Resumes of Applicants
Resumes of Applicants
Resumes of Applicants
QUALIFICATIONS OF MICHAEL J. BERNHOLZ, SRA, CCIM, MM NYS CERTIFIED R.E. GENERAL APPRAISER #4600000522I NJS CERTIFIED 12 E. GENERAL APPRAISER #42RG00084900 FHA APPROVED APPRAISER Formal Education Bachelor of Science Degree - Brockport University, Rochester, NY. Major in Business Administration Minor in Real Estate Economics and Mathematics Designations SRA designated member of the Appraisal Institute CCIM designated member of the Commercial Investment Real Estate Institute MAI designated member of the Appraisal Institute MembershipsagarassjanglALallagm Member, NYS Society of Real Estate Appraisers Member, National Association of Realtors Member, NYS Association of Realtors President, Hudson Valley Appraisal Corporation Real Estate-Related Experience Town of Olive Assessor - 1982 Treasurer, Ulster County Board of Realtors - 1984-1987 Board of Directors, Ulster County Board of Realtors, 1984-1987 Vice President, Ulster County Multiple Listing, 1989 Broker-Owner, Prudential Hudson Valley Properties completed over 2000 transactions - million dollar seller 1977-1987 Appraiser - full time, self-employed - 1977 - Present President- Hudson Valley Appraisal Corporation - 1983 - Present Society of Real Estate Appraisers Courses 101 - An Introduction to Appraising Real Property 102 - Applied Residential Property Valuation Demonstration Lock-In Awarded an Educational Scholarship
Appraisal Institute Courses 201 - Principles of Income Property Appraising 202 - Applied Income Property Valuation 1410 - Standards of Professional Practice, Part A., 4/19/96-4/20/96 0274 - 110 Standards of Professional Practice, Part B, 10/3/97 - 10/4/97 11430 - Standards of Professional Practice, Part C, 9/21/01 2185-07 Appraisal of Local Retail Properties, 11/8/01 2814-07 Dynamics of Office Building Valuation, 11/9/01 CCIM Courses through the Realtors National Marketing Institute CCIM Course 101, Fundamentals of Real Estate Investment and Taxation CCIM Course 102, Fundamentals of Creating a Real Estate Investment CCIM Course 103, Real Estate Taxation and Marketing Tools For Investment Real Estate CCIM Course 104, Impact of Human Behavior on Commercial Investment Decision Making CCIM Course 105, Case Studies in Commercial Real Estate GRI 1 & 3 through the National Association of Realtors Continuing Education How to fill out F.H.L.M.C. form 70/FNMA form 40 How to fill out revised FNMA form 1004 Employees Relocation Council, September 1988 Marshal Swift Valuation Service Segregated Method, October 1988 Seminar on Professional Practice, Society of Real Estate Appraisers, 1989 Seminar on Uniform Industrial. & Commercial Appraisal Reports Seminar on "Boundary Law In New York", National Business Institute, Inc. Seminar on Assessment and Easements, 1993 The New Uniform Residential Appraisal Report, 1993 Appraisal Reporting of Complex Residential Properties, 1994 Understanding Limited Appraisals-General, 1994 Planning and Zoning Law Seminar, 1995 The Appraiser and Expert Testimony, 1995 Seminar on Appraising Conservation and Preservation Easements, 1995 The Appraiser's Complete Review, 1996 Special-Purpose Properties: The Challenges of Real Estate Appraising in Limited Markets, 10/96 Contemporary Valuation Issues as They Relate To Ad Valorem Taxation, .1997 Eminent Domain for Attorneys & Appraisers: National Highway Institute, 1998 1999 Proposed USPAP Changes: Mid Hudson Chapter, 1999 Litigation Appraising - Current Issues in Tax Certiorari, 1999 Litigation Case Studies, 5/12/99 Attacking & Defending an Appraisal In Litigation, 1999 Case Studies in Commercial Highest & Best Use, 6/9/2000 Subdivision Analysis Seminar, 6/15/2001 8''' Annual Spring Appraisal Conference, 4/19/2002
4111P0.
Scope of Work: Expanding Your Range of Services, 9/16/03 USPAP Update, 10/8/03 Small, Mixed-Use Properties, 11/21/03 Mathematically Modeling Real Estate Data, 3/15/04 Uniform Standards for Federal Land Acquisitions, 7/7/04 Appraising for FHA 2005, 12/21/04 Conservation Easements Valuation & Case Studies, 4/25-27/06 USPAP Update Course, 9/21/06 Appraisal of Local Retail Properties, 5/17/07 FHA Appraising and the Lending Process, #3178-07, 5/19/08 USPAP Update Course, 12/17/08 Green Construction #2985, 3/26/09 Business Practices and Ethics #2586-08, 9/27/09 Quality Assurance in Residential Appraisals #2968-07, 10/29/09 Environmental Issues in Home Ownership #3695-03, 03/24/11 2010-2011 National USPAP Update Course, #2365-07, 4/28/11 An Appraisal Guide to Understanding the UAD, #3734, 6/20/11 The Appraiser as an Expert Witness: A Case Study and Mock Trial, #3769-05, 10/19/11 Online Professional's Guide to the Fannie Mae 2-4 Unit Form 1025, 11/29/20.11 Government/State/Federal Agency Clients N.Y.S. Department of Transportation NYC Department of Environmental Protection (one of six companies selected statewide to appraise for the DEP's Land Acquisition Program in the watershed areas serving New York City) NYS Department of Conservation Watershed Agricultural. Council NYS Job Development Authority NYS Dormitory Authority NYS Thruway Authority and Canal Corporation NYS Attorney General's Office NYS Office of General Services NYSUT NYS Office of Mental Retardation Farmers Home Administration F.D.I.C. US. Marshall Town of Ulster City of Kingston Town of Rosendale Town of Plattekill Town of Shandaken County of Orange County of Columbia Town of Cortlandt
Mat
Review Appraiser Reviewer of commercial, narrative reports for numerous lending institutions. Court Testimony Testified as Real Estate expert in Supreme Court on numerous occasions. Types of Property Appraised Single-family, Multi-family, Coop, Apartment Complexes; Condominium Projects, Subdivision Analyses, Industrial Properties, Mixed-Use, Motels, Restaurants, Hotels, Resorts, Golf Courses, Mobile Home Parks, Bowling Alleys, Vacant Land, Farms, Marinas and Regional Malls, et al. Also experienced in appraisals of Avigation Easements, Permanent and Temporary Easements, Conservation and Agricultural Easements.
