Experience

EB5AN

• United States
• Financial Services
• 1 - 100 Employee

• Director, Consulting and Regional Center Affiliation

  • Jan 2021 - Present

  • Manage business development for 15+ regional centers with 150+ sponsored projects• Oversee the production of EB-5 investment offerings for the firm's clients• Lead EB5AN's global compliance team• Responsible for regional center administration and governmental reporting• Maintain relationships with regional center affiliates• Wrote an extensive policies and procedures manual to comply with complex new regulations

• Senior Associate

  • Jul 2019 - Dec 2020

  • Served as the primary business development contact for private investment offerings and consulting services• Manage engagements with consulting clients• Developed an advanced Excel model for compiling and analyzing thousands of data points from 150+ sponsored projects and generating detailed reports for use as addenda to Form I-924A

• Associate

  • Mar 2018 - Jun 2019

  • Performed financial analyses and wrote comprehensive business plans for new ventures including hospitality, mixed-use, assisted living, condominium, restaurant, entertainment, et al.• Prepared offering memorandums and legal documents for international private equity funds• Conducted research and produced economic impact studies• Created slide decks for investor presentations and webinars



New American Funding, Bay Equity, et al.

• San Diego, California, United States

• Originator, Real Estate Lending

  • May 2011 - Aug 2017

  • Advised borrowers on financing alternatives and debt structures • Performed credit analyses pursuant to underwriting guidelines • Ensured compliance with financial industry regulations • Developed referral partnerships with industry professionals • Independently developed a sleek Excel model for complex analysis and customer-facing presentations • Advised borrowers on financing alternatives and debt structures • Performed credit analyses pursuant to underwriting guidelines • Ensured compliance with financial industry regulations • Developed referral partnerships with industry professionals • Independently developed a sleek Excel model for complex analysis and customer-facing presentations



Kirchert Pakonen Development Limitada

• Guanacaste, Costa Rica

• Project Manager, Costa Rica

  • Apr 2007 - Apr 2011

  • Chief of Party in Costa Rica for a U.S.-based investment partnership • Led a multi-cultural team of professional staff, consultants, and tradespeople • Managed a portfolio of real estate development projects that included an upscale beachside condominium complex, a 98-hectare mountainside community, and an oceanfront hotel • Responsible for due diligence, entitlements, compliance, supply chain, project budgets, in-country marketing, and public relations • Developed relationships with key stakeholders in the community and in the national and municipal governments Show less



River Run Properties LLC

• Greater Minneapolis-St. Paul Area

• Project Manager, Urban Redevelopment

  • May 2003 - May 2006

  • Led the execution of more than two dozen infill development projects • Made presentations at community meetings and public hearings of policymaking bodies • Developed an Excel-based system for project accounting, reporting, and financial analysis • Led the execution of more than two dozen infill development projects • Made presentations at community meetings and public hearings of policymaking bodies • Developed an Excel-based system for project accounting, reporting, and financial analysis