Key Personnel

Prime PTN's principals include:

ROBERT H. POE

President

25 years experience in Commercial Real Estate and Development
12 years of International Business & Real Estate Experience

EDUCATION

BA in Liberal Arts / Business University of the Pacific 1981
MBA Drucker School of Management 1983
CFP (Certified Financial Planner) Designee 1989
Oregon Real Estate Principal Broker-Current
LEED training in process (Leadership in Energy & Environmental Design)

REAL ESTATE DESIGNATIONS

CCIM-Certified Commercial Investment Member
CDPE-Certified Distressed Property Expert
CRPS-Certified REO Property Specialist
Oregon Energy Trust STAR Broker-Green Designation

BUSINESS, EXPERIENCE & BACKGROUND

Apartment Building Sales & Management Services
Managing Partner-KerNors LLC (real estate holding company)
Industrial & mini storage facilities construction & management
International real estate consulting experience with Scandinavian companies
Sales of farm & vacant land
Management of Oil Lease properties
Alternative energy site evaluations for wind power & passive house design

W. SCOTT PHINNEY

General Counsel

27 plus years of real estate law experience
Member of Oregon and Washington State Bars

EXPERIENCE
Attorney, Private Law Practice, Lake Oswego, Oregon
January 1994 - Present: This is a general practice with emphasis on small business law, land use, taxation, real estate, and litigation. My work includes business formation and consulting, land use applications, lease and contract analysis, property analysis and valuation, due diligence reports, and property tax evaluation and appeals. I also handle state and federal income tax appeals and other litigation. I have an administrative law practice involving property tax disputes in several western states. I am licensed to practice in the courts of Oregon and Washington and the United States Tax Court.

Land Use Hearings Officer, Marion County, Salem, Oregon
August 1992 - February 1994: I was responsible for conducting hearings and preparing orders for administrative law cases before Marion County. The cases included all aspects of land use planning, tax foreclosure, and other issues as they arose. The decisions often involved the analysis and coordination of county and city comprehensive plans and ordinances. This was a part-time position.

Hearings Officer and Chief Hearings Officer, Department of Revenue, Salem, Oregon
August 1982 - December 1993: As a hearings officer, I conducted quasi-judicial hearings and prepared recommendations on all of the major tax programs administered by the Department. Additional duties included drafting administrative rules and legislation, conducting public hearings, analyzing policies, and preparing research projects. I was the Chief Hearings Officer for nine years. Additional duties of this position included managing the appeal process and the Appeals Section; drafting and implementing policies, administrative rules, and legislation; testifying at the legislature; and advising the Department's management team on legal and policy issues. Management responsibilities included all aspects of personnel, budget, and work review for the Appeals Section with a staff of 17.

EDUCATION
Willamette University, College of Law, Salem, Oregon, Doctor of Jurisprudence, 1982
Yale University, Yale College, New Haven Connecticut, Bachelor of Arts, 1979
• Various appraisal, land use, taxation, alternative dispute resolution, administrative law, evidence, trial practice, and management courses.

AFFILIATIONS
My affiliations include the Washington State Bar Association, the Oregon State Bar Association (OSB), the Multnomah Bar Association, the OSB Business Law Section, the OSB Tax Law Section, the OSB Real Estate and Land Use Section, the OSB Law Practice Management Section, the OSB Sole and Small Firm Practitioners Section (2009 Chair), the Portland Metro Home Builders Association, the Portland Business Exchange, the Yale Club of Oregon and SW Washington (Treasurer), the Portland Opera Guild, and triangle productions! (Vice-president).

RICK M. BEAN

Director of Marketing

28 Years Business Experience
(Includes time spent as a Broker, Sales Engineer, Branch Manager, and General Manager)

WORK EXPERIENCE

Bean Investment Real Estate (Internship, Special Projects Manager)

Worked on tax mitigation issues on a $750 Million Portfolio
Market research: Portland, OR; Reno and Las Vegas, NV; Phoenix, AZ and Albuquerque, NM
Worked on acquisition, due diligence, disposition, repositioning and conversion projects of $20-100 Million assets in multiple markets.

Rose City Commercial Real Estate

Author: The Multifamily Insider Report (www.rosecitycre.com)
Broker: Multifamily, commercial, distressed, investment assets

REAL ESTATE ASSOCIATIONS/CERTIFICATIONS

Commercial Association of Realtors (CAR)
Regional Multiple Listing Service (RMLS)
Northwest Real estate Investor’s Association (NWREIA)
Certified REO Property Specialist (CRPS)
Certified Commercial Investment Member Candidate (CCIM)

MONA ST. CLAIR

Client Services Director

30 years experience in Government and Legal Services, Social Services, and Real Estate

EDUCATION
BS in Psychology, Washington State University