
Independent Financial Services Professional
Jacksonville, Florida Area

Independent Financial Services Professional
Jacksonville, Florida Area
Accountant with broad experience in small business accounting and auditing. Specialized and hands-on experience in residential property management, real estate investments, and mortgage origination.
I have always embraced communication and information technology, and try to work with similar minded people and companies.
I take great pride in having introduced their first desktop computer to a Federal government office in the 1970's. Rather than waiting on a Data Processing Center for a week or more to deliver requested reports, I demonstrated that a Radio Shack TRS-80 computer could automate and track our Navy Public Works Department 1000+ employee personnel records and their skill/trade demographics.
I have always been involved in some aspect of real estate:
~ Mortgage Loan Origination
~ Personal Investment
~ Hands on management
~ Commercial real estate sales
~ Accounting
(Financial Services industry)
December 2007 — Present (1 year 8 months)
AmeriSave is one of the nation's leading and fastest-growing retail mortgage companies, serving customers in all 50 states and DC.
Headquartered in Atlanta, AmeriSave has funded over $6 billion in Prime, FHA, VA and Reverse Mortgages.
AmeriSave is a direct lender which cuts out middleman fees and means the mortgage consumer has access to the best possible rates and pricing.
Amerisave is one of only 5 certified UpFront Mortgage Lenders (mortgage rates, costs and programs are easily viewed on their website).
Visit my website http://amerisave.com/partner/wleonard for more information, and to get an instant online rate quote without providing any personal information. Definitely take a look at AmeriSave's lowest rate and cost guarantees.
(Financial Services industry)
November 2003 — Present (5 years 9 months)
Providing accounting-bookkeeping services to small businesses.
QuickBooks set-ups for small businesses.
(Privately Held; 11-50 employees; Financial Services industry)
July 2004 — October 2006 (2 years 4 months)
(Privately Held; 11-50 employees; Real Estate industry)
1995 — 2003 (8 years)
Association Board member for six of the eight year time frame, including four years as Board President. Sixteen condominiums in a two story building built in 1978.
Contributions included overseeing the design and construction of the parking area, sidewalks and first paved driveway; (2) replacement of all windows; (3) replacement and upgrading of electrical meters and service; (4) post-Hurricane Marilyn recovery in 1995; (5) enhancement of landscaping; (6) design and installation of porch security grills
(Real Estate industry)
1998 — 2003 (5 years)
Managed the Associations operations, infrastructure maintenance, and office administration. Oceanfront 75 Unit complex; 7 multi-story buildings; built in the late 80's. Infrastructure included swimming pool and sewage treatment facility.
Contributions included : (1) post-Hurricane Marilyn recovery; (2) resurfacing of all roofs; (3) construction oversight and administration of electrical generator backup systems; (4) installation and operation of vehicle access security gate; (5) operating the Associations office, including accounting and communications to owners and residents
(Privately Held; 11-50 employees; Real Estate industry)
1996 — 1998 (2 years)
Oceanfront 32 unitcomplex; 8 two story duplexes; built approx. 1985.
As a year round resident, I was in a unique position to guide the Association in two critical areas : (1) recovery from post-1995 Hurricane Marilyn; (2) developing and maintaining a relationship with the Developer who declared bankruptcy before the infrastructure had been totally completed.
Related experience included negotiation and settlement of insurance claims, supervising repair contracts, and property management.
(Privately Held; 11-50 employees; Real Estate industry)
1987 — September 1995 (8 years)
(Hospitality industry)
1990 — 1995 (5 years)
As owner and Coast Guard licensed Captain, I chartered for hire the sailing vessel "Tuch-A-Klas" . Primarily day sails from Saint Thomas to nearby islands in the U.S. and British Virgin Islands, and occasionally the term or overnight charter to just about anywhere in the beautiful sailing waters of the Caribbean.
(Government Agency; 11-50 employees; Government Administration industry)
July 1984 — August 1986 (2 years 2 months)
(Public Company; 11-50 employees; Real Estate industry)
1980 — 1982 (2 years)
Baltimore - Severna Park - Annapolis, Maryland
(Government Agency; 10,001 or more employees; Government Administration industry)
1977 — 1979 (2 years)
Public Works Department, Norfolk Naval Shipyard, Portsmouth VA
Housing inventory of 425 units, included three buildings on the National Historic Register.
(Government Agency; 10,001 or more employees; Government Administration industry)
1975 — 1977 (2 years)
Public Works Department, Norfolk Naval Base, Norfolk VA
(Government Agency; 51-200 employees; Military industry)
July 1971 — July 1974 (3 years 1 month)
Missile Officer, USS Josephus Daniels (DLG27), Norfolk VA
Asst. Fire Control Officer, USS Josephus Daniels (DLG27), Norfolk VA
Public Affairs Officer, USS Josephus Daniels (DLG27), Norfolk VA
B.A. , Economics , 1967 — 1971
1964 — 1967
sailing,snorkeling,diving,sailboarding
UpFront Mortgage Broker ®
National Notary Association Certified Signing Agent