Paul R. Brien
As President, Paul has more than 25 years of progressively responsible experience in consumer and commercial lending having worked for companies such as Bank of Boston, Citicorp, GE Capital, and KeyBank. Among his significant previous positions, Paul served most recently as Senior Vice President and Western Region Commercial Risk Manager for KeyBank, managing a criticized credit portfolio of commercial Automotive, Real Estate, RV, and Marine financing relationships. Prior to that role, Paul held varying management positions in areas such as Business Development, Operations, Audit, and Credit. Paul has years of Bank Compliance and Regulatory training and was the beneficiary of GE Capital’s “Corporate Management” and “Six Sigma" Quality training. Paul holds a Bachelor of Business Administration degree in Finance from Loyola University of Chicago and has completed post graduate work at Cornell University. Areas of Specialty: Consulting, Insurance, Asset Divestiture, Tax Incentives, Expert Witness
Senior Solution Partners
Wayne has a 30-year career emphasis in multi-industry assignments, holding strategic Senior Management positions for companies such as Guild Mortgage, Pearson Ford, and Monaco Coach Corporation. Wayne utilizes his adept troubleshooting and problem solving skills, which significantly contributed to greater profitability and improved efficiencies for these companies. During his tenure with Guild Mortgage, Wayne served as Director of Special Projects, where he restructured a $6B loan portfolio, created a successful target-marketing campaign, and developed a low-income housing program. As Operations Manager at Pearson Ford, he reduced inefficiencies and created many improved systems and procedures. Serving as the National Customer Service Manager for Monaco, Wayne reorganized the nationwide customer service warranty authorization and service network, and implemented new customer relation protocols. Wayne’s public interest experience includes; CFO of a small environmental foundation, Chairman of a community planning group, Director of a water utility, and an Arbitrator for the NASD. Wayne studied Architecture at Pratt Institute and Business Management at Bryant College. Areas of Specialty: Consulting, Expert Witness
Peter Downing has over 15 years of tax experience in both public and private industry. Peter was a Tax Senior Manager in the Orange County office of Deloitte & Touche LLP where he structured many creative tax solutions for his clients with a specialization in the state and local area. Prior to joining Deloitte, Peter held numerous tax management positions such as Director of Tax for a Costa Mesa business services firm, Tax Manager for the Orange County office of Ernst & Young LLP, and a Vice President of Taxation for a publicly held commercial bank based in Boston, Massachusetts. He graduated from Southern New Hampshire University with a Bachelor of Science degree in Accounting and also received a Master degree in Business Administration from Providence College. Peter is currently a CPA and is a member of the California Association of Enterprise Zones.
Areas of Specialty: Consulting, Insurance, Tax Incentives
Steve Bate has 30 years experience in Automotive Dealership Accounting. He has been Controller for several dealerships within the Kansas City and Phoenix markets. As a Controller, Steve focused on maintaining internal controls, providing accurate and timely reports, cash management, and asset security. Steve was also instrumental in reducing expenses by negotiating vendor contracts, including liability insurance and employee benefits. Steve graduated with a B.S. in Accounting from Olivet University and an M.S. degree in Business Administration from St. Francis University. In 2004 Steve was awarded a Master of Accounting and Financial Management from Keller Graduate School and he is a licensed CPA and licensed insurance agent in the State of Arizona. Areas of Specialty: Consulting, Insurance
Joe Bockrath has held a variety of operations positions over his career, including SVP, VP and Director of Operations, and Chief Operations Officer with companies such as Master Halco, Masco Bath Accessory Group, Thermador, The Marmon Group Caster Companies, and Weslock. Earlier in his career he held positions in finance including Corporate Controller for The Marmon Group that owned 70+ corporations. He also has executed successful turnarounds in small and medium size companies. Joe has extensive experience in domestic and international multi-plant operations dealing with high-end appliances, fencing applications, decorative and security builder hardware, furniture and other consumer products. Joe is a result oriented, hands-on creative individual with proven results in process improvements, team-building and successful at improving sales, profits, service levels, efficiency and lowering inventories and waste. Areas of Specialty: Consulting
