Executive Summary
A Senior Financial Executive and Business Owner with more
than 30 years experience in business finance, management,
asset management
and business turn-arounds. Experience focused on starting
and growing divisions of large banks and stand alone
enterprises. Extensive experience in crisis management, asset
workout
and resolution,
crisis investment, turnaround of business operations and
workout real estate projects.
Professional Experience Summary
President and Owner
1999 – Present
Started and invested as principal of several investment funds
in numerous medium to large businesses. These companies were
majority owned and typically purchased/invested out of bankruptcy
or foreclosure sales. Business focus was on traditional business
models and ranged from trucking to real estate projects … in
various forms of development/entitlement.
Banking
1977 – 1999
Extensive experience in Money Center Banks (Wells Fargo and
Security Pacific — Bank of America), concluding at an
Executive Vice President rank responsible for multi state
Wholesale Banking Operations. Span of control encompassed management
of
multi Billion dollar loan portfolios including loan approvals
in the asset based, commercial, corporate and workout loans
areas.
Restructured several anemic business units in the company’s
largest commercial middle-market locations, moving these
business operations into the company’s growth and relative
profit leaders. Managed significant employee retention issues,
financial
accounting concerns, asset quality questions, marketing,
team development, culture transfer issues, customer satisfaction
challenges and IT system related problems.
Managed a loan workout group for a Money Center Bank (15+
years experience), formulating corporate and commercial restructuring
plans for public and private companies experiencing failed
operating leverage or marketing related challenges. Solutions
often included
converting the bank debt into mezzanine or equity positions
to “restart” the business and formulating/executing
plans to return the company to profitability. The management
of this portfolio also required accessing the capital markets
or using the bankruptcy process as part of the resolution
tactics.
Education
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1977 BA, Business Administration and BA in Accounting, University
of Southern California, Los Angeles, California. |
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