by jmerrell | May 30, 2020 | Lifestyle
Cape Charles, VA
Mark obtained his Economics degree from Wake Forest University, attended the Graduate School of Banking at LSU, Baton Rouge, LA and obtained his Master of Business Administration in Finance from Kennesaw State University.
Stein provides a wide array of consulting services ranging from specific transactions, such as mergers and acquisitions consulting and transactional analysis, to general advisory services assisting companies in their industries. He often focuses on tax planning strategies for all entity types and shares time managing and performing audits in various industries, including real estate.
Prior to joining the team in 2018, Jennifer had spent the past 12 years living and working in Lexington, Kentucky. A graduate of Centre College, Jennifer spent 6 years working for Darley America, HRH Sheikh Mohammed of Dubai’s American thoroughbred breeding operation. During her tenure Jennifer spearheaded the operation’s CRM system (sales data base), oversaw local advertising, managed VIP client hospitality, special events and the farm’s tour program. In 2014, Jennifer joined the marketing team as a manager at Keeneland Race Course, the world’s largest thoroughbred auction house. Here she oversaw the advertising needs of the company’s 7 business units while also managing the in-house design team. She has extensive experience in advertising agency management and has a passion for digital marketing and analytics.
Jennifer and her family moved to Georgia to be closer to the team in the fall of 2018. She and her husband Michael welcomed their second child in May. She loves hiking, gardening, UGA football and serves as an International Officer for her sorority, Alpha Delta Pi.
Bobby Masters has been developing and marketing highly amenitized master-planned communities since the mid 1980’s. Beginning with Wild Dunes Resort in Charleston, SC and most recently at St. James Plantation in Southport, NC, Bobby has led the development and sales activities at over 15 large communities comprising over 25,000 acres of land, over 30,000 residential homes, and multiple golf courses, clubhouses, aquatic centers, food and beverage outlets, marinas, hospitality operations and homeowner association management.
Having served in an executive role, Bobby has been involved in projects from start to finish, from acquisition, to planning and permitting, to construction of infrastructure, to building of homes and condominiums, to overseeing the marketing and sales processes for all products, creating and operating clubs and organizing and managing homeowner associations. He is the General Manager of Bay Creek.
Bobby obtained both an accounting and law degree from the University of South Carolina and is currently an active member of the South Carolina Bar.
Early in his career, Jeff had the opportunity to work with iconic developers, Canal Wood Corporation, Leonard, Call & Taylor, and Snowshoe Resort.
Jeff holds a B.S. in Accounting from the University of South Carolina. During his career, he has Provided oversight and management of McDonald Estate international holdings, operating entities and related trusts. He has also been responsible for facilitating philanthropic grants to worldwide charities for children and educational institutions.
David founded his own design company, Site Rhythms, which functions as Preserve Communities inhouse design firm. Prior to that, beginning in 1995, David worked with Wood & Partners and Land Design, Inc, two of the country’s most respected land planning and landscape architecture firms. That experience enabled David to be involved in planning major communities throughout the southeast and garnered him valued “hand’s on” time working with major developers in building many iconic communities.
David holds a B.S. in Landscape Architecture from Clemson University.
Prior to that, Vi was the General Counsel of an insurance premium finance company where he was responsible for regulatory compliance and oversight of the firm’s related hedge fund. Previously, Vi was the General Counsel for a publicly traded wireline telecommunications provider, where he was responsible for overseeing all of its telecom, corporate, regulatory and securities matters, including the preparation and filing of its SEC filings, as well as its private and public offering documents and Federal and State regulatory filings.
Previously, Vi served as an associate with the Cutler Law Group where he practiced general corporate and securities law. In addition to his corporate and securities background, Vi was an associate of Royce, Grimm, Vranjes, McCormick & Graham in San Diego where he practiced civil litigation. Vi is a graduate of the University of California, San Diego with a Bachelors of Arts in Political Science. He achieved his Juris Doctor degree, with honors, from the University of San Diego School of Law and is admitted to the bars of the States of California and Georgia, as well as the District of Columbia.
Bobby began his career in Atlanta with a regional CPA firm practicing in the areas of audit and mergers/acquisitions in a variety of industries throughout North America. He rapidly advanced to head critical forensic analysis and turnaround teams.
Bobby spent two years with Ernst & Young in an overseas office as a senior staff member. His experience expanded to include taxation of large multi-national entities in insurance/re-insurance, manufacturing, shipping, and banking.
From 2000 to 2008 he served as a founding member and CFO of a private real estate development group. Robert was instrumental in rapidly growing the combined group into a vertically integrated holding company with subsidiaries throughout the South Eastern United States. In 2008, Bobby became the founding partner of an Atlanta based CPA firm providing services to small businesses and multi-national firms in a variety of industries.
Bobby is an expert in real estate, taxation, accounting principles (US and Multi-national), and business combinations. He has a specialized focus on partnership tax law and transactions.