Multi-unit, Franchise Sales, Food Service, Hospitality, Retail, Finance, New Business Development, Customer Service, Coaching, New Restaurant Openings, Sales, Management, Entrepreneurship, Small Business, Business Planning, Profit, Market Planning, Selling, Shopping Centers, Start-ups, Strategic Planning, Negotiation, Brand Development, Real Estate, Contract Negotiation, Lead Generation
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Real Estate/Finance
Pomona College 1979 — 1983
BA, Physics/Liberal Arts
Labry Welty Labry Welty's Kenneth Leventhal & Company Experience 1991 - 1995
Job Tax Attorney/Owner, Munsch Hardt Kopf & Harr, P.C.
Industry Law Practice
Experience
Munsch Hardt Kopf & Harr, P.C. March 2007 - Present
Jones Day January 2005 - March 2007
Ernst & Young, LLP January 1995 - January 2005
Kenneth Leventhal & Company 1991 - 1995
Skills
Tax Law, Partnership Taxation, Real Estate, Acquisitions, US Tax, Tax, Joint Ventures, State Taxation, LLC, Tax Audits, Tax Controversy, Business Formation, Dispositions, State Tax, Due Diligence, Income Tax, Legal Writing, International Tax, Property Tax, Disposition, Corporate Tax
Education
Southern Methodist University Dedman School of Law 1988 — 1991
Doctor of Law (JD)
West Texas A&M University 1984 — 1988
BBA, Accounting
Canyon High School 1980 — 1984
Munsch Hardt Kopf & Harr, P.C. March 2007 - Present
Jones Day January 2005 - March 2007
Ernst & Young, LLP January 1995 - January 2005
Kenneth Leventhal & Company 1991 - 1995
Skills
Tax Law, Partnership Taxation, Real Estate, Acquisitions, US Tax, Tax, Joint Ventures, State Taxation, LLC, Tax Audits, Tax Controversy, Business Formation, Dispositions, State Tax, Due Diligence, Income Tax, Legal Writing, International Tax, Property Tax, Disposition, Corporate Tax
Education
Southern Methodist University Dedman School of Law 1988 — 1991
Doctor of Law (JD)
West Texas A&M University 1984 — 1988
BBA, Accounting
Canyon High School 1980 — 1984
Ruth Adler's Kenneth Leventhal & Company Experience December 1986 - June 1989
Job
Industry Real Estate
Experience
Pacific Patio Furniture January 2013 - Present
Adler Realty Investments, Inc. June 1989 - Present
Kenneth Leventhal & Company December 1986 - June 1989
Skills
Real Estate, Asset Management, Real Estate Transactions, Property Management, Business Development, Marketing, Fundraising, Commercial Real Estate, Disposition, Leases, Sellers, Investments, Due Diligence, Strategic Planning, Dispositions, Management
Education
Michigan State University 1981 — 1986
Bachelor of Arts (BA)
Pacific Patio Furniture January 2013 - Present
Adler Realty Investments, Inc. June 1989 - Present
Kenneth Leventhal & Company December 1986 - June 1989
Skills
Real Estate, Asset Management, Real Estate Transactions, Property Management, Business Development, Marketing, Fundraising, Commercial Real Estate, Disposition, Leases, Sellers, Investments, Due Diligence, Strategic Planning, Dispositions, Management
Education
Michigan State University 1981 — 1986
Bachelor of Arts (BA)
Greg Pacos Greg Pacos's Kenneth Leventhal & Company Experience 1992 - 1995
Job Senior Vice President, Corporate Finance at Korn/Ferry International
Industry Management Consulting
Experience
Korn/Ferry International May 2013 - Present
Cushman & Wakefield 2010 - April 2013
J.P. Morgan 2004 - 2009
Bank One 2002 - 2004
Bank of America 1997 - 2002
Ernst & Young 1995 - 1997
Kenneth Leventhal & Company 1992 - 1995
Skills
Investment Banking, Portfolio Management, Financial Analysis, Financial Modeling, Strategic Planning, Forecasting, Corporate Finance, Finance, Banking, Management, Analysis, Due Diligence, Real Estate, Valuation, Credit
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA, Finance & Accounting
University of the Pacific 1981 — 1985
Bachelor of Science, Business Administration - Finance
Korn/Ferry International May 2013 - Present
Cushman & Wakefield 2010 - April 2013
J.P. Morgan 2004 - 2009
Bank One 2002 - 2004
Bank of America 1997 - 2002
Ernst & Young 1995 - 1997
Kenneth Leventhal & Company 1992 - 1995
Skills
Investment Banking, Portfolio Management, Financial Analysis, Financial Modeling, Strategic Planning, Forecasting, Corporate Finance, Finance, Banking, Management, Analysis, Due Diligence, Real Estate, Valuation, Credit
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA, Finance & Accounting
University of the Pacific 1981 — 1985
Bachelor of Science, Business Administration - Finance
Monica DeLong Monica DeLong's Kenneth Leventhal & Company Experience 1985 - 1988
Job Director of Operations at Santa Clara University
Industry Education Management
Experience
Markkula Center for Applied Ethics at Santa Clara University July 2014 - Present
Markkula Center for Applied Ethics at Santa Clara University 2010 - July 2014
Sun Microsystems 1995 - 1997
Applied Materials 1990 - 1995
Kenneth Leventhal & Company 1985 - 1988
PANNELL KERR FORSTER PERU & VILA NARANJO 1984 - 1985
Skills
Financial Analysis, Budgets, Finance, Financial Modeling, Forecasting, Strategic Planning, Public Speaking, Due Diligence, Accounting, Coaching, Financial Reporting, Valuation, Business Analysis, Management, Business Strategy, Corporate Finance, Asset Managment, Strategic Financial..., Microsoft Excel, Strategy, Management Consulting, Product Marketing, Mergers & Acquisitions, Cash Flow, Start-ups, Business Planning, Leadership, Analysis, Cross-functional Team..., Venture Capital, Business Development, Entrepreneurship
Education
University of Southern California
Master of Business Administration (MBA)
University of Southern California
Bachelor's degree, Finance, General
Markkula Center for Applied Ethics at Santa Clara University July 2014 - Present
Markkula Center for Applied Ethics at Santa Clara University 2010 - July 2014
Sun Microsystems 1995 - 1997
Applied Materials 1990 - 1995
Kenneth Leventhal & Company 1985 - 1988
PANNELL KERR FORSTER PERU & VILA NARANJO 1984 - 1985
Skills
Financial Analysis, Budgets, Finance, Financial Modeling, Forecasting, Strategic Planning, Public Speaking, Due Diligence, Accounting, Coaching, Financial Reporting, Valuation, Business Analysis, Management, Business Strategy, Corporate Finance, Asset Managment, Strategic Financial..., Microsoft Excel, Strategy, Management Consulting, Product Marketing, Mergers & Acquisitions, Cash Flow, Start-ups, Business Planning, Leadership, Analysis, Cross-functional Team..., Venture Capital, Business Development, Entrepreneurship
Education
University of Southern California
Master of Business Administration (MBA)
University of Southern California
Bachelor's degree, Finance, General
Deidre Scinta Deidre Scinta's Kenneth Leventhal & Company Experience January 1984 - April 1995
Job Managing Director at John L. Wortham & Son Insurance Agency
Industry Insurance
Experience
John L. Wortham & Son Insurance Agency January 2005 - Present
Ernst & Young April 1995 - October 2002
Kenneth Leventhal & Company January 1984 - April 1995
Skills
Insurance, Financial Analysis, Corporate Governance, Strategic Planning
Education
University of Southern California
Masters of Business Taxation
University of Southern California
Bachelor's degree, Accounting
John L. Wortham & Son Insurance Agency January 2005 - Present
Ernst & Young April 1995 - October 2002
Kenneth Leventhal & Company January 1984 - April 1995
Skills
Insurance, Financial Analysis, Corporate Governance, Strategic Planning
Education
University of Southern California
Masters of Business Taxation
University of Southern California
Bachelor's degree, Accounting
Brian Utke Brian Utke's Kenneth Leventhal & Company Experience June 1991 - June 1994
Job Managing Director at GPG Advisers
Industry Real Estate
Experience
GPG Advisers 2012 - Present
Independent Management Consulting Professional May 2011 - May 2012
RealFoundations June 2000 - June 2011
Ernst & Young June 1994 - June 2000
Kenneth Leventhal & Company June 1991 - June 1994
The Yousem Company February 1990 - June 1991
JAG Industries December 1988 - February 1990
US Marine Corps 1982 - 1988
Skills
Management Consulting, Strategic Planning, Executive Management, Management, Real Estate, Asset Managment, Due Diligence, Real Estate Economics, Business Process..., Real Estate Transactions, Property Management, Process Improvement, Construction, Commercial Real Estate, Leases, Asset Management, Contract Negotiation, Leadership, Business Development, Finance, Mergers & Acquisitions, Integration, Financial Modeling
Education
San Diego State University-California State University 1986 — 1988
BS, Finance
American University 1978 — 1981
GPG Advisers 2012 - Present
Independent Management Consulting Professional May 2011 - May 2012
RealFoundations June 2000 - June 2011
Ernst & Young June 1994 - June 2000
Kenneth Leventhal & Company June 1991 - June 1994
The Yousem Company February 1990 - June 1991
JAG Industries December 1988 - February 1990
US Marine Corps 1982 - 1988
Skills
Management Consulting, Strategic Planning, Executive Management, Management, Real Estate, Asset Managment, Due Diligence, Real Estate Economics, Business Process..., Real Estate Transactions, Property Management, Process Improvement, Construction, Commercial Real Estate, Leases, Asset Management, Contract Negotiation, Leadership, Business Development, Finance, Mergers & Acquisitions, Integration, Financial Modeling
Education
San Diego State University-California State University 1986 — 1988
BS, Finance
American University 1978 — 1981
Robert Hendrickson Robert Hendrickson's Kenneth Leventhal & Company Experience 1984 - 1990
Job Principal, Pacific Realty Advisors
Industry Real Estate
Experience
Pacific Realty Advisors 2010 - Present
Romarco Realty Corporation January 2000 - September 2009
Capital Pacific Homes January 2005 - October 2006
Lehman Brothers 1992 - 2002
The Newhall Land & Farming Company 1995 - 2000
Kenneth Leventhal & Company 1984 - 1990
Skills
Real Estate Development, Due Diligence, Investment Properties, Investments, Negotiation, Asset Management, Dispositions, Land, Acquisitions, Management, Valuation, Project Management, Real Estate Economics, Leases, Entitlements, Real Estate, Disposition
Education
University of Southern California 1978 — 1980
M. Pl., Urban Planning
University of Oregon
B. A. (Honors College), History, Economics
Pacific Realty Advisors 2010 - Present
Romarco Realty Corporation January 2000 - September 2009
Capital Pacific Homes January 2005 - October 2006
Lehman Brothers 1992 - 2002
The Newhall Land & Farming Company 1995 - 2000
Kenneth Leventhal & Company 1984 - 1990
Skills
Real Estate Development, Due Diligence, Investment Properties, Investments, Negotiation, Asset Management, Dispositions, Land, Acquisitions, Management, Valuation, Project Management, Real Estate Economics, Leases, Entitlements, Real Estate, Disposition
Education
University of Southern California 1978 — 1980
M. Pl., Urban Planning
University of Oregon
B. A. (Honors College), History, Economics
Heather Novak Heather Novak's Kenneth Leventhal & Company Experience 1990 - 1991
Job Director of Tax at 5.11 Tactical
Industry Accounting
Experience
5.11 Tactical April 2015 - Present
Deloitte April 2001 - April 2015
Epicor Software Corp 1999 - 2001
Oakley, Inc. 1996 - 1999
Deloitte 1991 - 1996
Kenneth Leventhal & Company 1990 - 1991
Skills
Transfer Pricing, International Tax, International Tax..., Big 4, Tax Accounting, Financial Modeling, Financial Reporting, Financial Analysis, Tax, Finance, US GAAP, Sarbanes-Oxley Act, SEC filings, Corporate Tax, GAAP, CPA
Education
Chapman University
BSBA, Accounting
5.11 Tactical April 2015 - Present
Deloitte April 2001 - April 2015
Epicor Software Corp 1999 - 2001
Oakley, Inc. 1996 - 1999
Deloitte 1991 - 1996
Kenneth Leventhal & Company 1990 - 1991
Skills
Transfer Pricing, International Tax, International Tax..., Big 4, Tax Accounting, Financial Modeling, Financial Reporting, Financial Analysis, Tax, Finance, US GAAP, Sarbanes-Oxley Act, SEC filings, Corporate Tax, GAAP, CPA
Education
Chapman University
BSBA, Accounting
Sharon Roth Sharon Roth's Kenneth Leventhal & Company Experience 1983 - 1987
Job Principal at Walker, Truesdell, Roth & Associates
Industry Accounting
Experience
Walker, Truesdell, Roth & Associates January 2003 - Present
Reckson Strategic Venture Partners 1998 - 2003
Kenneth Leventhal & Company 1983 - 1987
Skills
Mergers & Acquisitions, Chapter 11, Financial Modeling, Restructuring, Private Equity, Tax, Valuation, Due Diligence, Income Tax, CPA, Accounting, Corporate Tax, Liquidation, Financial Analysis, Partnership Taxation, Forensic Accounting, Business Valuation, Mergers, Tax Advisory, Debt Restructuring, GAAP
Education
California State University, Los Angeles - College of Business and Economics
BS, Accounting and Finance
Walker, Truesdell, Roth & Associates January 2003 - Present
Reckson Strategic Venture Partners 1998 - 2003
Kenneth Leventhal & Company 1983 - 1987
Skills
Mergers & Acquisitions, Chapter 11, Financial Modeling, Restructuring, Private Equity, Tax, Valuation, Due Diligence, Income Tax, CPA, Accounting, Corporate Tax, Liquidation, Financial Analysis, Partnership Taxation, Forensic Accounting, Business Valuation, Mergers, Tax Advisory, Debt Restructuring, GAAP
Education
California State University, Los Angeles - College of Business and Economics
BS, Accounting and Finance
Clay Robbins, CPA, MBA Clay Robbins, CPA, MBA's Kenneth Leventhal & Company Experience 1993 - 1995
Job Chief Financial Officer at Blue Mesa Grill and TNT/Taco's & Tequila
Industry Real Estate
Experience
Blue Mesa Grill and TNT/Taco's & Tequila March 2015 - Present
RealFoundations September 2010 - March 2015
Homestyle Dining LLC June 2007 - September 2010
DynCorp International 2005 - 2007
FatCow Web Hosting 2003 - 2005
URS Corporation 2000 - 2002
The Mills Corporation 1998 - 2000
The L&B Group 1995 - 1997
Kenneth Leventhal & Company 1993 - 1995
Skills
CPA, Excel, US GAAP, Lease Accounting, Accounting, Financial Reporting, Consolidation, Financial Accounting, Financial Modeling, Microsoft Excel, GAAP, Leases, Forecasting, General Ledger, Internal Audit, Budgets, Restructuring, Due Diligence, Internal Controls, Revenue Recognition, Process Improvement, Management, Finance, Management Consulting, Sarbanes-Oxley Act, Business Analysis, Financial Analysis, Variance Analysis, Auditing, Financial Statements, Managerial Finance, Cash Flow, Fixed Assets, SEC filings, Great Plains Software, JD Edwards, Account Reconciliation, Accounts Payable, Mergers & Acquisitions, Accounts Receivable, Financial Audits, QuickBooks, Cash Management, Sarbanes-Oxley, Valuation, Corporate Finance, Real Estate, Cost Accounting, Asset Management, Business Process...
Education
The University of New Mexico - Robert O. Anderson School of Management 2004 — 2006
Master of Business Administration (MBA)
University of Rhode Island - College of Business Administration 1989 — 1993
BS, Accounting
Great Neck North 1986 — 1989
Blue Mesa Grill and TNT/Taco's & Tequila March 2015 - Present
RealFoundations September 2010 - March 2015
Homestyle Dining LLC June 2007 - September 2010
DynCorp International 2005 - 2007
FatCow Web Hosting 2003 - 2005
URS Corporation 2000 - 2002
The Mills Corporation 1998 - 2000
The L&B Group 1995 - 1997
Kenneth Leventhal & Company 1993 - 1995
Skills
CPA, Excel, US GAAP, Lease Accounting, Accounting, Financial Reporting, Consolidation, Financial Accounting, Financial Modeling, Microsoft Excel, GAAP, Leases, Forecasting, General Ledger, Internal Audit, Budgets, Restructuring, Due Diligence, Internal Controls, Revenue Recognition, Process Improvement, Management, Finance, Management Consulting, Sarbanes-Oxley Act, Business Analysis, Financial Analysis, Variance Analysis, Auditing, Financial Statements, Managerial Finance, Cash Flow, Fixed Assets, SEC filings, Great Plains Software, JD Edwards, Account Reconciliation, Accounts Payable, Mergers & Acquisitions, Accounts Receivable, Financial Audits, QuickBooks, Cash Management, Sarbanes-Oxley, Valuation, Corporate Finance, Real Estate, Cost Accounting, Asset Management, Business Process...
