Your Name
Summary
Seasoned finance leader who is a key member of the senior management team. Provides hands on guidance in organizing and developing accounting and finance teams, managing the company's balance sheet and risk exposure. Responsible for debt placement and restructuring, equity placement, investor relations, SOX compliance, financial reporting, establishing and monitoring internal controls, and treasury management.
Overview
52
52
years of professional experience
Work History
Chief Financial Officer
Phillips Edison and Company
02.2010 - Current
- Phillips Edison is the largest private owner of grocery-anchored shopping centers in the United States.
- The company has approximately $2 billion of assets in 226 neighborhood and community shopping centers totaling over 25 million square feet in 35 states.
- Responsibilities include internal and external reporting, lender relations, debt placement, modifications and administration, investor relations, financial planning and analysis, IT and PECO Capital.
- Restructured $210 million credit facility, including sourcing and closing on $30 million of rescue capital, negotiated and placed a $22 million unsecured credit facility for a start-up company.
- Developed a 24 month rolling budget and 5 year projection for the company and its fund.
- Revamped investor reporting to public company standards.
- Developed and integrated financial services team with the operating departments of the Company.
- Member of the Company's Advisory Committee.
Chief Financial Officer
Phillips Edison ARC Shopping Center REIT
02.2010 - Current
- Phillips Edison Arc is a public non-traded REIT that invests primarily in grocery anchored shopping centers.
- The Company goal is to raise $1.5 billion of equity and invest approximately $3.0 billion in assets.
- Responsibilities include internal and SEC reporting, lender relations, debt placement and administration, financial planning and analysis.
- Sourced, negotiated and closed on a $300 million secured credit facility and a $10 million unsecured credit facility.
Chief Financial Officer and Secretary
Ramco-Gershenson Properties Trust
05.1996 - 11.2009
- Ramco-Gershenson Properties Trust is a fully integrated self-administrated publicly traded Real Estate Investment Trust that went public through a reverse merger.
- The Trust owned 88 community shopping centers with approximately 19.8 million square feet in 13 states.
- Responsibilities included coordination of the Financial Services, Investor Relations, Human Resources, Information Services, Tax and Treasury departments.
- Negotiated joint ventures, secured and unsecured financing as well as common and preferred equity.
Vice President
The Hahn Company
01.1996 - 05.1996
- Responsibilities included the coordination of Financial Services and Reporting.
Chief Financial Officer and Treasurer
Glimcher Realty Trust
01.1993 - 01.1996
- Glimcher Realty Trust is a fully integrated self-administrated publicly traded Real Estate Investment Trust that owns regional malls, community shopping centers and single tenant retail properties throughout the United States.
- Responsibilities included Financial Services, Investor Relations, Human Resources, Information Services, Tax and the Treasury departments.
- Participated in the company's initial public offering and a successful follow-on offering, debt placement and acquisition activity.
President and Owner
California Cart Company
01.1991 - 01.1993
- California Cart Company provided regional management of temporary tenant programs for regional shopping center owners.
- Additionally, the company provided tenants and mall owners with retail carts and locations on a seasonal basis.
- Responsibilities included strategic planning, negotiations with shopping center owners and tenants, coordination of the daily activities of the company.
President and Chief Operating Officer
Katersky Financial
01.1988 - 01.1992
- Katersky Financial syndicated ownership and managed community and neighborhood shopping centers located in Southern California.
- Responsibilities included directing the Accounting, Leasing, Property Management, Lease Administration, Office Services and Investor Relations departments.
- Additionally, involved with strategic planning, acquisitions and debt placement.
Controller and Director of Development Financial Reporting
The Taubman Company
01.1978 - 01.1988
- The Taubman Company is a national developer, owner and manager of super regional malls and mixed- use projects throughout the United States.
- Responsibilities included directing the corporate and partnership accounting departments as well as providing financial support and analysis for the development and construction groups.
- Reorganized accounting staff in Michigan and California.
- Developed a reporting methodology with senior management and supported the development staff.
Certified Public Accountant
Coopers and Lybrand
01.1972 - 01.1978
- Coopers and Lybrand was a professional CPA firm, which provided accounting, tax and management consulting services to their clients.
- Responsibilities included the audits of a variety of clients with a concentration in the real estate industry.
Education
BBA - Accounting and Finance
Eastern Michigan University
Skills
- Strategic and financial planning
- Managing lender relationships
- Negotiate and place debt and equity
- Joint venture negotiations
- Investor relations
- Financial risk management
- Treasury management
- Develop and monitor internal controls
- Staff leadership and development
- Systems development
- Internal and external reporting
- SOX Compliance
Affiliations
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
- National Association of Real Estate Investment Trusts (NAREIT)
- International Council of Shopping Centers
Timeline
Chief Financial Officer
Phillips Edison and Company
02.2010 - Current
Chief Financial Officer
Phillips Edison ARC Shopping Center REIT
02.2010 - Current
Chief Financial Officer and Secretary
Ramco-Gershenson Properties Trust
05.1996 - 11.2009
Vice President
The Hahn Company
01.1996 - 05.1996
Chief Financial Officer and Treasurer
Glimcher Realty Trust
01.1993 - 01.1996
President and Owner
California Cart Company
01.1991 - 01.1993
President and Chief Operating Officer
Katersky Financial
01.1988 - 01.1992
Controller and Director of Development Financial Reporting
The Taubman Company
01.1978 - 01.1988
Certified Public Accountant
Coopers and Lybrand
01.1972 - 01.1978
BBA - Accounting and Finance
Eastern Michigan University
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