Lupine Partners Employee Profiles

David Wolfe, CPA is President of Lupine Partners.  Prior to founding Lupine Partners in 1993, he worked as a senior consultant in the MIS department for First Gibraltar Bank supporting the commercial real estate operations group.  Additionally, he held the position of Publisher at Texas Lawyer newspaper, an award-winning publication and part of the American Lawyer Newspaper Group.  David started his career working out of the Houston office of Deloitte Haskins & Sells, an international Big 8 accounting firm, as an auditor.

David’s practice focuses on the areas of advisory services and project management.   Working in partnership with client executives, he has helped them envision, create, manage and implement information system solutions.  His combination of knowledge and skills in the areas of accounting, real estate, marketing, software and systems make David unique in the industry.

David is author of the book "Software and Vendors and Requirements, Oh My! - A Project Team's Guide to Evaluating Business Software" and is the publisher of the monthly newsletter There Is Nothing New Under The Sun.  Additionally, he mentors a private group of business professionals in how to enhance their consulting practices and businesses through the use of unorthodox marketing techniques.

His extensive in-depth experience also includes serving as an expert witness, providing software evaluation guidance, creating SQL custom reports and scripts, and leading data conversion efforts.  Additionally, David holds the HUD Certified Occupancy Specialist (COS) designation.

A 1979 graduate of the University of Texas at Austin with a BBA in Accounting, David Wolfe has over 20 years of experience in the real estate, publishing, and consulting industries.  He resides in Dallas, Texas.

Calleen Castle joined Lupine Partners as a consultant in March 2003, providing general advisory and consulting services to the real estate community nationwide.  Her technical specialty is in the Yardi suite of software, with concentration in multi-family, affordable and public housing applications.

Calleen brings expertise in business processes and workflow, database management, internal controls, programming and scripting for system analysis and report writing, as well as in the development of systems solutions to business requirements.  She also possesses a special understanding of subsidized housing programs and related regulations, codes and ordinances.

Before joining Lupine, she was Database & Systems Accountant for the Housing Authority of Portland.  In that position she was responsible for accounting-based consulting and analysis, ad hoc report writing services, technical training, database integrity and security.  Additionally, Calleen holds the HUD Certified Occupancy Specialist (COS) designation.

Calleen is a graduate of the University of Oregon with a B.S. in Accounting.  She resides in Portland, Oregon.

Brian Wood joined Lupine Partners in May 2003, after a nineteen year tenure at a full-service, regional real estate company in Dallas, Texas.  During his time in corporate America, he held positions in accounting and administration before finding his calling working as Director of Information Technology.   As Director of IT, he managed a small staff while formulating and implementing the company's complete technology strategy, working with telecommunications and data networks as well as all corporate software.

Since joining Lupine Partners, he has worked with dozens of multi-family and commercial real estate companies ranging in size from small management firms to multibillion dollar pension funds.  Projects that he has managed have covered many aspects of real estate systems including: report writing, software evaluation, software implementation, system/workflow/process review and improvement, financial analysis, custom data extraction, technical training and software end-user training.

Brian has extensive experience in designing, querying and maintaining Microsoft SQL Server databases and he holds the HUD Tax Credit Specialist (TCS) designation.  He resides in a Dallas suburb.

Angela Chaney joined Lupine Partners in January 2008.  She provides general consulting, custom reporting, software implementation and project management services to Lupine's clients.  Angela brings over 11 years of experience in both residential and commercial accounting and property management with a specific expertise in Essbase and creating custom financial reporting solutions.  Throughout her career she has worked on numerous software implementation and data conversion projects from both the accounting and property management side.

Angela graduated from the University of Texas at Arlington with a BBA in Finance and is currently completing the final requirements needed to sit for the CPA exam.  She currently resides in Dallas, Texas.

Amy McNeill joined Lupine Partners as General Manager in December 1998.  She provides business process documentation, custom report writing, data conversion, data verification, and project management services to Lupine's client base.  In addition, Amy creates the websites for all of David Wolfe Enterprises' corporations and for a handful of select clients as well.  She is responsible for the administration of all marketing efforts at Lupine Partners.

Prior to joining Lupine, she worked in the accounting department of NorthPark Management Company, a large retail owner/operator in Dallas, Texas.  She brings 17 years of experience in the hotel and real estate industries having held positions in accounting, administration and management information systems.

Having had numerous job descriptions she has amassed a wide range of skills ranging from event and project planning to software implementation.  She is a native of Dallas, Texas and currently resides in a Dallas suburb.

Maggie Wolfe joined Lupine Partners in January of 2007.   Maggie's role at Lupine is to be in charge of all things marketing.  She handles the design and distribution of, "There Is Nothing New Under The Sun" as well as all other mailings that we send out.  She takes on all the multiple tasks that each of us throw her way on a daily basis and assists David with the day to day operations at Lupine.

Resources
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Do-It-Yourself Guide to Implementing Yardi Voyager™ A Comprehensive Approach By Lupine Partners Planning a software implementation is something that MUST be done correctly in order to have a successful system migration.  Lupine Partners has once again taken our time-tested and proven methodology to bring you our Video Series on Implementing Yardi Systems' Voyager™ product.  The videos and documentation provided in this series will teach you how to implement Yardi Voyager without consultants, but within your time and financial constraints. Click Here To Learn More About The Video Series “The Insider’s Secrets Revealed, Soup-to-Nuts, Blue Collar Guide to Yardi Systems’ Report Development” When the need for a Yardi custom report arises you don’t have to call a consultant – you can create the report yourself!  All you need are the right tools to get the job done.  This video series uses Lupine Partners’ proven in-house training method and a takes a learn-at-your-own-pace approach for providing all the technical information, tools, and know-how you need in order to become skilled at writing custom reports for Yardi Systems’ software. Click Here To Learn More About The Video Series

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