ROBERT P. LENTZ III, ASA
Lentz & Company, Inc. Phone: (510) 530-0296
8 Waldeck Court e-mail: robertlent@aol.com
Oakland, California 94611-1744 website: LentzCompany.com
SUMMARY
Four decades of managerial, consulting and business appraisal experience. Focused team-player.
Two successful international assignments in Asia. Military officer experience. Wharton MBA.
strengths:
• Understanding and relating with clients;
• Performing complex financial and quantitative analysis: providing timely information and accurate evaluation of
opportunities; increasing performance and decreasing exposure, improving financial and administrative controls;
• Training and working with colleagues to focus on and accomplish objectives.
American Society of Appraisers - Accredited Senior Appraiser (“ASA”) in two disciplines:
• Business Valuation
• Appraisal Review and Management
The American College of Financial Services - Chartered Life Underwriter (“CLU”)
PROFESSIONAL HISTORY
LENTZ & COMPANY, INC., Oakland, California
Principal, 1998 - present
Prepared over 700 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 successfully challenged.
FULCRUM SECURITIES, LLC, San Francisco, California
Principal / Director of Research / Chief Financial Officer, 1996 - 1998
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, balanced potential risks with rewards. Established and implemented in-house financial controls, as well as maintained current and comprehensive financial records for submission to NASD, etc.
DAVIS, WILLIAMS & LENTZ, Walnut Creek, California
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.
sample clients:
• MCMORGAN & COMPANY • PACIFIC WESTERN BANK
• GOLDEN GATE BANK • FAR EAST NATIONAL BANK
• FIRST CALIFORNIA CAPITAL MARKETS GROUP
SECURITY PACIFIC NATIONAL BANK, San Francisco, California
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 documentation and obtaining adequate guaranties on numerous unsecured credits. Advised middle-market clients by exposing false economies.
Selected highlights:
• Developed new business, more than doubling goals, and increased return on assets to 3.6%.
• Created 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 - 1988
Evaluated and approved credits with personal unsecured lending authority of up to $1.5 million, and secured lending authority of up to $10 million. Assignments 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 statements.
Selected highlights:
• Set 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 Dealers."
• Managed Hong Kong Multinational Division 1979-1981, a period of 30% compounded annual growth.
• Reclaimed key domestic relationship by co-leading HK$617 million project financing syndicate.
• Recovered $473,000 in compensating balance and service charge shortfalls.
• Initiated concept of auctioning collateral on non-performing loans through a bank subsidiary.
• Senior lead manager for Kaiser Aluminum & Chemicals, Kaiser Cement and other bank syndicates.
MARINE MIDLAND BANK, New York, New York
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
Army Commendation Medal with Oak Leaf Cluster
EDUCATION
WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA, Philadelphia
Master of Business Administration, Finance and Insurance
LEHIGH UNIVERSITY, Bethlehem, Pennsylvania
Bachelor of Science, Economics
OTHER QUALIFICATIONS
Member of the American Society of Appraisers and certified Accredited Senior Appraiser ("ASA") in
Business Valuation as well as Appraisal Review & Management
Board Member and Treasurer of the American Society of Appraisers Northern California Chapter 2005-2009; VP 2009-2010, and
President 2010-2012.
President of the Valuation Roundtable of San Francisco, Inc. 2007-2009
Chartered Life Underwriter ("CLU"). Eagle Scout at age 14.