Kenneth D. Ward

President | Managing Principal

Kenneth Ward's business career spans 32 years and includes ten years as President and Managing Principal with the largest Tenant Advisory firm in North America. Throughout his career, Mr. Ward has helped grow client organizations by bringing comprehensive cost avoidance, strategic cost savings and windfall profitability to the corporate facility planning and implementation process. He has led corporate facility related leasing, acquisition and corporate relocation assignments valued in excess of 4.2 billion dollars, resulting in nearly a billion dollars in cumulative increases in profits and enterprise value to clients such as; Teva Pharmaceuticals, Laboratory Corporation of America, Toshiba America Medical Systems Inc., Broadcom, Citi Bank, Royalty Carpet Mills, Advantage Sales & Marketing, iHerb Inc., Tyco, EMC Corporation and Alcon Laboratories.

After having spent twenty-two years representing local and national corporations as a Tenant Adviser, including eight years as a Principal with The Staubach Company, in 2004 Mr. Ward joined the country’s largest international Tenant Advisory firm serving from the Orange County, California office as Chairman of the Board, President and Managing Principal until 2013. During his ten-year tenure, Mr. Ward founded Revenue Recovery LLC, a Tenant focused, corporate facilities and business operations advisory consortium specializing in identifying and securing increased profitability on behalf of mid-size & Fortune 1000 companies. In 2013, the company’s name was changed to CoreStrategy Corporation.

As President and Managing Principal of CoreStrategy Corporation, Mr. Ward’s primary role remains project leadership, strategy, negotiation and conversion of corporate facility related needs and initiatives into functional solutions that materially improve company EBITDA and share value on behalf of mid-size and Fortune 1000 companies across the country. Project assignments include; strategic real estate portfolio planning, single facility and portfolio lease/purchase acquisitions, corporate headquarter relocations, facility lease re-negotiations, dispositions, expansions, consolidations, build to suits, facility consolidations, bondable leases, capital market discount structures and land acquisitions.

Mr. Ward is a guest lecturer, member and contributor to the University of California, Irvine, Paul Merage School of Business; University of California, Irvine Chief Executive Roundtable; Financial Executives International; the Association for Corporate Growth and an advisory Board Member of Pacific Justice Institute

Education
University of Southern California; CCIM-Real Estate Investment and Taxation – California State University Long Beach, College of Business Administration; full athletic scholarship

Dan Fisk

Executive Vice President | General Counsel

Prior to joining CoreStrategy Corporation, Mr. Fisk served as Vice President, General Counsel and Secretary of Computer Sciences Corporation (CSC), a Fortune 150 company, for nearly 20 years. Formerly the Vice President and Associate General Counsel for Sprint Corporation, he held various legal and executive positions for over 20 years. Most recently, Dan served for nearly three years as a senior corporate partner in the LA/Century City office of DLA Piper, the largest global law firm in the world.

In 2011, he was elected to the Board of Governors of the Kansas University School of Law and more recently was elected to serve with business leader Paul Kessler, former CA Governor Gray Davis, former Joint Chiefs of Staff General McPeak and two others on the Board of Directors of Start Engine, an incubator for technology companies in the greater Los Angeles area. There are 500 companies expected to be spawned through Start Engine over the next five years.

Mr. Fisk is the Chairman of the Atlantic Legal Foundation, Executive Committee member of the Rand Institute for Civil Justice; Board of Governors for the Kansas University School of Law; Board of Directors of Start Engine; and Board Member of Orange Legal Technologies. His past board memberships include the International Board of the Association of Corporate Counsel; Pennsylvania Chamber of Commerce; Dickinson College; the Carlisle War College; the Hospital in Carlisle, Pennsylvania; United States Chamber of Commerce Government Regulatory Affairs Committee; American Film Institute and the National Board of the American Society of Corporate Secretaries and Governance Professionals.

