About: Greenleaf Investment Partners lllp engages in strategic investments and partnership opportunities. It has three founding partners: J. David Codrea, Barry Dauber

David Codrea is a consultant focusing on financial modeling and valuation strategies. He has developed a variety of models from real estate equity sharing models to a multi billion dollar business forecasting model for the Department of the Navy. Currently he is employed by Deloitte Consulting LLP in their Strategy and Operations practice. David received his undergraduate degree in Finance and is currently finishing up his MBA from The George Washington University.

Barry Dauber is an experienced consultant whose clients have included NASA, the US State Department, and the Department of the Navy. His areas of expertise are performance improvement and financial management. Currently, Barry is employed at Deloitte Consulting LLP where he is in their Strategy and Operations practice. Barry received his Bachelor of Arts in Economics and Government from the University of Texas at Austin.

Josh Friedensohn has a background in starting non-profit outreach organizations.  His 12+ years in social outreach start-ups has helped him create business pitches and fund raise over $100,000 to reach several thousand needy children in Dallas & Austin, Texas communities.  Josh received his Bachelor’s of Science in Chemical Engineering from the University of Texas at Austin and is currently working for Kimberly Clark Corporation in business & operational support.

623 Morris Place. NE, Washington, DC 20001

dcodrea@gmail.com 484-226-0110
PROFESSIONAL EXPERIENCE
Deloitte Consulting, LLP Washington, DC

Strategy and Operations: Consultant November 2006 - Present

• 
  Developed financial model for 24 billion dollar working capital fund
  
• 
  Managed team to develop focused strategy on forecasting metrics and standards across the Dept. of the Navy
  
• 
  Created savings of over 300 million dollars in budgeted funding
  

• 
  Develop and maintain monthly budget projections for 23 federally sponsored research
  

estimated revenue and expenses

• 
  Provide weekly projection data analysis and recommendations to Project Officers and
  

• 
  Manage the Integrated Financial Accounting System (IFAS) and reconcile the monthly
  

• 
  Model and manage staff time coverage for 25 Board employees
  

• 
  Acquired extensive product knowledge of structured life insurance/annuity products
  
• 
  Developed and managed client specific stock and mutual investment portfolios
  
• 
  Modeled individual portfolio scenarios to achieve client determined investment goals
  
• 
  Enhanced personal communication skills through continual client contact
  

• 
  Manage portfolio consisting of 9 investment properties, handling all property management
  

• 
  Utilize discounted cash flow models for analysis of prospective future investments
  
• 
  Develop strategies for the complete rehabilitation of 3 single family homes in the
  

Bachelor’s of Business Administration, Finance, 2004

MBA Candidate, 2008

• 
  REIDO Case Competition - Organizer
  

9601 Pembroke Place, Vienna, VA 22182 barry@barrydauber.com

May 2005 July-August 2003

Oct. 06-Present Deloitte Consulting LLP – Consultant Washington, DC

• 
  Documented current financial processes and developed strategies to help the Naval Aviation Depots become auditable by identifying controls and weaknesses as well as performing limited testing on their financial line items
  
• 
  Conducted site visits and documented processes to develop a tool to reduce cash forecasting variances in the Navy Working Capital Fund’s $22B budget.
  
• 
  Researched and documented the strategy/procedures necessary to convert the Navy Reserves to report financials by business segments instead of financial line items
  

June 06-Oct. 06 Department of State – Office of Passport Services Washington, DC

• 
  Worked with the Dept. of State to develop and execute an integrated master schedule in support of the build out of a new passport book print center
  
• 
  Developed a quality assurance plan to monitor the vendor’s quality control to ensure compliance with the performance-based contract for the development of a new book print center to increase capacity of Passport to meet future demands
  

• 
  Developed change management plans to inform and train end users on a custom budget formulation and execution tool
  
• 
  Interviewed clients to develop best case practices for custom tool
  
• 
  Produced key deliverables for the client including fact sheets and user guides
  

• 
  Analyzed data to assist in clients’ overall campaign strategy
  

• 
  Drafted press releases, researched legislation, memos, and constituent letters
  

• 
  Promoted to temp. Staff Assist., responsible for front office and constituent services
  

• 
  Summarized legislation for the Congressman’s review
  

2004-2005 University of Texas Liberal Arts Council – President Austin, TX

• 
  Elected to lead the student government body for the College of Liberal Arts
  
• 
  Represented roughly 12,000 undergraduate students to the college
  
• 
  Directed 85 person organization to improve student learning experience
  
• 
  Researched and debated educational policy with students as well as administrators
  

• 
  Texas Exes–Washington, DC Chapter (UT-Austin Alumni Group), President
  
• 
  Texas Exes Scholarship Committee, Appointed Member/ Scholarship Reader
  
• 
  Special Olympics of Virginia, Volunteer Swim Coach
  

2465 Brookdale Drive, NE, Atlanta, GA 30345 josh@thefriedensohns.com

• 
  Managed the quality, process support, and supply chain of over 20 materials for 4 business units within Kimberly Clark consisting of Personal Care, Health Care, Professional Workwear, and Partnership Products
  
• 
  Established supply chain networks with five outsourced vendors domestically and internationally to support the Global Business Plan’s initiative to build partnerships with outside material suppliers
  
• 
  Supplied process support and technical expertise to 15 manufacturing plants in the U.S., Europe, South America and Asia to ensure material manufacturing supply, efficiency, and quality
  
• 
  Led the Global Best Practices sector-wide initiative for three nonwovens assets to streamline manufacturing globally for capacity and quality improvements
  
• 
  Generated over $10MM in cost-savings by identifying alternative supply strategies and providing process expertise
  
• 
  Led a six-week process start-up and qualification plan for a $5MM capital project for capacity increase
  

• 
  Developed two patent disclosures to further build Kimberly-Clark’s patent estate
  
• 
  Combined collective efforts from several business sectors to explore new product concepts to increase shareholder value
  

• 
  Evaluated paper chemistries to improve the durability and softness of tissue to ultimately increase market share
  

• 
  Facilitated research collaboration sessions involving senior research staff to provide viable product solutions
  
• 
  Received exceptional evaluations from upper-management and supervisors for performance and productivity
  

• 
  Designed and executed statistical trials for process optimization, summarizing the results in a technical document
  
• 
  Facilitated process discussion meetings with operational leaders for mechanical optimization
  
• 
  Gave facility-wide presentation summarizing the accomplishments of the term, including final recommendations
  

• 
  Implemented accounting system to more accurately track stock options and trading commissions
  
• 
  Researched investment opportunities by analyzing stock performance to deliver higher yields
  

• 
  Founded science fair aimed to promote interest in science and learning to more than 1,000 elementary students
  
• 
  Managed a team of seven in fundraising, publicizing, supervising, planning, and coordinating event
  
• 
  Fundraised $5000 annually to develop and improve event’s activities for inner-city children
  
• 
  Developed key contacts in Austin schools to gain awareness to the event as a bi-annual school-sponsored trip
  

• 
  Supervised 50 high school students to properly develop and administer an annual summer camp
  
• 
  Trained volunteers on how to work with underprivileged children affected by poverty and abuse
  
• 
  Initiated fundraising of $15,000 annually to support scholarships for 100 children to attend a week of camp
  
• 
  Enhanced interpersonal skills through interviews and conferences with business donors and camp partners