Education
The University of New Mexico - Robert O. Anderson School of Management 2004 — 2006
Master of Business Administration (MBA)
University of Rhode Island - College of Business Administration 1989 — 1993
BS, Accounting
Great Neck North 1986 — 1989
Russ Abrahams Russ Abrahams's Kenneth Leventhal & Company Experience 1990 - 1996
Job Vice President Tax at Rancho Mission Viejo
Industry Real Estate
Experience
Rancho Mission Viejo June 1998 - Present
Aquatic Technologies September 2008 - August 2009
Ernst & Young January 1990 - June 1998
Kenneth Leventhal & Company 1990 - 1996
Skills
Real Estate, Estate Planning, Partnerships, CPA, Tax Research, Due Diligence, Partnership Taxation, Budgets, Tax, Tax Advisory, SEC filings, Corporate Tax, GAAP, International Tax, Tax Accounting, SEC Filings, Financial Analysis
Education
California State University-Fullerton 1984 — 1989
BA, Business Administration
FVHS
FVHS
Rancho Mission Viejo June 1998 - Present
Aquatic Technologies September 2008 - August 2009
Ernst & Young January 1990 - June 1998
Kenneth Leventhal & Company 1990 - 1996
Skills
Real Estate, Estate Planning, Partnerships, CPA, Tax Research, Due Diligence, Partnership Taxation, Budgets, Tax, Tax Advisory, SEC filings, Corporate Tax, GAAP, International Tax, Tax Accounting, SEC Filings, Financial Analysis
Education
California State University-Fullerton 1984 — 1989
BA, Business Administration
FVHS
FVHS
Jennifer McManaman, CPA, CFE Jennifer McManaman, CPA, CFE's Kenneth Leventhal & Company Experience 1985 - 1990
Job Financial Services Consultant
Industry Financial Services
Experience
Navigant Consulting July 2012 - Present
Jennifer McManaman, CPA, CFE January 2009 - June 2012
Navigant Consulting January 2009 - June 2012
Navigant Consulting September 1993 - January 2009
PricewaterhouseCoopers 1990 - 1992
Kenneth Leventhal & Company 1985 - 1990
Skills
Project Management, Forensic Accounting, Private Investigations, Risk Management, Fraud, Strategy, Accounting, Investigation, Auditing, Compliance, Litigation Consulting, Analysis, Team Building, Operations Management, Litigation Support, Due Diligence, Financial Analysis, Consulting, Finance, Management, Management Consulting
Education
Texas Tech University 1981 — 1985
BBA, Accounting
Navigant Consulting July 2012 - Present
Jennifer McManaman, CPA, CFE January 2009 - June 2012
Navigant Consulting January 2009 - June 2012
Navigant Consulting September 1993 - January 2009
PricewaterhouseCoopers 1990 - 1992
Kenneth Leventhal & Company 1985 - 1990
Skills
Project Management, Forensic Accounting, Private Investigations, Risk Management, Fraud, Strategy, Accounting, Investigation, Auditing, Compliance, Litigation Consulting, Analysis, Team Building, Operations Management, Litigation Support, Due Diligence, Financial Analysis, Consulting, Finance, Management, Management Consulting
Education
Texas Tech University 1981 — 1985
BBA, Accounting
Jim McLennan Jim McLennan's Kenneth Leventhal & Company Experience 1975 - 1994
Job Chief Financial Officer at Sunroad Enterprises
Industry Real Estate
Experience
Sunroad Enterprises January 2011 - Present
JM Advisors 2009 - January 2011
LNR Property Corporation 2008 - 2009
Davlyn Development 2007 - 2008
Ashbrook Communities 2005 - 2007
Newland Communities 2002 - 2005
PricewaterhouseCoopers 1997 - 2001
Ernst & Young 1994 - 1996
Kenneth Leventhal & Company 1975 - 1994
Skills
Real Estate Economics, Real Estate, Disposition, Due Diligence, Real Estate Development, Valuation, Real Estate Transactions, Entitlements, Property Management, Asset Managment, Land Acquisition, Financial Modeling
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1972 — 1975
BA, Business with emphasis in Accounting
Sunroad Enterprises January 2011 - Present
JM Advisors 2009 - January 2011
LNR Property Corporation 2008 - 2009
Davlyn Development 2007 - 2008
Ashbrook Communities 2005 - 2007
Newland Communities 2002 - 2005
PricewaterhouseCoopers 1997 - 2001
Ernst & Young 1994 - 1996
Kenneth Leventhal & Company 1975 - 1994
Skills
Real Estate Economics, Real Estate, Disposition, Due Diligence, Real Estate Development, Valuation, Real Estate Transactions, Entitlements, Property Management, Asset Managment, Land Acquisition, Financial Modeling
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1972 — 1975
BA, Business with emphasis in Accounting
Vikki Wolff Vikki Wolff's Kenneth Leventhal & Company Experience June 1984 - September 1985
Job President at Vikki Wolff & Associates, LLC
Industry Management Consulting
Experience
Vikki Wolff & Associates, LLC February 2008 - Present
Self-Employed September 1990 - September 2006
Kenneth Leventhal & Company June 1984 - September 1985
Consolidated Capital Companies March 1976 - June 1981
Republic National Bank, Dallas, Texas September 1971 - August 1972
Education
Saint Mary's University of Minnesota 2006 — 2008
MS
Southern Methodist University Dedman School of Law 1975 — 1977
jd
The University of Texas at Austin - Red McCombs School of Business 1969 — 1971
mba
Vanderbilt University 1967 — 1969
BA
Vikki Wolff & Associates, LLC February 2008 - Present
Self-Employed September 1990 - September 2006
Kenneth Leventhal & Company June 1984 - September 1985
Consolidated Capital Companies March 1976 - June 1981
Republic National Bank, Dallas, Texas September 1971 - August 1972
Education
Saint Mary's University of Minnesota 2006 — 2008
MS
Southern Methodist University Dedman School of Law 1975 — 1977
jd
The University of Texas at Austin - Red McCombs School of Business 1969 — 1971
mba
Vanderbilt University 1967 — 1969
BA
Gary W Fleming, CPA's Kenneth Leventhal & Company Experience October 1985 - August 1993
Job Partner Henry & Horne, LLP
Industry Accounting
Experience
Henry & Horne, LLP August 1993 - Present
Kenneth Leventhal & Company October 1985 - August 1993
Seiter & Stoker, CPAs January 1984 - October 1985
Main Hurdman January 1982 - December 1983
Skills
Tax, Real Estate, Tax Preparation, Dealers, Income Tax, Accounting, CPA, Forensic Accounting, Business Valuation, Tax Accounting, QuickBooks, Financial Reporting, Tax Returns, Auditing, Small Business, Partnership Taxation, Corporate Tax, Tax Research, Management, S Corporations, SEC filings, GAAP, Strategic Partnerships, Financial Statements, IRS, Estate Tax Planning, US GAAP, Sales Tax, International Tax, Cost Segregation
Education
Brigham Young University 1977 — 1981
MAcc, Accounting - Tax specialty
Brigham Young University 1977 — 1981
Bachelors of Science, Accounting
Henry & Horne, LLP August 1993 - Present
Kenneth Leventhal & Company October 1985 - August 1993
Seiter & Stoker, CPAs January 1984 - October 1985
Main Hurdman January 1982 - December 1983
Skills
Tax, Real Estate, Tax Preparation, Dealers, Income Tax, Accounting, CPA, Forensic Accounting, Business Valuation, Tax Accounting, QuickBooks, Financial Reporting, Tax Returns, Auditing, Small Business, Partnership Taxation, Corporate Tax, Tax Research, Management, S Corporations, SEC filings, GAAP, Strategic Partnerships, Financial Statements, IRS, Estate Tax Planning, US GAAP, Sales Tax, International Tax, Cost Segregation
Education
Brigham Young University 1977 — 1981
MAcc, Accounting - Tax specialty
Brigham Young University 1977 — 1981
Bachelors of Science, Accounting
Susan Tosko Susan Tosko's Kenneth Leventhal & Company Experience January 1983 - June 1988
Job Operations Manager at Deloitte Services LP
Industry Accounting
Experience
Deloitte Services LP September 2003 - Present
Deloitte 2003 - Present
Kenneth Leventhal & Company January 1983 - June 1988
Education
Coastline Community College
Deloitte Services LP September 2003 - Present
Deloitte 2003 - Present
Kenneth Leventhal & Company January 1983 - June 1988
Education
Coastline Community College
Ronald Coombs Ronald Coombs's Kenneth Leventhal & Company Experience September 1985 - October 1990
Job Chief Financial Officer at Regional Industrial Development Corporation
Industry Real Estate
Experience
Regional Industrial Development Corporation (RIDC) December 2012 - Present
ImPACT Applications, Inc. June 2009 - August 2012
BNY Mellon February 2007 - January 2009
Mellon Ventures June 1995 - February 2007
Mellon Financial January 1994 - June 1995
Mellon Financial October 1990 - December 1993
Kenneth Leventhal & Company September 1985 - October 1990
Skills
Operations Management, Facilitators, Finance, Strategy, Efficiency, Risk Management, Accounting, Collaborative Problem..., Budgets, Integration, Financial Regulation, Operational Efficiency, Financial Modeling, Private Equity, Venture Capital, Due Diligence, Project Management, Investment Management, Portfolio Management, Performance Benchmarking, Project Planning, Investments, Valuation, Executive Management, Management, Mergers & Acquisitions
Education
State University of New York at Buffalo - School of Management 1981 — 1985
BS, Accounting, Financial Analysis
Regional Industrial Development Corporation (RIDC) December 2012 - Present
ImPACT Applications, Inc. June 2009 - August 2012
BNY Mellon February 2007 - January 2009
Mellon Ventures June 1995 - February 2007
Mellon Financial January 1994 - June 1995
Mellon Financial October 1990 - December 1993
Kenneth Leventhal & Company September 1985 - October 1990
Skills
Operations Management, Facilitators, Finance, Strategy, Efficiency, Risk Management, Accounting, Collaborative Problem..., Budgets, Integration, Financial Regulation, Operational Efficiency, Financial Modeling, Private Equity, Venture Capital, Due Diligence, Project Management, Investment Management, Portfolio Management, Performance Benchmarking, Project Planning, Investments, Valuation, Executive Management, Management, Mergers & Acquisitions
Education
State University of New York at Buffalo - School of Management 1981 — 1985
BS, Accounting, Financial Analysis
Kristina Liphardt Kristina Liphardt's Kenneth Leventhal & Company Experience 1989 - 1995
Job Director, Campus Recruiting Leader at EY
Industry Accounting
Experience
EY 1995 - Present
Kenneth Leventhal & Company 1989 - 1995
Skills
Human Resources, Accounting, Recruiting, Leadership, Financial Analysis, Due Diligence
Education
Arizona State University 1983 — 1987
EY 1995 - Present
Kenneth Leventhal & Company 1989 - 1995
Skills
Human Resources, Accounting, Recruiting, Leadership, Financial Analysis, Due Diligence
Education
Arizona State University 1983 — 1987
Eric Ashman's Kenneth Leventhal & Company Experience September 1993 - January 1995
Job President of Media at Thrillist Media Group
Industry Online Media
Experience
Thrillist Media Group June 2015 - Present
Thrillist Media Group June 2013 - June 2015
Thrillist Media Group April 2011 - June 2013
NYU Center for Publishing August 2010 - June 2011
The Huffington Post May 2009 - March 2011
TheStreet.com June 2006 - May 2009
Text 100 Public Relations November 1997 - June 2006
Canby, Maloney & Company February 1995 - August 1996
Kenneth Leventhal & Company September 1993 - January 1995
Canby, Maloney & Company January 1990 - August 1993
Skills
Start-ups, Digital Media, Online Advertising
Education
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Accounting
Thrillist Media Group June 2015 - Present
Thrillist Media Group June 2013 - June 2015
Thrillist Media Group April 2011 - June 2013
NYU Center for Publishing August 2010 - June 2011
The Huffington Post May 2009 - March 2011
TheStreet.com June 2006 - May 2009
Text 100 Public Relations November 1997 - June 2006
Canby, Maloney & Company February 1995 - August 1996
Kenneth Leventhal & Company September 1993 - January 1995
Canby, Maloney & Company January 1990 - August 1993
Skills
Start-ups, Digital Media, Online Advertising
Education
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Accounting
Carolyn Bruno Carolyn Bruno's Kenneth Leventhal & Company Experience 1989 - 1993
Job Director, Budget, Tax & Analysis at Cook Children's Health Care System
Industry Hospital & Health Care
Experience
Cook Children's Health Care System August 2011 - Present
Cook Children's Health Care System February 2005 - August 2011
Cook Children's Health Care System February 2004 - February 2005
Cook Children's Health Care System August 2002 - February 2004
Cook Children's Health Care System January 2000 - August 2002
Cook Children's Medical Center February 1998 - January 2000
Cook Children's Medical Center March 1993 - January 1998
Kenneth Leventhal & Company 1989 - 1993
Skills
Accounting, Meditech, Healthcare Information..., Budgets, Process Improvement, Healthcare, Strategy, Analysis, Auditing, Payroll, Software Documentation, Team Building, PowerPoint, Change Management, Hospitals, Financial Reporting, Financial Analysis, Data Analysis
Education
Baylor University 1985 — 1989
BBA, Accounting
Cook Children's Health Care System August 2011 - Present
Cook Children's Health Care System February 2005 - August 2011
Cook Children's Health Care System February 2004 - February 2005
Cook Children's Health Care System August 2002 - February 2004
Cook Children's Health Care System January 2000 - August 2002
Cook Children's Medical Center February 1998 - January 2000
Cook Children's Medical Center March 1993 - January 1998
Kenneth Leventhal & Company 1989 - 1993
Skills
Accounting, Meditech, Healthcare Information..., Budgets, Process Improvement, Healthcare, Strategy, Analysis, Auditing, Payroll, Software Documentation, Team Building, PowerPoint, Change Management, Hospitals, Financial Reporting, Financial Analysis, Data Analysis
Education
Baylor University 1985 — 1989
BBA, Accounting
Greg Gotthardt's Kenneth Leventhal & Company Experience 1989 - May 1995
Job Managing Director at Alvarez & Marsal Real Estate Advisory Services, LLC
Industry Real Estate
Experience
Alvarez & Marsal Real Estate Advisory Services, LLC December 2004 - Present
Ernst & Young May 1995 - November 2004
Kenneth Leventhal & Company 1989 - May 1995
Skills
Due Diligence, Valuation, Real Estate, Portfolio Management, Mergers & Acquisitions, Structured Finance, Loans, Real Estate Economics, Financial Structuring, Restructuring, Financial Modeling, Private Equity, Mergers, Business Valuation, Underwriting, Investment Properties, Strategy, Financial Analysis, Debt Restructuring, Acquisitions, Capital Markets, Real Estate Transactions, Finance, CMBS, Disposition, Investment Banking, Asset Managment, Financial Reporting, Project Finance, Corporate Development, Real Estate Private..., Real Estate Development, Investments, Real Estate Financing, M&A experience, Brokerage, Leases, Corporate Real Estate, Asset Management, Corporate Finance, Commercial Real Estate, Executive Management, Joint Ventures, Dispositions
Education
San Diego State University-California State University 1980 — 1983
BS, Finance
Alvarez & Marsal Real Estate Advisory Services, LLC December 2004 - Present
Ernst & Young May 1995 - November 2004
Kenneth Leventhal & Company 1989 - May 1995
Skills
Due Diligence, Valuation, Real Estate, Portfolio Management, Mergers & Acquisitions, Structured Finance, Loans, Real Estate Economics, Financial Structuring, Restructuring, Financial Modeling, Private Equity, Mergers, Business Valuation, Underwriting, Investment Properties, Strategy, Financial Analysis, Debt Restructuring, Acquisitions, Capital Markets, Real Estate Transactions, Finance, CMBS, Disposition, Investment Banking, Asset Managment, Financial Reporting, Project Finance, Corporate Development, Real Estate Private..., Real Estate Development, Investments, Real Estate Financing, M&A experience, Brokerage, Leases, Corporate Real Estate, Asset Management, Corporate Finance, Commercial Real Estate, Executive Management, Joint Ventures, Dispositions
Education
San Diego State University-California State University 1980 — 1983
BS, Finance
Thomas G. Brown Thomas G. Brown's Kenneth Leventhal & Company Experience August 1994 - June 1995
Job Ernst & Young Partner Real Estate, Hospitality and Construction
Industry Accounting
Experience
Ernst & Young July 2012 - Present
Ernst & Young ShinNihon September 2002 - July 2010
Tokyo American Club November 2002 - October 2009
Ernst & Young / EYKL Real Estate September 1994 - June 2005
Oak Park Festival Theatre 1999 - 2002
Kenneth Leventhal & Company August 1994 - June 1995
Cannon and Company LLP January 1991 - August 1994
Skills
Construction, Accounting, Hospitality, Real Estate Private..., Real Estate Funds, REIT, Global Real Estate..., Distressed Real..., Due Diligence, Investments, Sarbanes-Oxley Act, Real Estate, Tax, Auditing, Finance, Valuation, SEC filings, Financial Reporting, Financial Modeling, Mergers & Acquisitions, Internal Controls, Leadership, Financial Analysis, Real Estate Development, Financial Accounting, Assurance, Strategic Financial..., Risk Management, Business Strategy, US GAAP, Internal Audit, SEC Filings, Mergers
Education
Appalachian State University 1986 — 1990
BSBA, Accounting
Bishop Mcguinness
Ernst & Young July 2012 - Present
Ernst & Young ShinNihon September 2002 - July 2010
Tokyo American Club November 2002 - October 2009
Ernst & Young / EYKL Real Estate September 1994 - June 2005
Oak Park Festival Theatre 1999 - 2002
Kenneth Leventhal & Company August 1994 - June 1995
Cannon and Company LLP January 1991 - August 1994
Skills
Construction, Accounting, Hospitality, Real Estate Private..., Real Estate Funds, REIT, Global Real Estate..., Distressed Real..., Due Diligence, Investments, Sarbanes-Oxley Act, Real Estate, Tax, Auditing, Finance, Valuation, SEC filings, Financial Reporting, Financial Modeling, Mergers & Acquisitions, Internal Controls, Leadership, Financial Analysis, Real Estate Development, Financial Accounting, Assurance, Strategic Financial..., Risk Management, Business Strategy, US GAAP, Internal Audit, SEC Filings, Mergers
Education
Appalachian State University 1986 — 1990
BSBA, Accounting
Bishop Mcguinness
Peggy Ugent Peggy Ugent's Kenneth Leventhal & Company Experience 1979 - 1981
Job Director at Giordani, Swanger, Ripp & Phillips, LLP
Industry Law Practice
Experience
Giordani, Swanger, Ripp & Phillips, LLP May 2006 - Present
Windes & McClaughry Accountancy Corporation February 2005 - May 2006
Timothy Good & Company, CPAs July 1993 - May 2006
Iskowitz & Koo June 1981 - July 1993
Kenneth Leventhal & Company 1979 - 1981
Skills
Accounting, Tax, Private Equity, CPA, International Tax, High Net Worth...
Education
Golden Gate University 1985 — 1989
MS Taxation, Taxation
Eastern Illinois University 1971 — 1974
BS, Zoology
Giordani, Swanger, Ripp & Phillips, LLP May 2006 - Present
Windes & McClaughry Accountancy Corporation February 2005 - May 2006
Timothy Good & Company, CPAs July 1993 - May 2006
Iskowitz & Koo June 1981 - July 1993
Kenneth Leventhal & Company 1979 - 1981
Skills
Accounting, Tax, Private Equity, CPA, International Tax, High Net Worth...
