The Founder

RENE VELEZ is a professional financial manager as well as a business operations administrator with more than 20 years of experience. His involvement with numerous start ups and with developing business ventures has lead him to become very operations oriented in his approach towards developing solutions to everyday business.

Travel Industry & Hotel Operations

From 1980 to 1984 RENE VELEZ worked within the growing travel and cruise line industry in South Florida. Managing Group Tours and performing the function of Housing Coordinator, he learned the art of transportation and logistics while moving and housing over 5,000 passengers on any given weekend. By 1987 after completing his first business degree RENE VELEZ was involved in managing the accounting functions for a wholesale travel agency and later was installing accounting systems for large corporate travel agencies.

Real Estate Management & Development 

From 1988 until the year 2002 RENE VELEZ worked within the real estate industry. During his tenure he worked in the capacity of Corporate Controller, Director of Finance and Chief Financial Officer. RENE VELEZ was responsible for managing all aspects of the organization’s accounting, taxation, cash management and banking, audit, systems development, human resource, risk management and a host of other operational functions. Over many years the overlap among varying functional areas forged a strong operations management mind set towards achieving results.

Financing techniques involved, foreign investment capital, conventional debt and equity structures, bond financed and tax credit deals as well as private placements. Investors in these real estate deals were REIT’s, high net worth individuals, and institutional investors such as life insurance companies and pension funds. On more than one occasion the owner of real estate was a governmental agency of a city.

The real estate managed or developed during this time period included:

v     Multi Family Housing

v     Affordable Multi Family Housing  

v     Office Buildings and Office Parks

v     Retail Shopping Centers

v     Limited Service Hotels

v     Assisted Living Facilities (Affordable and Luxury)

v     Residential and Commercial Condominiums

v     Warehouses

v     Arena (15,500 seats)

During his tenure within the real estate industry RENE VELEZ worked for national real estate management and development companies as well a smaller regional organizations. These organizations often had many subsidiaries which included employee leasing companies, construction and general contractor companies, carpet companies, mortgage lending businesses, real estate brokerage and leasing companies, law firm practice etc.         

Accounting, Tax and Consulting

Commencing in the year 2000, while holding various financial management positions, RENE VELEZ launched his Accounting, Tax & Consulting practice. As a value added service towards the traditional accounting services, RENE VELEZ offers “Fractional Chief Financial Officer” services to small and medium sized companies. This hands on service gives access to professional financial management at a fraction of the full cost of a seasoned executive. Today the practice clients includes a manufacturing company, wholesale distributor, media relations and advertising company, law practice, real estate and development companies, general contractors and other service companies as well as individuals with accounting, tax and consulting needs.

Academic and Professional Achievements

RENE VELEZ is a graduate of Florida International University where he earned two degrees in, Finance and Accounting, and is a Florida Licensed Mortgage Broker. He holds a Georgia and Florida professional designation as a Certified Public Accountant which allows him to represent taxpayers before the IRS. He is an Alumni of Leadership Miami, through the Greater Miami Chamber of Commerce. In addition he is a Federal Aviation Administration, Certified Private Pilot. He is also owner of Cape Florida Mortgage, LLC , a Florida Mortgage Brokerage Business.