SENIOR REAL ESTATE, CONSTRUCTION & PROJECT MANAGMENT PROFESSIONAL
COMMERCIAL ● RESIDENTIAL
OPERATIONS ● PROJECT MANAGMENT ● ENGINEERING ● CONSTRUCTION MANAGMENT● FINANCE DEVELOPMENT ● ESTIMATING ● STRATEGY ● CLIENT RELATIONS ● BUSINESS DEVELOPMENT ● RFP
Executive Summary
Continuously seeks innovative and creative ways to strategically improve, leverage and manage business and project operations, systems productivity, efficiencies and financial performance through “Best in Class” tactical management methods, systems and controls to achieve desired results and profitability. Strategic thinker and leader with proven hands on tactical skills, education, experience and ability to guide, manage change, excite the organization, teams and project stakeholders by tactfully infusing new solutions that deliver solid results with tenacity and purpose from $500k to over $300 million.
A powerful and dynamically unique skill set and expertise that includes 20 years’ experience in strategic, operational, tactical and leadership in project management, budgeting, finance, sales, marketing, computer hardware, software and internet technologies, civil engineering, structural engineering, construction systems and methodologies, staff training, development and supervision. Keen persuasive presentation skills at all levels of board, staff, client, public and speaking venues and the following:
Strategic and Tactical Skills
Executive Presentations Joint Ventures Construction Management
Sr. Project Management Financial Analysis & Control Business & Sales Development
Corporate & Business Law Investor Relations Staffing & Recruiting
Account Expansion Operations Management Customer Service
Account Management Process Improvement Human Resource Management
Brokerage Development Risk & Safety Management Strategic Planning
PROFESSIONAL EXPERIENCE
Confidential TX, CO, MI 2007 to 2015
Commercial & Residential Real Estate Firm providing development, construction, finance & brokerage services throughout the United States with licenses in Texas, Colorado & Michigan.
Advisor – Broker of record 2015 to Present
Director - Construction & Operations 2007 to 2015
Managing Director - Operations & Broker of Record licensed in Texas, Colorado & Michigan serving national commercial, corporate, franchise and residential clients. Fully responsibility for directing and oversight of all multi-state operations for sales, construction, development and financing projects sizes from $500,000 to over $300 million.
Business-critical initiatives include tactical and strategic acquisition, ground up development, financial & investment analysis, design, engineering, construction, project management, and joint ventures across the United States in diverse asset classifications (Hospitality, Medical, Office, Retail, Industrial, Multi-Family and residential single family.) Secures, negotiates, analyzes and approves projects and JV alliances from $250,000 to over $300 million. Developed “Best in Class” strategic direction, operations, project leadership and sales & marketing systems increasing revenues over 100% annually. Supports firm growth through international and national networking and “Rain Maker” activities. Recruits, hires and motivates key executives and project employees with shared vision and stakeholder objectives.
Successfully secured $27M lease secured by the State of NY and $13M TI Construction budget for 600,000 sq. ft. building. Personally negotiated and presented project proposals/budgets to state and local authorities under intense media and political pressures and construction budget constraints receiving 100% approvals.
Led the successful negotiations and provided design, engineering, construction, development, financial analysis and sales & market strategies, plans and leadership oversight for $320M mixed-use development project with JV firm.
Developed, negotiated and presented proposals, financials & budgets, construction & engineering documents to local, state, federal and public boards with a 100% approval rate over 20 years for all size projects $500k to $320mm.
Prepared and presented simple to complex project proposals that included detailed financials, budgets, construction & engineering documentation, sales and marketing plans to Wall Street, National and International Investment Banking, Debt & Equity providers. Received commitments on 95% of projects personally represented over.
Saved multiple clients over 32% on projects leading Value Engineering/Architectural team/AIA IPD methods.
Saved School client over $500,000 on one building project of $2.3mm and condensed project schedule meeting the clients’ non flexible turn over deadline for school starting.
Strategically planned, developed and implemented a $100 million real estate equity fund with JP Morgan Chase, Holland & Knight LP, Citrin Cooperman and HedgeCo. Led legal structuring as SEC exempt fund.
Developed and implemented sales and marketing strategies, systems and processes achieving consistent 40% annual growth and 100% growth in 2014.
Evaluated, Selected and Guided Implementation of numerous internal and external client technical projects including Client Relationship Management (CRM), Financial Analysis, Project Management, Property Management and Sales & Marketing lead conversion software systems. Included hardware & network evaluations and selection.
KBI, Inc., TN & TX 2006 to 2008
High-growth privately-held commercial general contracting and development firm with an emphasis on hotel, medical, medical office and multi-family construction.
Sr. Vice President of Operations
Full responsibility for development & construction project volume of over $90M. Business-critical initiatives included project management, design, engineering, estimating, legal, safety, human resources, and client relations.
