Chief Executive Officer

• Aug 2018 - Present

Founder/Investor

• Apr 2016 - Jul 2021

President

• Jan 2018 - Jul 2018

- Responsible for crafting company-wide strategy, driving execution and augmenting business growth - Direct oversight of capital markets activity, with particularly focus on growing assets under management and real estate transaction volume - Voting member of the Investment Committee, which has invested in over $1.4 billion of real estate since 2013 - Responsible for crafting company-wide strategy, driving execution and augmenting business growth - Direct oversight of capital markets activity, with particularly focus on growing assets under management and real estate transaction volume - Voting member of the Investment Committee, which has invested in over $1.4 billion of real estate since 2013

Strategic Consultant

• Feb 2017 - Nov 2017

- Conducted a strategy review and assessment of a privately held business unit - Provided advice and recommendations to company founders - Built an internalized five person digital marketing agency designed to service multiple business lines - Conducted a strategy review and assessment of a privately held business unit - Provided advice and recommendations to company founders - Built an internalized five person digital marketing agency designed to service multiple business lines

President and Chief Investment Officer

• Jul 2014 - Mar 2016

Leader for 500+ employee firm overseeing all finance, investment and property operation strategy. Executed complex restructuring of a $1.9 billion student housing REIT (Ticker: CCG) with over 40,000 beds across 82 properties that included: • Negotiated the completion of a $400 million property portfolio acquisition for cash and operating partnership units. • Discontinuation of construction and development group that had previously built over 30 assets. • Successful… Show more Leader for 500+ employee firm overseeing all finance, investment and property operation strategy. Executed complex restructuring of a $1.9 billion student housing REIT (Ticker: CCG) with over 40,000 beds across 82 properties that included: • Negotiated the completion of a $400 million property portfolio acquisition for cash and operating partnership units. • Discontinuation of construction and development group that had previously built over 30 assets. • Successful disposition of land development pipeline for $28 million, delivering a $7 million gain on sale. • Numerous property recapitalizations and joint venture divestitures in excess of $100 million total value. • Marshaled an amicable resolution to an activist shareholder campaign, resulting in an enhanced board of directors. • Key steward of a strategic review process that vetted over numerous investment proposals for outright sale, strategic combination and capital infusion that resulted in a take-private merger at a premium in excess of 20% of the recent trading price. • Lead all investor/analyst/lender communications encompassing earnings releases, public and media relations, conference attendance and financial inquiries. Show less Leader for 500+ employee firm overseeing all finance, investment and property operation strategy. Executed complex restructuring of a $1.9 billion student housing REIT (Ticker: CCG) with over 40,000 beds across 82 properties that included: • Negotiated the completion of a $400 million property portfolio acquisition for cash and operating partnership units. • Discontinuation of construction and development group that had previously built over 30 assets. • Successful… Show more Leader for 500+ employee firm overseeing all finance, investment and property operation strategy. Executed complex restructuring of a $1.9 billion student housing REIT (Ticker: CCG) with over 40,000 beds across 82 properties that included: • Negotiated the completion of a $400 million property portfolio acquisition for cash and operating partnership units. • Discontinuation of construction and development group that had previously built over 30 assets. • Successful disposition of land development pipeline for $28 million, delivering a $7 million gain on sale. • Numerous property recapitalizations and joint venture divestitures in excess of $100 million total value. • Marshaled an amicable resolution to an activist shareholder campaign, resulting in an enhanced board of directors. • Key steward of a strategic review process that vetted over numerous investment proposals for outright sale, strategic combination and capital infusion that resulted in a take-private merger at a premium in excess of 20% of the recent trading price. • Lead all investor/analyst/lender communications encompassing earnings releases, public and media relations, conference attendance and financial inquiries. Show less