Education
Golden Gate University 1985 — 1989
MS Taxation, Taxation
Eastern Illinois University 1971 — 1974
BS, Zoology
Julie Houston, SPHR Julie Houston, SPHR's Kenneth Leventhal & Company Experience June 1990 - January 1995
Job HR Leader at PwC
Industry Human Resources
Experience
Somewhere in Las Vegas US IT HR LeaderPricewaterhouseCoopersMarch 1999 - March 2010
The Coastal Corporation June 1997 - March 1999
PROS Strategic Solutions April 1996 - June 1997
E & Y January 1995 - October 1995
Kenneth Leventhal & Company June 1990 - January 1995
Autech Data Systems 1982 - 1985
Education
McCluer
University of Kentucky
Master's degree
University of Missouri-Columbia
B.S., Education
Somewhere in Las Vegas US IT HR LeaderPricewaterhouseCoopersMarch 1999 - March 2010
The Coastal Corporation June 1997 - March 1999
PROS Strategic Solutions April 1996 - June 1997
E & Y January 1995 - October 1995
Kenneth Leventhal & Company June 1990 - January 1995
Autech Data Systems 1982 - 1985
Education
McCluer
University of Kentucky
Master's degree
University of Missouri-Columbia
B.S., Education
David D. Philp David D. Philp's Kenneth Leventhal & Company Experience April 1991 - May 1994
Job Executive Vice President at Canyon Group
Industry Hospitality
Experience
Canyon Group October 2013 - Present
SilverBirch Hotels & Resorts March 2011 - July 2013
Canyon Equity LLC February 2007 - February 2011
Grafton Hospitality Corporation August 2002 - January 2007
Bluegreen Corporation September 1999 - August 2002
Sunterra Corporation February 1996 - August 1999
Kenneth Leventhal & Company April 1991 - May 1994
Skills
Resorts, Real Estate, Hospitality, Hotels, Leadership, Marketing, Management, Hospitality Industry, Due Diligence, Yield Management, Hotel Management, Hospitality Management, Food & Beverage, Pre-opening, Luxury
Education
Cornell University 1980 — 1984
BS, Hospitality
Torrance High School 1977 — 1980
Canyon Group October 2013 - Present
SilverBirch Hotels & Resorts March 2011 - July 2013
Canyon Equity LLC February 2007 - February 2011
Grafton Hospitality Corporation August 2002 - January 2007
Bluegreen Corporation September 1999 - August 2002
Sunterra Corporation February 1996 - August 1999
Kenneth Leventhal & Company April 1991 - May 1994
Skills
Resorts, Real Estate, Hospitality, Hotels, Leadership, Marketing, Management, Hospitality Industry, Due Diligence, Yield Management, Hotel Management, Hospitality Management, Food & Beverage, Pre-opening, Luxury
Education
Cornell University 1980 — 1984
BS, Hospitality
Torrance High School 1977 — 1980
Howard Barash Howard Barash's Kenneth Leventhal & Company Experience 1986 - 1988
Job
Industry Real Estate
Experience
CohnReznick LLP August 2014 - Present
HB Solutions LLC April 2014 - July 2014
Ellington Housing Inc. April 2013 - April 2014
NOI Strategies November 2009 - April 2013
HB Solutions LLC February 2008 - April 2013
RealFoundations June 2001 - February 2008
Strategic Technology Consultants Inc. September 1990 - June 2001
Kenneth Leventhal & Company 1986 - 1988
Aruther Andersen 1984 - 1986
Skills
Real Estate, Investment Properties, Management, Private Equity, Management Consulting, Real Estate Development, Commercial Real Estate, Asset Management, Investments, Marketing Strategy, Entrepreneurship, Financial Reporting, IPO, SEC filings, Due Diligence, Finance, Financial Analysis, Project Management, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
Master of Business Administration (MBA), Finance and accounting
Cornell University 1978 — 1982
BS, Industrial Labor Relations
CohnReznick LLP August 2014 - Present
HB Solutions LLC April 2014 - July 2014
Ellington Housing Inc. April 2013 - April 2014
NOI Strategies November 2009 - April 2013
HB Solutions LLC February 2008 - April 2013
RealFoundations June 2001 - February 2008
Strategic Technology Consultants Inc. September 1990 - June 2001
Kenneth Leventhal & Company 1986 - 1988
Aruther Andersen 1984 - 1986
Skills
Real Estate, Investment Properties, Management, Private Equity, Management Consulting, Real Estate Development, Commercial Real Estate, Asset Management, Investments, Marketing Strategy, Entrepreneurship, Financial Reporting, IPO, SEC filings, Due Diligence, Finance, Financial Analysis, Project Management, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
Master of Business Administration (MBA), Finance and accounting
Cornell University 1978 — 1982
BS, Industrial Labor Relations
Joseph J. Saveriano, CPA Joseph J. Saveriano, CPA's Kenneth Leventhal & Company Experience October 1993 - June 1995
Job Senior Real Estate Accounting and Finance Professional
Industry Real Estate
Experience
ZAIS Group, LLC July 2011 - Present
BlackRock August 2007 - July 2011
Advance Realty Group L.L.C. May 2003 - August 2007
Ernst & Young June 1995 - May 2003
Kenneth Leventhal & Company October 1993 - June 1995
Skills
Accounting, Financial Reporting, Operations, Compliance, Property and Debt..., Investor Relations, Real Estate, Financial Analysis, Budgeting, Asset Management, Due Diligence, Investments, Finance, Valuation, Budgets, Portfolio Management, Risk Management, Internal Controls, Financial Modeling
Education
Pace University - Lubin School of Business 1989 — 1993
BBA, Public Accounting
Xaverian 1989 — 1993
High School
ZAIS Group, LLC July 2011 - Present
BlackRock August 2007 - July 2011
Advance Realty Group L.L.C. May 2003 - August 2007
Ernst & Young June 1995 - May 2003
Kenneth Leventhal & Company October 1993 - June 1995
Skills
Accounting, Financial Reporting, Operations, Compliance, Property and Debt..., Investor Relations, Real Estate, Financial Analysis, Budgeting, Asset Management, Due Diligence, Investments, Finance, Valuation, Budgets, Portfolio Management, Risk Management, Internal Controls, Financial Modeling
Education
Pace University - Lubin School of Business 1989 — 1993
BBA, Public Accounting
Xaverian 1989 — 1993
High School
Mark Moffitt Mark Moffitt's Kenneth Leventhal & Company Experience 1979 - 1984
Job Financial Executive Strategist, Steward, Catalyst, Operator
Industry Executive Office
Experience
Mark O. Moffitt Consulting 2000 - Present
The Rancon Group May 2007 - January 2012
Centex Homes December 2003 - May 2007
BaggageDirect.com, Inc. 2000 - 2004
The Town Group 1997 - 2000
Santa Margarita Company 1984 - 1997
Kenneth Leventhal & Company 1979 - 1984
Skills
Real Estate Development, Due Diligence, Real Estate, Real Estate Economics, Financial Analysis, GAAP, CPA, Financial Modeling, Financial Reporting, Asset Managment, Real Estate Transactions, Sarbanes-Oxley Act, Accounting, Mergers, Cash Flow Forecasting, Investment Properties, Valuation, Strategic Financial..., Internal Controls, Acquisitions, Investor Relations, Contract Negotiation, Forecasting, Financial Accounting, Finance, Investments, Disposition, Budgets, Financial Statements, Executive Management, US GAAP, Private Equity, Auditing, Sarbanes-Oxley, Restructuring, Investors, Tax, Cash Flow, Cash Management, SEC filings
Education
San Diego State University-California State University
BS, Accounting
Mark O. Moffitt Consulting 2000 - Present
The Rancon Group May 2007 - January 2012
Centex Homes December 2003 - May 2007
BaggageDirect.com, Inc. 2000 - 2004
The Town Group 1997 - 2000
Santa Margarita Company 1984 - 1997
Kenneth Leventhal & Company 1979 - 1984
Skills
Real Estate Development, Due Diligence, Real Estate, Real Estate Economics, Financial Analysis, GAAP, CPA, Financial Modeling, Financial Reporting, Asset Managment, Real Estate Transactions, Sarbanes-Oxley Act, Accounting, Mergers, Cash Flow Forecasting, Investment Properties, Valuation, Strategic Financial..., Internal Controls, Acquisitions, Investor Relations, Contract Negotiation, Forecasting, Financial Accounting, Finance, Investments, Disposition, Budgets, Financial Statements, Executive Management, US GAAP, Private Equity, Auditing, Sarbanes-Oxley, Restructuring, Investors, Tax, Cash Flow, Cash Management, SEC filings
Education
San Diego State University-California State University
BS, Accounting
Cary Treff Cary Treff's Kenneth Leventhal & Company Experience 1978 - 1981
Job President/CEO at Keystone Pacific Property Management
Industry Real Estate
Experience
Keystone Pacific Property Management Executive Vice PresidentDiversified Shopping Centers1981 - 1990
Kenneth Leventhal & Company 1978 - 1981
Skills
Property Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1974 — 1978
Keystone Pacific Property Management Executive Vice PresidentDiversified Shopping Centers1981 - 1990
Kenneth Leventhal & Company 1978 - 1981
Skills
Property Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1974 — 1978
Andy Swope Andy Swope's Kenneth Leventhal & Company Experience January 1991 - December 1993
Job at Andrew J. Swope & Associates, LLC
Industry Accounting
Experience
Andrew J. Swope & Associates, LLC February 2011 - Present
Reynoldsburg City Schools January 1999 - December 2014
Salisbury & Swope November 1993 - February 2011
Kenneth Leventhal & Company January 1991 - December 1993
Robinson Maynard & Associates July 1989 - September 1990
Skills
Business Planning, Tax, QuickBooks, GAAP, Small Business, Tax Accounting, CPA, Partnerships, Sales Tax, Tax Preparation, Management Consulting, Financial Planners, Financial Reporting, Financial Planning, Accounting, Strategic Financial...
Education
Otterbein University 1978 — 1982
ba, accounting
Andrew J. Swope & Associates, LLC February 2011 - Present
Reynoldsburg City Schools January 1999 - December 2014
Salisbury & Swope November 1993 - February 2011
Kenneth Leventhal & Company January 1991 - December 1993
Robinson Maynard & Associates July 1989 - September 1990
Skills
Business Planning, Tax, QuickBooks, GAAP, Small Business, Tax Accounting, CPA, Partnerships, Sales Tax, Tax Preparation, Management Consulting, Financial Planners, Financial Reporting, Financial Planning, Accounting, Strategic Financial...
Education
Otterbein University 1978 — 1982
ba, accounting
Stuart Goodman Stuart Goodman's Kenneth Leventhal & Company Experience January 1979 - August 1982
Job Solutions Architect at CCH, a part of Wolters Kluwer
Industry Publishing
Experience
CCH, a part of Wolters Kluwer April 2014 - Present
CCH, a part of Wolters Kluwer August 1982 - April 2014
Kenneth Leventhal & Company January 1979 - August 1982
Skills
Research, ADP Payroll, Tax, Accounting, Tax Preparation, Income Tax
Education
Southern Methodist University - Cox School of Business 1976 — 1978
BBA, Specialized in Accounting
CCH, a part of Wolters Kluwer April 2014 - Present
CCH, a part of Wolters Kluwer August 1982 - April 2014
Kenneth Leventhal & Company January 1979 - August 1982
Skills
Research, ADP Payroll, Tax, Accounting, Tax Preparation, Income Tax
Education
Southern Methodist University - Cox School of Business 1976 — 1978
BBA, Specialized in Accounting
Robert Dent Robert Dent's Kenneth Leventhal & Company Experience 1991 - 1993
Job VP Client Services at Northwest Plan Services, Inc.
Industry Accounting
Experience
Northwest Plan Services, Inc. February 2014 - Present
Nordstrom August 2012 - January 2014
Resources Global Professionals April 2012 - July 2012
Consultant - self employed 2009 - 2012
Northwest Plan Services, Inc. 2001 - 2009
Cairncross & Hempelmann 1993 - 2001
Kenneth Leventhal & Company 1991 - 1993
Skills
Forecasting, Financial Analysis, Accounting, Budgets, Auditing, GAAP, Financial Modeling, Leadership, Finance, Management, Corporate Finance, General Ledger
Education
University of Washington, Michael G. Foster School of Business
MBA, Business
California State University-Long Beach - College of Business Administration
BS, Business Administration with an emphasis in accounting
Northwest Plan Services, Inc. February 2014 - Present
Nordstrom August 2012 - January 2014
Resources Global Professionals April 2012 - July 2012
Consultant - self employed 2009 - 2012
Northwest Plan Services, Inc. 2001 - 2009
Cairncross & Hempelmann 1993 - 2001
Kenneth Leventhal & Company 1991 - 1993
Skills
Forecasting, Financial Analysis, Accounting, Budgets, Auditing, GAAP, Financial Modeling, Leadership, Finance, Management, Corporate Finance, General Ledger
Education
University of Washington, Michael G. Foster School of Business
MBA, Business
California State University-Long Beach - College of Business Administration
BS, Business Administration with an emphasis in accounting
Tom Aguirre Tom Aguirre's Kenneth Leventhal & Company Experience 1987 - 1988
Job Lighting Sales Representative at Fluoresco Lighting & Signs
Industry Environmental Services
Experience
Fluoresco Lighting & Signs 2010 - Present
Amtech 2007 - 2009
Osram Sylvania 2006 - 2009
Citigroup October 1997 - January 2006
ESSI, Inc 2006 - 2006
BASCO CONSTRUCTION 1996 - 1997
1-DAY PAINT & BODY CENTERS, INC. 1991 - 1996
1-DAY PAINT & BODY CENTERS, INC 1988 - 1992
KENNETH LEVENTHAL & COMPANY 1987 - 1988
Education
Loyola Marymount University
BACHELORS
University of Southern California - Marshall School of Business
MBA
Fluoresco Lighting & Signs 2010 - Present
Amtech 2007 - 2009
Osram Sylvania 2006 - 2009
Citigroup October 1997 - January 2006
ESSI, Inc 2006 - 2006
BASCO CONSTRUCTION 1996 - 1997
1-DAY PAINT & BODY CENTERS, INC. 1991 - 1996
1-DAY PAINT & BODY CENTERS, INC 1988 - 1992
KENNETH LEVENTHAL & COMPANY 1987 - 1988
Education
Loyola Marymount University
BACHELORS
University of Southern California - Marshall School of Business
MBA
Art Holmes Art Holmes's Kenneth Leventhal & Company Experience 1985 - 2000
Job CFO/COO at Margaritaville Apparel Group
Industry Apparel & Fashion
Experience
Margaritaville Apparel Group September 2010 - Present
Silver Star Casting Company December 2009 - December 2010
Design Collection May 2009 - December 2009
Stony Apparel December 2005 - January 2009
Blue Cult 2005 - 2005
Manik Motors Corp 2002 - 2003
No Fear 1997 - 2001
Kenneth Leventhal & Company 1985 - 2000
Skills
Trend Analysis, Merchandising, Apparel, Product Development, Retail, Fashion, Operations Management, Wholesale, Sportswear, Microsoft Excel, Finance, Forecasting, Fashion Design, Marketing, Sales, Textiles, Accounting, Budgets, Inventory Management, Financial Reporting, Financial Analysis
Education
Azusa Pacific University 1981 — 1985
BS, Accounting and Finance
Valhalla high School 1977 — 1981
Margaritaville Apparel Group September 2010 - Present
Silver Star Casting Company December 2009 - December 2010
Design Collection May 2009 - December 2009
Stony Apparel December 2005 - January 2009
Blue Cult 2005 - 2005
Manik Motors Corp 2002 - 2003
No Fear 1997 - 2001
Kenneth Leventhal & Company 1985 - 2000
Skills
Trend Analysis, Merchandising, Apparel, Product Development, Retail, Fashion, Operations Management, Wholesale, Sportswear, Microsoft Excel, Finance, Forecasting, Fashion Design, Marketing, Sales, Textiles, Accounting, Budgets, Inventory Management, Financial Reporting, Financial Analysis
Education
Azusa Pacific University 1981 — 1985
BS, Accounting and Finance
Valhalla high School 1977 — 1981
Carl Merkle, CPA Carl Merkle, CPA's Kenneth Leventhal & Company Experience 1983 - 1995
Job Assistant Controller at Wedge Management / Housing and Community Services Inc.
Industry Accounting
Experience
Wedge Management / Housing and Community Services Inc. August 2012 - Present
Families Forward 2008 - Present
Quantum Partners November 2009 - August 2012
Allen, Haight & Monaghan LLP 2009 - 2010
McGladrey & Pullen January 2007 - January 2009
US Securities and Exchange Commission January 2003 - January 2007
The Irvine Company October 2000 - April 2002
Paz & Associates 1997 - 2000
Ernst & Young 1983 - 1997
Kenneth Leventhal & Company 1983 - 1995
Skills
Litigation Support, GAAP, Start-ups, Due Diligence, Financial Analysis, Financial Reporting, Real Estate, Accounting, Real Estate Economics, Asset Managment, Mergers, Valuation, Portfolio Management, Mergers & Acquisitions, Asset Management, Auditing, Corporate Governance, Finance, Management, CPA, Budgets, Forecasting, Cash Management, Financial Statements, Banking, Financial Audits, Negotiation, Accounts Payable, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Credit, Accounts Receivable, Cash Flow, SEC filings, Managerial Finance, Forensic Accounting, Internal Audit, SEC Filings
Education
CBC Wise Counsel Class 2012 — 2012
California State University-Long Beach - College of Business Administration 1977 — 1979
B.S. in Business Administration, Emphasis in Accounting
Berean High
CBC Men's Quest Group
Wedge Management / Housing and Community Services Inc. August 2012 - Present
Families Forward 2008 - Present
Quantum Partners November 2009 - August 2012
Allen, Haight & Monaghan LLP 2009 - 2010
McGladrey & Pullen January 2007 - January 2009
US Securities and Exchange Commission January 2003 - January 2007
The Irvine Company October 2000 - April 2002
Paz & Associates 1997 - 2000
Ernst & Young 1983 - 1997
Kenneth Leventhal & Company 1983 - 1995
Skills
Litigation Support, GAAP, Start-ups, Due Diligence, Financial Analysis, Financial Reporting, Real Estate, Accounting, Real Estate Economics, Asset Managment, Mergers, Valuation, Portfolio Management, Mergers & Acquisitions, Asset Management, Auditing, Corporate Governance, Finance, Management, CPA, Budgets, Forecasting, Cash Management, Financial Statements, Banking, Financial Audits, Negotiation, Accounts Payable, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Credit, Accounts Receivable, Cash Flow, SEC filings, Managerial Finance, Forensic Accounting, Internal Audit, SEC Filings
Education
CBC Wise Counsel Class 2012 — 2012
California State University-Long Beach - College of Business Administration 1977 — 1979
B.S. in Business Administration, Emphasis in Accounting
Berean High
CBC Men's Quest Group
Lindsey Lee Lindsey Lee's Kenneth Leventhal & Company Experience September 1986 - May 1988
Job Director at SRR Inc.
