ROBERT P. LENTZ III, ASA
Lentz & Company, Inc. Phone:
8 Waldeck Court Fax: (510)
Oakland, California 94611-1744 e-mail: firstname.lastname@example.org
Four decades of managerial, consulting
and business appraisal experience.
Two successful international
assignments in Asia. Military
officer experience. Wharton
and relating with clients;
complex financial and quantitative analysis: providing timely information and
accurate evaluation of opportunities; increasing performance and decreasing
exposure, improving financial and administrative controls;
and working with colleagues to focus on and accomplish objectives.
LENTZ & COMPANY, INC., Oakland,
Prepared over 500 business valuation
appraisals for Employee Stock Ownership Plans (ESOPs), estate and gift tax,
corporate and marital dissolution, and other purposes. None of these appraisals has been
FULCRUM SECURITIES, LLC, San
Principal / Director
of Research / Chief Financial Officer, 1996
Set up a fully-functioning NASD
member firm. Managed Fulcrum's
research and technical analysis of public and private companies for venture
capital, private placements and merger/acquisitions. Prepared and filed of all NASD, SEC and state applications
and reports. NASD registrations:
Series 7, 24, 28 and 63.
W.J. GALLAGHER & COMPANY, INC.,
San Francisco, California
Managing Director and Director of Research,
1994 - 1996
Member of senior management team,
assisting with development of strategic direction and company objectives. Managed all research and technical
analysis of potential opportunities, provided detailed information concerning
potential risks and rewards.
Established and implemented in-house financial controls, as well as
maintained current and comprehensive financial records.
DAVIS, WILLIAMS & LENTZ, Walnut
General Partner / Chief Financial Officer, 1990 - 1994
Managed all administrative and
financial aspects of a successful real estate consultancy servicing investment
and commercial banking clients.
• MCMORGAN & COMPANY •
PACIFIC WESTERN BANK
GATE BANK •
FAR EAST NATIONAL BANK
CALIFORNIA CAPITAL MARKETS GROUP
SECURITY PACIFIC NATIONAL BANK, San
Vice President / Team Leader, 1988 - 1990
Managed 7 officers in the California
Commercial Group. Eliminated
potential loan losses by negotiating tightened term loan covenants. Improved control by recognizing
inadequacies, securing proper documen-tation and obtaining adequate guaranties
on numerous unsecured credits.
Advised middle-market clients in avoiding poor investments by exposing
new business, more than doubling goals, and increased return on assets to 3.6%.
and implemented the 1988 new business development program for United Way of San
Francisco County, achieving 170% of goal.
BANK OF AMERICA NT&SA
Vice President / Unit Manager, 1976 -
Evaluated and approved credits with
personal unsecured lending authority of up to $1.5 million, and secured lending
authority of up to $10 million in New York, Hong Kong, Chicago and San
Francisco. Solicited and
structured over $1 billion in new commercial loans and related deposits. Developed and taught early PC programs
for on-line managers to price loans, track collateral and analyze financial
up BofA's Wall Street Commercial Banking Division in New York in 1976;
increased unit profits by $15 million by writing loan policy change for Wall
Street investment banking clients.
Authored policy guide, "Lending to Security Brokers and
Hong Kong Multinational Division 1979-1981, a period of 30% compounded annual
key domestic relationship by co-leading HK$617 million project financing
$473,000 in compensating balance and service charge shortfalls.
concept of auctioning collateral on non-performing loans through a bank
lead manager for Kaiser Aluminum & Chemicals, Kaiser Cement and other bank
MARINE MIDLAND BANK, New York, New
Assistant Vice President, 1970 - 1976
Trained as a lending officer in the Wall Street Division.
UNITED STATES ARMY, Fort Eustis,
Virginia and Inchon, Korea,
1966 - 1968
First Lieutenant / Company Commander / Battalion Adjutant
Commendation Medal with Oak Leaf Cluster
WHARTON SCHOOL, UNIVERSITY OF
PENNSYLVANIA, Philadelphia, Pennsylvania May 1970
Master of Business
Administration, Finance and Insurance
LEHIGH UNIVERSITY, Bethlehem,
Pennsylvania June 1966
Bachelor of Science,
Member of the American Society of Appraisers and
certified Accredited Senior Appraiser ("ASA").
Treasurer of the American Society of Appraisers Northern
California Chapter 2005-2009; VP 2009-2010.
Board Member and 2007-2009 President
of the Valuation Roundtable of San Francisco, Inc.
Chartered Life Underwriter ("CLU").