Mr. Fisk is the recipient of numerous awards recognizing his professional accomplishments in corporate practice, his personal integrity, his commitment to the advancement of the in-house practice of law and his pro bono activities.

Education

University of Missouri-Kansas City School of Law, LL.M, Corporate Law, University of Kansas, J.D. University of Kansas, Business Finance, B.S.

Roger O'Neal

Executive Vice President | Development

Mr. O’Neal is the former Owner/Principal for RND Development Company, a Real Estate Development, Construction/Project Management, and Developer Build-To-Suit group, operating services throughout California and nationwide. He has over 35 years of diverse experience in construction and real estate development, consisting of over 30 Million square feet in excess of $3.8 Billion Dollars. His accomplishments and experience as a real estate developer, general contractor, and construction/project executive include major projects ranging from commercial office/campus, build-to-suit, retail, hotel, mixed use, industrial/warehouse, R&D, call/data centers, laboratory/clean room, bio med facilities, and multi/single residential condos and apartments. His diverse background, experience, and knowledge, provides unlimited value in all aspects of the real estate development and construction business.

Mr. O’Neal was the Development/Construction Executive on 2 major projects in Southern California. The Hyundai Motor America USA Campus Headquarters, located in Fountain Valley, California, consists of a six story, 2,100 count parking structure, and a six-story office campus of approximately 600,000 SF, inclusive of open and private office, marketing, retail, sales, computer, data, research lab, tech center, fitness/health facilities, and a full cafeteria.

The Deckers Corporation USA Headquarters, located in Santa Barbara, California, consists of an office campus of four–two story office buildings of approximately 250,000 SF, inclusive of open/private office, marketing, retail, sales, computer, data, stage and auditorium, fitness/health facilities, and a full cafeteria.

Prior to RND Development, Mr. O’Neal was the Director/Vice President for CBRE overseeing the development/ project/construction management and build-to-suit services throughout all local, nationwide and international CBRE locations.

Prior to CBRE, Mr. O’Neal was a Partner/Vice President with JMB Urban Development, one of the largest real estate companies, responsible for overseeing and developing major commercial and retail real estate projects inclusive of the Sun America Center 40 story office tower in Century City, California, and the Valencia Town Center Regional Mall, in Valencia, California.

Prior to JMB Urban Development, Mr. O’Neal was a Project Executive with Turner Construction Company, one of the largest General Contracting companies, managing major core/shell/tenant improvements on major high/ low rise office towers.

Education

Mr. O’Neal was educated at Colorado State University, Bachelor of Science, Construction Management and Civil Engineering, and the University Of California Los Angeles, Masters of Business Administration.

Bill Lazor

Senior Director | Analytics & Strategic Planning

Bill Lazor’s business career spans thirty-six years and his experience includes assignments covering a broad range of industries such as; high technology, aerospace and defense, chemical manufacturing, consumer packaged goods, publishing, fluid controls and industrial manufacturing. His work experience includes completed assignments on behalf of many middle market and Fortune 1000 corporations such as Raytheon, Toyota, Hughes Aircraft Company, Viking Penguin (publishing), Brunswick Defense, Procter & Gamble International and E.I. DuPont de Nemours & Company, Inc.

Mr. Lazor specializes in facilitating profitable growth for international companies through insightful research, analysis, planning, forecasting, and project management. He is recognized as a strategic partner to corporate clients across the country as his guidance, support and leadership has served senior management teams in making wise decisions that positively impact stakeholder interest.

On behalf of Raytheon Space and Airborne Systems Mr. Lazor has led executive teams in monitoring overhead, forecasting and planning, followed by formation of the company’s financial planning and analysis systems, financial statements, capital budgets, expenditures and metrics for discretionary outlays for new business investments.