Industry Financial Services
Experience
Stout Risius Ross September 2007 - Present
UHY Advisors, LLP July 2005 - September 2007
Hein & Associates, LLP 2001 - June 2005
Polaris Group 1998 - 2000
Bond & Lee 1996 - 1998
MacFarland, Grossman & Company January 1992 - October 1996
Kenneth Leventhal & Company September 1986 - May 1988
Arthur Andersen & Co. September 1982 - May 1983
Skills
Business Valuation, Valuation, Purchase Price..., Financial Modeling, Litigation Support, Expert Witness, DCF, Financial Analysis, SEC Filings, Financial Reporting, Strategic Financial..., Equity Valuation, M&A experience, Litigation Consulting
Education
South Texas College of Law 1988 — 1991
J.D., Law
The University of Texas at Austin - Red McCombs School of Business 1980 — 1983
MBA, Accounting and Finance
The University of Texas at Austin 1976 — 1980
BA with Honors, Government
Ascension Day School
Stout Risius Ross September 2007 - Present
UHY Advisors, LLP July 2005 - September 2007
Hein & Associates, LLP 2001 - June 2005
Polaris Group 1998 - 2000
Bond & Lee 1996 - 1998
MacFarland, Grossman & Company January 1992 - October 1996
Kenneth Leventhal & Company September 1986 - May 1988
Arthur Andersen & Co. September 1982 - May 1983
Skills
Business Valuation, Valuation, Purchase Price..., Financial Modeling, Litigation Support, Expert Witness, DCF, Financial Analysis, SEC Filings, Financial Reporting, Strategic Financial..., Equity Valuation, M&A experience, Litigation Consulting
Education
South Texas College of Law 1988 — 1991
J.D., Law
The University of Texas at Austin - Red McCombs School of Business 1980 — 1983
MBA, Accounting and Finance
The University of Texas at Austin 1976 — 1980
BA with Honors, Government
Ascension Day School
Korrel Rosenberg Korrel Rosenberg's Kenneth Leventhal & Company Experience 1993 - 1995
Job Research Administrator at Society of Actuaries
Industry Research
Experience
Society of Actuaries March 1997 - Present
chunowitz, teitelbaum & baerson 1995 - 1997
Kenneth Leventhal & Company 1993 - 1995
Skills
Data Analysis, Life Insurance, Actuarial Science, Insurance, Health Insurance, Editing, Access, Nonprofits, Non-profits, Microsoft Excel, Microsoft Office, Event Planning, Reinsurance, SPSS, PowerPoint, Financial Analysis
Education
Eastern Illinois University 1986 — 1990
B.A., Spanish
Society of Actuaries March 1997 - Present
chunowitz, teitelbaum & baerson 1995 - 1997
Kenneth Leventhal & Company 1993 - 1995
Skills
Data Analysis, Life Insurance, Actuarial Science, Insurance, Health Insurance, Editing, Access, Nonprofits, Non-profits, Microsoft Excel, Microsoft Office, Event Planning, Reinsurance, SPSS, PowerPoint, Financial Analysis
Education
Eastern Illinois University 1986 — 1990
B.A., Spanish
Richard Brilliant's Kenneth Leventhal & Company Experience 1992 - 1994
Job SVP & Chief Audit Executive at Carnival Corporation & plc
Industry Hospitality
Experience
Carnival Corporation & plc 1994 - Present
Kenneth Leventhal & Company 1992 - 1994
Skills
Accounting, Auditing, Budgets, Business Process..., Business Strategy, Due Diligence, Enterprise Risk..., Event Management, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Internal Audit, Internal Controls, Leadership, Management, Managerial Finance, Mergers, Mergers, Operations Management, Management Consulting, Project Management, Risk Assessment, Process Improvement, Revenue Analysis, Sarbanes-Oxley Act, Strategic Planning, Team Building, Strategy, Risk Management
Education
Harvard Business School 2011 — 2011
Executive Education, Program for Leadership Development
Florida International University 1992 — 1993
Masters, Hospitality and Tourism Management
University of Florida 1986 — 1991
Undergraduate
Carnival Corporation & plc 1994 - Present
Kenneth Leventhal & Company 1992 - 1994
Skills
Accounting, Auditing, Budgets, Business Process..., Business Strategy, Due Diligence, Enterprise Risk..., Event Management, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Internal Audit, Internal Controls, Leadership, Management, Managerial Finance, Mergers, Mergers, Operations Management, Management Consulting, Project Management, Risk Assessment, Process Improvement, Revenue Analysis, Sarbanes-Oxley Act, Strategic Planning, Team Building, Strategy, Risk Management
Education
Harvard Business School 2011 — 2011
Executive Education, Program for Leadership Development
Florida International University 1992 — 1993
Masters, Hospitality and Tourism Management
University of Florida 1986 — 1991
Undergraduate
Michael O'Heany Michael O'Heany's Kenneth Leventhal & Company Experience 1990 - 1996
Job Controller at Landsea Holdiings Corporation
Industry Hospitality
Experience
Landsea Holdiings Corporation May 2015 - Present
Shady Canyon Golf Club February 2006 - May 2014
Lennar Orange Coast January 2003 - January 2006
Lennar 2003 - 2006
Lennar Homes 2003 - 2006
Woodbridge Development August 2000 - January 2003
Warmington Homes California May 1996 - November 1999
Ernst & Young 1995 - 1996
Kenneth Leventhal & Company 1990 - 1996
Skills
Consolidation, Team Building, Financial Reporting, Internal Controls, Cash Flow, General Ledger, Contract Negotiation, Managerial Finance, Financial Analysis, SEC filings, Financial Modeling, Sarbanes-Oxley Act, Accounting, GAAP, US GAAP, Auditing, Real Estate, Valuation, Financial Accounting, Budgets, Forecasting, Cash Flow Forecasting, Payroll, Real Estate Development, Finance, Cash Management, Accounts Receivable, Strategic Planning, Variance Analysis, Account Reconciliation, Accounts Payable, Internal Audit, JD Edwards, CPA, Property Management, Due Diligence, Strategic Financial..., Microsoft Excel, Tax, Cost Accounting, Mergers & Acquisitions, Revenue Recognition
Education
California State University-Fullerton 1987 — 1989
Accounting
University of California, Irvine 1981 — 1986
BA, Economics
Corona del Mar High School 1977 — 1981
St. Andrew's Junior High 1975 — 1978
Landsea Holdiings Corporation May 2015 - Present
Shady Canyon Golf Club February 2006 - May 2014
Lennar Orange Coast January 2003 - January 2006
Lennar 2003 - 2006
Lennar Homes 2003 - 2006
Woodbridge Development August 2000 - January 2003
Warmington Homes California May 1996 - November 1999
Ernst & Young 1995 - 1996
Kenneth Leventhal & Company 1990 - 1996
Skills
Consolidation, Team Building, Financial Reporting, Internal Controls, Cash Flow, General Ledger, Contract Negotiation, Managerial Finance, Financial Analysis, SEC filings, Financial Modeling, Sarbanes-Oxley Act, Accounting, GAAP, US GAAP, Auditing, Real Estate, Valuation, Financial Accounting, Budgets, Forecasting, Cash Flow Forecasting, Payroll, Real Estate Development, Finance, Cash Management, Accounts Receivable, Strategic Planning, Variance Analysis, Account Reconciliation, Accounts Payable, Internal Audit, JD Edwards, CPA, Property Management, Due Diligence, Strategic Financial..., Microsoft Excel, Tax, Cost Accounting, Mergers & Acquisitions, Revenue Recognition
Education
California State University-Fullerton 1987 — 1989
Accounting
University of California, Irvine 1981 — 1986
BA, Economics
Corona del Mar High School 1977 — 1981
St. Andrew's Junior High 1975 — 1978
Carrie Balderston, CPA Carrie Balderston, CPA's Kenneth Leventhal & Company Experience 1993 - 1996
Job Accounting & Finance
Industry Accounting
Experience
Irvine Company January 2015 - May 2015
Accounting & Finance Consultant October 2009 - December 2014
Clear Choice Health Plans July 2008 - May 2009
Symyx Technologies March 2005 - May 2008
IntelliChem, Inc. (acquired by Symyx Technologies) May 2002 - March 2005
Pennbrook Homes, Inc July 2001 - May 2002
Option One Mortgage October 1999 - May 2001
Ernst & Young January 1996 - October 1999
Kenneth Leventhal & Company 1993 - 1996
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Accounting, Auditing, US GAAP, Revenue Recognition, Financial Analysis, Internal Audit, Strategic Financial..., General Ledger, Cash Flow Forecasting, SEC filings, Financial Modeling, Microsoft Excel, Budget Process, Finance, Financial Risk..., Consolidation, Tax, Process Improvement, SOX Compliancy, Due Diligence, Accounts Payable, Inventory Management
Education
University of Oregon - Charles H. Lundquist College of Business 1989 — 1993
Acctg
Santa Ana High School 1984 — 1989
Irvine Company January 2015 - May 2015
Accounting & Finance Consultant October 2009 - December 2014
Clear Choice Health Plans July 2008 - May 2009
Symyx Technologies March 2005 - May 2008
IntelliChem, Inc. (acquired by Symyx Technologies) May 2002 - March 2005
Pennbrook Homes, Inc July 2001 - May 2002
Option One Mortgage October 1999 - May 2001
Ernst & Young January 1996 - October 1999
Kenneth Leventhal & Company 1993 - 1996
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Accounting, Auditing, US GAAP, Revenue Recognition, Financial Analysis, Internal Audit, Strategic Financial..., General Ledger, Cash Flow Forecasting, SEC filings, Financial Modeling, Microsoft Excel, Budget Process, Finance, Financial Risk..., Consolidation, Tax, Process Improvement, SOX Compliancy, Due Diligence, Accounts Payable, Inventory Management
Education
University of Oregon - Charles H. Lundquist College of Business 1989 — 1993
Acctg
Santa Ana High School 1984 — 1989
Diana D. Hill Diana D. Hill's Kenneth Leventhal & Company Experience January 1980 - August 1987
Job Consultant and Governing Board Member at Los Alamitos Unified School District
Industry Professional Training & Coaching
Experience
Los Alamitos Unified School District December 2010 - Present
Online Trading Academy March 2009 - Present
Pathways to Independence 2008 - Present
Los Alamitos Educational Foundation February 2006 - Present
RDH, LLC February 2005 - Present
Dynetech 2003 - April 2009
J.G. Banks, Inc January 1986 - February 2005
Kenneth Leventhal & Company January 1980 - August 1987
Skills
Investment Properties, Event Management, Public Relations, Real Estate, Probate, Public Speaking, Writing, Event Planning, Strategic Planning, Business Planning, Team Building, Coaching, Entrepreneurship, Training, Management, Sales, Contract Negotiation, Small Business, Marketing, Investments, Business Strategy, Advertising, Fundraising, Leadership Development, Marketing Strategy, Strategy, Social Networking, Nonprofits, Start-ups, Budgets, Management Consulting, Business Development
Education
California State University-Long Beach - College of Business Administration 1985 — 1991
Bachelor, Accountancy
California State University-Long Beach
Bachelor's degree, Accounting and Finance
Los Alamitos Unified School District December 2010 - Present
Online Trading Academy March 2009 - Present
Pathways to Independence 2008 - Present
Los Alamitos Educational Foundation February 2006 - Present
RDH, LLC February 2005 - Present
Dynetech 2003 - April 2009
J.G. Banks, Inc January 1986 - February 2005
Kenneth Leventhal & Company January 1980 - August 1987
Skills
Investment Properties, Event Management, Public Relations, Real Estate, Probate, Public Speaking, Writing, Event Planning, Strategic Planning, Business Planning, Team Building, Coaching, Entrepreneurship, Training, Management, Sales, Contract Negotiation, Small Business, Marketing, Investments, Business Strategy, Advertising, Fundraising, Leadership Development, Marketing Strategy, Strategy, Social Networking, Nonprofits, Start-ups, Budgets, Management Consulting, Business Development
Education
California State University-Long Beach - College of Business Administration 1985 — 1991
Bachelor, Accountancy
California State University-Long Beach
Bachelor's degree, Accounting and Finance
John Rosenberg John Rosenberg's Kenneth Leventhal & Company Experience 1988 - 1992
Job Director of Finance at Continuant
Industry Telecommunications
Experience
Continuant June 2013 - Present
Connelly Skis / CWB Board Co. October 1997 - March 2013
Spacelabs Healthcare April 1995 - September 1997
Bader Martin, P.S. January 1993 - March 1995
Kenneth Leventhal & Company 1988 - 1992
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Financial Accounting, Corporate Finance, Computers, Computer Repair, Accounting, Cost Accounting, Financial Statements, SEC filings, Due Diligence, Internal Audit, Microsoft Excel, Leadership, Microsoft Office
Education
UC Berkeley 1984 — 1985
Wharton School, University of Pennsylvania
Bachelor of Science (B.S.), Finance/Economics
Continuant June 2013 - Present
Connelly Skis / CWB Board Co. October 1997 - March 2013
Spacelabs Healthcare April 1995 - September 1997
Bader Martin, P.S. January 1993 - March 1995
Kenneth Leventhal & Company 1988 - 1992
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Financial Accounting, Corporate Finance, Computers, Computer Repair, Accounting, Cost Accounting, Financial Statements, SEC filings, Due Diligence, Internal Audit, Microsoft Excel, Leadership, Microsoft Office
Education
UC Berkeley 1984 — 1985
Wharton School, University of Pennsylvania
Bachelor of Science (B.S.), Finance/Economics
Janice Rosenquist Janice Rosenquist's Kenneth Leventhal & Company Experience September 1986 - September 1989
Job Controller, CFO and VP Finance and Accounting
Industry Real Estate
Experience
Raintree Partners October 2012 - Present
Arden Group, Inc. May 2006 - July 2012
Starwood-Santa Fe Valley Partners April 2003 - May 2006
Triple Net Properties February 2001 - April 2003
Adams Business Media April 1997 - February 2001
Lee Sammis Associates September 1991 - April 1997
Birtcher Real Estate Group September 1989 - May 1991
Kenneth Leventhal & Company September 1986 - September 1989
Coopers & Lybrand September 1977 - August 1986
Skills
GAAP, Sarbanes-Oxley Act, Cash Flow Forecasting, CPA, Tax, Cost Accounting, Cash Flow, General Ledger, Variance Analysis, Real Estate, Accounts Payable, Managerial Finance, Finance, Financial Statements, Strategic Planning, Tax Returns, Real Estate Development, Retail, Accounting
Education
University of California, Los Angeles - The Anderson School of Management 1982 — 1984
MBA, Finance, Information Systems
University of Washington 1973 — 1977
BA, Accounting
Raintree Partners October 2012 - Present
Arden Group, Inc. May 2006 - July 2012
Starwood-Santa Fe Valley Partners April 2003 - May 2006
Triple Net Properties February 2001 - April 2003
Adams Business Media April 1997 - February 2001
Lee Sammis Associates September 1991 - April 1997
Birtcher Real Estate Group September 1989 - May 1991
Kenneth Leventhal & Company September 1986 - September 1989
Coopers & Lybrand September 1977 - August 1986
Skills
GAAP, Sarbanes-Oxley Act, Cash Flow Forecasting, CPA, Tax, Cost Accounting, Cash Flow, General Ledger, Variance Analysis, Real Estate, Accounts Payable, Managerial Finance, Finance, Financial Statements, Strategic Planning, Tax Returns, Real Estate Development, Retail, Accounting
Education
University of California, Los Angeles - The Anderson School of Management 1982 — 1984
MBA, Finance, Information Systems
University of Washington 1973 — 1977
BA, Accounting
Michele Monroe Michele Monroe's Kenneth Leventhal & Company Experience January 1987 - April 1990
Job Chief Financial Officer at Shorewest Realtors
Industry Real Estate
Experience
Shorewest Realtors May 1991 - Present
Western Heritage Insurance Company April 1990 - April 1991
Kenneth Leventhal & Company January 1987 - April 1990
Skills
Financial Analysis, Accounting, Financial Reporting, Investments, Strategic Planning, Budgets, Forecasting, Insurance, Strategic Financial..., Mergers & Acquisitions
Education
Marquette University 1984 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
Carroll College 1982 — 1984
Shorewest Realtors May 1991 - Present
Western Heritage Insurance Company April 1990 - April 1991
Kenneth Leventhal & Company January 1987 - April 1990
Skills
Financial Analysis, Accounting, Financial Reporting, Investments, Strategic Planning, Budgets, Forecasting, Insurance, Strategic Financial..., Mergers & Acquisitions
Education
Marquette University 1984 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
Carroll College 1982 — 1984
Jeri Fleming, CPA Jeri Fleming, CPA's Kenneth Leventhal & Company Experience 1988 - 1990
Job Audit Senior Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey 2004 - Present
DeLeon & Stang, CPAs 1999 - 2003
Draper & Kramer, Inc. 1990 - 1994
Kenneth Leventhal & Company 1988 - 1990
Skills
Auditing, Non-profits, Compliance, Audit, Accounting, Internal Controls, External Audit, GAAP, Assurance, Financial Reporting, CPA, Financial Statements, US GAAP, Nonprofits, Corporate Tax, Forensic Accounting, Tax, Due Diligence, Tax Accounting, Sarbanes-Oxley Act, Internal Audit, Revenue Recognition, Fixed Assets, Financial Analysis, Cash Management, Account Reconciliation, Managerial Finance, Income Tax, General Ledger, Financial Audits, Finance, Strategic Financial..., IFRS, Consolidation, Accounts Receivable, Accruals, Preparation
Education
Northern Illinois University 1984 — 1988
BS, Accounting
McGladrey 2004 - Present
DeLeon & Stang, CPAs 1999 - 2003
Draper & Kramer, Inc. 1990 - 1994
Kenneth Leventhal & Company 1988 - 1990
Skills
Auditing, Non-profits, Compliance, Audit, Accounting, Internal Controls, External Audit, GAAP, Assurance, Financial Reporting, CPA, Financial Statements, US GAAP, Nonprofits, Corporate Tax, Forensic Accounting, Tax, Due Diligence, Tax Accounting, Sarbanes-Oxley Act, Internal Audit, Revenue Recognition, Fixed Assets, Financial Analysis, Cash Management, Account Reconciliation, Managerial Finance, Income Tax, General Ledger, Financial Audits, Finance, Strategic Financial..., IFRS, Consolidation, Accounts Receivable, Accruals, Preparation
Education
Northern Illinois University 1984 — 1988
BS, Accounting
Deborah Levinson Deborah Levinson's Kenneth Leventhal & Company Experience 1980 - 1995
Job Experienced Real Estate Financial Executive
Industry Real Estate
Experience
BridgeView 1 Consulting LLC 2015 - Present
CohnReznick LLP 2012 - 2015
Forest City Ratner Companies 2004 - 2011
Ernst & Young 1995 - 2004
Kenneth Leventhal & Company 1980 - 1995
Skills
Executive Management, Real Estate, Finance, Auditing, Mergers & Acquisitions, Due Diligence, Internal Controls, Private Equity, Valuation, Accounting, Commercial Real Estate, Financial Analysis, Sarbanes-Oxley Act, Real Estate Development, Investments, Cash Management, Asset Managment, Financial Accounting, Leadership, General Ledger, Financial Reporting, Small Business, Team Building, Real Estate Economics, GAAP, Loans, Property Management, Restructuring, Asset Management, Financial Forecasting, Financial Modeling, Capital Structure, CPA, Cash Flow, US GAAP, Corporate Finance, Business Valuation, SEC filings, Acquisitions, Equities, Real Estate Financing, Disposition, Financial Statements, Cash Flow Forecasting, Portfolio Management, Financial Structuring, REIT, Tax, IPO, Structured Finance
Education
Baruch College, City University of New York (CUNY) 1974 — 1978
BBA Accounting, accounting
HiLI
HiLI
BridgeView 1 Consulting LLC 2015 - Present
CohnReznick LLP 2012 - 2015
Forest City Ratner Companies 2004 - 2011
Ernst & Young 1995 - 2004
Kenneth Leventhal & Company 1980 - 1995
Skills
Executive Management, Real Estate, Finance, Auditing, Mergers & Acquisitions, Due Diligence, Internal Controls, Private Equity, Valuation, Accounting, Commercial Real Estate, Financial Analysis, Sarbanes-Oxley Act, Real Estate Development, Investments, Cash Management, Asset Managment, Financial Accounting, Leadership, General Ledger, Financial Reporting, Small Business, Team Building, Real Estate Economics, GAAP, Loans, Property Management, Restructuring, Asset Management, Financial Forecasting, Financial Modeling, Capital Structure, CPA, Cash Flow, US GAAP, Corporate Finance, Business Valuation, SEC filings, Acquisitions, Equities, Real Estate Financing, Disposition, Financial Statements, Cash Flow Forecasting, Portfolio Management, Financial Structuring, REIT, Tax, IPO, Structured Finance
Education
Baruch College, City University of New York (CUNY) 1974 — 1978
BBA Accounting, accounting
HiLI
HiLI
Jeffrey Jamieson Jeffrey Jamieson's Kenneth Leventhal & Company Experience 1987 - 1995
Job Partner at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan August 2009 - Present
UT Law CLE - Conference on Securities Regulation and Business Law February 2015 - 2015
KPMG June 2002 - April 2009
Arthur Andersen October 1998 - June 2002
PricewaterhouseCoopers 1997 - 1998
Ernst & Young 1987 - 1997
Ernst and Young( Kenneth Leventhal) 1987 - 1997
Kenneth Leventhal & Company 1987 - 1995
Skills
SEC filings, Accounting, Mergers & Acquisitions, US GAAP, CPA, Due Diligence, Sarbanes-Oxley Act, Financial Reporting, Auditing, GAAP, Private Equity, Financial Accounting, Tax, Internal Controls, Tax Research, Revenue Recognition, SEC Filings
Education
The University of Texas at Arlington - College of Business 1985 — 1987
MPA, Accounting
University of Michigan 1975 — 1979
Bachelor of Science
PMB Helin Donovan August 2009 - Present
UT Law CLE - Conference on Securities Regulation and Business Law February 2015 - 2015
KPMG June 2002 - April 2009
Arthur Andersen October 1998 - June 2002
PricewaterhouseCoopers 1997 - 1998
Ernst & Young 1987 - 1997
Ernst and Young( Kenneth Leventhal) 1987 - 1997
Kenneth Leventhal & Company 1987 - 1995
Skills
SEC filings, Accounting, Mergers & Acquisitions, US GAAP, CPA, Due Diligence, Sarbanes-Oxley Act, Financial Reporting, Auditing, GAAP, Private Equity, Financial Accounting, Tax, Internal Controls, Tax Research, Revenue Recognition, SEC Filings
Education
The University of Texas at Arlington - College of Business 1985 — 1987
MPA, Accounting
University of Michigan 1975 — 1979
Bachelor of Science
Roger Shipp Roger Shipp's Kenneth Leventhal & Company Experience 1989 - 1990
Job Senior Vice President Acquisitions at Capital Commercial Investments
Industry Real Estate
Experience
Capital Commercial Investments 2010 - Present
De La Vega Development 2007 - 2010
Landgrant Development 2001 - 2007
Capital Commercial Investments 2000 - 2000
The Taubman Company 1995 - 2000
CBRE (CB Richard Ellis) 1993 - 1995
Price Waterhouse 1990 - 1993
Kenneth Leventhal & Company 1989 - 1990
Skills
Dealmaker/Negotiator, Opportunistic Real..., Strategic Dispositions, Shopping Center Leasing..., Strategic Shopping..., Complex Financial..., Partnership “Waterfall”..., Shopping Center..., Debt & Equity Financing, Financial Analyst and..., Shopping Center Asset...
