P.O. Box 4554
San Clemente, CA 92674-4554
ph: (949) 369-7231
fax: (949) 369-5631
openconc
We provide credible opinions of value for personal property items for a variety of intended uses.
Orange County, Los Angeles County, Riverside County, San Diego County and Ventura County.
Cities served include: Anaheim, Anaheim Hills, Capistrano Beach, Corona del Mar, Costa Mesa, Dana Point, Huntington Beach, Irvine, Ladera Ranch, Laguna Beach, Laguna Woods, La Jolla, Mission Viejo, Monarch Beach, Newport Beach, Newport Coast, Tustin, Rancho Margarita, San Juan Capistrano, San Clemente, San Diego, and other communities.
Education:
M.B.A. degree in Business Administration Pepperdine University, 1980
B.A. degree in Liberal Arts (Economics major) University of Illinois, 1973
Certificate in Appraisal Studies in Fine and Decorative Arts, University of California, Irvine 2002
Connoisseurship course completed in 2003/2004:
A total of 18 credit hours of coursework were completed in Art Theory and Art History at Irvine Valley College, maintaining a 4.0 G.P.A.
Connoisseurship courses completed in 2002:
History of Photography: A Survey of Technical and Artistic Evolution
Insurance, Appraisers and the Law: Fine and Decorative Arts
Frank Lloyd Wright: An American Icon
History and Craft of Handmade Oriental and Persian Carpets
The Decorative Arts of China as a Reflection of Its Cultural Heritage
Exploring European and American Modern Art
Appraisal courses by the American Society of Appraisers, completed in 2002:
PP/GJ201 Introduction to Personal Property Valuation
PP/GJ202 Personal Property Valuation, Methodology, Research and Analysis
PP/GJ203 Personal Property Valuation, Report Writing
PP/GJ204 Personal Property Valuation, Appraisal Practice and Standards
SE100 National Uniform Standards of Professional Appraisal Practice 2002
Examinations administered by the American Society of Appraisers:
Principles of Appraisal Practice and Code of Ethics Exam, passed 2002
National Uniform Standards of Professional Appraisal Practice Exam, passed 2002
Principles of Valuation (series of exams), passed 2002
Recertified in the Uniform Standards of Professional Appraisal Practice, March 2007
Practicing Before the IRS -Symposium, 2008
Uniform Standards of Professional Appraisal Practice, Course completed and Exam Passed, September, 2009
Seminars Attended:
International Conference of the American Society of Appraisers, San Diego, CA 2002
Previous Experience:
Thirty years of management experience of increasing responsibility in manufacturing and distribution of electronics, industrial and medical products. This included senior level positions with P&L responsibility as a corporate officer and successful business start-ups.
Affiliations:
Candidate Member of the American Society of Appraisers, 2002 to present
Docent and volunteer researcher at the Orange County Museum of Art, 2003-2006
Stack Reader privileges at the Getty Research Institute, 2003 to present
President, Open Concepts, Inc., San Clemente, CA
P.O. Box 4554
San Clemente, CA 92674-4554
ph: (949) 369-7231
fax: (949) 369-5631
openconc