Gerald M. Brown, CIC, LUTCF 336 Hasbrouck Avenue Kingston, NY 12401 Ph-845-338-0763
CE
February 1 st, 2012 Honorable Terry Bernardo Legislative Chairwoman Ulster County P.O. Box 1800 Kingston, NY 12402
Dear Ms. Bernardo, I am very interested in serving on the Local Development Corporation Board and I am committed to being objective and to complying with the Corporate Mission. Professional Experience (from 19814 when I moved to Kingston): Gateway Community Industries, Inc. Controller; 1981 -- 1988. The Reis Group, -- Controller; 1988-1996. Robert J. Ryan, Inc./ Ulster Insurance Services, Inc. (subsidiary of Ulster Savings Bank); SVP-Insurance Operations; 1996 current. Currently holding NYS and (other states) licenses for Property & Casualty Insurance and Life & Health Insurance. I have achieved two industry designations / credentials, and I am also currently engaged in achieving a third designation. I am experienced and knowledgeable in Medicare, Medicare Supplements, Medicare Advanatage Plans, and Long Term Care Insurance. Both of which are critically important when dealing with anyone 65 and over. Currently serving on the Board of the Professional Insurance Agents Association (PIA) of NYS, I am involved in four ( 4) other trade associations (IIABNY, NAIFA, NAHU and ABIA). Since the beginning of my career, I have always been involved with Associations relative to the work I was doing. I serve on several Insurance Company advisory committees (for both Property & Casualty Insurance as well as Life & Health). In my current position, I manage thirty (30) staff, negotiate contracts with and manage nearly fifty (50) Insurance Carriers, and manage operations for an agency serving thousands of customers.
FEB 0 3 2012
Community Experience and Involvement: United Way of Ulster County -- Board Chair from July P', 2009 through June 30", 2011 (2 yrs, and then Vice Chair 2 years before that, Treasurer before that). Rotary Club of Kingston 1985-- 1991; 1995-2010, serving as Treasurer, Club President and Program Chair. Twaalfskill Golf Club member from 2010, currently serving on the Board. Committeeman City of Kingston Republican Committee since 2010. In the past, I have been involved with the YMCA and Big Brothers Big Sisters as well volunteering for the St. Patrick's Race (before the parade). Along the way, on the initial committee to start and develop Rotary Park at Kingston Point, and in 1997, I was the co-chair for the initial , revived, re-enactment of the Burning of Kingston ( myself and a friend/customer, Jim Mahoney, developed the idea).
Summary: I have both the knowledge and the experience to bring value to the Board. Further, because of my professional experience and my community involvement, I am committed to achieving what is in the best interests for the Tax Payers of Ulster County.
Sincerely,
Brian Drabkin
711 Berme Road High Falls, N Y 12440 Phone: 845-687-4711 Fax: 845-687-4713 E-Mail: Drabkinland@AOL.COM
Resume January 31st, 2012 Business Experience: President 1982-Present: Lewis Lumber Ltd. High Falls, N. Y. Semi retired lumber wholesaler working from home office. During 1989 sold inventory located in Manseau, P. Q., (7 million feet of spruce lumber used for bed frame manufacture) to Leggett & Platt, Inc., Carthage, Mo., in return for an agreement not to compete selling bed frame components. President 1968-1982 Mott Haven Lumber Corp. Bronx, N. Y. Wholesale lumber business specializing in the scaffold, concrete, crating and other industries. Supplied lumber and building materials for brownstone and hi-rise apartment construction. Hired, trained and directed as many as 25 employees in 3 locations Community Involvement: Town of Rochester Environmental Commission- Member Town of Rochester Planning Board: Chairman 1 .998- 2002 Town of Rochester Town Board: Councilman Town of Rochester Zoning Board of Appeals: Chairman: Town of Rochester Town Board: Councilman United Way: Allocations Volunteer 1994 1995-2002 2002-2003 2008 2011 Current 1997-1998
Ulster County Community Foundation: Member Advisory Board since the foundation was inaugurated in 2007 NYLTA Club (a N. Y. metropolitan area business fraternity) Treasurer and past President 1994 to 2007 Directed effort to find a permanent home for our archives dating over 100 years. They now are part of a collection at the Long Island Studies Library of Hofstra University. Convinced membership at our annual meeting to contribute from our treasury to the following organizations: American Chestnut Foundation, Temperate Forest Foundation, State University of N. Y. College of Environmental Science and Forestry Research Foundation, Connecticut Agricultural Experimental Station, Longleaf Alliance. During 2007 convinced the members to terminate the club and contribute the balance of the treasury (over $20,000) to the American Chestnut Foundation to help purchase acclimatization chambers for the SUNY Environmental College of Science and Forestry for chestnut seedling growth. Education: Bronx Community College Bronx, N. Y. Accounting Major
Hobbies:
1959 - 1961
Cooking, bread baking and maple syrup gathering Landscaping: My gardens have been included in the Marbletown Garden Tour 3 times Photography and aspiring botanist: I have taken about 3000 photos of plants on my property, including weeds. I try to identify them. Reading: History & Biography
Matthew C. Hall, CPA PO Box 1040 Kingston, NY 12402 (845) 338-2088 Personal data: Born in Ohio, raised and currently lives in Kingston NY. Education: Kingston High School, Class of 1991 King's College, Wilkes-Bane, PA Class of 1995 BS in Accounting Professional: Thomas J. Doerr, CPA January 1996-June 30, 2001 Staff accountant, obtained CPA license October 1998 Matthew C. Hall & Co., CPAs, LLP, July 1, 2001-present Managing partner (firm was F/K/A TJ Doerr & Assoc. and Doerr & Hall) Civic: Kingston Kiwanis Club, member since 1996, past president, current district finance chair Sawkill Volunteer Fire Co, member since 1997, past president, current treasurer Town of Esopus Volunteer Ambulance Squad, member since May 2004, current treasurer American Red Cross of Ulster County, member from July 2006 Thru June 2011, served as treasurer