Normand E. Brien
Norm has over 30 years providing leadership along with a business and technical vision with Information Systems experience having worked for in manufacturing, retail, health insurance and utility industries. Mr. Brien has held key management positions at NH Electric Cooperative, Inc., Blue Cross/Blue Shield of NH, Moore Emerging Technologies and Sears Roebuck. Norm is a service and results oriented leader who has demonstrated abilities in the preparing and executing strategic/operational plans, effectively managing integrated application portfolios, network infrastructures and systems deployments using project, process and change control disciplines. He also developed internal controls for business continuity and information security compliance and ensures vendor relationships remain healthy and meet business expectations. He also holds a Bachelor of Business Management and Administration from Kaplan College. Areas of Specialty: Consulting, Project Management, Expert Witness
Brad W. King
Brad W. King has 22 years of Financial Services experience. Prior to joining our team, Mr. King worked for General Electric Capital Corporation serving clients in the healthcare, distribution, shipping, home services, financing, and automotive industries. Mr. King helped clients with growth strategies, operational efficiency, acquisition valuation and due diligence, and corporate turnaround strategies. Mr. King received a Masters of Business Administration degree from Brigham Young University with an emphasis in finance, strategy, and entrepreneurship. He also holds a B. S. degree in Economics from Brigham Young University. Areas of Specialty: Consulting
David S. Wilson
David S. Wilson has over 25 years of experience in the automobile industry. Mr. Wilson has been President, COO and CFO for several large automobile dealership groups. He has been a trouble shooter for General Motors and Ford Motor Company, providing operational and strategic expertise to successfully turnaround several dealerships experiencing severe operational and financial problems. David was also President and COO for a hedge fund backed group of troubled automobile dealerships which he turned around and positioned for sale. Mr. Wilson was also CFO for a large automobile dealer group in the Washington, D.C. market where he developed internal control and cost saving programs that have remained in effect for over 22 years. Mr. Wilson has extensive experience in benchmarking, due diligence and by/sell agreements and is particularly knowledgeable about the ADP and Reynolds and Reynolds data processing systems. Mr. Wilson has a Bachelor of Science degree in accounting/law from the University of Baltimore, is currently a CPA, and has done post graduate work at several universities. Areas of Specialty: Consulting, Tax Incentives
Nancy Hill has over 30 years experience in insurance, providing insurance and insurance related products and services for primarily the Automobile, RV, and power-sports industries. Prior to her career in Insurance, Nancy served as City Clerk and Municipal Judge for the City of Wilson, Kansas and was responsible for management of all city activities. Additionally, Nancy’s career also includes a stint in Cash Management where she served in business development for Mercantile Bank. Since, Nancy has founded her own insurance agencies and companies. Most notably, Nancy created and led the national insurance program for Bank of America’s Auto Group Division, providing insurance to their automobile dealership clients. Nancy has benefited clients in the process of, insurance, negotiating/bidding, securing reinsurance, administration needs, building underwriting systems and, writing contracts. Nancy holds various state insurance licenses and today is recognized as an expert within her industry. Areas of Specialty: Insurance
G. David Koepf
G. David Koepf has over 35 years experience in commercial real estate finance and development. For two thirds of his career he made large dollar construction loans for major commercial banks. He also has 10 years experience making permanent loans on commercial real estate as both a direct lender with a major life company and as a mortgage banker with a regional mortgage banking company. Following a stint in real estate developing in Colorado and California, Mr. Koepf formed his own brokerage company, DAKO Financial Services, Inc., late in 2000 to assist commercial real estate developers and investors in securing financing. Through his own sources and other affiliated independent mortgage brokers he has access to all types of financing relating to commercial real estate ownership and development. His personal specialty is interim financing, such as construction loans and bridge loans. From 2002 through 2008 he was the Senior Vice President and District Manager for KeyBank Real Estate Capital leading Key’s commercial lending efforts in Southern California. Mr. Koepf has a B.A. degree from Washington & Jefferson College and MBA degree from the Simon School at the University of Rochester. Areas of Specialty: Consulting, Asset Divestiture
