Assessment Technologies Leadership

Assessment Technologies Leadership

James Hausman
James HausmanPresident
James Hausman joined PTM Consulting, Inc. as its first employee in 1989, and currently serves as President of Assessment Technologies, Ltd. (its successor) concentrating his practice on “complex” commercial property tax issues.

James is not only a leader, he is a tax expert that creates and maintains the customer and employee centric culture at Assessment Technologies. His “people first” philosophies helped to catapult the company from a small organization to the nation-wide corporation it is today.

James leads by example and functions as an integral member of the Business Development and Management teams of Assessment Technologies. He was part of initial technology developments and continues to lead the innovation of the various proprietary technologies and methodologies the company uses today. James is a licensed Senior Property Tax Consultant and is considered an expert throughout Texas in property tax issues relating to the medical and healthcare industries.

James is a graduate of Texas A&M University with a BS in Economics. He is an active member of various professional property tax, turnaround management, restructuring, and bankruptcy organizations. Most notably, the Institute for Professionals in Taxation (IPT) and the Texas Association of Property Tax Professionals (TAPTP).

Michelle Solis
Michelle SolisVice President of Business Development
Michelle Solis is the Vice President of Business Development at Assessment Technologies. She is responsible for strategic growth and development within the National Commercial Real Estate practice.

A real estate professional since 1997, Michell has 15 years of experience advocating for commercial property owners and managers. Her approach is to collaborate with teams of experts to strategically identify segments of the commercial market that are over-assessed and in need of improved tax liability management.
Michelle is committed to serving clients through a consultative approach, thoroughly analyzing portfolio market performance, tax histories, and internal processes to best determine the property tax management needs, both in compliance and tax liability. Her industry expertise lies in Healthcare, Multifamily Properties, Office, Retail, Warehouse Properties, and Manufacturing.
She is a member of and associated with the Texas Association of Professionals in Taxation (TAPTP), National Business Incubation Association, National Association of Realtors (NAR), San Antonio Board of Realtors (SABOR), and the Food Manufacturing and Business Incubation.
Michelle engages in continued education with the Institute of Professionals in Taxation, Texas A&M School of Property Tax, American College of Real Estate, Champions Real Estate School, and San Antonio College.
Patrick C. Howard, CCIM, CMI
Patrick C. Howard, CCIM, CMISenior Vice President
Patrick C. Howard serves as our Senior Vice President in charge of our West Coast Property Tax Group, specializing in the appeal of large commercial & industrial properties for larger national clients, including CBRE, Trammell Crow Residential, Haley Residential, & Ventas.

Patrick has more than twenty-six years’ experience as a tax expert in the ad valorem tax industry and has been associated with Assessment Technologies Ltd for over seventeen years.

Mr. Howard holds the distinguished Certified Commercial Investment Member designation from the CCIM Institute and is also a Certified Member of the Institute for Professionals in Taxation. Patrick is a Certified General Real Estate Appraiser in both Texas and Washington and is also registered as a Senior Property Tax Consultant by the Texas Department of Licensing & Regulation (TDLR). He also maintains numerous professional memberships, including the Institute for Professionals in Taxation (IPT), the National Association of Realtors (NAR), and Washington State CCIM Chapter.

Mr. Howard has continued his education through various institutions over his career, including several Appraisal Institute courses, as well as, courses from the CCIM Institute, IAAO, IPT, Karrass School of Negotiating, The Columbia Institute, McKissock School of Real Estate, TAAO, TAPTP, and the Real Estate Center at Texas A&M.

He is a graduate of Dallas Theological Seminary with a M. A. in Biblical Studies.

John A. Pelayo, CCIM, CMI
John A. Pelayo, CCIM, CMISenior Vice President
John A. Pelayo is the head of the Property Tax Group within Assessment Technologies Ltd specializing in the appeal of large commercial & industrial properties. He oversees a staff that handles the administrative appeals on a multi-state level for an expansive commercial portfolio.

John has more than twenty-five years’ experience in the ad valorem tax industry and has been associated with Assessment Technologies Ltd for over twenty years.

Prior to joining the firm, John was a member of the commercial appraisal staff of the Bexar County Appraisal District.

Mr. Pelayo holds the distinguished Certified Commercial Institute Member (CCIM) designation from the CCIM Institute and also is a Certified Member (CMI) of the Institute for Professionals in Taxation.

John is a tax expert who is registered as a Senior Property Tax Consultant by the Texas Department of Licensing & Regulation and maintains numerous professional memberships, including the Institute for Professionals in Taxation, the Texas Association of Property Tax Professionals, the National Association of Realtors, and the Urban Land Institute.

Mr. Pelayo is a licensed Texas Real Estate Broker and maintains active involvement in all aspects of commercial brokerage. In addition, he serves as a volunteer on the Alumni Schools Committee of the Princeton Club of San Antonio and is a member of the ‘Pillars’ Club of Central Catholic High School. John is a graduate of Princeton University in Princeton, NJ, with an A.B. degree in Economics.

Tanya Shannon
Tanya ShannonDirector of Account Management
Tanya Shannon is Director of Account Management and works with our diverse client base to ensure a high level of customer satisfaction. She is also active in business development and expansion of the company’s existing portfolio.

She is a mentor and responsible for our company culture, all while managing portfolios of national accounts totaling nearly $2 billion in taxable market value. Some of her clients include Rooms To Go, Dial Equities, American Assets, REATA, Univision, and Security Service Federal Credit Union (SSFCU).
Tanya has worked in the ad valorem tax industry for more than 16 years and has been associated with the Assessment Technologies organization since 1999. She is registered as a Property Tax Consultant by the Texas Department of Licensing and Regulation (TDLR).

Tanya is an active member of the Commercial Real Estate Women Network (CREW), often serving as a Community Services Committee Chairperson.
She has also attended learning sessions and networking events with the Urban Land Institute (ULI), the Building Owners and Managers Association (BOMA), and the Certified Commercial Investment Member Association (CCIM) of the San Antonio/South Texas chapter through our corporate sponsorships.
She is studying Industrial-Organizational Psychology at the University of the Incarnate Word (UIW).

Vicki Hanks
Vicki HanksSenior Vice President of Business Intelligence
Vicki Hanks is Senior Vice President of Business Intelligence for AT Tax Advisory, where she has worked in project research, administration, operations, client services, and accounting, among other areas.

With 30 years of industry expertise, Vicki has worked in the ad valorem tax industry since 1990 and has been associated with our company since 1992. Before joining us, Vicki worked as a data researcher for an appraisal firm and has experience in the title industry, where she worked in escrow and as Plant Manager.
Vicki’s position has allowed her to be involved in the creation and beta testing of various proprietary software data management systems. She directs big data collection and analysis using various data and tax management systems from several counties and state systems.
Vicki is registered as a Property Tax Consultant by the Texas Department of Licensing & Regulation (TDLR) and attends numerous professional continuing education sessions including the Commercial Real Estate Women Network (CREW), Building Owners and Managers Association (BOMA), Urban Land Institute (ULI), and San Antonio/South Texas chapter of Certified Commercial Investment Member (CCIM). Vicki also studied at Sul Ross State University.