Michele lannuzzi Sucich, M.D. 421 Old Post Road Marlboro, NY 12542 aggiebulldog@hotmail.com February 1, 2012 Hon. Terry Bernardo Chairman Ulster County Legislature VIA E-MAIL TO: KBIN@CO.I JLSTER.NY.US RE: Golden Hill LDC Dear Chairman Bernardo: I am writing to express my interest in serving on the Golden Hill Local Development Corporation. By way of my professional background, I graduated from Marlboro Central School District in 1990. Thereafter, I studied in Europe as an exchange student for a year and graduated Siena College in 1994, with a Bachelor of Science Degree in Biology. I attended SUNY Health Science Center at Syracuse where I received my Doctor of Medicine Degree. My medical residency was in southern New Jersey. I was interested in elder care. As a result, I sought and accepted a two-year Fellowship in geriatric medicine at the University of Connecticut (UCONN). Upon completion of my Fellowship, I returned home to Marlboro where I worked as a physician in Modena for four years in family practice and geriatrics. I also earned a Certificate of Added Qualification in Geriatric Medicine and am licensed to practice Medicine in New York. During my time practicing medicine in Modena, I taught as an adjunct at SUNY Ulster. I enjoyed teaching so much that when an opening occurred for a full time teaching position at SUNY Orange, teaching Anatomy & Physiology to those in the pre-allied health professions programs, I accepted that position. I have been a lecturer and presenter on numerous health related topics. I care a great deal about the health of everyone, but am particularly interested in healthcare for the elderly.
Some of the presentations I have given include. The Spectrum of Autism - Office of Disability Services Faculty Workshop
SUNY Orange Stroke and Transient Ischemic Attack - University of Connecticut , Farmington, CT Geriatrics: A Whirlwind Tour: Part II - South Central Connecticut Agency on Aging, New Haven, CT Internal Medicine Grand Rounds: Geriatrics Jeopardy Moderator University of Connecticut, Farmington, CT Pneumonia in the Elderly - New Britain General Hospital Housestaff Conference, New Britain, CT Surgical Management of Parkinson's Disease University of Connecticut Geriatric Fellows' Conference, Farmington, CT Osteoporosis: Diet, Exercise, and Medical Management - Healthy Bones Osteoporosis Support Group, Hainesport, NJ Some of the publications I have authored or co-authored include., Osteoporosis in Older Men - Michele lannuzzi Sucich and Pamela Taxel in
Parkinson's Disease: Pharmacologic and Surgical Management in the New Millennium - Michele Iannuzzi Sucich and Sandra Bellantonio Ravelli in Family Practice Recertification. 2002;24(7):35-48. Preventive Medicine for Older Women: Gynecologic Screening Guidelines Michele Iannuzzi-Sucich and Anne Kenny in Family Practice Recertification. 2004;26(6):53-58. Aside from time out of Ulster County relating to my education, I am a life-long resident of Ulster County. My medical training and education have focused on geriatric medicine, which is an area of particular interest to me. Whether one is for or against the sale of Golden Hill, as a Doctor I am concerned about the quality of care which will be offered to those who reside there now, and may do so in the future. I believe the proper sale of Golden Hill naturally will take into account the business end of the sale, expertise on Medicaid and healthcare finance, and of course, the quality of healthcare a potential purchaser will offer to the residents (now and in the future) of Golden Hill or its successor. I understand each aspect of each of those considerations, but naturally feel I could be a particular asset in querying potential purchasers on healthcare issues, and how they treat their residents and ensuring the continuation of a high standard of care for those who live there. I would welcome the opportunity to be considered for this position and am available to meet on this matter at a mutually convenient time to discuss the LDC in greater detail, including Directors Insurance (which I have previously discussed with you), anticipated meeting schedules, and any other related matters. Sincerely,
RE
JAN 3 0 2012
tILSIEBI COUNTYtilISLATME
Les is a highly motivated dynamic professional with a record of continued growth and change leading to success in each of his endeavors. His experience spans over thirty-five years in management, business administration, finance and information technology and consulting services. As President, Chief Operating Officer and co-founder of CyberStaff America, Ltd., a successful Information Technology consulting and staffing firm, Les Kalmus took CyberStaff from startup to number 37 on Inc. Magazine's list of the 500 fastest growing companies in the U.S. in 2000. CyberStaff customers included Fortune 500 corporations in the pharmaceutical, banking and brokerage industries. He has sold CyberStaff and is currently retired. As Vice President in the Client Technology Group of DowJones/Telerate, a global financial information provider, Les directed their product marketing group which led to the development of new products used by clients to access and analyze the financial market data provided by the company. Prior to this, Les was Vice President at Drexel Burnham Lambert managing a budget of $6M and a staff of 45. He directed the implementation of risk management and trading systems for stocks, corporate bonds and U.S. Government securities. Les also had a distinguished career with Merrill Lynch Capital Markets. As a First Vice President, Les, along with his team, implemented a major fully automatic trading system, which dramatically reduced costs and increased business capabilities and for which he holds the patent. Prior experience included the IBM subsidiary, Service Bureau Corporation where his systems experience began and a senior member of several consulting organizations, active in banking and brokerage system development. Les and Barbara, his wife of 31 years, have three grown and successful daughters and three beautiful grandchildren. Les has a BA from the City College of New York and attended NYU Graduate School of Business.