Strategic planning and operations leadership. Led and drove 55% annual growth.
Successfully rescued $18M in failing projects. Saved company over $1.5M.
Increased operational efficiency and capacity through improved policies, procedures, scope documentation and project management methodologies including new and existing software and hardware systems.
Recruited and hired CFO, Project Managers, Estimators, Superintendents and support staff increasing company capacity by 60%.
Successfully led and managed the response to a catastrophic structural failure incident during a hotel construction project as a result of flawed engineering without injury or the loss of assets. Led incident evaluation and review team with engineering, architectural and legal successfully negotiating and resolving without litigation saving the firm over $300,000.
Strategically developed and guided Implementation of improved Project Management, Estimating, Scope and Field systems and processes increasing corporate capacity by 60% and increased sales over 70% in 1 year.
Advised and guided in Sales and Marketing strategy, systems and processes increasing sales funnel and conversions by 40% in 8 months.
Strategically developed improved financial and accounting practices, recruited & hired CFO and integrated accounting systems with project management & operations reducing costs & increasing revenue & bonding capacity.
EAC Realty Group – CDT Keller Williams Realty, Inc. TX & MI 2002 to 2006
Privately-held commercial and residential brokerage, construction and development consulting firm.
Director - Construction & Operations
Guided and directly managed over $50M in real estate construction projects including proposals, design, engineering, estimates, budgets, purchasing, material specifications, sub-contractor and client relationships. Project Liaison/Mgmt. for all client, legal, investment and government relations ensuring satisfaction and compliance. Initiatives included developing project schedules, financial analysis and pro-forma’s, marketing plans, market analysis, architectural designs and product selections including sales and marketing strategies. Evaluated projects for scheduling, budget, design and infrastructure scopes of work including quality and safety guidelines.
Obtained over $40M governmental approvals within 6 months for firm and client projects.
Successfully achieved 100% project proposal approval rate at public and commission hearings nationally.
Strategies achieved $8.5M in sales within 10 months for one business unit.
Strategically led & managed project management teams, estimating and scope document preparation reducing schedule times by 20% and change orders by 50%.
Developed strategy, operations, sales and marketing plan for distressed mixed use residential & multifamily development successfully getting units to market in 4 months and increased unit sales by 3.8 mm.
Simultaneously led over 8 different teams in project reviews and value engineering increasing profit margins, reducing risk and increasing client sales by over 30% for one client.
Created financial and business plans successfully placing $1mm in 3 months for one client.
Strategically developed, implemented and managed numerous sales, marketing and client relations plans, teams, systems and processes for several clients resulting in consistent increases in lead generation, conversion rates, closed sales and increasing the “life time values” of new and existing clients exceeding 75%.
Trident Technology, Inc. MI 1998 to 2002
Real Estate & Construction Technology firm with proprietary real estate facilities, software, DB, hardware and consulting services model. (Oracle, Sybase, MicroSoft, EMC) Back-Up & Recovery facilities and infrastructure including underground disaster recovery with integrated on & off site database/network consulting services.
President & CEO (2000 to 2002)
Vice President & COO (1998 to 2000)
Recruited by Founders to turnaround company operations, increase revenues, market share and profitability.
Increased growth from $900 to $26M and 135 employees within 36 months.
Recruited and retained Project Managers, COO, CFO, CTO and HR VP.
Led development, acquisition, entitlements and project planning for development of $45M Technology Park.
Negotiated and secured Fortune 500 strategic vendor, financial, joint venture and sales partnerships.
Successfully secured $4.5M in venture capital for corporate growth.
2001 “Ernst & Young Entrepreneur of the Year” Finalist for Michigan region.
McCormick Builders, LLC, MI 1996 to 1998
Commercial and Residential real estate general contracting firm. (Also DBA: Davico Construction.)
Projects Director
Fully responsible for developing and delivering from $50K to $10M commercial/residential projects including proposals, design, architecture, estimating, bidding, purchasing and scheduling.
Delivered construction/TI projects on-time, under budget with a 98% client satisfaction.
National Account Manager, SSC, Inc., DST Systems, MO 1993 to 1995
Lead six corporate commercial facilities conversion project teams for national clients of over $6M each.
Developed and managed key national client accounts totaling over $11B in managed assets.
Achieved growth from 32 employees to over 165 within 24 months. Acquired by market leader.
Division President – Construction & Development, Cooley Enterprises, Inc. MI 1991 to 1994
Military Service, United States Army, Infantry-Special Operations Europe1982 to 1984
EDUCATION
MBA, Marketing, Finance, Webster University
BBA, Finance, Real Estate, Western Michigan University
Advanced Real Estate Finance, Graduate School of Design, Harvard University