His work experience also includes management and presentation of operations reviews, development of strategic plans, performance metric tracking and financial justification for capital expenditures. With strong strategic planning expertise he is especially adept at providing planning and execution related to reorganizations, transitioning workloads, and development of pro-forma and consolidation financials. Past assignments have included work on behalf of an international subsidiary in the UK where he again helped improve forecasting processes. He has planned and executed cross-country relocations that encompassed restructure planning, analysis, communications reporting and presentations. Mr. Lazor experience also includes the generation of detail annual forecasting of new ERP systems and work in database application, cost modeling, and Visual Basic programming for Excel spreadsheet applications.

Working on behalf of Toyota Material Handling USA, Mr. Lazor developed a three-year strategic US business plan for seventy-seven strategic projects encompassing twelve key initiatives. Upon implementing the plan, Toyota Material Handling USA achieved a #1 ranking in their market throughout the US and North America.

Education

Mr. Lazor received a B.S. in Chemical Engineering from Virginia Polytechnic Institute & State University. He holds an MBA in Finance from The Wharton School of the University of Pennsylvania and a certificate from the Hughes Executive Marketing Program at The Anderson School of the University of California at Los Angeles.

Ted Shown

Executive Vice President | Logistics

Ted Shown has served as CEO and President of TGSA Logistics, President of Logistics Unlimited (LUI) and President and founder of (TGSA) a cargo management company servicing the passenger airline industry. With over thirty years of comprehensive logistics experience, Mr. Shown has provided leadership on behalf of many middle market and Fortune 1000 companies such as; MGM Grand, Air Cal, Braniff, America West, Southwest, Midway, USAir, Total Air, TWA, Northwest, American Trans Air, Sun Country, Reno Air, Spirit, AirTran, Eos, to name a few.

Mr. Shown leads worldwide and domestic freight forwarding initiatives that result in material expense reduction and improved service performance to his corporate clients. Innovative and aggressive programs are the hallmark of each project as well as quantitative market by market analysis that include the effects of comprehensive analysis of various logistics modes, routing, packaging, and best of breed IT systems. Through broad based logistics optimization, Mr. Shown has produced tens of millions of dollar in increased company profitability for both domestic and international clients throughout the world.

He is a lifetime member of the Institute of Electrical and Electronics Engineers (IEEE), the Naval Institute, Navy League, American Legion, Society of American Magicians, Texas Association of Magicians, Association of the United States Navy, and other professional associations. He served for several years on the Air Forwarders Association’s Compliance Committee, which deals with security and other government issues. As Director of Market Development at Air Cal, Mr. Shown was responsible for developing and implementing the annual marketing plan. He and his team created the airline industry’s first ever frequent flyer plan at AirCal and many other innovative and ground-breaking programs such as books of prepaid tickets for frequent travelers. It was at AirCal that he discovered the potential for incremental profit to be had with an aggressive cargo program.

In 1980 Mr. Shown authored the original business plan for Jet America Airlines and went on to become founder and Vice President of Marketing and Planning at Jet America. He was a key member of the “Road Show Team,” that successfully raised over twenty million dollars in two public offerings. The carrier became profitable in its seventh month, a record for new airlines at that time. In this leadership role, Mr. Shown also created one of the industry’s first computer based capacity control systems using an Apple II computer.

Education

Mr. Shown has a BA and BS in Electrical Engineering from Rice University in Houston, Texas, an MS in Systems Management from the University of Southern California in Los Angeles, California, and a MA in Christian Apologetics from Biola University in La Mirada, California. Currently, he is pursuing a Masters in Science and Religion. He served as a fleet carrier aviator in the US Navy. During the last part of his active duty, he served on the Navy’s Logistics Task Force, which established the Navy’s organic airlift capability. He left the regular Navy and entered the Navy Reserve where he worked at the Naval Air Systems Command. He is currently retired with the rank of Commander.

Ted resides in San Juan Capistrano with his wife, Linda. They have three grown daughters, Nicole, Tiffany and Amanda. They have five grandchildren, Jadyn, Kyle, Ryan, Ayla and Nate.