Steven L. Kelley,
Camphyraxegmail.com
FACHE
271 Swartekill Road, Highland, NY 12528 (914)466-2036 Cell
Summary
Accomplished results-oriented leader. Strong financial, organizational, planning and implementation abilities. Excellent presentation, negotiation and communication skills. Leadership with commitment and integrity.
Professional Skills
s Vision and Leadership: Thirty years of progressive/entrepreneurial leadership positions. Demonstrated expertise in
Healthcare Administration. Visible, "Make it Personal" leadership approach at operational and enterprise levels. Tactical and strategic planning and implementation. Aligned stakeholders in dynamic political environment. Integrated physician practices for mutual hospital/physician benefit. Strong crisis management and turn-around experience. High profile community involvement. Makes hard decisions. s Finance: Engaged financial leader. Sound conservative financial judgment. Fiscal accountability; strong budget focus and cash management. Turnaround at ERH from $7million loss (2002) to $2.4M positive bottom-line (21%). Improved cash position from 3 days to 120 days. 10 consecutive profitable years at ICASC. Consistent profitability and zero reliance on debt at ERH. Operations: Quality focused for operational performance. Achieved operational measurements while improving quality care. Improved quality processes including physician peer review. Responsible for: management personnel selection, supervision, and evaluation; successful leadership between internal and external groups including physicians, clinical support staff; and regulatory representatives. Quality: Changed organizational structure to measure operations for quality on a monthly basis similar to financial reporting. Received regional and national awards for quality and patient salty. (examples: 92-minute Average Length of Stay in ED from HANYS Dec. 2010. Received four national awards for patient safety from HRSA (Dec. 2009)). Marketing: Professionally trained in sales by IBM and Control Data Corporation. Top performer in class. Developed and implemented successful marketing plans to meet organizational goals and objectives. Increased revenue over 40% at HASC and ERH. Increased most HMO reimbursement rates by 80-100% at ERH. Strong negotiating skills with a personal touch.
Management information Systems: Strong background in management reporting, financial, and accounting systems,
and clinical dashboards. Applied industrial technology and CQI techniques to health care settings for productivity/cost/quality improvement, and research. Implementation of HIM. Education Union College Master of Science, Health Systems Management, G.P.A. 3.8 Accredited by the Accrediting Commission on Education for Health Services Administration Rochester Institute of Technolon
Bachelor of Science, Business Administration; Concentration in Computer Systems, G.P.A. 3.7
Employment History
Ellenville Regional Hospital, Ellenville, NY (current) s President and Chief Executive Officer Reporting to ERH Board of Directors responsible for: all operational activities, financial performance, quality performance, and strategic planning. Turn-around situation, 51 bed severely financially distressed community hospital under management agreement between Westchester Medical Center (owner at that time) and KRHCS. Saved hospital from closure. Operated under bankruptcy supervision. Reconfigured to Critical Access Hospital sustainability model. Managed with little cash. Renegotiated union contract to favorable terms to ERH. Crisis management with vision. Mobilized community, county, state, and federal governmental leaders. Growth. Projects/programs: swing bed; new laboratory; completely overhauled radiology and cardiology including all new equipment and PACs; new emergency department; Art in Healing; established Foundation, Physical Therapy Center; $30M senior residential project (second phase completed Aug. 2010); Energy conservation including new Main Entrance, insulation and re-facing, and windows; new patient rooms. Implementing HIM system. Significant physician relationship activity: Innovative "HealthMatch" recruitment program with local AHEC; recruited many new primary and specialty physicians. Second hospital in NYS to grant "admitting" status to nurse practitioners first hospital in the world to have NP become President of medical staff. Established family physician residency program. Cross pollination of boards with FQHC. Prosperity. Achieved 21% profitability in 2007. Improved cash position to approximately 100 days. One of "few hospitals" to achieve all benchmarks in national survey of 1187 CAH hospitals for last 5 years. First hospital in EPIC to implement access to primary care patient record in ED. Regional and National awards for quality. High level of community leadership. Kingston Regional Health Care System, Kingston, NY (1996 to January 2006)
Assignments include:
s President and Chief Executive Officer: Ellenville Regional Hospital. See above o Chief Executive Officer: Kingston Ambulatory Surgical Center. Initial turn-around situation. Reporting to physician Board of Directors; responsible for: all operational activities, fmancial performance, managed care contracting, and strategic planning. Refocused operations to deliver highest quality services. 99% patient satisfaction rate. Significantly improved financial and operational performance of Center. Profitable for ten consecutive years. Engineered mutually beneficial partnership between HASC and KRHCS to operate Center.