Education
Texas A&M University
Masters Degree, Real Estate Development (w/R.E. Finance Emphasis)
Texas State University
Bachelor of Business Administration (B.B.A.), Accounting
Sam Houston State University
Bachelor of Business Administration (B.B.A.), Finance
Capital Commercial Investments 2010 - Present
De La Vega Development 2007 - 2010
Landgrant Development 2001 - 2007
Capital Commercial Investments 2000 - 2000
The Taubman Company 1995 - 2000
CBRE (CB Richard Ellis) 1993 - 1995
Price Waterhouse 1990 - 1993
Kenneth Leventhal & Company 1989 - 1990
Skills
Dealmaker/Negotiator, Opportunistic Real..., Strategic Dispositions, Shopping Center Leasing..., Strategic Shopping..., Complex Financial..., Partnership “Waterfall”..., Shopping Center..., Debt & Equity Financing, Financial Analyst and..., Shopping Center Asset...
Education
Texas A&M University
Masters Degree, Real Estate Development (w/R.E. Finance Emphasis)
Texas State University
Bachelor of Business Administration (B.B.A.), Accounting
Sam Houston State University
Bachelor of Business Administration (B.B.A.), Finance
Mike Pauk Mike Pauk's Kenneth Leventhal & Company Experience 1988 - 1995
Job
Industry Accounting
Experience
Clarity Advisory Services LLC 2003 - Present
C Squared Solutions 2011 - June 2015
Tatum LLC 2008 - 2010
PCAOB 2004 - 2006
Ernst & Young LLP 1988 - 2003
Kenneth Leventhal & Company 1988 - 1995
Triax Communications 1986 - 1988
Arthur Andersen 1979 - 1986
Skills
CFO services, Transaction services, Executive management, Auditing, Accounting, IPO, Due Diligence, SEC filings, Mergers, Restructuring, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Analysis, Tax, Corporate Finance, Private Equity, Executive Management, Valuation, Entrepreneurship, Mergers & Acquisitions, Start-ups, Finance, Cash Flow, Acquisition Integration, CFOs
Education
Texas A&M University 1974 — 1978
BBA, Accounting
Vianney High School 1971 — 1974
Honors
Clarity Advisory Services LLC 2003 - Present
C Squared Solutions 2011 - June 2015
Tatum LLC 2008 - 2010
PCAOB 2004 - 2006
Ernst & Young LLP 1988 - 2003
Kenneth Leventhal & Company 1988 - 1995
Triax Communications 1986 - 1988
Arthur Andersen 1979 - 1986
Skills
CFO services, Transaction services, Executive management, Auditing, Accounting, IPO, Due Diligence, SEC filings, Mergers, Restructuring, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Analysis, Tax, Corporate Finance, Private Equity, Executive Management, Valuation, Entrepreneurship, Mergers & Acquisitions, Start-ups, Finance, Cash Flow, Acquisition Integration, CFOs
Education
Texas A&M University 1974 — 1978
BBA, Accounting
Vianney High School 1971 — 1974
Honors
Peter C. Leonard Peter C. Leonard's Kenneth Leventhal & Company Experience October 1977 - April 1981
Job CPA and Attorney
Industry Accounting
Experience
Peter Leonard & Company, Certified Public Accountant January 1980 - Present
California Life and Health Insurance Guarantee Association August 1998 - Present
Kenneth Leventhal & Company October 1977 - April 1981
Skills
Tax, Accounting, Auditing, Estate Planning, Financial Reporting, Business Planning, Financial Accounting, Financial Analysis, CPA, Tax Law, Insurance, Tax Accounting, Tax Research, Corporate Tax, International Tax, Income Tax, Tax Returns
Education
Loyola Law School, Loyola Marymount University
LLM, Taxation
Loyola Law School, Loyola Marymount University 1993 — 1997
Doctor of Law (J.D.)
California State University-Northridge 1974 — 1977
B.S., Business Administration, Option Accounting
Peter Leonard & Company, Certified Public Accountant January 1980 - Present
California Life and Health Insurance Guarantee Association August 1998 - Present
Kenneth Leventhal & Company October 1977 - April 1981
Skills
Tax, Accounting, Auditing, Estate Planning, Financial Reporting, Business Planning, Financial Accounting, Financial Analysis, CPA, Tax Law, Insurance, Tax Accounting, Tax Research, Corporate Tax, International Tax, Income Tax, Tax Returns
Education
Loyola Law School, Loyola Marymount University
LLM, Taxation
Loyola Law School, Loyola Marymount University 1993 — 1997
Doctor of Law (J.D.)
California State University-Northridge 1974 — 1977
B.S., Business Administration, Option Accounting
Carter Froelich Carter Froelich's Kenneth Leventhal & Company Experience January 1986 - December 1994
Job Managing Principal, Development Planning & Financing Group, Inc.
Industry Real Estate
Experience
Development Planning & Financing Group, Inc. January 1994 - Present
Kenneth Leventhal & Company January 1986 - December 1994
American Diversified 1984 - 1986
Touch Ross & Co. 1982 - 1984
Skills
CID, Entitlements, Real Estate Development, Due Diligence, Real Estate, Disposition, Feasibility Studies, Commercial Real Estate, Investors, Valuation, Investment Properties, Real Estate Financing, Real Estate Transactions, Land Acquisition, Land Use, Property Management, Residential Homes, Contract Negotiation, Investments, Real Estate Economics
Education
University of Southern California 1987 — 1988
Masters of Real Estate Development, Real Estate Development
University of California, Santa Barbara 1978 — 1982
BA, Business Economics
Development Planning & Financing Group, Inc. January 1994 - Present
Kenneth Leventhal & Company January 1986 - December 1994
American Diversified 1984 - 1986
Touch Ross & Co. 1982 - 1984
Skills
CID, Entitlements, Real Estate Development, Due Diligence, Real Estate, Disposition, Feasibility Studies, Commercial Real Estate, Investors, Valuation, Investment Properties, Real Estate Financing, Real Estate Transactions, Land Acquisition, Land Use, Property Management, Residential Homes, Contract Negotiation, Investments, Real Estate Economics
Education
University of Southern California 1987 — 1988
Masters of Real Estate Development, Real Estate Development
University of California, Santa Barbara 1978 — 1982
BA, Business Economics
Michelle Plunkett's Kenneth Leventhal & Company Experience January 1992 - January 1994
Job Licensed Real Estate Broker, REALTOR at RE/MAX Estate Properties
Industry Real Estate
Experience
RE/MAX Estate Properties - RE/MAX Beach Cities Realty February 2015 - Present
South Bay Brokers June 2011 - January 2015
Brigante, Cameron, Watters & Strong LLP June 2005 - April 2011
Deloitte February 2001 - June 2005
Holthouse Carlin & Van Trigt LLP April 1999 - January 2001
E&Y Kenneth Leventhal Real Estate Group December 1997 - March 1999
Price Waterhouse January 1994 - June 1994
Kenneth Leventhal & Company January 1992 - January 1994
Skills
Training, Tax, Relocation, CPA, Accounting, Financial Statements, Real Estate Transactions, Employee Benefits, Real Estate, Corporate Tax, Marketing, Real Property, Auditing, First Time Home Buyers, Negotiation, Financial Reporting, Contract Negotiation, Property Management, Sellers, Short Sales, Financial Analysis, Loans, Investment Properties, Buyers, Tax Advisory, Tax Accounting, Financial Accounting, Analysis, Project Management, Leases, Leadership, Management, Financial Planners, Residential Homes, Income Tax, Financial Audits, Estate Tax Planning
Education
USC Gould School of Law 1994 — 1997
JD, Law
University of California, Los Angeles
BA, Economics
RE/MAX Estate Properties - RE/MAX Beach Cities Realty February 2015 - Present
South Bay Brokers June 2011 - January 2015
Brigante, Cameron, Watters & Strong LLP June 2005 - April 2011
Deloitte February 2001 - June 2005
Holthouse Carlin & Van Trigt LLP April 1999 - January 2001
E&Y Kenneth Leventhal Real Estate Group December 1997 - March 1999
Price Waterhouse January 1994 - June 1994
Kenneth Leventhal & Company January 1992 - January 1994
Skills
Training, Tax, Relocation, CPA, Accounting, Financial Statements, Real Estate Transactions, Employee Benefits, Real Estate, Corporate Tax, Marketing, Real Property, Auditing, First Time Home Buyers, Negotiation, Financial Reporting, Contract Negotiation, Property Management, Sellers, Short Sales, Financial Analysis, Loans, Investment Properties, Buyers, Tax Advisory, Tax Accounting, Financial Accounting, Analysis, Project Management, Leases, Leadership, Management, Financial Planners, Residential Homes, Income Tax, Financial Audits, Estate Tax Planning
Education
USC Gould School of Law 1994 — 1997
JD, Law
University of California, Los Angeles
BA, Economics
Jim Schachterle Jim Schachterle's Kenneth Leventhal & Company Experience September 1985 - June 1995
Job TX1 CoDistrict 15 Coordinator at AARP Tax Aide
Industry Accounting
Experience
AARP Tax Aide November 2011 - Present
Ernst & Young June 1995 - July 2009
Kenneth Leventhal & Company September 1985 - June 1995
Coopers & Lybrand January 1974 - September 1985
Skills
Auditing, Accounting, Financial Reporting, Internal Controls
Education
University of Northern Iowa 1971 — 1974
Bachelor of Science (BS), Accounting
AARP Tax Aide November 2011 - Present
Ernst & Young June 1995 - July 2009
Kenneth Leventhal & Company September 1985 - June 1995
Coopers & Lybrand January 1974 - September 1985
Skills
Auditing, Accounting, Financial Reporting, Internal Controls
Education
University of Northern Iowa 1971 — 1974
Bachelor of Science (BS), Accounting
Ted Drass's Kenneth Leventhal & Company Experience 1992 - 1993
Job CFO at Athletic Republic
Industry Executive Office
Experience
Athletic Republic April 2014 - Present
CLEARLINK July 2012 - February 2014
Vibato, LLC June 2011 - March 2012
Tatum LLC November 2008 - June 2011
Tax Projects Group 2005 - November 2008
Avnet Electronics 1992 - 2005
Kenneth Leventhal & Company 1992 - 1993
Grant Thornton 1987 - 1992
Skills
Strategic Planning, US GAAP reporting, Financial Analysis, Development Of Employees, Sarbanes-Oxley, Manage Complex Projects, Managing Complex Sales, International Project..., Customer Acquisition, Financial Risk..., Treasury, Capital Formation, Public Sector, Business Development, CPA, Strategic Financial..., Finance, Leadership, Entrepreneurship, Management, Cross-functional Team..., Budgets, Business Process..., Executive Management, Sales, Mergers, Operations Management, Start-ups, Mergers & Acquisitions
Education
Indiana University of Pennsylvania 1984 — 1987
BS
Athletic Republic April 2014 - Present
CLEARLINK July 2012 - February 2014
Vibato, LLC June 2011 - March 2012
Tatum LLC November 2008 - June 2011
Tax Projects Group 2005 - November 2008
Avnet Electronics 1992 - 2005
Kenneth Leventhal & Company 1992 - 1993
Grant Thornton 1987 - 1992
Skills
Strategic Planning, US GAAP reporting, Financial Analysis, Development Of Employees, Sarbanes-Oxley, Manage Complex Projects, Managing Complex Sales, International Project..., Customer Acquisition, Financial Risk..., Treasury, Capital Formation, Public Sector, Business Development, CPA, Strategic Financial..., Finance, Leadership, Entrepreneurship, Management, Cross-functional Team..., Budgets, Business Process..., Executive Management, Sales, Mergers, Operations Management, Start-ups, Mergers & Acquisitions
Education
Indiana University of Pennsylvania 1984 — 1987
BS
Dan D'Aloia's Kenneth Leventhal & Company Experience August 1991 - September 1993
Job ACIC Consulting
Industry Information Technology and Services
Experience
Diversified Builder Supply January 2005 - September 2010
Anixter International December 1994 - September 1997
Anixter 1995 - 1997
Interlake September 1993 - December 1994
Kenneth Leventhal & Company August 1991 - September 1993
Education
DePaul University 1988 — 1991
Bachelor of Science (BS), Accounting
Diversified Builder Supply January 2005 - September 2010
Anixter International December 1994 - September 1997
Anixter 1995 - 1997
Interlake September 1993 - December 1994
Kenneth Leventhal & Company August 1991 - September 1993
Education
DePaul University 1988 — 1991
Bachelor of Science (BS), Accounting
Christian Hart's Kenneth Leventhal & Company Experience 1992 - 1994
Job Managing Member at Community Builders Group.com
Industry Real Estate
Experience
Community Builders Group.com November 1999 - Present
SunAmerica Affordable Housing 1996 - 1999
Kenneth Leventhal & Company 1992 - 1994
E&Y Kenneth Leventhal 1990 - 1992
Skills
Real Estate Economics, Mixed-use, Real Estate Development, Real Estate Project..., Multi-family Investment..., Strategic Planning, Investment Properties, Commercial Real Estate, Investments, Asset Management, Entitlements, Underwriting, Due Diligence, Apartments, Disposition, Real Estate Financing, Community Development, Real Estate Transactions, Leases, Dispositions, Land Use, Real Estate, Financial Analysis, Redevelopment, Negotiation, Nonprofits
Education
Whittier Law School 1994 — 1997
Doctor of Law (JD)
University of Hawaii at Manoa 1990 — 1992
Master of Business Administration (MBA), Real Estate Finance
University of Southern California
History
Community Builders Group.com November 1999 - Present
SunAmerica Affordable Housing 1996 - 1999
Kenneth Leventhal & Company 1992 - 1994
E&Y Kenneth Leventhal 1990 - 1992
Skills
Real Estate Economics, Mixed-use, Real Estate Development, Real Estate Project..., Multi-family Investment..., Strategic Planning, Investment Properties, Commercial Real Estate, Investments, Asset Management, Entitlements, Underwriting, Due Diligence, Apartments, Disposition, Real Estate Financing, Community Development, Real Estate Transactions, Leases, Dispositions, Land Use, Real Estate, Financial Analysis, Redevelopment, Negotiation, Nonprofits
Education
Whittier Law School 1994 — 1997
Doctor of Law (JD)
University of Hawaii at Manoa 1990 — 1992
Master of Business Administration (MBA), Real Estate Finance
University of Southern California
History
Suzanne Nuzzi's Kenneth Leventhal & Company Experience 1986 - 1991
Job Professional Realtor at Dilbeck Real Estate
Industry Accounting
Experience
Dilbeck Real Estate 2013 - Present
Contessa Premium Foods 2009 - 2012
Parsons 2005 - 2006
Contessa Premium Foods 2004 - 2005
US Trust 2000 - 2004
Contessa Premium Foods 1992 - 2000
Kenneth Leventhal & Company 1986 - 1991
Skills
Accounting, Account Reconciliation, Finance, Real Estate, Leadership, Financial Analysis, Financial Reporting, SEC filings, Forecasting, Auditing, GAAP, Shared Services, Management, Change Management, Mergers & Acquisitions, Cash Flow, Strategic Planning, Internal Controls, Variance Analysis, Cost Accounting, Accounts Payable, Strategic Financial..., Budgets, Team Building, Strategy, Acquisition Integration, Tax, Financial Accounting
Education
San Diego State University-California State University 1981 — 1985
BS, Accounting
Miraleste High School 1977 — 1980
Dilbeck Real Estate 2013 - Present
Contessa Premium Foods 2009 - 2012
Parsons 2005 - 2006
Contessa Premium Foods 2004 - 2005
US Trust 2000 - 2004
Contessa Premium Foods 1992 - 2000
Kenneth Leventhal & Company 1986 - 1991
Skills
Accounting, Account Reconciliation, Finance, Real Estate, Leadership, Financial Analysis, Financial Reporting, SEC filings, Forecasting, Auditing, GAAP, Shared Services, Management, Change Management, Mergers & Acquisitions, Cash Flow, Strategic Planning, Internal Controls, Variance Analysis, Cost Accounting, Accounts Payable, Strategic Financial..., Budgets, Team Building, Strategy, Acquisition Integration, Tax, Financial Accounting
Education
San Diego State University-California State University 1981 — 1985
BS, Accounting
Miraleste High School 1977 — 1980
Bruce-Sean Reshen's Kenneth Leventhal & Company Experience 1979 - 1983
Job Chief Financial Officer at EmpowRx LLC
Industry Environmental Services
Experience
EmpowRx LLC 2012 - Present
The MGP Group October 1997 - Present
The MGP Group October 1987 - Present
Starrett Corporation March 1998 - November 2001
Quantum Real Estate Fund 1989 - 1995
Carol Management Corporation 1983 - 1989
Kenneth Leventhal & Company 1979 - 1983
Skills
Real Estate, Environmental Compliance, Environmental Services, Environmental Awareness, Real Estate Development, Investment Properties, Mergers, Mergers & Acquisitions, Remediation, Management, Investments, CERCLA, Healthcare Information..., Residential Homes, Healthcare, Strategic Planning, Condos
Education
The Graduate Center, City University of New York
EmpowRx LLC 2012 - Present
The MGP Group October 1997 - Present
The MGP Group October 1987 - Present
Starrett Corporation March 1998 - November 2001
Quantum Real Estate Fund 1989 - 1995
Carol Management Corporation 1983 - 1989
Kenneth Leventhal & Company 1979 - 1983
Skills
Real Estate, Environmental Compliance, Environmental Services, Environmental Awareness, Real Estate Development, Investment Properties, Mergers, Mergers & Acquisitions, Remediation, Management, Investments, CERCLA, Healthcare Information..., Residential Homes, Healthcare, Strategic Planning, Condos
Education
The Graduate Center, City University of New York
John Fugatt's Kenneth Leventhal & Company Experience 1994 - 1995
Job Director, Student Financial Services at California State University, Long Beach
Industry Education Management
Experience
Director of Student Financial Services August 2013 - Present
CSULB 2007 - Present
California State University, Long Beach September 1999 - Present
California State University Long Beach 2007 - 2013
Independent Consultant- finance and accounting services July 1999 - September 2007
James Hardie Building Products August 1997 - July 1999
Ernst & Young 1995 - 1997
Kenneth Leventhal & Company 1994 - 1995
KPMG Peat Marwick 1990 - 1994
Skills
Teaching, Public Speaking, Non-profits, Higher Education, Community Outreach, Student Affairs, Process Improvement, Project Management, Operations Management, Financial Reporting, Financial Analysis, Nonprofits, Leadership, Microsoft Office, Strategic Planning, Volunteer Management, Auditing, Policy, Data Analysis, Management, Analysis, Research, Fundraising
Education
California State University-Long Beach - College of Business Administration 1987 — 1991
Accounting and Finance
California State University-Long Beach 1987 — 1990
Bachelor of Applied Science (B.A.Sc.) Accounting and Finance, Accounting and Finance
Director of Student Financial Services August 2013 - Present
CSULB 2007 - Present
California State University, Long Beach September 1999 - Present
California State University Long Beach 2007 - 2013
Independent Consultant- finance and accounting services July 1999 - September 2007
James Hardie Building Products August 1997 - July 1999
Ernst & Young 1995 - 1997
Kenneth Leventhal & Company 1994 - 1995
KPMG Peat Marwick 1990 - 1994
Skills
Teaching, Public Speaking, Non-profits, Higher Education, Community Outreach, Student Affairs, Process Improvement, Project Management, Operations Management, Financial Reporting, Financial Analysis, Nonprofits, Leadership, Microsoft Office, Strategic Planning, Volunteer Management, Auditing, Policy, Data Analysis, Management, Analysis, Research, Fundraising
Education
California State University-Long Beach - College of Business Administration 1987 — 1991
Accounting and Finance
California State University-Long Beach 1987 — 1990
Bachelor of Applied Science (B.A.Sc.) Accounting and Finance, Accounting and Finance
Todd Proctor's Kenneth Leventhal & Company Experience 1985 - 1997
Job Chief Financial Officer at Tail Light
Industry Real Estate
Experience
Tail Light September 2009 - Present
CLB Partners, Ltd. 2007 - September 2009
CLB Partners, Ltd. 2001 - 2006
Terrabrook 2000 - 2001
Ernst & Young 1998 - 2001
EY Kenneth Leventhal 1985 - 2000
Ernst & Young - Kenneth Leventhal REG 1997 - 1999
Zane May Interests 1987 - 1999
Kenneth Leventhal & Company 1985 - 1997
