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NES Finnancial Corp
- 50 W San Fernando St Ste 300
- San Jose, California
- 95113-2416
- Phone: 800.339.1031
- Website
Website Links
Description
The NES Financial management team is comprised of a seasoned group of professionals with a solid track record of leadership with leading-edge companies in the fields of technology, finance, law, consulting and public service. Michael Halloran President and CEO Michael directs the operations of NES Financial, which includes operating subsidiary Nationwide Exchange Services (NES), the nation’s largest provider of 1031 exchange services. He is a leading voice within the 1031 marketplace advocating strict operating standards and guidelines for 1031 intermediaries. Under Michael’s leadership NES instilled rigorous controls within exchange operations and the company is the only intermediary in the country to voluntarily subject itself to independent audit for compliance with operating standards including adherence to standards established for national banking institutions through the Office of the Comptroller of the Currency and the Bank Secrecy Act. In 2008, Michael led NES through the acquisition of JPMorgan Property Exchange (JPEX) from JPMorgan Chase to make NES the unquestioned market leader in all major commercial sectors of 1031 exchanges and the number one provider of LKE program exchanges to the Fortune 500. Michael is a frequent speaker at events throughout the commercial real estate, equipment leasing and banking industries, and in 2007 testified before the Congressional House Committee on Small Business on behalf of the 1031 Qualified Intermediary industry. Dan Yoder Chief Operating Officer Dan brings to NES Financial over 30 years of broad operating experience including client engagements with a wide range of private and public companies such as IBM, HP, Nokia, Sony, Ericsson and Samsung to improve business process and operational efficiencies. Most recently, Dan was the Chief Operating Officer of IC Media. Dan focuses on the deployment and management of mission-critical exchange infrastructure, corporate operations and compliance management. Dan holds a BSEE from the University of Santa Clara. Stephen N. Gray Chief Financial Officer Stephen has over 20 years of experience in accounting, operations and finance for equipment lessors, transportation and financial-based companies, both private and public. He was most recently CFO at Seacastle Incorporated where he recapitalized the company, instituted a consistent monthly close and management reporting process and established “best practices” in financial disciplines and systems to support double-digit growth. He also held CFO positions at Resun Corporation, Mellon US Leasing and Boeing Capital. In addition to establishing internal systems, Stephen is well versed in Sarbanes-Oxley compliance regulations and has been Series 7 and 63 General Securities NYSE/NASD registered. He received an MBA in finance and accounting from Amos Tuck School of Business Administration at Dartmouth College and a BA in economics from Stanford University. Kelly Alton Executive Vice President, General Counsel Kelly is responsible for providing legal oversight, tax guidance and consultative services. She has over 25 years of experience in federal taxation.