Senior staff KRHCS System CEO: physician practice development, physician recruitment, analysis to
and recommendation for business acquisitions/ventures: ambulatory services, real estate ventures, residential/LT care facilities, and hospitals; managed care contracting; Internal hospital assignments as directed. High level of community leadership positions.
Albany Medical Center Hospital, Albany, NY Project Director 1993-1995 s Director for the NYS Emergency Department Case Mix/Finance Project. Project objective: to develop and prepare for implementation a patient classification system for Emergency Department services. Resulting system to become the basis for managed care capitation and/or a prospective reimbursement system. Project magnitude: 25 NYS hospitals participated; training of over 1500 physicians, nurses and other emergency department staff in prospective data collection techniques; assimilating /analyzing data on over 500,000 ED visits.. Responsibilities: Financial Accountability/Budget ($1.2 million); Planning, Operations, Sponsor, (DOH) interaction/reporting; Personnel management; Research design, methodologies, systems, analysis, and results. Rensselaer Polytechnic Institute, Troy, NY Research Scientist (1992-1993) s Member of project team. Project objective: to re-weight and enhance the RUG II long term care reimbursement system for the New York State Department of Health.
Impact areas: Project design, Planning and implementation, Staffrecruitment and training, Data collection, System
procedure and protocol development with significant vendor negotiation/liaison, Equipment selection/acquisition, Facility recruitment (project marketing), Sponsor (DOH) interface.
In . ustrial. Comp ter Marketine and Consuitine Experience (1981-1992) Starting with IBM in 1981, my first career in information technology provided an interesting series of experiences: s s s s Progressively responsible leadership positions in computer and management consulting firms. Responsible for strategic planning, market evaluation, and business objectives. Partner in startup recycling/manufacturing venture. Directed marketing operations: Supervised sales representatives. Designed and implemented marketing plans. Developed sales objectives and compensation plans. Accountable for achieving revenue results. Consultant for: management design and structure; computer information network/systems design, applications, and implementation. Industry specialist for Hospitals, Nursing Homes, Manufacturing, Construction, Property Management, and other application solutions. Developed complementary marketing programs with IBM through Business Partner relationship.
Community leadership
s Current activities:
American Heart Association (Board Chair); Northern Metropolitan Hospital Association (Treasurer); Institute for Family Health NYS's largest FQHC (Treasurer); Gateway Community Industries (immediate past Board Chair), Catskill-Hudson Area Health Education Center (founder and Treasurer), Health Association of New York State (Medicaid Redesign Committee - housing); Roundout Valley Business Assoc. (Board member)
Past activities:
Mobilized Ellenville community. Developed relationships with, and confidence of, local, county, and state political leaders to save Ellenville Regional Hospita;lUlster County Board of Health (Board Chair); Ulster County Blue Ribbon Commission on Health Care (Vice Chair); Greene Rural Health Network (Board President), Alzheimer's Association (Board Member negotiated merger), United Way (Allocations Committee and Loaned Executive), Ulster County Chamber of Commerce (Director, Leadership Development Institute
David S. Lent Born in Highland, moved to New Paltz when I was three. Graduated form New Paltz Schools and Union College. Spent two years in the US Army and then worked at IBM for 34 years of which approximately 25 years were spent in various management positions. In 1989 I was elected New Paltz Town Supervisor and served three terms. In the late 90's I was appointed as an Ulster County Legislator and later elected and served one term. I have been very active in the Community serving as Little League Coach, Boy Scout leader, Library Board, member and former President of the Paltz Club, Deacon and Senior Elder of the Reformed Church, Past Master Adonai Lodge #718 F&AM, former Treasurer and Trustee of the Huguenot Historical Society I am also General Partner of Waring Storage, a self storage facility, and at present am serving on Town Public TV Access Committee. I also for the last several years have been an AARP volunteer Tax preparer in New Paltz.
Why I'm interested in this assignment: Over 300 years ago in the early history of our communities you find that one of the first jobs was to appoint a person to address the needs of the poor or less fortunate. Our governments have continued to administer to this need, sometimes poorly since then. We have now chosen a new approach and I would like to be sure, as much as possible, that whoever takes over this responsibility has the financial wherewithal to do the job, the compassionate approach and the experience and track record to assume and do a job that 5, 10 ,15 years from now the County can be proud of.
ECE
David F. O'Halloran 230 Boice Mill Road, Kerhonkson NY 12446 845-626-7345 (B) 845-626-7365 (F) 845-853-4967 (C) David@Pinegroveranch.com Summary FEB 0 3 2012 ULSTER COUNTY LEGISLATURE
Owner-Operator of Pinegrove Ranch & Family Resort, 126 room year round full service, western themed all inclusive resort.