Education
Austin College 1980 — 1984
BA, Accounting
W. T. White High School 1977 — 1980
Tail Light September 2009 - Present
CLB Partners, Ltd. 2007 - September 2009
CLB Partners, Ltd. 2001 - 2006
Terrabrook 2000 - 2001
Ernst & Young 1998 - 2001
EY Kenneth Leventhal 1985 - 2000
Ernst & Young - Kenneth Leventhal REG 1997 - 1999
Zane May Interests 1987 - 1999
Kenneth Leventhal & Company 1985 - 1997
Education
Austin College 1980 — 1984
BA, Accounting
W. T. White High School 1977 — 1980
Robyn Dahlin's Kenneth Leventhal & Company Experience September 1987 - September 1992
Job Tax Partner at Ernst & Young LLP
Industry Accounting
Experience
Ernst & Young LLP May 1996 - Present
Grant Thornton LLP September 1992 - May 1996
Kenneth Leventhal & Company September 1987 - September 1992
Skills
Tax Advisory, Tax Research, Tax Accounting, Income Tax, Tax, FIN 48, Big 4, CPA, Partnership Taxation, REIT, Financial Planners, Corporate Tax, International Tax, Due Diligence, Private Equity, US Tax, GAAP, State Tax, Auditing, Financial Structuring, FAS109
Education
DePaul University 1987 — 1991
Master's degree, Taxation
Purdue University - Krannert School of Management 1983 — 1987
Bachelor of Science (BS), Accounting
Ernst & Young LLP May 1996 - Present
Grant Thornton LLP September 1992 - May 1996
Kenneth Leventhal & Company September 1987 - September 1992
Skills
Tax Advisory, Tax Research, Tax Accounting, Income Tax, Tax, FIN 48, Big 4, CPA, Partnership Taxation, REIT, Financial Planners, Corporate Tax, International Tax, Due Diligence, Private Equity, US Tax, GAAP, State Tax, Auditing, Financial Structuring, FAS109
Education
DePaul University 1987 — 1991
Master's degree, Taxation
Purdue University - Krannert School of Management 1983 — 1987
Bachelor of Science (BS), Accounting
Terry O'Malley's Kenneth Leventhal & Company Experience December 1987 - June 1990
Job Owner, O'Malley & Associates, P.C,
Industry Accounting
Experience
Altiva Software 2007 - Present
O'Malley & Associates, P.C October 1990 - Present
Kenneth Leventhal & Company December 1987 - June 1990
White Petrov McHone October 1984 - October 1987
Sulak Hay & Company July 1983 - September 1984
McGladrey, Hendrickson & Company March 1978 - June 1983
Skills
Tax, Income Tax, New Business Development, Accounting, Mergers, Microsoft Office, Management Consulting, Real Estate, QuickBooks, Financial Reporting, Bookkeeping, Financial Analysis, Litigation Support, Strategic Planning, Business Strategy, Public Speaking, Fundraising, Forecasting, Business Development, Contract Negotiation, Mergers & Acquisitions, Tax Preparation, Financial Statements, Tax Returns, Corporate Tax, Auditing, Small Business, Tax Research, Finance, CPA
Education
University of Houston 1985 — 1987
Master's degree, Accounting
University of Wisconsin-Eau Claire 1973 — 1977
BBA, Comprehensive Public Accounting
Altiva Software 2007 - Present
O'Malley & Associates, P.C October 1990 - Present
Kenneth Leventhal & Company December 1987 - June 1990
White Petrov McHone October 1984 - October 1987
Sulak Hay & Company July 1983 - September 1984
McGladrey, Hendrickson & Company March 1978 - June 1983
Skills
Tax, Income Tax, New Business Development, Accounting, Mergers, Microsoft Office, Management Consulting, Real Estate, QuickBooks, Financial Reporting, Bookkeeping, Financial Analysis, Litigation Support, Strategic Planning, Business Strategy, Public Speaking, Fundraising, Forecasting, Business Development, Contract Negotiation, Mergers & Acquisitions, Tax Preparation, Financial Statements, Tax Returns, Corporate Tax, Auditing, Small Business, Tax Research, Finance, CPA
Education
University of Houston 1985 — 1987
Master's degree, Accounting
University of Wisconsin-Eau Claire 1973 — 1977
BBA, Comprehensive Public Accounting
David Chiurazzi's Kenneth Leventhal & Company Experience 1986 - 1990
Job CFO at Balboa Capital
Industry Financial Services
Experience
Balboa Capital Audit ManagerErnst & Young1992 - 1995
Kenneth Leventhal & Company 1986 - 1990
Skills
Financial Analysis, Credit Analysis, Credit, Finance, Loans, Marketing, Leadership, Financial Structuring, Asset Based Lending, Mergers & Acquisitions, Banking, Commercial Lending, Funding, Corporate Finance, Structured Finance, Due Diligence, Portfolio Management
Education
Michigan State University 1979 — 1982
Balboa Capital Audit ManagerErnst & Young1992 - 1995
Kenneth Leventhal & Company 1986 - 1990
Skills
Financial Analysis, Credit Analysis, Credit, Finance, Loans, Marketing, Leadership, Financial Structuring, Asset Based Lending, Mergers & Acquisitions, Banking, Commercial Lending, Funding, Corporate Finance, Structured Finance, Due Diligence, Portfolio Management
Education
Michigan State University 1979 — 1982
Mark Robillard's Kenneth Leventhal & Company Experience December 1990 - August 1992
Job Director Tax Compliance & Reporting at LSI Corporation
Industry Accounting
Experience
LSI Corporation 2006 - December 2014
LSI Corporation 1994 - 2006
Seiler & Company 1992 - 1994
Kenneth Leventhal & Company December 1990 - August 1992
Skills
Tax, Sarbanes-Oxley Act, SEC filings, International Tax, Internal Controls, US GAAP, Financial Reporting, Cost Accounting, Corporate Tax, Tax Research, CPA, GAAP, Revenue Recognition
Education
Northeastern University
BS, Accounting
San Jose State University
Masters, Tax
LSI Corporation 2006 - December 2014
LSI Corporation 1994 - 2006
Seiler & Company 1992 - 1994
Kenneth Leventhal & Company December 1990 - August 1992
Skills
Tax, Sarbanes-Oxley Act, SEC filings, International Tax, Internal Controls, US GAAP, Financial Reporting, Cost Accounting, Corporate Tax, Tax Research, CPA, GAAP, Revenue Recognition
Education
Northeastern University
BS, Accounting
San Jose State University
Masters, Tax
Candice Hirsch-Kirsten, CPA's Kenneth Leventhal & Company Experience 1993 - 1997
Job Controller at Millennium Partners
Industry Real Estate
Experience
Millennium Partners LLC July 2006 - Present
Kroll/AON January 2006 - July 2006
Tishman Speyer July 2004 - December 2005
Millennium Partnes LLC April 2000 - July 2004
Somarvale Group January 1999 - April 2000
Starwood Capital Group September 1997 - January 1999
Ernst & Young Kenneth Leventhal 1993 - 1997
Kenneth Leventhal & Company 1993 - 1997
Skills
Financial Reporting, Accounting, Private Equity, Financial Accounting, Investments, GAAP, Investor Relations, CPA
Education
University at Albany, SUNY 1989 — 1993
Bachelor of Science, Accounting/Business
Millennium Partners LLC July 2006 - Present
Kroll/AON January 2006 - July 2006
Tishman Speyer July 2004 - December 2005
Millennium Partnes LLC April 2000 - July 2004
Somarvale Group January 1999 - April 2000
Starwood Capital Group September 1997 - January 1999
Ernst & Young Kenneth Leventhal 1993 - 1997
Kenneth Leventhal & Company 1993 - 1997
Skills
Financial Reporting, Accounting, Private Equity, Financial Accounting, Investments, GAAP, Investor Relations, CPA
Education
University at Albany, SUNY 1989 — 1993
Bachelor of Science, Accounting/Business
Brent Hoffman's Kenneth Leventhal & Company Experience January 1985 - August 1987
Job Owner, West Coast Capital Advisorsy, Inc.
Industry Financial Services
Experience
West Coast Capital Advisorsy, Inc. SVP/Chief Financial OfficerDiversified Shopping CentersAugust 1987 - April 1998
Kenneth Leventhal & Company January 1985 - August 1987
Price Waterhouse Management Consultants January 1983 - 1985
Skills
Loan Structuring, Real Estate, Real Estate Financing, Investments, Investment Properties, Financial Structuring, Real Estate Development, Corporate Finance, Loans, Commercial Real Estate, Asset Management, Real Estate Economics, Due Diligence, Financial Analysis, Valuation
Education
San Diego State University-California State University 1978 — 2002
West Coast Capital Advisorsy, Inc. SVP/Chief Financial OfficerDiversified Shopping CentersAugust 1987 - April 1998
Kenneth Leventhal & Company January 1985 - August 1987
Price Waterhouse Management Consultants January 1983 - 1985
Skills
Loan Structuring, Real Estate, Real Estate Financing, Investments, Investment Properties, Financial Structuring, Real Estate Development, Corporate Finance, Loans, Commercial Real Estate, Asset Management, Real Estate Economics, Due Diligence, Financial Analysis, Valuation
Education
San Diego State University-California State University 1978 — 2002
Jeremy Newman, CPA's Kenneth Leventhal & Company Experience 1994 - 1999
Job Newman & Associates, Inc. CPAs
Industry Accounting
Experience
Newman & Associates, Inc. CPAs May 2008 - Present
DR Horton 2005 - 2008
Kisco Senior Living LLC 1999 - 2005
Ernst & Young / Kenneth Leventhal 1994 - 1999
Kenneth Leventhal & Company 1994 - 1999
Skills
Accounting, Budgets, Real Estate, Due Diligence, Property Management, Financial Reporting, Real Estate Development, Strategic Planning, Financial Analysis, Contract Negotiation, CPA, Financial Modeling, Tax Preparation, Tax, Small Business, Auditing, Accounts Payable, Real Estate Transactions, Managerial Finance, Residential Homes, Negotiation, Mergers & Acquisitions, Bookkeeping, Real Estate Economics, Contract Management, General Ledger, Payroll
Education
San Diego State University-California State University 1997 — 1999
BS, Accounting
Sidmouth, Devon, England 1976 — 1982
High school
Newman & Associates, Inc. CPAs May 2008 - Present
DR Horton 2005 - 2008
Kisco Senior Living LLC 1999 - 2005
Ernst & Young / Kenneth Leventhal 1994 - 1999
Kenneth Leventhal & Company 1994 - 1999
Skills
Accounting, Budgets, Real Estate, Due Diligence, Property Management, Financial Reporting, Real Estate Development, Strategic Planning, Financial Analysis, Contract Negotiation, CPA, Financial Modeling, Tax Preparation, Tax, Small Business, Auditing, Accounts Payable, Real Estate Transactions, Managerial Finance, Residential Homes, Negotiation, Mergers & Acquisitions, Bookkeeping, Real Estate Economics, Contract Management, General Ledger, Payroll
Education
San Diego State University-California State University 1997 — 1999
BS, Accounting
Sidmouth, Devon, England 1976 — 1982
High school
Kirke Wrench's Kenneth Leventhal & Company Experience 1983 - 1986
Job Owner, KW Hospitality Group LLC
Industry Hospitality
Experience
KW Hospitality Group LLC Managing MemberKW Hospitality Group LLCJanuary 2006 - Present
Kimpton June 1986 - September 2005
Kimpton Hotel & Restarant Group 1986 - 2005
Kenneth Leventhal & Company 1983 - 1986
Education
University of California, Berkeley, Haas School of Business 1978 — 1980
MBA, Real Estate Finance
University of California, Los Angeles 1972 — 1976
BA, Economics
KW Hospitality Group LLC Managing MemberKW Hospitality Group LLCJanuary 2006 - Present
Kimpton June 1986 - September 2005
Kimpton Hotel & Restarant Group 1986 - 2005
Kenneth Leventhal & Company 1983 - 1986
Education
University of California, Berkeley, Haas School of Business 1978 — 1980
MBA, Real Estate Finance
University of California, Los Angeles 1972 — 1976
BA, Economics
Mitchell Clarfield's Kenneth Leventhal & Company Experience 1984 - 1985
Job Senior Managing Director at Berkeley Point Capital LLC
Industry Real Estate
Experience
Berkeley Point Capital LLC October 2001 - Present
Deutsche Bank Berkshire Mortgage October 2001 - March 2012
Deutsche Bank 2001 - March 2012
Carbon Mesa April 1994 - February 2001
Secured Capital Corp February 1990 - April 1994
Drexel Burnham Lambert October 1985 - February 1990
Kenneth Leventhal & Company 1984 - 1985
Skills
Loans, Real Estate, Negotiation, CMBS, Funding, Asset Managment, Mergers, Finance, Real Estate Economics, Investments, Joint Ventures, Strategic Planning, Investor Relations, Asset Management, Valuation, Investment Properties, Financial Structuring, Acquisitions, Management, Corporate Real Estate, Restructuring, Financial Modeling, Due Diligence, Underwriting, Mortgage Lending, Structured Finance, Commercial Real Estate, Investment Banking, Financial Analysis, Real Estate Transactions, Commercial Mortgages, Portfolio Management, Disposition, Securitization, Risk Management, Debt Restructuring, Capital Markets, Real Estate Financing, Loan Origination, Real Estate Private...
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Real Estate Finance
Fairfield University 1980 — 1982
B.S, Finance and Accounting - summa cum laude
Staples High School 1974 — 1977
Berkeley Point Capital LLC October 2001 - Present
Deutsche Bank Berkshire Mortgage October 2001 - March 2012
Deutsche Bank 2001 - March 2012
Carbon Mesa April 1994 - February 2001
Secured Capital Corp February 1990 - April 1994
Drexel Burnham Lambert October 1985 - February 1990
Kenneth Leventhal & Company 1984 - 1985
Skills
Loans, Real Estate, Negotiation, CMBS, Funding, Asset Managment, Mergers, Finance, Real Estate Economics, Investments, Joint Ventures, Strategic Planning, Investor Relations, Asset Management, Valuation, Investment Properties, Financial Structuring, Acquisitions, Management, Corporate Real Estate, Restructuring, Financial Modeling, Due Diligence, Underwriting, Mortgage Lending, Structured Finance, Commercial Real Estate, Investment Banking, Financial Analysis, Real Estate Transactions, Commercial Mortgages, Portfolio Management, Disposition, Securitization, Risk Management, Debt Restructuring, Capital Markets, Real Estate Financing, Loan Origination, Real Estate Private...
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Real Estate Finance
Fairfield University 1980 — 1982
B.S, Finance and Accounting - summa cum laude
Staples High School 1974 — 1977
Brian Pidgeon's Kenneth Leventhal & Company Experience January 1984 - August 1987
Job CEO at Fashion Furniture Rental
Industry Consumer Services
Experience
Fashion Furniture Rental 1987 - Present
Kenneth Leventhal & Company January 1984 - August 1987
Skills
Sales Management, Business Development, Strategic Planning, Team Building, Account Management, Apartments, Asset Management, Sales, New Business Development, Selling, Real Estate, Business Planning, Marketing, Budgets, Marketing Strategy, Customer Service, Leadership, Contract Negotiation, Salesforce.com
Education
The University of Texas at Austin - Red McCombs School of Business 1983 — 1984
MPA, Accounting
Yale University 1980 — 1983
BA, Economics
Fashion Furniture Rental 1987 - Present
Kenneth Leventhal & Company January 1984 - August 1987
Skills
Sales Management, Business Development, Strategic Planning, Team Building, Account Management, Apartments, Asset Management, Sales, New Business Development, Selling, Real Estate, Business Planning, Marketing, Budgets, Marketing Strategy, Customer Service, Leadership, Contract Negotiation, Salesforce.com
Education
The University of Texas at Austin - Red McCombs School of Business 1983 — 1984
MPA, Accounting
Yale University 1980 — 1983
BA, Economics
Herb Weiner's Kenneth Leventhal & Company Experience March 1981 - May 1983
Job Entepreneural Business Consultant CPA
Industry Accounting
Experience
Herbert M. Weiner, CPA October 1985 - Present
Laventhol & Horwath May 1983 - June 1985
Kenneth Leventhal & Company March 1981 - May 1983
Peat Marwick January 1980 - February 1981
United Computing Systems June 1977 - January 1980
Education
The University of Kansas 1975 — 1977
BSBA, Accounting, Computer Science, Economics
Herbert M. Weiner, CPA October 1985 - Present
Laventhol & Horwath May 1983 - June 1985
Kenneth Leventhal & Company March 1981 - May 1983
Peat Marwick January 1980 - February 1981
United Computing Systems June 1977 - January 1980
Education
The University of Kansas 1975 — 1977
BSBA, Accounting, Computer Science, Economics
Alan Tolmas's Kenneth Leventhal & Company Experience 1988 - 1990
Job Principal/Founder, Texas Financial Forensics, LLC
Industry Accounting
Experience
Texas Financial Forensics, LLC May 2008 - Present
Texas Financial Forensics, LLC April 2008 - Present
Business Valuation Advisors June 2007 - April 2008
Hill Schwartz Spilker Keller, LLC May 2001 - June 2007
Kenneth Leventhal & Company 1988 - 1990
Skills
Business Valuation, Asset Tracing, Financial Crime, Forensic Accounting, Damages, Litigation Consulting, Expert Witness Services, Forensic Analysis, Litigation, Trusts, Family Law, Due Diligence, Accounting, Small Business, Commercial Litigation, LLC, Divestitures, Dispute Resolution, Real Estate, Expert Witness, Valuation, Appraisals, Dispute, Litigation Support, Mergers & Acquisitions, Bankruptcy, CPA, Employee Benefits, SEC filings, Fraud, Tax
Education
University of North Texas 1992 — 1994
Masters, Accounting
The University of Texas at Dallas 1987 — 1988
Bachelor of Science, Business Administration
Texas Financial Forensics, LLC May 2008 - Present
Texas Financial Forensics, LLC April 2008 - Present
Business Valuation Advisors June 2007 - April 2008
Hill Schwartz Spilker Keller, LLC May 2001 - June 2007
Kenneth Leventhal & Company 1988 - 1990
Skills
Business Valuation, Asset Tracing, Financial Crime, Forensic Accounting, Damages, Litigation Consulting, Expert Witness Services, Forensic Analysis, Litigation, Trusts, Family Law, Due Diligence, Accounting, Small Business, Commercial Litigation, LLC, Divestitures, Dispute Resolution, Real Estate, Expert Witness, Valuation, Appraisals, Dispute, Litigation Support, Mergers & Acquisitions, Bankruptcy, CPA, Employee Benefits, SEC filings, Fraud, Tax
Education
University of North Texas 1992 — 1994
Masters, Accounting
The University of Texas at Dallas 1987 — 1988
Bachelor of Science, Business Administration
Kathy Clancy's Kenneth Leventhal & Company Experience January 1989 - April 1990
Job Financial Consultant
Industry Financial Services
Experience
Pro Back Office January 2015 - Present
Premier Alliance May 2006 - July 2012
Quiring & Associates 2003 - 2006
Scripps Health 1997 - 2001
Brooks, Stednitz & Rhodes, Accountancy Corp. 1995 - 1997
Anderson, Somerville, Borges & Kerrigan CPA's 1992 - 1994
Nunnemaker & Demello, an Accountancy Corp. 1990 - 1992
Kenneth Leventhal & Company January 1989 - April 1990
Skills
Auditing, Financial Reporting, Accounting, Sarbanes-Oxley, Process Improvement, Financial Analysis, Finance, Budgets, Consolidation, Management Consulting
Education
University of San Diego 1986 — 1988
BA, Accounting
Pro Back Office January 2015 - Present
Premier Alliance May 2006 - July 2012
Quiring & Associates 2003 - 2006
Scripps Health 1997 - 2001
Brooks, Stednitz & Rhodes, Accountancy Corp. 1995 - 1997
Anderson, Somerville, Borges & Kerrigan CPA's 1992 - 1994
Nunnemaker & Demello, an Accountancy Corp. 1990 - 1992
Kenneth Leventhal & Company January 1989 - April 1990
Skills
Auditing, Financial Reporting, Accounting, Sarbanes-Oxley, Process Improvement, Financial Analysis, Finance, Budgets, Consolidation, Management Consulting
Education
University of San Diego 1986 — 1988
BA, Accounting
Robert Hazard's Kenneth Leventhal & Company Experience 1990 - 1993
Job Senior Vice President at Hersha Hospitality Trust
Industry Hospitality
Experience
Hersha Hospitality Trust July 2005 - Present
Hersha Hospitality July 2005 - Present
MetroVision Community Development 2000 - 2005
Kenneth Leventhal & Company 1990 - 1993
Education
Arizona State University 1979 — 1983
Marketing
Hersha Hospitality Trust July 2005 - Present
Hersha Hospitality July 2005 - Present
MetroVision Community Development 2000 - 2005
Kenneth Leventhal & Company 1990 - 1993
Education
Arizona State University 1979 — 1983
Marketing
Derek Hayashi's Kenneth Leventhal & Company Experience December 1986 - June 1990
Job Chief Financial Officer GV Holdings, Inc.
