General Counsel, Chief Operating Officer & Chief Financial Officer
San Francisco Commercial Real Estate Conglomerate & High Net Worth Family Office
Jan 2016 - Jan 2019 (3 years 1 month)
• Multistate, Multimillion-dollar Commercial Real Estate Conglomerate; commercial office, retail, industrial, warehouse, and residential multi-use properties; commercial real estate
• 1031 Exchanges, commercial transactions SaaS and licensing agreements, M&A asset & equity purchases, financing, and leasing transactions, property management, MSAs, supply and service contracts.
• Family Office Wealth & Operations Management; accounting & reporting commercial real estate, commercial acquisition financings, investment portfolio, and complex entity debt & expense allocation; Family Office private wealth management, trust & estate succession planning, cybersecurity, tax optimization, and philanthropy ensuring long-term preservation and growth o