Areas of Expertise Resort Management Sales Management & Marketing Equine Management Property Development Tourism Market Analysis Business Holdings Pinegrove Ranch, Inc President Resort management company overseeing 100 to 175 employees and all resort operations Coordinated Ranches, Inc President Building & Land holding corporatton; development, renovation, repair & maintenance of multiple buildings and land Taroh Holdings, Inc President Residential & Commercial Land Development Company Crossriver Properties, Inc President Residential & Retail Rental Company Tara Ventures, Inc President Farming based company specializing in hay production & grazing pastures Community Boards Empire State Hospitality Trust Ellenville Regional Hospital Foundation Rochester Mapping, Zoning & Codes Committee Rochester Republican Club Ulster County Chamber of Commerce Ulster County Economic Development Transition Committee Ulster County Lodging Coalition Ulster County Lodging Political Action Committee
Karen L Binder/Legislature/Ulster County 01/26/2012 10:27 AM Saved in the new file which I created. Karen L. Binder, Clerk Ulster County Legislature 244 Fair Street PO Box 1800 Kingston, NY 12402 (845) 340-3696
To <kbin@co.ulsterny.us >
CC
Subject
To Those concerned: Attached is my personal and professional resumes. I have served impartially on the Ulster County IDA for the past 5 years. I believe my real estate and financial background will assist the County in making the best and wisest decision financially for the County. Please advise if you need references or have any questions. Steve Perfit, CCIM, SIOR Managing Director, Broker Pyramid Brokerage Company 356 Meadow Ave., 2nd Floor Newburgh, NY 12550 Office: 845-522-5900 Cell: 845-399-0521 Fax #: 845-522-5970
givivatict
ALLIANCE
mtriit:Inr
Managing Director and Principal Broker of the Pyramid Brokerage Company's Hudson Valley office. Specializing in Industrial, Office and Investment commercial real estate services,
Stephen J Perfit, CC/M, SIOR Managing Director Pyramid Brokerage Company of the Hudson Valley, LLC. Fax: soerfiteovramldbrokeraue.com
Office: 845-522-5900 845-522-5970
Currently Managing Director/Principal Broker of Pyramid's Hudson Valley office located in Newburgh, NY with 17 agents and office staff. Commercial Broker Licensed in New York for 20 years. Formerly Managing Director on Wall Street (1989) specializing in mortgage backed securities in the Fixed Income Securities Department, brokering to small to medium sized financial institutions, and Controller for a manufacturing company prior to that. Owned a successful regional Commercial brokerage company, Upstate Commercial Group, for 12..years prior to merger with Pyramid Brokerage at the end of 2007. BS in Business Administration, NYU, MBA Finance Pace Universit lifessiciffal; Ex eerience Qualified for CCIM (Commercial Investment Institute) in 1996 and SIOR (Society of Industrial and Office REALTORS) in 2003. Brokered sales and leases of office, industrial properties for 20 years. [On SIOR, CCIM, President of NYS Commercial Association of REALTORS 2004-2005, Treasurer of the CCIM Institute 2006-2008. President Ulster County Chapter American Red Cross, Olive First Aid Unit-EMT, Captain, President. Currently Treasurer and Board Member of the Ulster County IDA and Ulster County Capital Resource Corporation. at WebinlitenaAtiQn NYS Commercial Association REALTOR of the Year 1998, 1999, 2005.
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Verizon Wireless Leases - Dutchess County NY Kutshers Resort and Country Club-Sullivan County NYOption/Purchase Experior Assessment Leases (NYS contractor) Hudson Valley NY Rosen Group to Kruescher Acres Sale-Ulster County NY Ruger to Pepsico-Sale North Pointe Centre to Wilbur Smith Associates LeaseDutchess County 11,11/1a"OrdClionts Pepsico- Frito Lay Atlantic Detroit Diesel Verizon Wireless Wilbur Smith Engineering Global Country of World Peace
$ 1,540,000 $ 3,500,000 option- $35 million sale $ 890,000 $ 3,300,000 $ 1,500,000 $ 578,695
Chiquita Banana US Army Corps of Engineers Thylan Associates AG Properties Rosen Group
RECEIVED
JAN 3 0 2012
1972 - 1982 Unit Clerk to Charge Nurse at Kingston Hospital. Responsible for transcribing physicians orders. Performed many duties relating to patient with the exception of patient care. 1982 - 1987 Part owner/operator of a Convenient Food Market 1986 - 1987 Elected Ulster County Legislator representing the City of Kingston 1987 - First woman to be nominated by a Major Party as their candidate for Mayor, City of Kingston 1988 - 1990 - Served as Ulster County Representative for NYS Senator Art Gray (Senator lost re-election) 1991 - 1993 - Legislative Aide for NYS Assemblyman Larry Bennett (Assemblyman retired) 1992 - Elected to Ulster County Legislature representing the Towns of Hurley; Marbletown, Ulster and Town of Kingston 1993 - 2004 - Executive Secretary to Board of Commissioners, Civil Service Office, City of Kingston. Responsible for monitoring all Civil Service Exams for City of Kingston employees as well as Kingston Consolidated School District and City Library. Supervise lists for Civil Service employment, Personnel issues and Health Benefits for City of Kingston employees. (Retired in January of 2005) 1993 - First woman Minority Leader, Ulster County Legislature, served in position for 6 consecutive years. 2002 - Elected to Ulster County Legislature representing the City of Kingston (moved from the Township to Kingston at time of election) 2004 - Elected first woman Majority Leader Serving my 22nd year representing Ulster County residents.
2008 - Appointed by Chairman Donaldson to serve as Chair of Administrative Services Committee: Chaired a special Bi-Partisan committee existing of Legislators and Union representatives to examine the possibility of a self-insurance program for Ulster County Government. The Committee recognized the need to reduce the number of providers the County offered so accurate benefit payouts could be analyzed. We developed an RFP with the help of the Director of Purchasing. All members of the committee were involved in scoring the Bids by agreed upon points allowed from a list of criteria incorporated in the RFP. The choice of a firm with experience in self-insurance was approved with an unanimous vote. This action saved the county millions of dollars the first year of its implementation. Served as Co-Chair of Task Force, formed by the Legislature, to examine all options available regarding the future of the Ulster County Infirmary. Also served on many other special committees throughout my Legislative career. Available upon request. +++I pledge to abide by all By-Laws adopted by the LDC Board of Directors.