Industry Real Estate
Experience
GV Holdings, Inc. January 2014 - Present
Granville Homes, Inc. September 2002 - Present
California Health Sciences University March 2012 - Present
Keiser Corporation July 1997 - September 2002
Vallicorp Holdings June 1996 - June 1997
KB Home June 1993 - May 1996
Ernst & Young June 1990 - June 1993
Kenneth Leventhal & Company December 1986 - June 1990
Skills
Financial Reporting, Finance, Auditing, Accounting, Financial Analysis, Financial Modeling, Managerial Finance, Asset Management, Real Estate Economics, Real Estate, US GAAP, Cash Management, SEC filings, Corporate Finance, GAAP, Treasury Management, Real Estate Development, Tax, Valuation, Debt & Equity Financing, Investments, Banking, Business Valuation, Enterprise Risk..., Credit Analysis, Risk Management, Acquisitions, Captives, Ag Financing
Education
San Jose State University
University of California, Berkeley - Walter A. Haas School of Business
BS, Accounting and Finance
GV Holdings, Inc. January 2014 - Present
Granville Homes, Inc. September 2002 - Present
California Health Sciences University March 2012 - Present
Keiser Corporation July 1997 - September 2002
Vallicorp Holdings June 1996 - June 1997
KB Home June 1993 - May 1996
Ernst & Young June 1990 - June 1993
Kenneth Leventhal & Company December 1986 - June 1990
Skills
Financial Reporting, Finance, Auditing, Accounting, Financial Analysis, Financial Modeling, Managerial Finance, Asset Management, Real Estate Economics, Real Estate, US GAAP, Cash Management, SEC filings, Corporate Finance, GAAP, Treasury Management, Real Estate Development, Tax, Valuation, Debt & Equity Financing, Investments, Banking, Business Valuation, Enterprise Risk..., Credit Analysis, Risk Management, Acquisitions, Captives, Ag Financing
Education
San Jose State University
University of California, Berkeley - Walter A. Haas School of Business
BS, Accounting and Finance
Janices Brown's Kenneth Leventhal & Company Experience 1989 - 1995
Job Database Manager at Jewish Community Foundation of Los Angeles
Industry Nonprofit Organization Management
Experience
Jewish Community Foundation of Los Angeles August 1999 - Present
Ernst & Young LLP 1995 - 1999
Kenneth Leventhal & Company 1989 - 1995
Skills
Databases, Help Desk Support, Network Administration, Research, Non-profits, Philanthropy, Fundraising, Raiser's Edge
Education
Birmingham-Southern College 1977 — 1980
BS
Jewish Community Foundation of Los Angeles August 1999 - Present
Ernst & Young LLP 1995 - 1999
Kenneth Leventhal & Company 1989 - 1995
Skills
Databases, Help Desk Support, Network Administration, Research, Non-profits, Philanthropy, Fundraising, Raiser's Edge
Education
Birmingham-Southern College 1977 — 1980
BS
William Bereczky's Kenneth Leventhal & Company Experience September 1984 - May 1991
Job Vice President, Special Assets
Industry Real Estate
Experience
California Credit Union August 2009 - Present
Capmark Financial Group Inc. May 1999 - May 2009
California State University, Fullerton January 2000 - June 2006
American Realty Advisors March 1998 - March 1999
Pacific West Realty Associates July 1997 - February 1998
American Realty Advisors June 1995 - June 1997
The Hanford/Healy Companies June 1991 - June 1995
Kenneth Leventhal & Company September 1984 - May 1991
Harold Davidson & Associates, Inc. February 1984 - August 1984
Education
California State University-Fullerton
B.A., Business Administration
University of California, Los Angeles
M.B.A., Urban Land Economics
California Credit Union August 2009 - Present
Capmark Financial Group Inc. May 1999 - May 2009
California State University, Fullerton January 2000 - June 2006
American Realty Advisors March 1998 - March 1999
Pacific West Realty Associates July 1997 - February 1998
American Realty Advisors June 1995 - June 1997
The Hanford/Healy Companies June 1991 - June 1995
Kenneth Leventhal & Company September 1984 - May 1991
Harold Davidson & Associates, Inc. February 1984 - August 1984
Education
California State University-Fullerton
B.A., Business Administration
University of California, Los Angeles
M.B.A., Urban Land Economics
Mitchell Gray, CPA's Kenneth Leventhal & Company Experience 1985 - 1987
Job Manager of Accounting Services at Rosen Associates Management Corp
Industry Accounting
Experience
Rosen Associates Management Corp January 2010 - Present
RD Management LLC 2000 - 2009
Verizon 1998 - 2000
Marks Shron & Company 1993 - 1998
Edward Isaacs & Co. 1987 - 1992
Kenneth Leventhal & Company 1985 - 1987
Skills
Accounting, Tax Preparation, Cash Flow, Financial Reporting, General Ledger, Real Estate, CPA, Financial Statements, GAAP, SEC filings, Cash Flow Forecasting, Financial Statement..., Variance Analysis, Due Diligence, Financial Analysis, Cash Management, Timberline Accounting, IBS Systems, Skyline Property..., Hyperion Enterprise, ProSystem fx Tax
Education
University of Maryland - Robert H. Smith School of Business
BS, Accounting/Finance
University of Maryland College Park
Bachelors, Accounting
Rosen Associates Management Corp January 2010 - Present
RD Management LLC 2000 - 2009
Verizon 1998 - 2000
Marks Shron & Company 1993 - 1998
Edward Isaacs & Co. 1987 - 1992
Kenneth Leventhal & Company 1985 - 1987
Skills
Accounting, Tax Preparation, Cash Flow, Financial Reporting, General Ledger, Real Estate, CPA, Financial Statements, GAAP, SEC filings, Cash Flow Forecasting, Financial Statement..., Variance Analysis, Due Diligence, Financial Analysis, Cash Management, Timberline Accounting, IBS Systems, Skyline Property..., Hyperion Enterprise, ProSystem fx Tax
Education
University of Maryland - Robert H. Smith School of Business
BS, Accounting/Finance
University of Maryland College Park
Bachelors, Accounting
Tim Hedges's Kenneth Leventhal & Company Experience 1991 - 1995
Job President at TH Associates, Inc
Industry Real Estate
Experience
TH Associates, Inc May 1995 - Present
Sunrise Senior Living 1995 - 2004
Kenneth Leventhal & Company 1991 - 1995
Education
Dartmouth College 1980 — 1984
BA, History
TH Associates, Inc May 1995 - Present
Sunrise Senior Living 1995 - 2004
Kenneth Leventhal & Company 1991 - 1995
Education
Dartmouth College 1980 — 1984
BA, History
Silvio Cinquino's Kenneth Leventhal & Company Experience 1989 - 1991
Job Owner, Silvio Cinquino Appraisals
Industry Real Estate
Experience
Silvio Cinquino Appraisals February 1999 - Present
Our Lady of the Holy Angels 1996 - Present
Kenneth Leventhal & Company 1989 - 1991
Skills
Real Estate, Investment Properties, Real Estate Transactions, Residential Homes, Mortgage Lending, Appraisals, Foreclosures, First Time Home Buyers, Loans, Short Sales, REO
Education
Seton Hall University 1985 — 1989
Accounting
Silvio Cinquino Appraisals February 1999 - Present
Our Lady of the Holy Angels 1996 - Present
Kenneth Leventhal & Company 1989 - 1991
Skills
Real Estate, Investment Properties, Real Estate Transactions, Residential Homes, Mortgage Lending, Appraisals, Foreclosures, First Time Home Buyers, Loans, Short Sales, REO
Education
Seton Hall University 1985 — 1989
Accounting
Stephen Ummel's Kenneth Leventhal & Company Experience 1989 - 1997
Job Controller at California West Construction, Inc.
Industry Real Estate
Experience
California West Construction, Inc. August 1999 - Present
Davidson Communities 2006 - 2007
William Lyon Homes 1997 - 1999
Kenneth Leventhal & Company 1989 - 1997
Skills
Tax, Finance, Tax Accounting, CPA, Financial Reporting, Financial Accounting, Accounting
Education
Chapman University 1981 — 1985
BS, Finance
California West Construction, Inc. August 1999 - Present
Davidson Communities 2006 - 2007
William Lyon Homes 1997 - 1999
Kenneth Leventhal & Company 1989 - 1997
Skills
Tax, Finance, Tax Accounting, CPA, Financial Reporting, Financial Accounting, Accounting
Education
Chapman University 1981 — 1985
BS, Finance
Walter Hahn's Kenneth Leventhal & Company Experience 1983 - 1995
Job Owner, Walter Hahn, Ph.D. Real Estate Consulting
Industry Real Estate
Experience
Walter Hahn, Ph.D. Real Estate Consulting 1995 - Present
Kenneth Leventhal & Company 1983 - 1995
Education
University of California, Los Angeles 1967 — 1974
Ph.D., Real estate economics, finance
Walter Hahn, Ph.D. Real Estate Consulting 1995 - Present
Kenneth Leventhal & Company 1983 - 1995
Education
University of California, Los Angeles 1967 — 1974
Ph.D., Real estate economics, finance
Jay Bushore's Kenneth Leventhal & Company Experience 1978 - 1980
Job Accounting Professional
Industry Accounting
Experience
Premier Golf Management, Inc April 2004 - December 2008
American Golf Corporation February 1982 - March 2004
Wilson & Hughes Accountancy Corporation 1980 - 1981
Kenneth Leventhal & Company 1978 - 1980
Berlfein & Company, CPA's 1976 - 1978
Education
California State University-Northridge 1976 — 1981
MS, Business Administration - Accounting
California State University-Northridge 1972 — 1976
BS, Business Administration - Finance
Premier Golf Management, Inc April 2004 - December 2008
American Golf Corporation February 1982 - March 2004
Wilson & Hughes Accountancy Corporation 1980 - 1981
Kenneth Leventhal & Company 1978 - 1980
Berlfein & Company, CPA's 1976 - 1978
Education
California State University-Northridge 1976 — 1981
MS, Business Administration - Accounting
California State University-Northridge 1972 — 1976
BS, Business Administration - Finance
Ernest Miranda's Kenneth Leventhal & Company Experience 1988 - 1996
Job Partner In Charge Audit Services at Squar Milner
Industry Accounting
Experience
Squar Milner CPAs May 2004 - Present
Squar Milner May 2004 - Present
Grant Thornton September 2001 - April 2004
Ernst and Young 1995 - 2000
Kenneth Leventhal & Company 1988 - 1996
Education
The University of Texas at Austin 1978 — 1982
BBA, Accounting
Squar Milner CPAs May 2004 - Present
Squar Milner May 2004 - Present
Grant Thornton September 2001 - April 2004
Ernst and Young 1995 - 2000
Kenneth Leventhal & Company 1988 - 1996
Education
The University of Texas at Austin 1978 — 1982
BBA, Accounting
Edward Levy's Kenneth Leventhal & Company Experience July 1987 - June 1991
Job Attorney at Law at DebtBusters, P.C.
