El Cerrito, California 94530 510.525.1709 home/510.910.5202 cell Email: kbe1d784@westpost.net OBJECTIVE Utilize proven leadership record to assist organizations on financial matters. Strengths include positive fiscal results, creativity in solving finan cial and organizational problems, providing quality service to both internal and external customers in times of increased workloads and diminishing resources. EXPERIENCE 2007-2010 Independent Financial Services (list of companies upon request) Services included: * Quantified labor costs for an employment lawsuit. * Analyzed and rectified financials going back 4 years to correct errors in Quic k Books Pro booking records and tax returns resulting in tax refunds. Organized protocols and written office procedures for future use. * Created a financial model for a real estate group to calculate commissions and costs. * Retrieved lost records and analyzed labor date over a 3 year period, created o ver 5,000 Excel charts to statistically prove that plaintiffs' claims were unfou nded. Appeared in court and testified. * Reviewed and organized a trust to maximize survivor benefits. * QuickBooks accounting A/R, A/P, Payroll, all financial and tax matters. 2005 Business School of Notre Dame de Namur University Belmont, CA * Taught International Marketing to graduate and undergraduate business and mark eting majors. 1987 - 2001 La Salle Properties, Inc. COO and CFO Oakland, CA * Directed the development and growth of the company. Growth rate for final 7 y ears was between 25-37% annual rates. * Began as a start-up company (Glenview Realty) which grew through sales and acq uisitions (Montclair Better Homes, Lakeshore Properties, and other minor offices ) to $150+ Million sales and 40 sales agents. * Responsible for annual budgeting as well as long range planning. * Oversaw a staff of 5, responsible for A/R, A/P, payroll, tax related matters a nd all governmental agencies. * Responsible for overseeing, developing and updating all company procedures and record keeping. Converted accounting records to QuickBooks Pro in 1995. * Directed company technological growth, utilizing new technology to give the co mpany an edge in the marketplace. * Developed computer programs to chart growth, sales and customer data bases. * Pioneered marketing techniques differentiating our company from the competitio n.
1982-2001 Stanford-Parke Properties, Inc., General Partner Berkeley, CA
With my partner formed over 20 syndications investing in various real estate pro jects from single family dwellings to commercial buildings. Sought and raised o ver $5 million for these investments and projects. Commercial investments inclu ded UC Regents office building in Berkeley, CA; 30,000 square feet of office spa ce with 6,000 square feet of retail, 6 apartment complexes and over 80 single fa mily dwellings. Responsible for all financial data required by lending institut ions, insurance companies, tax consultants, audits, governmental agencies and fi lings. Additionally I had the responsibility for investor relationship. 1991-1993 Oakland Association of Realtors, Oakland, CA President and Vice President (elected positions) Using new technology, worked with others to spearhead the merging of 6 different boards of realtors to create the first on-line Multiple Listing Service with pi ctures, tax assessor's information and mapping. * Managed annual budget of nearly $1 million and served as Chairman of the Board of Directors. * Revised control procedures which significantly improved balance and audit cont rols and reduced items in suspense. * Identified future system needs. EDUCATION 2003 MBA, Inaugural Class of Berkeley-Columbia Haas School of Business, U.C. Berkeley Columbia Business School, Columbia University Masters Project: Hungarian Real Estate Market (UC Berkeley) Masters Project: Analysis of Six Non-Profit Corporations, Boards of Director s and Operations (Columbia University) 1982 B.A. Political Science, UC Berkeley 2004 Management of Technology Certificate, UC Berkeley, Haas School of Busines s
ELECTED AND APPOINTED POSITIONS
2005 - Present Chairman, Audit Committee, Berkeley Students' Cooperative Assoc. Berkeley, CA 1989-2010 Treasurer and Board Member, Kensington Property Owners Association 2005-2007 Board of Directors, The Dinner Source Inc., Emeryville, CA 1992-1993 Regional Rep., Business & Technology, California Association of Realto rs 1991-1992 Founder, East Bay Regional Data Services, Inc. 1991-1992 Chairman, East Bay Regional Multiple Listing Service 1989-1993 Board of Directors, Pres. and V.P., Oakland Assoc. of Realtors, Multip le Listing Service