Use my 20+ years to Historic Preservation and Real Estate Development experience toward profitability and community benefit.
CAREER FOCUS: ARCHITECTURAL PRESERVATION/HISTORIC REAL ESTATE DEVELOPMENT
 20+ Years of Leadership Experience within the Real Estate Development and Preservation Industry
 Track Record of Success in Meeting Time/Budget/Quality Goals for Top-Priority Developments
 Strong Strategic Planning and Problem Solving Skills in Start-Up and Established Environments
 M.A. in Preservation Studies; Member, National Trust for Historic Preservation & Other Affiliations
Excellent background in architecture, design, historic preservation, construction, building evaluations, insurance mitigation and real estate development. Specialized in historic projects; worked with existing conditions surveys for the U.S. General Services Administration, including the Federal Trade Commission, Department of Veterans Affairs, National Archives, Department of Agriculture, and Department of Justice buildings. Able to envision new design projects and bring vision to reality through specific, well-developed plans. cost-conscious, detail-focused approach to management.
** Built database to track location, date, condition, history, and restoration costs of bronze statuary and architectural masonry elements for Boston, Philadelphia, New York, and Washington, D.C. Surveyed and implemented historic districts in Leesburg, VA and Woburn, MA. Managed sale and adaptive reuse of historic commercial buildings projects.
Historic Building Preservation
National Register & Historic District Designations; Existing Conditions Surveying; Historic Building Research, Recording & Reporting; Architectural Preservation Consulting; Historic Building Inspections; Restoration & Remodeling Projects Real Estate Development
Building Assessments; Compatible Design; Estimating; Budget Planning & Administration; Project Lifecycle Management; Cost-Segregation; Strategic Marketing; Interior Design; Cross-Functional Team Leadership
PROFESSIONAL EXPERIENCE
Consultant / Managing Director
Historic Address  1988-Present
Perform Historic District and National Register designations, as well as space planning and interior design services, for both commercial and residential clients. Conduct inspections, recording, and reporting to ensure client fulfillment.
ï® Gained recognition in Better Homes and Gardens and at local “show houses†for key projects.
Manager
Grant Thornton, LLP  2009 - Present
Conduct field surveys, maintain relationships with clients, mentor younger team-members and develop new business for the Cost-Segregation practice.
ï® Serve as the “go-to†professional for Cost-Segregation and Cost-recovery projects.
Director
Virchow Krause – Baker-Tilly  2008-2009
Led the cost-segregation/cost-recovery group firm-wide. Represented the Practice at conferences and other professional organizations.
ï® Developed Staff and served as Senior Advisor for the Cost-Segregation Practice.
Senior Manager
CBIZ Valuation Group  2006-2008
Brought on board to develop and sustain nationwide client base for cost-segregation studies and construction cost-estimating. Maintain relationships with external clients and other internal tax professionals.
ï® Secured cost-segregation engagements and increased tax benefits as a result.
Manager
BDO Seidman, LLP  2005-2006
Relocated to establish foothold within the East Coast markets for BDO’s Cost-Segregation practice. Promoted Cost-Segregation at industry trade shows and represented the practice at company meetings.
ï® Developed a cost-segregation practice on the East Coast – based in Boston and New York
Manager
Ernst & Young Real Estate Advisory Services  1997-2003
Oversaw sales and marketing activities for company’s services, recruiting team members and generating business from both new and existing clients. Created cost estimates, cost-segregation analyses, and project spreadsheets.
ï® Delivered well-received marketing presentations to high profile companies, including ABN AMRO, Discovery Communication, Best Buy, and John Buck & Co.
ï® Directed teams through series of key projects that included the following:
- Indianapolis Motor Speedway, Cost-Segregation Study, Staff of 4, $250,000 in Fees
- Giltz & Associates, Cost-Segregation Study, Staff of 3, $150,000 in Fees
- Bob Evans Restaurants, Look-Back Studies, Staff of 5, $35,000 in Fees
Account Manager / Executive
Consulting for Architects  1996-1997
Supervised team of 5 full-time and 4 part-time employees in recruiting and evaluating candidates for potential placement with clients, matching qualified candidates with clients’ requirements. Performed sales call and delivered presentations to potential clients. Monitored candidate placement and managed client accounts. Marketed and managed in-house CADD training center, including enrollment and scheduling.
ï® Oversaw all aspects of successful placement office for the A/E/C community.
Senior Architectural Preservation Consultant
Daniel P. Coffey & Associates  1994-1996
Functioned as Project Leader for field evaluation and design review initiatives. Conducted existing conditions surveys and researched/recorded historic buildings. Developed responses to RFPs and implemented marketing strategies to sell the firm’s multiple services. Used proper forms for National Register nominations.
ï® Served on the Landmark Preservation Council of Illinois’ Chicago Programs Committee.
ADDITIONAL POSITIONS:
Associate, Paul Davis Systems – Led team of 6 and various sub-contractors in surveying and estimating property damage for insurance claims. Developed marketing plans for restoration and remodeling services. Opened branch office in Williamsburg, VA, serving on the local Chamber of Commerce.
Marketing Manager, S.T.A.R.T. – Identified target retail partners, created promotional and cross-promotional marketing plans, developed monthly progress reports, and analyzed sales results against quotas and objectives.
Partner / Head, Historic Properties Division, Carter-Braxton – Leased, sold, and auctioned residential and commercial buildings. Conducted surveys for historic buildings and provided consulting services for both public and private clients on historic buildings. Maintained strong presence in the community as an expert in historic preservation. Managed full cycle of projects that ranged from $25,000 to $500,000.
Architectural Preservation Consultant, Oehrlein & Associates – Completed historic structures inspection, recording, and reports. Oversaw materials conservation and met maintenance specifications. Performed National Register and historic district designations. Addressed adaptive re-use and compatible design for historic buildings.
Architectural Preservation Consultant, Society for the Preservation of New England Antiquities.
EDUCATION & CREDENTIALS
Master of Arts in Preservation Studies: Boston University, Boston, MA
Bachelor of Arts in Art/English: Washington College, Chestertown, MD
Certificate: Harvard University Career Discovery Program - Architecture, Cambridge, MA
Certificate: Victorian Society Summer School, London, England
Professional Affiliations
Associate Member, American Institute of Architects - Washington, DC Chapter ï‚¡ Member, Union League Club of Chicago ï‚¡ Member, National Trust for Historic Preservation ï‚¡ Member, Historic Annapolis Foundation
Member, Chesapeake Bay Foundation ï‚¡ Member, Preservation Council of Illinois Chicago Programs Committee
Member, Union League Club of Chicago Real Estate Committee ï‚¡ Service Board Member, Hospice of the North Shore
Member, AIA Historic Resources Committee
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