Education
1994
George Washington University (MBA, Finance)
1988
University of Wisconsin, Madison (BS, Political Science)
Work Experience
2000 to Present
Chief Executive Officer, Landex Development, LLC
1994 to 2000
- Chief Financial Officer, Landex Corporation and affiliates.
1988-1991
Project Financial Analyst – Landex Corporation
Landex Development, LLC is a nationally acclaimed real estate development company that specializes in creating public-private partnerships to develop mixed-use and mixed-income properties in the Mid-Atlantic region with an emphasis in the Washington, DC metropolitan area. Responsibilities have grown from the oversight of two or three projects to the position of Chief Financial Officer responsible for the financial management and operations of all developments and corporate operations. This involves direct oversight responsibility for the acquisition, development, financing, property and asset management of more than 7,500 units of housing with an aggregate real estate value of more than $500 million. Primary responsibilities include:
• Development of economic models for housing developments within the parameters of applicable rules and regulations for various federal, state and local public and or private debt and equity funding sources such as US Department of Housing and Urban Development (HOPE VI, CDBG, HOME, and Section 108 Loan guarantees), US Department of the Treasury (Section 42,47 and 146 of the US Internal Revenue Code), State and County financing, Bank of America, Citibank and SunTrust Bank.
•Monitoring and managing the development and operating budgets for multiple (as many as 10) sources of financing for each of the housing developments.
•Negotiating partnership agreements and loan documents with private and public investors.
•Preparation and coordination of written responses to public and private bids/offerings for housing developments.
•Coordination and management of the third party annual financial audits, tax returns and cost certifications for each development as well as for Landex Corporation.
•Establishment and coordination of a team of accountants and information technology experts that developed a virtual shared accounting system and a procedures manual for the accurate, electronic financial reporting and monitoring of 20 properties located in 5 states.
•Management of all financial matters related to the developments as well as for Landex Corporation and its affiliates.
•Preparation of financial projections and business plans for Landex Corporation and its affiliates.
1991-1993
Clinton-Gore Presidential Campaign, Transition Team and White House Office of the President. Joined the Clinton Campaign as a volunteer and was hired shortly thereafter to assume successive leadership positions coordinating and managing the financial operations for state delegations. Following the Campaign, served on the Transition Team as the Chief Financial Officer and then joined the White House in the Office of the Chief of Staff. Primary responsibilities during this period included:
•White House Operations, Office of the Chief of Staff–Worked with a team of four persons to analyze and improve the operations, organization, budgeting and inter-agency relations of the fourteen (14) departments that serve the White House operations and the President.
•Chief Financial Officer, Clinton-Gore Transition Team–Supervised an accounting and budget staff of ten (10.). Developed budgets and procedures for the financial management of the Transition to track the use of funds and to make financial projections. Organized the wind-down of the Transition including the storing of records, selling of assets, and retiring of all debts.
•Budget Officer, Clinton-Gore Presidential Campaign–Created and monitored the budgets for the 50 statewide campaign offices. Negotiated a system of payment and guarantees with the regional phone companies for the national network of phone lines. Worked with accounting staff to prepare financial reports and compliance monitoring reports. Organized the closing of all 50 statewide campaign offices (payment of all bills, release of all security deposits, return of all computer and telephone equipment, recovery of all campaign documents).
•Delegate Coordinator, Clinton Presidential Campaign–Worked with a team of 12 to direct the activities and movements of all of the Clinton delegates at the Democratic National Convention. Oversaw the selection and election of delegates to the Democratic National Convention. Communicated with the delegates daily to discuss the candidate’s policies and to learn about the key issues in local areas.
•Ohio Deputy Director, Clinton Presidential Campaign - Assisted with the process of registering Clinton in the Ohio Counties. Established the state field office. Coordinated local fundraising events.