SENIOR REAL ESTATE / CONSTRUCTION / PRESERVATION CONSULTANT
Versatile and accomplished Senior Real Estate / Preservation Consultant with extensive experience in architecture, compatible design, historic preservation, land-use issues, construction, building evaluations, planning, interior design, adaptive re-use, LEED, and real estate development. Specific expertise in converting historical intent to action for restoration, preservation, historic district designation, and National Register projects. Excel at envisioning new designs, developing cost-conscious plans, managing multiple priorities, and turning vision into reality. Self-directed leader who works effectively with cross-functional teams and cultivates strong partnerships with key stakeholders. Committed to adding value through creative idea generation, collaborative problem solving, intuitive business sense, and disciplined decision-making.
Historic Address, Winnetka, IL, US, Design Consultant
Perform Historic District and National Register designations. Deliver space-planning and interior design services for commercial and residential clients. Conduct inspections, recording, and reporting to ensure client fulfillment.
Updated numerous commercial and residential projects in New England, Virginia, Maryland, and Chicago.
Gained published recognition in Better Homes & Gardens and at local “show houses” for design projects. 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. Partner in Carter Braxton Real Estate (Leesburg, VA) – lead Historic Properties Division - Managed sale and adaptive reuse of historic commercial and residential buildings projects. Served as vice-president of the Waterford (VA) Foundation Board – implementing the “cluster” concept in land development Served on the Leesburg (VA) Ad Hoc Committee
Grant Thornton, LLC, Chicago, IL, US, Manager - Cost Recovery Services
Conduct field surveys and construction cost-estimating. Serve as the industry-expert for more than $1 million practice in cost-segregation and cost-recovery projects. Maintain client relationships, mentor junior team members, and develop new business for the cost-segregation practice.
Virchow Krause - Bake Tilly, Chicago, IL, US, Director - Cost Recovery Services
Served as an industry expert for the cost-segregation/cost-recovery group on a firm-wide basis. Represented the Practice at conferences and other professional organizations. Developed staff and served as Senior Advisor for the national cost-segregation practice.
CBIZ Valuation Group, Chicago, IL, US, Senior Manager - Cost Recovery Group
Developed and sustained a nationwide client base for cost-segregation studies and construction cost-estimating. Maintained relationships with external clients and internal tax professionals.
Created a cost-segregation practice from inception and increased clients’ tax benefits.
BDO Seidman, LLP, Boston, MA, US / New York, NY, Manager - Cost Recovery Services
Established foothold in East Coast markets for the firm’s cost-segregation practice. Spent half of each week in the New York office. Promoted cost-segregation at industry trade shows and represented the practice at company meetings and regional conferences.
Coldwell Banker, Winnetka, IL, US, Illinois licensed Real Estate Salesperson
Illinois-licensed real estate salesperson – contract negotiations – customer service – real estate transactions
Ernst & Young Real Estate Advisory Services, Chicago, IL, US, Manager - Real Estate Consulting
Oversaw sales and marketing activities. Recruited team members and generated business from new and existing clients. Created cost estimates, cost-segregation analyses, and project spreadsheets. Delivered well-received marketing presentations to high profile companies, including ABN AMRO, Discovery Communication, Best Buy, and John Buck & Company.
Consulting For Architects, Inc. (CFA), Chicago, IL, US, Account Executive - Office Manager
Directed a team of five full-time and four part-time employees in recruiting and evaluating candidates for potential placement with clients, matching qualifications with client position specifications. Conducted sales calls and delivered presentations to potential clients. Monitored candidate placement and oversaw account management. Marketed and managed in-house CADD training center, including enrollment and scheduling.
Daniel P. Coffey Associates, Chicago, IL, US, Senior Architectural Preservation Consultant
Led projects 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 multiple services. Used proper forms for National Register nominations.
Served on the Landmark Preservation Council of the Illinois Chicago Programs Committee.
Guided the Chicago Transit Authority (CTA) in the restoration of historic “L” stations.
Boston University, Boston, MA, US, Masters, Preservation Studies
Design, Historic Preservation/Restoration, Museum Studies, Historic Districts, Design Evolution and Prototypes, Materials Conservation, Urban Planning
Victorian Society Summer School, London, England, Victorian Architecture
Victorian Architecture - Residential and Industrial
19th-century Urban Planning
British Country House Design and Development
Harvard University, Cambridge, MA, US, Career Discovery - Architecture
Lived as an architect, prepared charettes, toured relavent historic prototypes, met deadlines, developed design programs, built models, presented designs and programs.