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Comprehensive leader in multi-million dollar enterprises and formulating blueprints and providing direction for optimal team performance and unforeseen profits.

  • Demonstrate expertise in strategic planning, business development, financial oversight, operational management, program development and implementation, and customer satisfaction.
  • Specialize in health care management, financial management, real estate management, IT infrastructure, mergers and acquisitions, and sales.
  • Orchestrated build of 6 supportive living facilities while managing asset growth from $1.6M to $71M.
  • Establish corporate-wide metrics and oversee their progress to secure lasting profitability.
  • Draft and launch training programs for high-performing, lean teams.
  • Oversee multi-tiered deadlines in complex, time-sensitive projects.
  • Embrace opportunities to expand personal value to organization.

Corporate Leadership · Strategic Planning · Business Development · Continuous Improvement

Capital Generation & Savings · Training & System Development · Due Diligence · Negotiations

Budget Control · P&L · Resource Allocations · Analysis · Risk & Change Management · Compliance Corporate & Client Relations · Vendor Management · Deal Closing · Decision Making · Problem Solving

Work experience

Jul 2003Dec 2008

Chief Financial Officer

Lefkovitz Family Enterprises

Chief Financial Officer, Lefkovitz Family Enterprises and Manager, Venture Fund LLC

Oversee $71M venture fund while providing financial direction and strategic planning for 25 companies, mainly nursing homes and supportive living facilities, a private insurance company and real estate management companies. Managing member of Springfield Supportive Living; 50 FTE and annual revenues of $4M.Provide counsel to owners in areas including strategic planning, operations improvement, estate planning, property and construction management; IT infrastructure; banking; insurance and family-owned foundation.Apply company profit of $10M to investments, reinvestments, and disbursements. Review P&L on monthly basis and recommend improvements. Launched business to purchase vending machines and retain profits for organization. Oversee vending business, as well as company purchasing. Negotiated all financing, including bond deals with City of Chicago through complex bureaucracy involving financing, zoning, and site control.

  • Negotiated financing and orchestrated the building of 6 supportive living facilities. Launched and managed privately owned insurance company, resulting in annual savings of $1M.
  • Oversaw asset growth from $1.6M to $71M in 5 years.
  • Negotiated and obtained more than $40M in tax-free and tax credit bonds from City of Chicago, $60M in bank financing and $30M in HUD financing.Expert in HUD finance.
  • Established new accounting system, streamlined reporting, and instituted tracking, facilitating profit increase from $2M to $6M in 4 years.Managed transition to a paperless environment.
  • Instituted program to purchase company’s own debt, resulting in return of more than $4M.
Jul 1994Jul 2003

Vice President/Commercial Banking

American National Bank/Bank One

Commercial Banker · 2001-2003

Managed key client relationships and portfolio of $75M while selling bank products and services. Catapulted corporate revenue through establishment of new clients and expansion of existing accounts. Worked on commercial loans, home mortgages, bond finance, lines of credit, subordinated debt, and mergers and acquisitions. Performed due diligence on numerous companies in a variety of industries.

  • Grew portfolio from $20M to $75M.

Project Team Member, Bank One · 1999-2000

Participated as key member among senior leadership in Corporate Program Office leading integration of Illinois Bank One and First Chicago operations, including teller operations, cash management, deposit and loan processing, commercial banking, and customer and private client services. Realized cost-reduction targets through recommendations for budget cuts, rightsizing, and operational streamlining.

  • Participated in achievement of savings of $50M.
  • Created, launched and implemented a training program for new loan system for State of Michigan loan conversion used by more than 800 employees.

Customer Service Manager, American National Bank · 1995-1998

Oversaw 60 staff, including bank’s Call Center, in provision of cash management services such as check and loan processing, credit cards, and wire transfers. Founded team-based approach to customer relations and instituted metrics, resulting in significant performance improvements. Established new phone system to expedite customer response and improve quality of service.

  • Transformed Call Center relations, resulting in 90% issue resolution within 24 hours and award of promotion.
May 1986Jul 1994

Naval Officer

United States Navy

Naval Flight Officer and Chemistry Instructor

Acted as Mission Commander, serving in 30 combat missions. Participated as member of Admiral’s staff on aircraft carrier John F. Kennedy during Operations Desert Shield and Desert Storm. Coordinated surveillance for 3 aircraft battle groups stationed in Red Sea. Navigated surveillance aircraft stationed in Rota, Spain. Performed as chemistry instructor to students at U.S. Naval Academy Preparatory School in Newport, Rhode Island for admission to U.S. Naval Academy.

  • Achieved top 3 ranking among 60 junior officers on a consistent basis.
  • Received Air Medal, Navy Commendation Medal, and Navy Achievement Medal.


Jul 1997Jan 2000

Masters of Business Administration

Loyola University Chicago
Jun 1982May 1986

Bachelor of Science


Corporate Leadership
Risk and Change Management
Continuous Improvement
Problem Solving
Strategic Planning



Health Care Management

Loyola University Chicago

Top Secret/SCI

United States Navy