
Timeline
About me
Chief Operating Officer at Gardner Management, Ltd. and Commissioner for the City of Redondo Beach
Education
California state university-long beach - college of business
-Bsba finance, real estate & lawActivities and Societies: Theta Chi Fraternity, Financial Management Association, Law Society
Experience
Weintraub financial services, inc. - real estate division (now weintraub real estate group)
Jul 1996 - Jun 1999Controller/cfo• Managed Accounting and Finance department staff • Responsible for all financial aspects of multiple high net worth real estate portfolios including GL, JE, AR, AP, and bank reconciliation• Prepared annual budgets, month/year-end reports, payroll and financial statements• Created sophisticated models for property development and acquisition analysis
American mall properties
Jun 1999 - Jun 2000Finance manager• Responsible for all financial aspects of 2 million square feet of retail shopping center space including annual budgets, month/year-end reports, financial statements and CAM reconciliations • Worked daily with senior financiers at Lehman Brothers, Dana Commercial Capital, and Hatfield Philips• Maintained multiple books for construction (draws/distributions) and operational accounts• Professionally trained in use of Argus Financial Software
Realenergy, inc.
Jun 2000 - Dec 2003Senior financial analyst• Created and implemented annual budgets for $40MM corporation with bicoastal operations• Analyzed and explained budget variances for departments and generating assets• Assessed viability of potential and existing projects• Administered shareholder database tracking various classes of stock, options, warrants and dividends• Successfully prepared for and completed formal outside audits with Ernst & Young• Managed junior and contracted Finance department staff
Castle & cooke
Dec 2003 - Aug 2011Director of finance• Responsible for strategic planning, forecasting and budgeting mainland division covering 5 regions with annual revenues in excess of $200 million• Ensure financial and key business metrics are accurate and efficiently reported• Redesigned residential and commercial development proformas, 5 year budget and many forecasting and treasury reports. Created Treasury and Bank Compliance schedules now used throughout the company• Hands-on manager that successfully juggles priorities to meet recurring deadlines while turning around ad-hoc reports quickly to support the ever-changing strategic plan• Developed and implemented a training program to grow a team of financial professionals with a high level of job satisfaction and work/life balance thereby reducing turnover while providing the company with a highly motivated and skilled staff • Work directly with the President, Corporate CFO and the VP - Finance & Accounting Show less
Behrens & associates environmental noise control
Aug 2011 - May 2013Accounting and finance managerRti properties, inc.
May 2013 - Jul 2021Vice President
Mar 2017 - Jul 2021Director
May 2013 - Mar 2017
City of redondo beach
Mar 2018 - nowCommissionerGardner management, ltd.
Jul 2021 - nowChief operating officer
Licenses & Certifications
Series 7
Financial industry regulatory authority (finra)
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