With a 25-year background driving client results, Mark Sumpf has a history in both the private and public sector as a consultant. The majority of Mark’s career is based in the Automotive Industry where he has provided economic development solutions to dealers, developers, and government agencies. An example of this experience is his role as a Master Plan Developer of auto malls, where he assisted in site selections, market analysis, financial feasibility, rent factor analysis, and project management. Before joining Concentric, Mark contracted as an Asset Manager for several lending institutions, as well as working as a mineral lease Acquisition Agent in the energy sector with companies such as Chevron, Shell, and Conoco Phillips. Mark has specialized experience in the following key areas: government liaison, due diligence, asset management, REO property, public /private joint ventures with origination and review of owner participation and disposition and development agreements. Mark holds a B.A. from the University of Southern California. Areas of Specialty: Consulting, Tax Incentives
Scott K. Lunine
Scott Lunine is a nationally recognized commercial real estate expert with an extensive track record representing private investors, banks, REITS, syndicators, investment funds and other institutional clients in the sale & disposition of over $3.9 billion of commercial real estate assets. He has lectured at the Graziadio Graduate School of Business at Pepperdine University and CCIPS Institute on such subjects as, real estate finance, contracts & negotiation, alternative real estate investments, tax deferred exchanges and business ethics. Lunine has a broad range of expertise including, positioning commercial real estate portfolios, sale/lease-backs, REOs, short sales, 1031/1033 exchanges, Delaware Statutory Trusts, 721 exchanges (up-reits) and syndications. In addition, Incisive Media name Lunine as one of the foremost business development experts in the United States in 2006. He is licensed in real estate, and securities (series 7, 24, 63). Area of Specialty: Asset Divestiture
Bruce Bell has 30 years of Business Development expertise across multiple industry lines in Information Services with core competencies in Computer Technology, Systems Integration and Telecommunications which include application specific expertise in Mobile Computing, Wireless, Workforce Automation, Warehouse Management, Shop Floor & Process Control, Shipping, Asset Management through RFID and Bar Code Data Collection. Bruce has skillfully guided clients and delivery teams through successful “Infrastructure to Web & Web to Wireless” implementations, multiple cost reduction & cost recovery solutions, as well as energy & lighting efficiency solutions leveraging saving in both rebates & tax credits. Bruce holds a Bachelor of Sciences degree in Business Administration from California State University at Long Beach. Areas of Specialty: Consulting
Suzie P. Gulshan
Suzie Gulshan is an Associate with over fifteen year's experience in private equity, investment banking, financial management and accounting. She has worked and consulted within a variety of industries where she was responsible for deal sourcing, structuring, execution, and monitoring. Prior to joining Concentric, she was with a boutique investment banking firm that provided financial advice to middle market businesses regarding mergers and acquisitions, leveraged and management buyouts, debt restructuring and private placements of debt and equity. Her responsibilities included the development of cash flow forecasts and projections and recasting of restructured operations to reflect cost reduction, consolidation of operations and revenue enhancement initiatives. As Associate, Suzie provides project management and executive administration support. She earned degrees from both Wharton and Pace University. She holds Series 7, 65, 63 and 24 licenses.
Sheila has more than 9 years of banking and commercial lending experience, having worked with such companies as GE Capital, Citicapital, and Citibank North America. Before joining Concentric, Sheila was a part of the Operations team at GE Capital Franchise Finance where she managed the acquisitions of large complex franchise loans and acted as a key liaison. Sheila brings a very good customer-centric focus to the firm in her capacity as Sr. Project Manager. Sheila holds a Bachelors of Business Administration degree in Marketing from California State University, Fullerton.