Jeanette Provenzano
PROFESSIONAL EXPERIENCE
Institute for Family Health (formerly Mid-Hudson Family Health institute) New Paltz, NY Organization promotes primary care education, healthcare services, and medical research in the Manhattan and the Mid-Hudson Valley region, and is licensed by the New York State Departments of Education and Health. Senior Program Associate Planning and Development/Executive Director, Catskill Hudson AHEC (2007 to Present) Executive Director Integrated Delivery Systems (2002-Present) Senior Vice President, Administrative Affairs (1996 to 2002) / Vice President, Administrative Affairs (1994 to 1996) Chief Operating Officer (1992 to 1994) / Assistant Administrator (1981 to 1984) Initially responsible for the incorporation process of the organization in 1981 and played an instrumental role in its growth from $500,000 annual budget to its current $22 million. Career responsibilities include strategic planning, corporate development and administrative operations including budget development and financial oversight of administrative department and projects and all aspects of daily operations of medical practices of Institute. Responsible for medical practice development and management as well as practice management training of resident physicians, contracts/grants development and management, Certificate of Need processes, coordination of medical facilities design/construction management and new business development. Liaison for community relations, marketing, PR, and local/state-level legislative affairs. Highlights: Contracted out to serve as Interim Chief Executive of Ellenville Regional Hospital, a non-profit, financially distressed 50-bed acute care facility; provided managerial oversight to all aspects of operations and currently orchestrating a financial restructuring program to avoid bankruptcy for the organization. Planned, executed and managed a range of marketing and PR programs involving corporate "branding", image building, public speaking at local and state levels, and development of customer service campaign. Responsible for design and development of five medical centers totaling 105,036 square feet, with a project value of $16.6+ million. Secured and managed $2.9 million in federal and state grants for organization Saved the organization $150,000 annually In taxes/interest s through securing tax exempt bond financing of a $1.5 million project. Oversight of project which generated a cash infusion of $1.5 million in the form of a capital grant through coordinating and managing merger/partnerships between the organization and Westchester County Healthcare Corporation. Established and manages the Catskill Hudson Area Health Education center, a partner of the New York Statewide AHEC System, covering an 11-country region in rural New York. Established HealthMatch, a community-specific physician recruitment, retention and practice management service of Catskill Hudson AHEC.
1988 to 1992
Consulting firm specializing in the planning, development and implementation of medical education programs, curriculum, and clinical practices for clients in the Mid-Hudson region of New York.
PartnerNice President Provided consulting and advisory serves in medical practice development, grant writing, practice management curriculum development/training, and medical education program development with an emphasis on establishing/managing a family practice resident training program. Highlights: Established the St. Francis Hospital Family Practice Residency Program, Including all regulatory applications/approvals and resident application, site visit and approval from Accreditation Council for Graduate Medical Education. Managed residency outpatient facility design and construction management, and established a support staff and operational systems for residency. Served as Residency Administrative Director and as an adjunct faculty member for practice management curriculum development and training.
MEMORIAL HOSPITAL OF RHODE ISLAND; Pawtucket, RI 1984 to 1988' 294-bed community hospital serving Blackstone Valley and southeastern Massachusetts; hospital has teaching and research facilities
and is the inpatient and outpatient site for the Brown Medical School's residency programs in family practice and internal medicine.
Practice Manager Family Practice Residency Program Managed day-to-day operations of the outpatient, longitudinal training site, including staff recruitment and personnel management of 16 non-clinical and 43 clinical staff members, departmental budget preparation and financial management and residency practice management curriculum development/training; also served as liaison between Brown University Medical School Department of Family Medicine and hospital administration. Highlights: Developed 80-hour required curriculum in medical practice management and served as adjunct faculty providing practice management training. Spearheaded a patient team approach to management of patient care and behavior. Involved all staff members and established four teams that included clinical and non-clinical personnel with equal representation and input, resulting in a better coordination of patient care, more efficient use of resources and time and better control over patient abuse of operating and financial systems.
Previous Experience: Held positions as Paralegal/Executive Assistant with firms in Connecticut, Florida, and Washington, DC.
Gained broad experience in business administration and management, corporate accounting, tax preparation and legal affairs.
PUBLICATIONS
Reed, Kathryn (2010) Is There a Doctor in the House? Physician Recruitment and Retention in the Hudson Valley (CRREO Discussion Brief 3, Winter 2010). New Paltz, NY: SUNY New Peitz Center for Research, Regional Education and Outreach
MATTHEW S. WATKINS
3039 New Prospect Road Pine Bush, NY 12566 Ph: 845.744.5386 Cell: 914.850.1776 Email: goals@frontiernet.net
EXECUTIVE MANAGEMENT Chief Executive Office / Director of Operations Visionary executive leader with effective mix of leadership, trustworthiness, client focus, business savvy and
innovation. Outstanding financial, operational development, turnaround and strategic business planning strengths merge to exceed achievement expectations in revenue growth, productivity and cost control within volatile competitive markets. Diversely qualified in all functions of operations improvement, revenue and profit growth strategies, hiring and teambuilding. Possess broad understanding of business and operational issues with respect to strong financial performance and overall business success drivers, particularly within Middletown Community Health Center and experience with organization for twenty years.
