The Ross Morgan & Company team of experienced professionals brings expert resources to all phases of property management, including finance, administration, maintenance and construction. Our policy of personal service, provided by our skilled staff, is the key to insuring that your property management program is designed and executed to best suit your needs.
A Message from our President, Brian Davidoff, CMCA, AMS
The Ross Morgan family comprises of over 90 dedicated people who act professionally and responsibly day in and day out, serving the needs of our clients. Our staff is acutely aware of the fact that we are in a service business and all we offer is service. They realize that if we do not provide the quality service demanded by our clients, someone else will. I am very proud of our staff, their commitment, and what they stand for. They are good citizens who work hard at what they do and they do it well.
I am extremely sensitive to their needs and have a great deal of respect for them. I appreciate what they do, and firmly believe that the Ross Morgan philosophy is one of the primary reasons why we have such low staff turnover. A large number of our employees have been with us over 15 years and that is something to be proud of.
BRIAN M. DAVIDOFF, CMCA, AMS
Prior to becoming a principal of Ross Morgan & Company, Brian worked in the Audit Department of a large national CPA firm specializing in all aspects of the real estate industry. He was also Controller and Chief Financial Officer of a large property management company. Brian’s strong financial background has been a tremendous benefit to his clients, and his professional and “hands-on” approach has enabled him to respond immediately to their needs.
Brian is also a licensed real estate broker with the California Department of Real Estate and a member of the Community Association Institute and has extensive experience in the management of homeowner associations, including planned unit developments.
Brian is proud to introduce his senior management team below.
WARREN DAVIDOFF, CPA, CMCA, AMS
CHIEF OPERATING OFFICER
Warren is a CPA and responsible for business operations and quality control of all Company output as it pertains to delivery of services to our clients. Since 2003 Warren has brought his unique skill set to our clients which includes corporate finance experience and a comprehensive understanding of homeowner association management. Warren’s daily focus is for our team to provide exceptional customer service and knowledge to the properties we serve. Warren holds a degree in Business Administration from Emory University in Atlanta.
VICE PRESIDENT AND DIRECTOR OF OPERATIONS
Cheryl joined our company in 1987. In addition to being the Office Manager, Cheryl oversees and has extensive experience in supervising the entire computer operations of the company. Cheryl monitors over 90 networked workstations to ensure our computer systems run smoothly and are completely integrated across all offices.
IDA WORTH, CMCA, AMS
VICE PRESIDENT AND GENERAL MANAGER
Ida joined our company in 1996 and has vast experience in managing homeowner associations including planned unit developments. As General Manager of our Calabasas office, Ida is responsible for overseeing communities in the Calabasas, Agoura, Westlake, Simi Valley and Thousand Oaks and has been an integral part of the robust community association expansion in these areas. Ida also maintains an active California real estate license.
DIANE HILLIARD, CCAM, CMCA, AMS, PCAM
DIRECTOR OF PROPERTY MANAGEMENT
Diane Hilliard became part of the Ross Morgan team in 2004 and has been certified with the California Association of Community Managers (CACM) since 1999. Diane is part of the elite group of community association managers who have earned the Professional Community Association Manager (PCAM) designation from Community Associations Institute (CAI). With over 20 years experience in Asset Management, Diane Hilliard’s focus is on client satisfaction, staff education and customer service skills. Her communication skills and dedication to knowledge and continuing education bring professionalism and support to our company and our clients.
DIRECTOR OF ACCOUNTS PAYABLE
One of the original members of our Company, Desiree has supervised the operation of our Accounts Payable Department since 1987 to ensure that all vendors are accurately paid in a timely manner. Our Accounts Payable Department processes over 10,000 checks per month via an online platform which avoids our Board members having to coordinate the physical signing of paper checks.
DIRECTOR OF ESCROW SERVICES
Esmeralda joined our company in 2002. Esmeralda’s department handles all escrow, lender, realtor and appraisal services affecting the transfer of property within the associations we serve. Esmeralda is widely recognized across the escrow service industry in greater Los Angeles for her outstanding service related to the sale and refinance of property.