Head of Strategic Relations

• Oct 2012 - May 2014

Plan, develop, lead and execute investor relations strategy for a $8 billion REIT with numerous capital market events including: • Successful NYSE listing of Cole Real Estate Investments (Ticker: COLE), the second largest net lease REIT and the completion of multiple non-deal road shows expressly targeting REIT dedicated investor ownership. • Defended against an earlier unsolicited takeover bid and later helped maximize shareholder value in a $11.2 billion pending… Show more Plan, develop, lead and execute investor relations strategy for a $8 billion REIT with numerous capital market events including: • Successful NYSE listing of Cole Real Estate Investments (Ticker: COLE), the second largest net lease REIT and the completion of multiple non-deal road shows expressly targeting REIT dedicated investor ownership. • Defended against an earlier unsolicited takeover bid and later helped maximize shareholder value in a $11.2 billion pending merger with the predecessor of VEREIT (Ticker: VER) creating the largest net lease REIT in the industry. • Coordinated the messaging, media and all communications on a $7.4 billion merger between a Cole real estate portfolio and Spirit Realty Capital (Ticker: SRC). • Work closely with the President and CFO on corporate strategy, financial and new business initiatives as well advising management on any potential impact to the investors, lenders, industry and the broader market. • Establish, maintain and nurture deep relationships of trust, confidence, credibility and transparency with institutional investment community across both buy side investors and sell-side analysts. • Cultivated sell-side research coverage initiations through focused relationship building that culminated in strong buy recommendations and praise for company’s investor communications. • Lead 17-person team accountable for public relations, branding, content development and marketing for real estate and investment products for a 380-person firm that raised and invested over $10 billion of capital. Show less Plan, develop, lead and execute investor relations strategy for a $8 billion REIT with numerous capital market events including: • Successful NYSE listing of Cole Real Estate Investments (Ticker: COLE), the second largest net lease REIT and the completion of multiple non-deal road shows expressly targeting REIT dedicated investor ownership. • Defended against an earlier unsolicited takeover bid and later helped maximize shareholder value in a $11.2 billion pending… Show more Plan, develop, lead and execute investor relations strategy for a $8 billion REIT with numerous capital market events including: • Successful NYSE listing of Cole Real Estate Investments (Ticker: COLE), the second largest net lease REIT and the completion of multiple non-deal road shows expressly targeting REIT dedicated investor ownership. • Defended against an earlier unsolicited takeover bid and later helped maximize shareholder value in a $11.2 billion pending merger with the predecessor of VEREIT (Ticker: VER) creating the largest net lease REIT in the industry. • Coordinated the messaging, media and all communications on a $7.4 billion merger between a Cole real estate portfolio and Spirit Realty Capital (Ticker: SRC). • Work closely with the President and CFO on corporate strategy, financial and new business initiatives as well advising management on any potential impact to the investors, lenders, industry and the broader market. • Establish, maintain and nurture deep relationships of trust, confidence, credibility and transparency with institutional investment community across both buy side investors and sell-side analysts. • Cultivated sell-side research coverage initiations through focused relationship building that culminated in strong buy recommendations and praise for company’s investor communications. • Lead 17-person team accountable for public relations, branding, content development and marketing for real estate and investment products for a 380-person firm that raised and invested over $10 billion of capital. Show less

COO, Global Equity and Health Sciences Opportunities Team

• Dec 2010 - Oct 2012

Lead 10-person team accountable for investor & business operations for Global Opportunities/Health Sciences group ($14 billion AUM across seven investment strategies within multiple vehicle types). Sr. Product Strategist for $450 million Health Sciences Hedge Fund and $3 billion long-only healthcare equities distributed to ultra-HNW investors and via a wire-house commingled feeder for the retail FA channel. Participant in eight-person investment strategy group focused on… Show more Lead 10-person team accountable for investor & business operations for Global Opportunities/Health Sciences group ($14 billion AUM across seven investment strategies within multiple vehicle types). Sr. Product Strategist for $450 million Health Sciences Hedge Fund and $3 billion long-only healthcare equities distributed to ultra-HNW investors and via a wire-house commingled feeder for the retail FA channel. Participant in eight-person investment strategy group focused on macroeconomic events, sector-level fundamentals, risk mitigation and portfolio management. Designed four-person product specialist team focused on investor relations and business development across retail and institutional distributions channels within the U.S. and internationally. Developed and instituted risk/portfolio analytics packages and sector/sub-industry research reports that provide an aggregate view of market dynamics utilized to enhance portfolio construction.

