Chief Financial Officer
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20 years management experience with over 12 years serving in a CFO capacity with verifiable success in crafting and delivering best in class accounting positioned to exceed stakeholder reporting expectations. Personal attributes demonstrate the ability to be persuasive and well suited in solving complex problems in a growth orientated fast passed environment while demonstrating calm optimistic mentor styled management characteristics.
Deep CFO expertise across GAAP and IFRS accounting, SEC reporting and IPO readiness, SOX compliance, M&A due diligence, revenue recognition, internal controls, FP&A, treasury and cash management, and ERP implementations. Extensive experience overseeing large, complex portfolios, including $500M+ AUM across multifamily, commercial, healthcare, and residential real estate, as well as advising private equity and venture capital investors on acquisitions, roll-ups, and exit strategies.
Career highlights include leading accounting and finance organizations through IPOs and public company audits, raising and structuring hundreds of millions in equity and debt capital, stabilizing and scaling multi-entity reporting platforms, and serving as a strategic partner to boards, investment committees, and executive teams. Background spans roles with demonstrated success in investor relations, capital formation, governance, and value creation across the full investment lifecycle.
Chief Financial Officer — UIP Companies | Washington, DC | 2024–Present
Managing Director — Helios Healthcare Advisors | Chicago, IL | 2023–2024
Vice President of Finance — Riparian Capital Partners | Baltimore, MD | 2023
Chief Financial Officer — PharmD Live | Washington, DC | 2021–2022
Chief Executive Officer — Capitol Commercial Real Estate | Washington, DC | 2017–2021
Chief Financial Officer / Treasurer — Inter-American Management; Global Medical REIT (NYSE: GMRE); American Housing REIT | Bethesda, MD | 2014–2017
Chief Financial Officer / Comptroller — Quantum Real Estate Management | Bethesda, MD | 2008–2014
Accounting Manager — Washington Real Estate Investment Trust (NYSE: WRE) | Rockville, MD | 2005–2008
MBA, Keller School of Management
BS, Finance, North Carolina A&T State University
Certifications & Executive Education
Strategic Financial Analysis & Business Valuation, Harvard Executive Education
Strategic Financial Leadership, Wharton Executive Education
Public Company & SEC Compliance Training, Vinson & Elkins; New York University
Corporate Governance, Internal Controls & Ethical Decision-Making (various programs)
HUD Audit Update, Enterprise Tax Credit, and Real Estate Finance Programs
Industry Leadership & Professional Conferences: NAREIT, NIC, NALTH
Licenses: Series 6 and Series 63 (inactive)
Skills & Technical Proficiencies
GAAP & IFRS Accounting • SEC Reporting • SOX Compliance • M&A Due Diligence • FP&A • Capital Markets • Investor Relations • Board Governance • Internal Controls (COSO) • Financial Modeling • Valuation
Systems: QuickBooks • JD Edwards • Enterprise One • Yardi • RealPage (OneSite) • AppFolio • Jenark
