Background Summary••••• After a full career in investment management I have, since •••••, developed significant expertise in sales and management as President of my own property management firm, as a real estate Associate Broker, and as a Community Manager. I am a CPM Candidate.
Prior to •••••, I was an investment management professional specializing in trust investment and administration. I left my position as Manager, Vice President of Investment Counseling at Mellon Bank in Philadelphia to pursue a career in Property Management and Real Estate.•••••Professional Experience•••••AIMCO, Atlanta, GA •••••••••• Present
I served as Community Manager on a temporary basis at three AIMCO properties as follows: ••••• ••••• Walden Village ••••• residential units in ••••• buildings: I supervised three leasing agents and a maintenance staff of six. I increased occupancy during this period from •••••% to •••••%. The property was sold on August 2, •••••
••••• Somerset at the Crossings ••••• residential units in ••••• buildings: I supervised two leasing agents and maintenance staff of three. I increased occupancy during this period from •••••% to •••••%. The property was sold on September •••••, •••••
••••• Highland Ridge ••••• Residential units in 8 buildings: Oversaw completion of redevelopment construction and supervised three leasing agents and three maintenance technicians. Prepared budget for •••••, and oversaw leasing, collections, maintenance, and turns.•••••Prudential Fox & Roach, Haverford, PA ••••••••••
I joined the firm in May of ••••• to specialize in commercial and multi-family real estate sales as an Associate Broker. I was also responsible for providing real estate property analysis and research for clients and other agents to assist with acquisition and disposition of commercial and multi-family properties. I am a Member of the National Association of Realtors, Suburban West Realtors Association and I am an Accredited Buyer Representative. I taught real estate investment and property management at the Tri-State Real Estate School in Conshohocken, PA and I was awarded the Honor Society Certificate for sales. •••••Morgan Cobb Associates, Inc., Upper Darby, PA ••••••••••
Established a property management and asset management firm in ••••• to acquire and manage income producing real estate. I was responsible for the management of four multi-family real estate partnerships, a three story office building and other properties. As president of my own property management firm, I was responsible for all of the day-to-day operations of each of the properties under management. My duties included sales, marketing and leasing, rent collections, bookkeeping, evictions, hiring and supervising all employees, negotiating and managing all contracts and preparing regular reports on progress. I was responsible for all facets of acquisition and disposition of partnership assets. Beginning in ••••• and as the properties were sold, I continued managing properties for third party owners and established a real estate brokerage division within the firm.•••••Mellon Bank/PSFS, Philadelphia, PA••••••••••
Manager, Vice President, Investment Counseling
Responsible for seven investment managers and six support personnel managing approximately $••••• billion of individually invested portfolios and personally managed ••••• individual accounts. I Served on Trust Investment Committee and Real Estate Asset Review Committee and was responsible for the installation of investment departments computer network. I produced average annual sales increases of more than $••••• million in new accounts. •••••Sovran Bank/Maryland, Bethesda, MD ••••••••••
Vice President, Investment Management Division
Responsible for five investment professionals and personally managed one hundred institutional, employee benefit, and individually invested accounts. I Served as Chairman of the Trust Officers Investment Committee, Chairman of Unique Asset Review Committee and as Compliance Representative for the Financial Services Group.•••••I also served as the investment analyst responsible for bank, mortgage, insurance and other financial sector stocks and I developed the divisions Investment Policy Manual, trust compliance policies and procedures, and formal account review policies and procedures.•••••
American Security Bank, Washington, D.C.••••••••••
I was responsible for investment and administrative management of individually invested accounts and new business development.•••••National Association of Securities Dealers, Washington, D.C. •••••
Securities Analyst, Corporate Financing Department
I was responsible for reviewing underwriting terms and arrangements to determine fairness of securities offerings to the public.•••••Merrill Lynch, Pierce, Fenner & Smith, Washington, D. C. ••••• •••••
Account Executive/OTC Trader
I established investment accounts and managed the OTC trading desk.
••••••••••Education•••••Ecole Des Roches, Bluche sur Sierre, Valais, Switzerland.
High School, Graduated June •••••, ••••••••••Birmingham-Southern College, Birmingham, AL
BA, Psychology. Graduated June 6, ••••••••••American College at Bryn Mawr, Bryn Mawr, PA
Courses for Chartered Financial Consultant completed April ••••••••••Polley Associates, Newtown Square, PA
Completed real estate agents classes and licensing requirements in ••••• Completed real estate broker classes and licensing requirements in •••••
Property Management, real estate