SUMMARY

• Twenty-six years of real estate experience with concentration in sales, leasing, development, property management and personal investing.
•  Excellent time management, negotiation, organizational and  technology skills.
•  Consistent multi-million dollar producer.
•   Positive motivator, combining creativity with strong verbal,   writing, negotiating and problem-solving skills.

PROFESSIONAL EXPERIENCE

Sales, Commercial/Retail Leasing and Property Management

• Achieved "Top Ten" sales status among GCBoR agents within two years of entering residential sales.
• Effectively managed all operations (Leasing, Operations, Marketing and Specialty Retail) of a major regional shopping center (1.1 million square feet).  Directed and motivated a full-time staff of 50 people.
• Successfully leased and managed a portfolio of 38 major industrial properties encompassing over 4,500,000 square feet.  Negotiated and implemented new leases as well as all lease renewals and expansions of tenants in assigned portfolio.
• Designed and implemented cost saving and budget control measures saving owners and average of 15% annually.
• Restructured financial reporting to optimally reflect property operations as they related to ownership goals.
• Supervised tenant finish construction on over 1,000,000 sq. ft. of newly leased commercial/retail space.
• Established remote office operations and secured new business producing gross income in excess of $80,000 per month.
• Concurrent to efforts above, successfully developed, leased, managed and invested in a portfolio of retail, office and land holdings in Austin, TX (see project list below).

Real Estate Asset  Management

• Responsible for establishing and maintaining leasing and management goals on a 35 property commercial REO portfolio.  Included in this portfolio were two CBD, hi-rise office buildings in Austin, TX.
• Prepared detailed annual operating plans designed to enhance the value and marketability of REO assets.
• Initiated and executed major property renovations, environmental clean-ups (UST's and asbestos) and supervised tenant finish construction.
• Assisted in establishment of new asset-management company responsible for over 900 assets of seven failed banking institutions in New England.
• Trained a full-time staff of 25 and a group of 60 third party managers in budget preparation and asset management basics.
• Responsible for devising, implementing and monitoring third party budgeting and reporting procedures.

EMPLOYMENT HISTORY

1/1/2000 to Present  Broker/Owner, Rubicon Real Estate Services, Fredericksburg, TX

Entering residential sales with RE/MAX as a Broker/Associate in 2000 provided the opportunity achieve the stated goal of becoming a top selling agent in the Gillespie County Board of Realtors.  Furthering that success was the establishment of Rubicon in January of 2007.  Through active community involvement, aggressive internet advertising, client referrals and repeat business Rubicon has been established as a permanent presence in Fredericksburg, TX real estate.  Ever-pursuing my goal to broaden the scope of my education, experience and expertise will be leading me further into issues concerning affordable housing and environmentally conscious and sustainable real estate practices.

9/95 to 10/2000 General Manager, The Rouse Company-Highland Mall, Austin, TX

Responsible for day-to-day and strategic operations of 1.1MM sq. ft. regional shopping center.  Direct and oversee activities of Operations, Marketing, Specialty Retail and Operations.  Recruit and lease to local and regional merchants. Exercise budgetary control over operational and capital expenses and coordinate all construction activity (new stores, remodels, capital improvements, etc.).  Established company standards for community outreach by actively participating in the Texas Historical Commission's widely recognized Main Streets program as a course lecturer.

2/93 to 8/95 Industrial Property Manager, Trammell Crow Central Texas, Austin, TX

Developed major budget and cost control systems that cut property level expenses (NNN charges) an average of 15%.  Analyzed budgeting and financial reporting procedures and instituted changes that improved staff efficiency and accuracy.  Increased occupancy and retained existing tenant base through new leases, renewals and/or expansions at an award-winning level.

7/92 to 2/93 New Hampshire Division Manager, Sandalwood Management, Manchester, NH

Recruited from BONHAM to establish the remote operations of a Texas management company specializing in REO properties as a third party vendor.  Secured new business, hired, trained and supervised personnel.  Responsible for property leasing and tenant finish as well as divisional budgeting, financial reporting and information systems management.

10/90 to 7/92 Asset Manager, Bonnet Resources/BONHAM Corp., Austin, TX and Manchester, NH

Through increased leasing and effective management, increased the marketability of an assigned portfolio of commercial REO assets.  Prepared and implemented asset operating plans designed to obtained highest possible appraised value to sales price ratio. Average ratio exceeded 90%.   Designed budget and reporting models that were implemented company-wide.  Selected by management for inclusion in a team relocated to New Hampshire to assume control over the REO assets of several failed banking institutions.

1/85 to 9/89 Investment Analyst, Teacher's Insurance and Annuity Association of America, N.Y., N.Y.

Negotiated with developers, mortgage brokers and tenants to produce documents required prior to funding institutional mortgage commitments (e.g. leases, easement agreements, management and leasing programs, etc.).  Coordinated and approved over $750MM in commercial mortgage commitments, including the master mortgage for 7 World Trade Center (among the first to fall in the 9/11 tragedy).

1983 to Present Individual Investor in Commercial Properties, Austin and Fredericksburg, TX

Currently a principal investor/manager of a portfolio of commercial properties in Austin, TX (including but is not limited to): 524 N. Lamar (a 32,000 s.f. retail and office project at the corner of 6^th and Lamar in downtown Austin; 801 Rio Grande (a 3,000 s.f. historic home in downtown Austin, TX recently restored and leased to a private school), 600 Lamar (a 14,000 s.f. retail project at the corner of 6^th and Lamar in downtown Austin, TX; 524 W. Austin Street, Fredericksburg, TX ( a multi-structure residential property at Austin and Bowie).  For privacy sake this list is not all-inclusive but rather it is intended to evidence my hands-on involvement in ownership and risk-taking.

EDUCATION

• THE UNIVERSITY OF TEXAS AT AUSTIN

  Bachelor of Business Administration, 1983

Major: Real Estate and Urban Land Development; Minor:        Finance

• NEW YORK UNIVERSITY, N.Y., N.Y.

Certificate in Real Estate Finance, 1989

Major: Real Estate Finance

LICENSES AND PROFESSIONAL DESIGNATIONS

• Texas Real Estate Commission--Real Estate Broker License (1985)
• Institute of Real Estate Management (National Board of Realtors)-CPM® (1996)
• International Council of Shopping Centers (ICSC)-Member and CSM (2000)
• National Association of Realtors® e-Pro® Designation (2003)
• National Association of Realtors®, Graduate Realtor® Institute (GRI-2006)
• Texas Affordable Housing Specialist (2008)
• EcoBroker (2008)
• NAR's Green Designation (2009)
   

CIVIC AND CHARITABLE ACTIVITIES

• St. Mary's Catholic School (Fredericksburg, TX)-School Council Member and active volunteer;
• Local baseball, basketball & soccer coach and volunteer;
• Microlender active with kiva.org
• Habitat for Humanity-Austin;
• St. Austin's Catholic Church (Austin)-Homeless Youth Program;
• Austin Area Urban League-Community outreach

PERSONAL INTERESTS AND ACCOMPLISHMENTS

• Husband to Barbra and father to Edward (13) and Ethan (9);
• National and international travel;
• Marathon finisher--New York (x3), Dallas, Houston and Austin (x2);
• Hiking-Appalachian Trail, White Mountains, Tetons, Green Mountains, Swiss/Italian Alps
• Cycling-NYC's Five Borough Bike Tour (x3), MS 150