9601 Pembroke Place
Vienna, VA 22182
info@greenleafip.com
About:
Greenleaf Investment Partners LLLP engages in strategic investments and
partnership opportunities. It has three founding partners: J. David Codrea, Barry
Dauber, and Josh Friedensohn. It was founded in 2007 and is incorporated in the
Commonwealth of Virginia.
Partner Bios:
J. David Codrea, Partner
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, Partner
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, Partner
Josh Friedensohn has a background in starting non-profit
outreach organizations. His 12+ years in social outreach startups 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.
J. David Codrea
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
National Academy of Science, Institute of Medicine
Washington, DC
Financial Associate
August 2005 – November 2006
 Develop and maintain monthly budget projections for 23 federally sponsored research
programs utilizing Excel models based on actual performance, previous budget figures, and
estimated revenue and expenses
 Provide weekly projection data analysis and recommendations to Project Officers and
Board Directors, along with quarterly reports to the Executive Director
 Manage the Integrated Financial Accounting System (IFAS) and reconcile the monthly
financial statements for each specific project
 Model and manage staff time coverage for 25 Board employees
MetLife Financial Services
Allentown, PA
Account Representative
August 2004 - August 2005
 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
DKE Realty Investments, LLC
Allentown, PA
Co-Founder of Real Estate Investment Company
January 2002 - Present
 Manage portfolio consisting of 9 investment properties, handling all property management
issues including cash flow, leasing, and physical maintenance
 Utilize discounted cash flow models for analysis of prospective future investments
 Develop strategies for the complete rehabilitation of 3 single family homes in the
downtown historic district of Allentown, Pa
EDUCATION
The George Washington University
Bachelor’s of Business Administration, Finance, 2004
MBA Candidate, 2008
 REIDO Case Competition - Organizer
Washington, DC
Barry I. Dauber
9601 Pembroke Place, Vienna, VA 22182
Education:
The University of Texas at Austin
B.A. in Economics and Government
May 2005
(703) 517-0671
barry@barrydauber.com
University of Cambridge
International Summer School
July-August 2003
Professional
Experience:
Oct. 06-Present
Deloitte Consulting LLP – Consultant
Washington, DC
Department of the Navy – Financial Improvement Program (FIP)
 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
Aug. 05-Oct. 06
June 06-Oct. 06
BearingPoint, Inc. – Management Analyst, Consulting
McLean, VA
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
Aug 05-June 06
NASA Headquarters – Office of the Chief Financial Officer
Washington, DC
 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
Summer 2004
Kennedy Communications – Researcher
 Analyzed data to assist in clients’ overall campaign strategy
May-June 2003
Office of Congressman Brad Sherman (CA – 27) - Congressional Intern Washington, DC
 Drafted press releases, researched legislation, memos, and constituent letters
Summer 2002
Office of Congressman Martin Frost (TX – 24) - Congressional Intern Washington, DC
 Promoted to temp. Staff Assist., responsible for front office and constituent services
 Summarized legislation for the Congressman’s review
Washington, DC
Other
Experience:
2004-2005
Activities:
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
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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
Certifications: Currently possess a Secret Clearance
Skills: Extensive computer and public speaking experience
Josh Friedensohn
2465 Brookdale Drive, NE, Atlanta, GA 30345
(512) 585 - 9780
josh@thefriedensohns.com
Education
The University of Texas at Austin
Bachelor of Science in Chemical Engineering ● May 2006
Georgia Tech
Continuing Education - Finance and Accounting for Non-Finance Managers ● Spring 2007
Universidad de Alicante
International Study - Spanish Language & Cultural Program ● Spring 2003
Work Experience
Kimberly-Clark Corporation
Business Support & Material-Supply Management, Global Nonwovens – Roswell, GA ● 8/06 - Present
 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
Product Development Co-op, Global Nonwovens – Roswell, GA ● 6/05 - 8/05
 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
Exploratory Technology Research Co-op, Family Care – Neenah, WI ● 8/04 - 12/04
 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
Operations and Manufacturing Co-op, Family Care – Beech Island, SC ● 1/04 - 5/04
 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
J&L Capital
Stock and Research Analyst – Dallas, TX ● 8/99 - 5/01
 Implemented accounting system to more accurately track stock options and trading commissions
 Researched investment opportunities by analyzing stock performance to deliver higher yields
Activities & Service
Founder and Director, Crazy Science Extravaganza – Austin, TX ● 11/01 - 5/06
 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
Camp and Fundraising Director, Camp Impact – Arlington, TX ● 5/98 - 8/01
 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