INTRODUCTION
Over 15-years experience in managing and overseeing financial issues in; property development and financial investments. Experienced in financial analysis, projected profitability, cost control and financial management.
CREDENTIALS
B.A., Business Administration Finance - University of Oklahoma - Norman, OK 92
COMPUTER SKILLS
Microsoft Office Suite (Word & Excel)
Peachtree Accounting Software
EXPERIENCE
2002INTEGRITY MANAGEMENT - Plano, TX
Present VP Finance / Director of Property Development
Managed 5 multi-family development projects from concept to completion
Utilizing the Low Income Housing Tax Credit program administered through the Texas Department of Housing and Community Affairs competed for and received Tax Credit allocations for the subsidized construction. Work with syndicators to manage the sale of tax credits, thus monetizing them for construction and work with various lenders secure additional financing for projects not covered by the credits.
Selected the location for each project; obtained zoning easements and other required resolutions for all projects, approved the design and verified that all local mandates and objectives and Federal and State guidelines including The Americans with Disabilities Act. Selected the General Contractor through RFQ and managed his timeline and budget, attended monthly progress inspections with the architect, the general contractor and third party inspectors both governmental and private and approved all draw requests from the general contractor as part of larger overall draw requests for the projects. Signature authorization to $400,000.00
Financially manage a portfolio of 2000 units in 25 multi-family residential properties
Make monthly mortgage payments, pay all utility bills and process bimonthly payroll for 85-employees thru a third party payroll service. I reconcile bank statements for each property and generate financial reports which are distributed to stakeholders. Manage the insurance renewal process, negotiating between insurance brokers, lenders and syndicators to obtain the best possible rates for the all insurances for the property portfolio. Responsible for accounts payable, identify items for all properties that meet the replacement reserve requirements and put together reports to the lenders requesting the properties be reimbursed for those items from the reserve accounts. Assist with the annual audits for all the properties.
2000MILKIE/FERGUSON INVESTMENTS - Dallas, TX
2002Financial Consultant
Managed client stock and bond portfolios and developed an investors client base
CHRISTOPHER P. RHODESContinued 2
EXPERIENCE
1996STELLAR INVESTMENTS - Dallas, TX
200098-00 - Branch Manager - Trader
Supervised and oversaw trading activity of a Dallas branch office of Financial Consultants, approved new accounts and all transactions and maintained compliance with all Federal and State Regulations. (Firm assets of $120,000,000; Branch assets of $35,000,000 under management)
96-98 Trader - Received NASD series 24 and series 4 licenses
1995NATIONS BANK - Dallas, TX
1996Client Service Representative
Monitored Trust investment portfolio and responsible for daily transactions within the Trust portfolio of a Major National Airline. Communicated with bank executives, retiree pension holders and top executives of the airline regarding daily Trust transactions including due diligence of new investments
1994DALLAS RESEARCH & TRADING - Dallas, TX
1995Financial Consultant
Managed client stock and bond portfolios and built relationships with new and existing clients
1992REYNOLDS, KENDRICK & STRATTON - Irving, TX
1994Financial Consultant
Broker training program; received NASD series 7 & 63 licenses, managed client stock/bond portfolios and built relationships with new and existing clients
LOCATIONLocal will travel
COMPENSATIONCurrently $90,000
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