RJ Jesenski

Senior Director | Portfolio Management

For more than 29 years, RJ’s focus has been serving the needs of corporate clients throughout the country. His broad professional experience includes planning and delivery of both, single facility headquarter assignments and large-scale portfolio management services with seasoned experience in site selection planning, space/ operation programming and design, purchase & lease negotiations, financial comparative NPV analysis and construction budgeting.

RJ leads and manages single facility, headquarter lease acquisitions and national portfolio management assignments. He has represented local and national companies such as; Laboratory Corporation of America, Paychex Inc., Advantage Sales and Marketing, Caremore, and Corinthian Colleges, Inc. He has broad experience and skill in managing complex assignments that require high attention to detail. His proficiency and effectiveness produces material cost savings, greater operational flexibility and reduced facility-related risk for his corporate clients.

Prior to joining CoreStrategy Corporation, RJ served as Senior Vice President with Cresa, a global real estate partner to CoreStrategy Corporation and the nation’s largest commercial real estate service firm exclusively dedicated to facility occupants. There, RJ led and managed multiple portfolio accounts for some of the nation’s largest companies. Prior to joining Cresa, RJ served as Property Manager with Koll Management Services and prior to Koll, RJ worked at the headquarters of NCR Corporation as a Facilities Design Project Manager, subsequently being promoted to Manager of Real Estate Dispositions.

Education

RJ was educated at University of Cincinnati; Master of Business Administration with (Honors), concentration in Finance and Real Estate – University of Cincinnati, Bachelor of Science, Architecture.

Robert Vesley

Advisory Board Member

Robert Vesley was the former Chief Financial Officer and Managing Director of Consolidation Partners LLC.

Previously, serving as Chief Financial Officer at Mosaic Sales Solutions from 2011 to 2012, Mr. Vesley led the positioning and sale to Acosta Sales & Marketing. From 1996 to 2007 Mr. Vesley served as the Chief Financial Officer at Advantage Sales & Marketing where along with the company’s Chief Executive Officer, he led a partnership roll-up growing a $10.0 million Southern California food broker company into a $1.0 billion enterprise consisting of over 30 original member companies.

In 1995, as a Partner in the Irvine office of Associates Corporate Finance Group, Mr. Vesley participated in numerous middle market financings, re-financings, mergers and acquisitions. Mr. Vesley experience includes Chief Financial Office for Technology Marketing, Inc. and First Interstate Bank, Washington, where he Started and managed the Corporate Finance business in Seattle, WA; Prior to that Mr. Vesley worked with Security Pacific Bank as Vice President of Corporate Finance Department.

Education

Mr. Vesley attended University of Chicago; MBA, 1981 and California State University at Fullerton; BA, 1978.

Mitchell Jacoby, MCR

Senior Managing Director | Workforce & Location Planning

Mitchell Jacoby has over twenty-five (25) years of Workforce, Location, and Planning expertise, having completed hundreds of large-scale corporate cost reduction assignments on behalf of companies throughout North America and Canada. Mitchell’s Industry experience includes BPO, healthcare, medical device, manufacturing, and financial/professional services. For more than two decades, Mitch has advised corporate clients on demographics, labor analysis, workforce strategy as well as incentives identification and negotiation. He has evaluated hundreds of communities and provided comprehensive solutions on behalf of clients occupying fully improved office facilities, customer service operations, shared services, warehouses, and manufacturing projects.

The direct result of Mitchell’s work has yielded tens of millions of dollars in aggregate savings on behalf of individual mid-size and Fortune 50 clients such as Comcast, Fresenius Medical Care, Ottobock, MassMutual, Sitel, Stream Global Services, Syniverse, TeleTech, World Travel, Holdings and Zensar Technologies.

Mitchell is a member of CoreNet Global and holds the Master of Corporate Real Estate (MCR) designation.

Education
Clark University, Bachelor’s Degree in Government and French, minor in Economics
Appraisal Institute – Commercial Property Valuation
CoreNet Global, Master of Corporate Real Estate (MCR) designation