Industry Law Practice
Experience
DebtBusters, P.C. January 2011 - Present
Edward Levy, P.C. January 2006 - December 2010
Colorado State Public Defender February 2004 - December 2005
Deline Box & Display June 1995 - June 1998
AMF Bowling 1993 - 1995
Kenneth Leventhal & Company July 1987 - June 1991
Skills
Restructuring, Family Law, Civil Litigation, Personal Injury, Legal Writing
Education
University of Denver - Sturm College of Law 2001 — 2004
JD, Law
University of Colorado Boulder 1984 — 1986
BS, Accounting
DebtBusters, P.C. January 2011 - Present
Edward Levy, P.C. January 2006 - December 2010
Colorado State Public Defender February 2004 - December 2005
Deline Box & Display June 1995 - June 1998
AMF Bowling 1993 - 1995
Kenneth Leventhal & Company July 1987 - June 1991
Skills
Restructuring, Family Law, Civil Litigation, Personal Injury, Legal Writing
Education
University of Denver - Sturm College of Law 2001 — 2004
JD, Law
University of Colorado Boulder 1984 — 1986
BS, Accounting
Chuck Diamond's Kenneth Leventhal & Company Experience 1968 - 1976
Job Principal at HTI Property Group and DSG
Industry Real Estate
Experience
HTI Property Group/DSG PrincipalHTI Property Group and Disposition Strategies Group
Kenneth Leventhal & Company 1968 - 1976
Skills
Investment Properties, Mergers & Acquisitions, Entitlements, Valuation, Real Estate, Real Estate Economics, Real Estate Development, Residential Homes, Real Estate Transactions, Due Diligence, Land Acquisition, Real Estate Financing, Land Development, Contract Negotiation, Disposition, Commercial Real Estate, Construction, Feasibility Studies, Dispositions
Education
California State University-Northridge
Bachelor - Mathematics
HTI Property Group/DSG PrincipalHTI Property Group and Disposition Strategies Group
Kenneth Leventhal & Company 1968 - 1976
Skills
Investment Properties, Mergers & Acquisitions, Entitlements, Valuation, Real Estate, Real Estate Economics, Real Estate Development, Residential Homes, Real Estate Transactions, Due Diligence, Land Acquisition, Real Estate Financing, Land Development, Contract Negotiation, Disposition, Commercial Real Estate, Construction, Feasibility Studies, Dispositions
Education
California State University-Northridge
Bachelor - Mathematics
Carol Ansell's Kenneth Leventhal & Company Experience January 1993 - July 1995
Job Vice President, Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2012 - Present
Archon Group July 2010 - June 2012
Goldman Sachs Realty Japan 2008 - 2010
Archon Group 2001 - 2008
Ernst & Young 1995 - 2001
Kenneth Leventhal & Company January 1993 - July 1995
Waterfield Financial/RealAmerica Mortgage 1986 - 1992
Skills
Real Estate Economics, Asset Management, Due Diligence, Valuation, Portfolio Management, Financial Modeling, Real Estate Development, Acquisitions, Investments, Private Equity, Asset Managment, Real Estate, Real Estate Financing, Disposition, Real Estate Transactions, Commercial Real Estate, Investment Properties, Brokerage, Financial Structuring, Corporate Real Estate, Leases
Education
The University of Texas at Austin 1988 — 1992
MBA, Management, Finance
University of Oregon 1982 — 1984
MA, History
Boise State University 1978 — 1981
BA, History
Goldman Sachs June 2012 - Present
Archon Group July 2010 - June 2012
Goldman Sachs Realty Japan 2008 - 2010
Archon Group 2001 - 2008
Ernst & Young 1995 - 2001
Kenneth Leventhal & Company January 1993 - July 1995
Waterfield Financial/RealAmerica Mortgage 1986 - 1992
Skills
Real Estate Economics, Asset Management, Due Diligence, Valuation, Portfolio Management, Financial Modeling, Real Estate Development, Acquisitions, Investments, Private Equity, Asset Managment, Real Estate, Real Estate Financing, Disposition, Real Estate Transactions, Commercial Real Estate, Investment Properties, Brokerage, Financial Structuring, Corporate Real Estate, Leases
Education
The University of Texas at Austin 1988 — 1992
MBA, Management, Finance
University of Oregon 1982 — 1984
MA, History
Boise State University 1978 — 1981
BA, History
James Giuliano's Kenneth Leventhal & Company Experience 1983 - 1993
Job Partner & President at SRC Development Group, LLC
Industry Commercial Real Estate
Experience
SRC Development Group, LLC September 2010 - Present
KayEl Capital, Irvine, CA 2008 - 2009
Black Creek Group, Denver, CO 2006 - 2008
Empire Companies, Ontario,CA 2002 - 2005
Merchantwired, LLC (Simon Affiliate), Indianapolis, IN 2000 - 2002
Simon Property Group (SPG), Indianapolis, IN 1996 - 2000
DeBartolo Realty Corporation (merged with Simon Property Group), Youngstown, OH 1993 - 1996
Kenneth Leventhal & Company (merged with E&Y), New York, NY 1983 - 1993
Kenneth Leventhal & Company 1983 - 1993
Skills
Real Estate, Real Estate Development, Equities, Due Diligence, Finance, Investments, Construction, Valuation, Real Estate Economics, Asset Managment, Mergers & Acquisitions, Management, Asset Management, Disposition, Real Estate Investor, CPA
Education
Babson College 1975 — 1979
BS, Accounting, Business, Finance
Xaverian Brothers High School, Westwood, MA 1971 — 1975
SRC Development Group, LLC September 2010 - Present
KayEl Capital, Irvine, CA 2008 - 2009
Black Creek Group, Denver, CO 2006 - 2008
Empire Companies, Ontario,CA 2002 - 2005
Merchantwired, LLC (Simon Affiliate), Indianapolis, IN 2000 - 2002
Simon Property Group (SPG), Indianapolis, IN 1996 - 2000
DeBartolo Realty Corporation (merged with Simon Property Group), Youngstown, OH 1993 - 1996
Kenneth Leventhal & Company (merged with E&Y), New York, NY 1983 - 1993
Kenneth Leventhal & Company 1983 - 1993
Skills
Real Estate, Real Estate Development, Equities, Due Diligence, Finance, Investments, Construction, Valuation, Real Estate Economics, Asset Managment, Mergers & Acquisitions, Management, Asset Management, Disposition, Real Estate Investor, CPA
Education
Babson College 1975 — 1979
BS, Accounting, Business, Finance
Xaverian Brothers High School, Westwood, MA 1971 — 1975
Jeff Domal's Kenneth Leventhal & Company Experience January 1987 - May 1995
Job Partner at Ernst & Young
Industry Accounting
Experience
Ernst & Young May 1995 - Present
Kenneth Leventhal & Company January 1987 - May 1995
Education
University of Denver
Master's Degree, Taxation
University of Wisconsin-Whitewater 1978 — 1982
Bachelor's Degree, Accounting
Ernst & Young May 1995 - Present
Kenneth Leventhal & Company January 1987 - May 1995
Education
University of Denver
Master's Degree, Taxation
University of Wisconsin-Whitewater 1978 — 1982
Bachelor's Degree, Accounting
Stephen Surgit's Kenneth Leventhal & Company Experience 1994 - 1996
Job Partner at Ernst & Young LLP
Industry Accounting
Experience
Ernst & Young LLP Senior Tax ManagerDeloitte2000 - 2003
PwC June 1998 - August 2000
KPMG Peat Marwick 1996 - 1998
Kenneth Leventhal & Company 1994 - 1996
Skills
Tax, International Tax, Due Diligence, Tax Advisory, Partnership Taxation, Tax Research, CPA, Real Estate
Education
Hofstra University 1991 — 1994
BBA, Accounting
Ernst & Young LLP Senior Tax ManagerDeloitte2000 - 2003
PwC June 1998 - August 2000
KPMG Peat Marwick 1996 - 1998
Kenneth Leventhal & Company 1994 - 1996
Skills
Tax, International Tax, Due Diligence, Tax Advisory, Partnership Taxation, Tax Research, CPA, Real Estate
Education
Hofstra University 1991 — 1994
BBA, Accounting
Larry Beck's Kenneth Leventhal & Company Experience 1983 - 1986
Job Berdon, LLP Real Estate Due Diligence & Special Projects
Industry Accounting
Experience
Berdon, LLP November 2013 - Present
BECK & COMPANY, LLC January 1988 - Present
Kenneth Leventhal & Company 1983 - 1986
Education
Hofstra University 1977 — 1980
BBA, Accounting
Berdon, LLP November 2013 - Present
BECK & COMPANY, LLC January 1988 - Present
Kenneth Leventhal & Company 1983 - 1986
Education
Hofstra University 1977 — 1980
BBA, Accounting
Paul Griesmer's Kenneth Leventhal & Company Experience 1986 - 1995
Job Senior Managing Director at New World Realty Advisors
Industry Commercial Real Estate
Experience
FTI Consulting June 2009 - June 2012
Ernst & Young June 1995 - June 2009
Kenneth Leventhal & Company 1986 - 1995
Education
Cornell University 1972 — 1978
BS, MPS, Business, Hotel Admin
FTI Consulting June 2009 - June 2012
Ernst & Young June 1995 - June 2009
Kenneth Leventhal & Company 1986 - 1995
Education
Cornell University 1972 — 1978
BS, MPS, Business, Hotel Admin
Arnold Adams's Kenneth Leventhal & Company Experience 1991 - 1995
Job Manager
Industry Real Estate
Experience
Altus Group October 2011 - Present
N3 Real Estate March 2007 - October 2011
Alvarez and Marsal 2003 - 2007
Corrigan Properties, Inc. 1995 - 2003
Kenneth Leventhal & Company 1991 - 1995
Andersen Consulting 1985 - 1988
Skills
Real Estate, Due Diligence, Corporate Real Estate, Location Intelligence, Real Estate Development, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Leases, Property Management, Investment Properties, Asset Management, Brokerage, Disposition, Land Acquisition
Education
The University of Texas at Austin 1989 — 1991
MBA, Real Estate & Finance
University of Oklahoma 1981 — 1984
BBA, Finance
Altus Group October 2011 - Present
N3 Real Estate March 2007 - October 2011
Alvarez and Marsal 2003 - 2007
Corrigan Properties, Inc. 1995 - 2003
Kenneth Leventhal & Company 1991 - 1995
Andersen Consulting 1985 - 1988
Skills
Real Estate, Due Diligence, Corporate Real Estate, Location Intelligence, Real Estate Development, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Leases, Property Management, Investment Properties, Asset Management, Brokerage, Disposition, Land Acquisition
Education
The University of Texas at Austin 1989 — 1991
MBA, Real Estate & Finance
University of Oklahoma 1981 — 1984
BBA, Finance
Bradley Hall's Kenneth Leventhal & Company Experience 1987 - 1996
Job Managing Partner & CEO at Capital Hall Partners
Industry Real Estate
Experience
Capital Hall Partners August 2013 - Present
A&M Capital Real Estate LLC, a subsidiary of Alvarez & Marsal May 2009 - Present
Cyburt Hall Partners, LLC 2002 - 2009
Ernst & Young 1996 - 2002
Kenneth Leventhal/Ernst & Young 1987 - 2002
Kenneth Leventhal & Company 1987 - 1996
Skills
Real Estate, Accounting, Private Equity, Real Estate Economics, Capital Markets, Investments, CPA, Real Estate Development, Due Diligence, Valuation, Alternative Investments, Commercial Real Estate, Real Estate Transactions, Financial Modeling, Restructuring, Financial Structuring, Mergers & Acquisitions, Investment Properties
Education
University of Illinois at Urbana-Champaign - College of Business
Finance/Accounting
Capital Hall Partners August 2013 - Present
A&M Capital Real Estate LLC, a subsidiary of Alvarez & Marsal May 2009 - Present
Cyburt Hall Partners, LLC 2002 - 2009
Ernst & Young 1996 - 2002
Kenneth Leventhal/Ernst & Young 1987 - 2002
Kenneth Leventhal & Company 1987 - 1996
Skills
Real Estate, Accounting, Private Equity, Real Estate Economics, Capital Markets, Investments, CPA, Real Estate Development, Due Diligence, Valuation, Alternative Investments, Commercial Real Estate, Real Estate Transactions, Financial Modeling, Restructuring, Financial Structuring, Mergers & Acquisitions, Investment Properties
Education
University of Illinois at Urbana-Champaign - College of Business
Finance/Accounting
Felise Wachtel's Kenneth Leventhal & Company Experience September 1976 - May 1987
Job Office manager, Hearing Representative at Law Offices of Elliott J. Wachtel
Industry Legal Services
Experience
Law Offices of Elliott J. Wachtel September 1992 - Present
Kenneth Leventhal & Company September 1976 - May 1987
Skills
Strategic Planning, Litigation Support, Microsoft Office
Education
University of California, Los Angeles 1972 — 1976
B.A., Economics
Law Offices of Elliott J. Wachtel September 1992 - Present
Kenneth Leventhal & Company September 1976 - May 1987
Skills
Strategic Planning, Litigation Support, Microsoft Office
Education
University of California, Los Angeles 1972 — 1976
B.A., Economics
Denise Birger, CPA, MBA's Kenneth Leventhal & Company Experience 1990 - 1993
Job Chief Financial Officer at Lovitt & Touche, Inc.
Industry Insurance
Experience
Lovitt & Touche, Inc. September 2009 - April 2014
JLG ServicePlus 2004 - 2007
Desert Mountain Media 2001 - 2003
AAD 1994 - 2000
Kenneth Leventhal & Company 1990 - 1993
Education
Arizona State University 1998 — 2000
MBA
University of Arizona 1984 — 1988
BSBA, Accounting / Finance / MIS
Brandon University
Lovitt & Touche, Inc. September 2009 - April 2014
JLG ServicePlus 2004 - 2007
Desert Mountain Media 2001 - 2003
AAD 1994 - 2000
Kenneth Leventhal & Company 1990 - 1993
Education
Arizona State University 1998 — 2000
MBA
University of Arizona 1984 — 1988
BSBA, Accounting / Finance / MIS
Brandon University
James Schachterle's Kenneth Leventhal & Company Experience September 1985 - May 1995
Job Director of Audit and Assurance at Thomas Stephen & Company, LLP
Industry Accounting
Experience
Thomas Stephen & Company, LLP July 2009 - Present
Ernst & Young June 1995 - July 2009
Kenneth Leventhal & Company September 1985 - May 1995
Coopers & Lybrand January 1974 - September 1985
Education
University of Northern Iowa 1971 — 1974
bachelors, accounting
Thomas Stephen & Company, LLP July 2009 - Present
Ernst & Young June 1995 - July 2009
Kenneth Leventhal & Company September 1985 - May 1995
Coopers & Lybrand January 1974 - September 1985
Education
University of Northern Iowa 1971 — 1974
bachelors, accounting
Ronald Miles's Kenneth Leventhal & Company Experience December 1989 - January 1995
Job Vice President Asset Management
Industry Real Estate
Experience
Equity Office September 2014 - Present
Pearlmark Real Estate Partners June 1996 - September 2014
Hilos Property Company January 1995 - June 1996
Kenneth Leventhal & Company December 1989 - January 1995
Skills
Certified Public..., Due Diligence, Asset Management, Commercial Real Estate, Real Estate, Real Estate Due..., CPA, Finance, Investments, Investment Properties, Valuation, Leases, Financial Analysis, Tenant
Education
California State University-Northridge 1984 — 1989
BS, Business Administration - Accounting
Equity Office September 2014 - Present
Pearlmark Real Estate Partners June 1996 - September 2014
Hilos Property Company January 1995 - June 1996
Kenneth Leventhal & Company December 1989 - January 1995
Skills
Certified Public..., Due Diligence, Asset Management, Commercial Real Estate, Real Estate, Real Estate Due..., CPA, Finance, Investments, Investment Properties, Valuation, Leases, Financial Analysis, Tenant
Education
California State University-Northridge 1984 — 1989
BS, Business Administration - Accounting
Morris Pearson, C|EH's Kenneth Leventhal & Company Experience 1991 - 1995
Job Information Technology Specialist
Industry Government Administration
Experience
United States Patent and Trademark Office 2003 - Present
Project Performance Corporation 2004 - 2006
Walker and Dunlop / Green Park Financial 1999 - 2003
District of Columbia 1997 - 1999
Lockheed Martin Marietta 1995 - 1997
Kenneth Leventhal & Company 1991 - 1995
101st Airborne Division 1986 - 1992
Skills
Security, Government, Virtualization, ITIL, Program Management, Integration, Troubleshooting, Policy, Analysis, SharePoint, Military, Team Leadership, Cloud Computing, Data Analysis, Sports Coaching, Project Management, Enterprise Architecture, Enterprise Software, IT Strategy, Information Assurance, Servers, PMP, Storage, Software Documentation, Requirements Analysis, Process Improvement, Security Clearance, Databases, Information Technology, Disaster Recovery, DoD, Project Planning, SDLC, System Administration, IT Management, Management, Leadership, Information Security, Strategic Planning, Network Security
Education
University of Maryland Asia Campus 1987 — 1989
NA, Law Enforcement and Criminal Justice
St. Mary's College of Maryland 1989 — 1992
Anthropology
Prince George's County Municipal Police Academy, 1997 — 1997
NA, Law Enforcement
United States Patent and Trademark Office 2003 - Present
Project Performance Corporation 2004 - 2006
Walker and Dunlop / Green Park Financial 1999 - 2003
District of Columbia 1997 - 1999
Lockheed Martin Marietta 1995 - 1997
Kenneth Leventhal & Company 1991 - 1995
101st Airborne Division 1986 - 1992
Skills
Security, Government, Virtualization, ITIL, Program Management, Integration, Troubleshooting, Policy, Analysis, SharePoint, Military, Team Leadership, Cloud Computing, Data Analysis, Sports Coaching, Project Management, Enterprise Architecture, Enterprise Software, IT Strategy, Information Assurance, Servers, PMP, Storage, Software Documentation, Requirements Analysis, Process Improvement, Security Clearance, Databases, Information Technology, Disaster Recovery, DoD, Project Planning, SDLC, System Administration, IT Management, Management, Leadership, Information Security, Strategic Planning, Network Security
Education
University of Maryland Asia Campus 1987 — 1989
NA, Law Enforcement and Criminal Justice
St. Mary's College of Maryland 1989 — 1992
Anthropology
Prince George's County Municipal Police Academy, 1997 — 1997
NA, Law Enforcement
Robert Briscoe's Kenneth Leventhal & Company Experience September 1993 - February 1995
Job Principal at Meriwether Partners LLC
Industry Real Estate
Experience
Meriwether Partners LLC 2002 - Present
Martin Smith Inc August 1999 - March 2002
Jones Lang LaSalle February 1995 - July 1999
Kenneth Leventhal & Company September 1993 - February 1995
Westamerica Bank June 1986 - August 1991
Education
University of Southern California - Marshall School of Business 1991 — 1993
MBA, Real Estate
Oregon State University 1981 — 1985
BS, Business Administration
Meriwether Partners LLC 2002 - Present
Martin Smith Inc August 1999 - March 2002
Jones Lang LaSalle February 1995 - July 1999
Kenneth Leventhal & Company September 1993 - February 1995
Westamerica Bank June 1986 - August 1991
Education
University of Southern California - Marshall School of Business 1991 — 1993
MBA, Real Estate
Oregon State University 1981 — 1985
BS, Business Administration
Jessie Powell's Kenneth Leventhal & Company Experience December 1979 - December 1980
Job Powell & Spafford, Inc., Certified Public Accountants & Consultants
Industry Accounting
Experience
Powell & Spafford, Inc. January 1999 - Present
Soren McAdam Bartells November 1989 - April 1999
Ziilch McAdam & Copeland January 1985 - October 1989
Kenneth Leventhal & Company December 1979 - December 1980
Skills
Accounting, Income Tax, Corporate Tax, Auditing, Financial Reporting, Non-profits, Governments
Education
California State University-Long Beach 1976 — 1980
Bachelor of Science (B.S.), Accounting
Powell & Spafford, Inc. January 1999 - Present
Soren McAdam Bartells November 1989 - April 1999
Ziilch McAdam & Copeland January 1985 - October 1989
Kenneth Leventhal & Company December 1979 - December 1980
Skills
Accounting, Income Tax, Corporate Tax, Auditing, Financial Reporting, Non-profits, Governments
Education
California State University-Long Beach 1976 — 1980
Bachelor of Science (B.S.), Accounting
Martin Glick's Kenneth Leventhal & Company Experience 1975 - 1982
Job Chief Financial Officer at Americal Management Company, Inc
Industry Real Estate
Experience
Americal Management Company, Inc September 1982 - Present
Kenneth Leventhal & Company 1975 - 1982
Skills
Valuation, Real Estate Economics, Mergers & Acquisitions, Investments, Real Estate, Loans, Real Estate Development, Investment Properties, Real Estate Transactions, Property Management, Budgets, Portfolio Management, Credit, Investors, Strategic Planning, Residential Homes, Management, Business Development, Microsoft Excel, Due Diligence
Education
Adelphi University
BS, Accounting
University of Miami 1959 — 1961
Americal Management Company, Inc September 1982 - Present
Kenneth Leventhal & Company 1975 - 1982
Skills
Valuation, Real Estate Economics, Mergers & Acquisitions, Investments, Real Estate, Loans, Real Estate Development, Investment Properties, Real Estate Transactions, Property Management, Budgets, Portfolio Management, Credit, Investors, Strategic Planning, Residential Homes, Management, Business Development, Microsoft Excel, Due Diligence
Education
Adelphi University
BS, Accounting
University of Miami 1959 — 1961
Brian Peay's Kenneth Leventhal & Company Experience August 1988 - August 1995
Job Senior Financial Executive
Industry Real Estate
Experience
Glenborough LLC November 1997 - March 2012
Cliffwood Partners LLC August 1995 - November 1997
Kenneth Leventhal & Company August 1988 - August 1995
Skills
Real Estate, Finance, Real Estate Transactions, Accounting, Mergers & Acquisitions, Business Development, Due Diligence, Management, Investments, Strategy, Strategic Planning, Start-ups, Valuation, Financial Modeling, Financial Analysis, Private Equity, Risk Management, Business Strategy, Leadership
Education
University of California, Santa Barbara 1984 — 1988
Bachelor of Arts (B.A.), Business/Managerial Economics
Glenborough LLC November 1997 - March 2012
Cliffwood Partners LLC August 1995 - November 1997
Kenneth Leventhal & Company August 1988 - August 1995
Skills
Real Estate, Finance, Real Estate Transactions, Accounting, Mergers & Acquisitions, Business Development, Due Diligence, Management, Investments, Strategy, Strategic Planning, Start-ups, Valuation, Financial Modeling, Financial Analysis, Private Equity, Risk Management, Business Strategy, Leadership
Education
University of California, Santa Barbara 1984 — 1988
Bachelor of Arts (B.A.), Business/Managerial Economics
Debbie Browning's Kenneth Leventhal & Company Experience 1990 - 1993
Job Controller at Bryton Homes
Industry Real Estate
Experience
Bryton Homes April 2014 - Present
The Levy Group February 2013 - March 2014
Federal Stone and Brick, LLC July 2010 - February 2014
CRI, Inc. 1993 - 1997
Kenneth Leventhal & Company 1990 - 1993
Skills
Internal Controls, Accounts Payable, GAAP, Sales, Auditing, Financial Reporting, Forecasting, Budgets, Finance, Accounting, Payroll, Strategic Planning
Education
UNLV
Bachelor of Science (BS), Accounting
Bryton Homes April 2014 - Present
The Levy Group February 2013 - March 2014
Federal Stone and Brick, LLC July 2010 - February 2014
CRI, Inc. 1993 - 1997
Kenneth Leventhal & Company 1990 - 1993
Skills
Internal Controls, Accounts Payable, GAAP, Sales, Auditing, Financial Reporting, Forecasting, Budgets, Finance, Accounting, Payroll, Strategic Planning
Education
UNLV
Bachelor of Science (BS), Accounting
John C. Kingsley's Kenneth Leventhal & Company Experience 1988 - 1990
Job Sr. Vice President at Dolphin Partners, Inc
Industry Commercial Real Estate
Experience
Dolphin Partners, Inc. January 1999 - Present
TELACU Development, Inc. 1994 - 1999
Paul J. Toberty Companies 1992 - 1994
Collins Fuller Corporation 1990 - 1992
Kenneth Leventhal & Company 1988 - 1990
Coopers & Lybrand 1986 - 1988
Skills
Disposition, Corporate Real Estate, Location Intelligence, Leases, Brokerage, Real Estate Economics, Asset Management, Commercial Real Estate, Real Estate Acquisitions
Education
Colorado State University 1985 — 1986
MS - Business Taxation
Dolphin Partners, Inc. January 1999 - Present
TELACU Development, Inc. 1994 - 1999
Paul J. Toberty Companies 1992 - 1994
Collins Fuller Corporation 1990 - 1992
Kenneth Leventhal & Company 1988 - 1990
Coopers & Lybrand 1986 - 1988
Skills
Disposition, Corporate Real Estate, Location Intelligence, Leases, Brokerage, Real Estate Economics, Asset Management, Commercial Real Estate, Real Estate Acquisitions
Education
Colorado State University 1985 — 1986
MS - Business Taxation