Head of Real Estate New Product Development & Chief of Staff

• Nov 2005 - Dec 2010

Requested by Head of Real Estate to assume role of Chief of Staff to coordinate department-wide projects across portfolio management, acquisitions, research, asset management, operations and marketing. Built new product development and structuring effort from conception to distribution resulting in creation of six complex, commingled structures raising nearly $3 billion of capital for private real estate equity/debt investment: - $1 billion value add open-end multi-share class… Show more Requested by Head of Real Estate to assume role of Chief of Staff to coordinate department-wide projects across portfolio management, acquisitions, research, asset management, operations and marketing. Built new product development and structuring effort from conception to distribution resulting in creation of six complex, commingled structures raising nearly $3 billion of capital for private real estate equity/debt investment: - $1 billion value add open-end multi-share class private REIT. - $200 million global real estate opportunity fund utilizing taxable and tax-exempt Lux S.a.r.l. feeders - $500 million retail property opportunity fund focused on lifestyle development and renovation. - $200 million residential land acquisition fund purchasing distressed pre-pad site land projects. - $450 million U.S. mezzanine debt fund structured as a closed-end private REIT. - $500 million sovereign wealth fund distressed/mezzanine debt separate account structure seeding commingled Lux SICAV and U.S. private REIT vehicles. Synthesized leading real estate industry capital raising strategies to better capture distributor and investor mindshare that assisted in capturing key “first close” institutional investors to anchor multi-stage capital raises. Lead the product design and pre-marketing efforts for a publicly registered, non-listed REIT with daily NAV pricing available to below QP/AI investor threshold and defined contribution markets.

Director, Investor Relations

• Jun 2004 - Nov 2005

Established a full-scale client-investor infrastructure to service and cross-sell to 300+ REIT investment clients for a $50 million annual revenue business. Generated $1.5 million in new revenue and increased subscription revenue gains by 85% by introducing new pricing paradigms targeted to new client segments via a new business introduction marketing effort. Envisioned, designed, and oversaw development of a proprietary REIT industry-focused CRM tool capable of handling all… Show more Established a full-scale client-investor infrastructure to service and cross-sell to 300+ REIT investment clients for a $50 million annual revenue business. Generated $1.5 million in new revenue and increased subscription revenue gains by 85% by introducing new pricing paradigms targeted to new client segments via a new business introduction marketing effort. Envisioned, designed, and oversaw development of a proprietary REIT industry-focused CRM tool capable of handling all communication, data collection, and revenue history for multiple client types and all prospects. Marketed, in conjunction with Green Street’s Consulting Group, advisory services to include entity-level research and valuation, private vs. public benchmarking, strategic best practices planning, OP unit transactions, and portfolio value assessment to private real estate asset managers and owners. Conducted relationship management for institutional trading clients (hedge funds/large dedicated real estate managers) delivering client service, real estate data/metrics, and REIT research. Show less Established a full-scale client-investor infrastructure to service and cross-sell to 300+ REIT investment clients for a $50 million annual revenue business. Generated $1.5 million in new revenue and increased subscription revenue gains by 85% by introducing new pricing paradigms targeted to new client segments via a new business introduction marketing effort. Envisioned, designed, and oversaw development of a proprietary REIT industry-focused CRM tool capable of handling all… Show more Established a full-scale client-investor infrastructure to service and cross-sell to 300+ REIT investment clients for a $50 million annual revenue business. Generated $1.5 million in new revenue and increased subscription revenue gains by 85% by introducing new pricing paradigms targeted to new client segments via a new business introduction marketing effort. Envisioned, designed, and oversaw development of a proprietary REIT industry-focused CRM tool capable of handling all communication, data collection, and revenue history for multiple client types and all prospects. Marketed, in conjunction with Green Street’s Consulting Group, advisory services to include entity-level research and valuation, private vs. public benchmarking, strategic best practices planning, OP unit transactions, and portfolio value assessment to private real estate asset managers and owners. Conducted relationship management for institutional trading clients (hedge funds/large dedicated real estate managers) delivering client service, real estate data/metrics, and REIT research. Show less

Summer Associate

• May 1999 - Aug 1999

Investment Specialist

• 1997 - 1998