Experience

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  Speaking engagements and seminars

  Jan 1985 - now

  Coaching for improvement

  I have been coaching, teaching, and training professionals for over 20 years in the areas of retail and service operations, real estate, finance, leadership, customer service and more. Please contact me at 925-939-7006 for more information about my training programs. Some examples:Marriott Hotel Walnut Creek; Topic "World Class Customer Service."​ Teaching the staff on the basics plus new ideas for providing service that no other hotel provides. Dealing with generation Y and the baby-boomers.Contra Costa Leadership Group; Topic "Leadership."​ A new spin on leadership, from self-assessment to a reality check. Lots of laughs and learning.Chapman University Argyros School of Business & Economics; Topic "Leadership" Guest lecturer for undergraduate students in Entrepreneurship. Show less

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  Vesteq financial corporation

  Jan 1985 - Jan 1987

  Real estate dispositions specialist

  Established real estate syndicator owning over 6,000 multi-family units throughout the sunbelt region. Analyzed exit strategies for real estate partnerships to determine optimal returns. Initiated contact with potential investors and negotiated sales contracts for multi-unit apartment projects located nationally from California to Georgia.Achievements:Turned around struggling investments with creative renovations and marketing. Sold over $50,000,000 in property with IRR's over 20%. Show less

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  Rnl commercial real estate

  Jan 1987 - Jan 1996

  Multi-unit retail real estate broker

  Envisioned, planned and built a multi-level, retail real estate and construction services company providing outsourced support to national, regional, and local, multi-unit retail operators with all facets of store development including; real estate leasing or purchasing and construction management. Cultivated and managed national, regional, and franchise accounts such as Thrifty Corporation, Learning Express, Pet Food Express, Krause's Sofa Factory, Lisa's Tea Treasures, Moto Foto, Caffino, and Fabricland. Provided strategic planning for new store growth as well as property identification and lease negotiations. Trained sales agents, created systems for efficient lease tracking and property management functions including estoppels, CAM audits, and option renewals. Developed, negotiated and reviewed tenant improvement estimates, contracts, and construction. Achievements:Recognized in the San Francisco Business Journal as a Commercial Real Estate Top 20 Producer 1991Completed over $100MM in real estate transactions Show less

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  Caffe e via, llc

  Jan 1996 - Jan 2011

  Ceo | multi-unit retail

  Designed, planned, and built an international award winning regional chain of specialty coffee shops. Oversaw real estate acquisitions and construction, operations and employee development including, developing and implementing a customer service and sales training system, overseeing all cost and financial accounting, producing financial reports and reporting to investors.Achievements:Achieved 82% annual growth in sales, 11% annual growth in same store sales, and averaged 3 times the national average in sales for similar store concepts.Received the International TOPS Award from the Specialty Coffee Association of America (SCAA) five consecutive years. The TOPS Award recognizes world-wide excellence in retailing in the coffee industry. Approximately 30 companies world-wide are bestowed this honor annually. Show less

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  The seven hills school

  Jan 2008 - Jan 2010

  Director of finance and operations

  Well established leading independent K-8 school.Oversaw the operations and finances of the organization. In addition, coordinated the construction of a new state-of-the-art science lab including raising capital, design, and construction of a $6,000,000 renovation and expansion of the middle school. The project included a gymnasium, additional classrooms, and a new performing arts theater.Achievements:Renegotiated prior management’s architectural contract and assembled a new construction team to undertake the renovation and expansion of existing facilities resulting in the reduction of projected costs of $720,000Completed state-of-the-art Science Lab 20% under budget and 2 weeks ahead of scheduleRenegotiated vendor contracts and streamlined selected systems cutting the school-wide operating budget by $420,000 (6%) without cutting programs or servicesTripled annual facilities rental revenue through enforcing existing contracts and signing new tenants.Brought in $8,500,000 favorable tax-exempt debt financing which included refinancing existing debt at a savings of $773,000 to the school. Show less

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  Business improvement strategies

  Jan 2011 - now

  Retail project specialist

  All companies have projects that have been put "on the back burner" due to lack of time, personnel, or expertise. Issues arise due to growth, competition entering the market, or other reasons. These unfinished projects and issues keep Business Owners and Executives awake at night.I establish the core issue that needs to be addressed, propose one or more solutions, and solve the issue. Areas of expertise include:Real Estate & Construction: Strategic planning, identifying and evaluating potential sites, and lease negotiations. Complete permitting (Use, health, building), store design and layout assistance and construction management.Operations & HR: I teach how to hire smart and train effectively to reduce employee turnover and improve morale. This includes creating a detailed training program and identifying and solving operational bottlenecks or barriers to smooth operations.Finance: From basic accounting to sophisticated cost accounting, I create easy to understand financial reports and metrics to give all stakeholders a clear picture of performance. I teach how to use these reports to identify issues and improve performance throughout an organization. Show less

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  Leaders in retail in the san francisco bay area

  Jan 2013 - now

  Operations management multi-unit retail | service

  • Attending Networking Events• Researching Industry Leaders• Tracking Industry Trends• Participating in Industry Discussions

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  Bondadoso coffee & tea collective

  Mar 2017 - now

  President

  The newest concept in coffee and tea, we feature a unique bar complete with eight cold brew coffee and tea selections on tap.