Certified Public Accountant 

Clients are generally private companies with multi-state operations and include real estate opportunity funds, property management firms, partnerships, contractors, institutional lenders, REITs and joint ventures, as well as other corporate and family owners and investors

 Focuses on real estate opportunity funds with clients ranging from start-ups to established funds 

Experience in critical areas such as fair value reporting, compliance monitoring, investor relations, and fund performance

Provides assistance and advisory services to clients as they negotiate agreements with lenders, equity partners, and fund managers

Advises clients on accounting and tax matters throughout the agreement process – from initial drafting through completion

Previous experiencing leading the real estate practice for the New York office of a large national public accounting firm

In prior role, he oversaw the practice’s client services, account management, and team development functions and led training presentations on the real estate business for professionals both within the firm and at national industry conferences