Mark Wilson

Current

CFO at Private Family Office

Past

CFO at Avalon Holdings
CFO at Panattoni Development
Sr. VP Finance at Westfield Corporation

CFO at Heron Financial
Sr. VP Finance at GlenFed Development
Asst. Treasurer at Maxxam, Inc.
Senior Auditor at PriceWaterhouseCoopers

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Education

University of California, Los Angeles
Palisades High School

Recommended

1 person has recommended Mark

Connections

227 connections

Industry

Real Estate

Websites

Mark Wilson’s Summary

Seasoned Real Estate Financial Executive; CPA, many years experience in real estate transactional work, acquistions, financings, sales, trades, tax compliance and planning, other industry experience in Internet startups.

In the real estate world, done most everything, with almost every asset type: apartments, condos, retail centers, office buildings, hotels, restaurants, concrete tilt industrial, assisted living, mini-storage, single family residential, duplexes, fourplexes. Private aviation, FBO and aircraft finance as well. Structured investments, financial reporting, SEC reporting, treasury, development, management, information systems, mortgage brokerage.

Managed large finance departments and worked solo doing transactional work. Experience includes working for mulitinational corporations based in London and Sydney as well as a Fortune 500.

I consider myself a businessman first and have skills which I have translated to many industries and opportunities.

Mark Wilson’s Specialties:

Commercial Real estate investment, 1031 Trades, real estate taxation, cost segregation, residential and commercial acquistion and sales, mortgage brokering, investment structuring and wealth management.

Mark Wilson’s Experience

CFO

Private Family Office

(Privately Held; 1-10 employees; Real Estate industry)

January 2007 — Present (3 years )

Key business/financial advisor to very HNWI with many diverse and significant business and charitable interests. Responsibility for overall financial strategy and operating results, real estate portfolio, investments, wealth management, banking relationship, estate planning, tax planning and compliance and interfacing with outside attorneys, accountants, agents, bankers, brokers, consultants and contractors.
CFO

Avalon Holdings

(Privately Held; 11-50 employees; Hospitality industry)

January 2000 — December 2002 (3 years )

Financed the construction of the Avalon Hotel and Spa, Portland's newest 4 star boutique hotel, spa and restaurant, located on the Willamette River. Involved in all aspects of the construction financing, equity raising, management selection, pre-opening and ongoing budgeting, ADR and RevPar analysis.
CFO

Panattoni Development

(Privately Held; 11-50 employees; Real Estate industry)

January 1997 — December 1999 (3 years )

Negotiated, structured and closed in excess of $250M of construction, convertible and permanent debt, including $95M and $40M credit facilities. Structured and closed tax advantaged private investment transactions in excess of $15M. Responsible for all finance functions for the largest region of this commercial real estate developer, analysis and closing of all property acquisitions and dispositions, tax compliance and tax planning including 1031 exchanges, treasury functions, lease negotiations and strategic planning. Reported to Managing Partner.
Sr. VP Finance

Westfield Corporation

(Public Company; 1001-5000 employees; Real Estate industry)

January 1994 — December 1996 (3 years )

Responsible for all finance, MIS, strategic planning, financial reporting, treasury and human resources functions for this U.S. REIT. U.S. assets under ownership and management exceeded $2B. Acquisition and integration of $1B portfolio of properties. Emphasis on growth management, profit planning, information system development and implementation of long-term strategic financial and operational plans. Directed financing reporting to Sydney, Australia based parent under Australian GAAP and Stock Exchange regulations. Member of Executive committee reporting to owner.
CFO

Heron Financial

(Privately Held; 501-1000 employees; Real Estate industry)

January 1991 — December 1993 (3 years )

Responsible for all finance, accounting, analysis, budgeting, treasury, loan servicing, information systems, insurance, investor reporting, property audits and tax compliance functions for this $1B U.S. multi-state real estate investment and asset management subsidiary. Pre-IPO planning, analysis, valuations and pricing as well as liability restructuring and individual property valuations. Directed financing reporting to London, UK based parent under UK GAAP. Reported to CEO.
Sr. VP Finance

GlenFed Development

(Public Company; 11-50 employees; Real Estate industry)

January 1988 — December 1990 (3 years )

Responsible for all finance, accounting, cash management, information systems, and insurance functions for the Bank’s $500M real estate development subsidiary. Yearly and long term profit planning, acquisition analysis, cost control and construction/take-out financing. Focused on acquiring and developing single family, multifamily, commercial, industrial, retail and hotel direct and joint-venture real estate developments and workouts of REO assets. Developed and implemented post FIRREA valuation and disposition plan. Member of Executive Committee reporting to CEO
Asst. Treasurer

Maxxam, Inc.

(Real Estate industry)

July 1982 — July 1988 (6 years 1 month)

Responsible for all SEC filing requirements (10-K’s, 10-Q’s, Proxies, Annual Reports) for this Fortune 500 diversified holding company, internal management reporting, tax projections and compliance and directed the activities of the corporate accounting and real estate project accounting staff. Responsible for daily cash management and investment decisions for a $200M plus short term investment portfolio as well as a $600M plus equity portfolio. Responsible for projecting liquidity needs, banking relations and loan and covenant compliance. Promoted six times to positions of increasing responsibility.
Senior Auditor

PriceWaterhouseCoopers

(Partnership; 5001-10,000 employees; Accounting industry)

July 1980 — June 1982 (2 years )

Clients included MCA/Universal Pictures

Mark Wilson’s Education

University of California, Los Angeles

Bachelors , Business Economics , 1976 — 1980

Go Bruins!

Activities and Societies:

Freshman Crew
Palisades High School

Yes! , General , 1975 — 1976

Additional Information

Mark Wilson’s Websites:

Mark Wilson’s Interests:

Finance, wealth, startups, technology, Economics, HNWI, UHNWI, Fitness, running, Spinning, Yoga, Audio Books, travel, Pugs, leveraged charitable activities, giving.