Proven ability to merge efforts of all parties toward common goal through combination of continued process
improvements, expert staffing/training, strong leadership and ability to see the big picture; frequently serve as catalyst for change and growth. Experienced building operations from the ground up and revitalizing existing operations to ensure sustainable results in financial control, organizational productivity, human resource and related support / personnel functions. Widely respected for innovative problem solving and tenacious commitment to achieving both personal and corporate objectives.
Nee4.4*100001:041.914***0EXECUTIVE SUMMARY & ACHIEVEMENTS WATKINS FINANCIAL: Pine Bush, NY FOUNDER (2009 -Present) Overview: Asset Management, including Financial Advisory in Personal, Business, Finance, Real Estate and Estate Planning/Design and Management
GOALS DEVELOPMENT COMPANY Pine Bush, NY
(Startup organization providing consulting expertise on startup activities and implementation of business plans) PRESIDENT (1985 to Present)
Overview: Launched this organization to provide startup and reorganization expertise and planning for restaurants. Managed all startup activities including business development, client cultivation, marketing/promotions, financial management and proposal development. Company operates as "think tank" of new marketing products and strategies, routinely creating new products and services to bring to market, service-oriented for variety of industries. Assumed consulting consignments for variety of industries based on success with restaurant business.
4 Perform comprehensive review of all operations including staffing, policies/procedures, inventory, product ordering, sanitary operations with respect to regulations and budgeting/cost control. Established new marketing plans, budgets and P&Ls. 4 Work closely with staff, retraining entire staff on expected service ties, order writing, consistent customer communications, service strategies, food presentation and table service. Provide training to bar staff on instituting tighter product controls, proper billing procedures and sanitary requirements. 4 Perform extensive research on client base with focus on expanding current customer base before instituting new marketing, sales and promotional strategies. Provide advice in selection/purchase of "Point of Sale" software and hardware, oversee implementation, assist in setup and training. Set up proper security procedures, ensure compliance with all federal and state safety standards, review/train on current labor laws, employee rights and OSHA standards. WEALTH MANAGEMENT, Inc Middletown, NY ($10M Wealth Counseling Service focused on advanced estate planning, asset protection, liability protection, real estate investments and asset growth) SENIOR VICE PRESIDENT (12.2005-7.2009) Overview: Design and implement an aggressive marketing, advertising campaign and a series of informative seminars on Advanced Financial Strategies; Estate Planning, Retirement and Pension implementation. Oversee day to day operations and implementation of current business strategies. Principal Passed in 2007 MIDDLETOWN COMMUNITY HEALTH CENTER Middletown, NY (PM Community Health Center incorporated in 1977 as clinic for medically uninsured/ underinsured. Currently five operating locations within one comb) ACTING CHIEF EXECUTIVE OFFICER (2.2005 to 12.2005) Board of Directors, Chairman Finance Committee, Member, Vice President (1985 to 2005) Overview: Retained to assess and review current operations, evaluate financial positions and review policies and procedures in order to revitalize organization including operational efficiency, cost management, patient increases, greater grant revenues and return to positive cash flow. Key Accomplishments Successfully turned around financial results by eliminating negative cash flow while turning a positive cash flow and cut losses by 85%. Reduced bad debt by approximately 10%. Significantly reduced costs and improved productivity through number of initiatives including: 4 Reducing use of Locum Tennans (savings of $20K/month) 4 Filling 110% of positions previously vacant for a year by offering incentives/sign-on bonus 4 Opened previously strained communications between administration, management and staff. 4 Built relationships with local hospital, Orange Regional Medical Center. 4 Identified additional grant opportunities Boosted visibility and improve business development activities by cultivating relationships between MCHC, Media, fellow not-for-profits, state and federal politicians. Other activities included: 4 Created and spearheaded first annual MCHC Cares day. 4 Developed new interactive web page, creating new theme for company Increased patient visits by 33% and reduced waiting times by refocusing efforts on customer service. Hired two new dentists, to improve dental patient visits by 65%. Restructuring of organization to allow for better patient flow, appointment availability, provider productivity, and increasing patient visits. Filing of Federal 330 Grant and HPSA Research for organization.
AAA LAWN CARE Pine Bush, NY PRESIDENT / OWNER (1997 - 2005) Built company from the ground up to profitable organization with 100 customers and six employees. Annual Sales if $350K.
EARLY CAREER PROGRESSION Inside Sales/ Customer Service Representative Nelco, INC. (1988 to 1995) Senior Associate Positivities (1985 to 1988) Unit Manager S&R Restaurants, dba Wendy's (1984 to 1988) EDUCATION & AFFILIATIONS BBA, General Business Management Penn State University, Major Concentration, Management & Finance AM Management, State University of New York Major Concentration, Marketing Management Associate Member: Resource Associates Corp. Strategic Panning, Exec. Training, Cycle time education, and TQI Councilman-elect, Town of Shawangunk 2008-Present Trustee, Pine Bush Area Public Library 2007- Present Committeeman, Town of Shawangunk Comprehensive Rezoning/Planning Committee, 2001 to 2007
Town of Shawangunk Republican Committee ( 1999 Present) Ulster County Planning Board, 2000 to 2005 Member Middletown Community Health Center, 1985 to 2005 President & Board of Directors, 2003 to 2005 Vice President, Board of Directors, 1991, 2001- 2003
Relevant Activities:
Instructor, Orange County Community College (Continuing Ed)(1991 to 1992)