DIRECTOR OF ACCOUNTS RECEIVABLE
Since 2003 Kelly has overseen our Accounts Receivable Department. Kelly’s department is responsible for addressing homeowner billing questions and ensuring the timely and accurate processing of assessment payments by homeowners. Our billing department allows owners to pay dues by all methods including direct debit, online e-check and credit card. This allows for increased cash flow for the properties we serve and enhanced cash management.
DIRECTOR OF ACCOUNTING
Elvira oversees the preparation of the monthly financial statements and annual budgets for our clients. The preparation of month end financials and annual budgets is critical to the fiscal success of the clients we serve. Elvira has been with our Company since 2008 and also works closely with the independent association CPAs to facilitate the timely preparation of tax returns and year-end financial reviews. Elvira holds a Bachelors degree majoring in Accounting from California State University, Northridge.
DIRECTOR OF ONLINE MEDIA
Danielle has worked with our company since 2001 and is responsible for maintaining all community web portals and company social media. Danielle’s goal is to provide a transparent environment for all homeowners to easily access HOA information and she efficiently enables this by tailoring each HOA web portal to meet community specifications.
DIRECTOR OF NEW CLIENT TRANSITIONS
We are privileged to be growing each month and it takes a dedicated team to bring in new properties that join the Ross Morgan family. As each new client transitions to our company, Sam is responsible for monitoring the process each step of the way. Sam’s role is to work closely with all departments across our company in facilitating a smooth transition for new clients.
DIRECTOR OF CUSTOMER SERVICE
Jose leads our customer service team and is responsible for providing a continuous back-up to our community managers. Our goal internally is to ensure that every call, email or text message that comes into our office is handled with the efficiency and care it deserves. Jose and his team work diligently to make sure this is the case each day.
GENERAL MANAGER, NORTHERN REGION
Pearl Beaudin has been with our company for over 20 years. With 25 years of experience in management of condominiums, townhomes and planned unit developments, Pearl lends her expertise and efficiency to our northern properties. Pearl prides herself on taking a “hands-on” approach, making every effort to ensure that her properties are provided with the best of service. Pearl is also a licensed real estate agent.
REINA ZUCKERMAN, CMCA, AMS
GENERAL MANAGER, VALENCIA OFFICE
Reina has been with our company for over 20 years and is the General Manager in charge of our Valencia office. Reina is a highly experienced Community Association Manager specializing in planned unit developments.
GENERAL MANAGER, SAUGUS OFFICE
Lori has been with our company since 2006 and is General Manager in charge of our Saugus office. Lori specializes in the management of condominiums, townhomes and planned unit developments and also is responsible for planning social events across associations we manage to help build a greater sense of community engagement.
GENERAL MANAGER, THOUSAND OAKS OFFICE
Michelle has been with our company for over 15 years and is General Manager in charge of our Thousand Oaks office. Michelle specializes in the management of planned unit developments and working with developers from construction phases to the turnover of the project to the Association.
We have over 60 community managers and assistant managers, the majority of which are Certified, who are responsible for the day to day operation of the associations in their portfolios. They are experienced professionals dedicated to efficiently serving the needs of our clients. Many of our community managers have been with our company for over 10 years. We pride ourselves hiring the best and brightest in our industry and maintaining low staff turnover, particularly among our managers, who, industry wide, have a notoriously high turnover rate. Not so at Ross Morgan where we are extremely sensitive to the needs of our employees.
FINANCIAL SERVICES TEAM
We are pleased to offer our clients the best in financial reporting that our industry has to offer. These are the words we hear from the CPAs and industry professionals we work with. The only way we can achieve such success and recognition is through a dedicated team of knowledgeable professionals. Our financial services team is comprised of professionals with over 100 years of combined experience in the community association industry and includes billing services, accounts payable management and financial statement preparation. The overriding daily objective of our financial service team is to work diligently to ensure our client’s books are cleanly maintained at all times.
CUSTOMER SERVICE TEAM
If there is an urgent need that requires immediate attention or basic question to assist with, our customer service team is ready and available to help. Our customer service team is constantly monitoring the phones, emails and our text messaging system to deliver outstanding service to each community we manage.
We could not do it without them. From the person who assists with the mailers and copying to the receptionist to our correspondence secretaries. We recognize and appreciate their importance to our company’s success. To be a successful team, all of the players need to pull together. Our support staff understands this team approach very well, which enables our company to operate smoothly and efficiently on a day to day basis.