Managing Investment Banking –Boutique firm specializing in Tax Exempt Bonds and Leases to Health Care, Educational and Corporate clients. Designed and established alternative financing products by implementing NCR Leasing Programs and Energy Performance Management Contracting throughout New England, and the Mid Atlantic.Developed or consulted for the development of over 1,150,000 square feet of space including: housing, classroom, retail, mixed use, and office. Preformed all duties of Project Executive. Negotiated Leases and tenant improvements in accordance to development requirements.Innovated many new hybrid Capital/Operating Leasing Structures affording both ownership and simultaneous FASB13 treatment. Issued over $1 Billion in financial transactions, previously served as “Qualified Financial Advisor" ” for the State of NJ-Department of Treasury. Advised on the closure of New Jersey's a $160 million Series A of 1 Billion, DMV Surcharge Revenue Bonds, with Goldman Sachs.

Responsible for over $20 Million Plus in Sales Revenue - $12 Million Net Income.Managed 6 Account Executives each earning one million dollars plus in direct commission. Reported directly to the SVP of Sales. Drafted Sales Plans and Compensation plans, developed marketing penetrations strategies, reviewed competitive business plans for evaluated alternative corporate enterprises for possible acquisition. Monitored Customer service to insure quality of product was within standard. Developed sales incentive programs and sales contests. Implemented Sales training to thwart impact of electronic delivery on core business. Interfaced with Systems and Data Engineering to develop new “Variable Print Variable Demand” products to delivering higher impact - to fast growing Variable Annuity Market. Delivered Strategic Plan Sales and Marketing Objectives - despite severely declining market for print compared to the rise in electronic media and electronic delivery systems.

M.R. Beal & Co Regional Manager Public Finance- Vice President(1989-1991)Developed new business and established marketing presence for leading Wall Street Investment Banking Firm. Opened Boston Office and established critical relationships for Public Finance opportunities with various Authorities, i.e. MassPort, Mass Business Development, Mass Health and Higher Educational Facilities Authority, and Mass Housing.Developed Certificate of Participation Program for Massachusetts Securities, while cross training municipal security representatives in lease acquisition strategies. Received award for $130 Million East Bay California Project as Co-Senior Manager. Delivered major Leasing Programs to the firm throughout Massachusetts and Rhode Island. Received Municipal Securities Rep Licenses Series 63 from NASD

As Deputy Director, Rodney oversaw the entire staff and originated and closed transactions using MassDevelopment’s bond financing programs offer Massachuestts Governmental and Institutional users a cost-effective way to finance real estate and equipment. Rodney managed the underwriting of Tax-Exempt Bonds, Taxable Bonds, Infrastructure Financing , Capital Financing 501, Pool Loans and created the Value Lease Finance Program for Mass Health and Higher Ed, the MassDevelopment Prototype.He also oversaw loan or guarantee programs under MassDevelopment and trained and assisted his staff to provide financial and technical assistance, fostering real estate and business projects that generated economic benefits for local communities and the state as a whole. MassDevelopment specialized in financing complex projects that require experience and innovative thinking.Rodney helped determine the eligibility for and structured transactions to receive: 4% Federal Low Income Housing Tax Credits – If over 50% of the total development costs of an eligible multi-family rental project are being financed with tax-exempt bonds issued through MassDevelopment, the project is eligible to apply for an allocation of low income housing tax credits. Low income housing tax credits are a source of equity for the project. The availability of low income housing tax credit equity varies with market conditions.Brownfields Tax Credit Program – The Brownfields Tax Credit Program is administered by the Massachusetts Department of Revenue and offers eligible businesses and nonprofits a tax credit for the costs incurred to remediate contaminated property owned or leased for business purposes in an EDA. Tax credits may be used against state tax liabilities, or transferred or sold to third parties.

Financial Analyst for IBM Real Estate Division, specializing in analyzing potential Partnership Developments for IBM Corporate Treasury. Structured the IBM/Macguire Partnership for 1 million Square foot south tower of the Crocker Bank Center now the Wells Fargo Center in Downtown Los Angeles, one of the City's first Urban Renewal projects in the Bunker Hill section of downtown. It was a "First of its Kind" Partnership in real estate development for the Compny and the largest office consolidations in IBM history. As project manager I structured the 754 Election and the 1031 Swap. This was one of the first 1031 Swaps conducted at that level at that time. This transaction is published in the Journal of Cororate Law in 1983, under my name Rodney D. Jones