Experience

Bear Development

• United Kingdom
• Software Development

• Vice President Of Development

  • Apr 2015 - Present

  Our goal at Bear Development is to provide comprehensive real estate solutions in the residential, commercial and hospitality sectors. Leveraging the most talented people available, we strive to create the highest-quality real estate products designed to provide long-term value to our stakeholders. Bear is committed to creating value in the communities where we live, work and serve. As Vice President of Bear Development, I specialize in housing developments utilizing one or many of the… Show more Our goal at Bear Development is to provide comprehensive real estate solutions in the residential, commercial and hospitality sectors. Leveraging the most talented people available, we strive to create the highest-quality real estate products designed to provide long-term value to our stakeholders. Bear is committed to creating value in the communities where we live, work and serve. As Vice President of Bear Development, I specialize in housing developments utilizing one or many of the following: 4% and 9% low-income housing tax credits, HUD’s Rental Assistance Demonstration (“RAD”) program, and historic tax credits. I am responsible for the overall operations of the business unit undertaking the transactions including sourcing new opportunities and seeing each development from inception through final stabilization and beyond. Through my involvement in the industry I have developed expertise in complex Section 42 and Section 47 issues, equity and debt structuring, soft funding (i.e. AHP grants, HOME), and structuring deals with public housing authorities. During HUD’s roll-out of the RAD program, I was part of a technical assistance team that HUD utilized to provide training and consultation to housing authorities to aid in their review of RAD’s impact on their developments and organization as a whole. Show less



Herman & Kittle Properties, Inc.

• Acquisitions Manager

  • Dec 2014 - Apr 2015

  Herman & Kittle Properties, Inc. is a full service real estate development company. We create value through real estate. That's our mission at Herman & Kittle Properties, Inc. (HKP) and it's one that we believe can only be pursued as a team. Whether it's building a new apartment community, developing new storage technologies, providing ROI for investors or holding a community fundraiser- we do it as a team. Our ability to take a development from just a thought scribbled on paper to a physical… Show more Herman & Kittle Properties, Inc. is a full service real estate development company. We create value through real estate. That's our mission at Herman & Kittle Properties, Inc. (HKP) and it's one that we believe can only be pursued as a team. Whether it's building a new apartment community, developing new storage technologies, providing ROI for investors or holding a community fundraiser- we do it as a team. Our ability to take a development from just a thought scribbled on paper to a physical reality that provides a valuable service can only be accomplished by leveraging the internal talents and expertise of our cross functional team. We are what make HKP strong and competitive. At HKP, we hold three values dear: Culture, Community and Commitment. We call them "The 3 Cs" and we strive to make sure our work reflects these values. When taken individually, each "C" is important. Together, they are vital to the way we do our business. Our acquisitions department at HKP specializes in acquiring, primarily, LIHTC properties through the acquisition of the GP interest in existing LIHTC developments in order to maximize value for both HKP and our partners. Show less



Baker Tilly Virchow Krause, LLP

• Manager- Real Estate Transaction Services

  • Sep 2008 - Dec 2014

  Baker Tilly Virchow Krause, LLP is a full-service accounting and advisory firm whose specialized professionals connect with you and your business through refreshing candor and clear industry insight. Baker Tilly International is the world’s eighth largest network of accounting firms. In the past 24 months, our transactions team participated in financial closings that funded more than 85 projects, encompassing more than 7,800 units of affordable housing, $1.25 billion in total development… Show more Baker Tilly Virchow Krause, LLP is a full-service accounting and advisory firm whose specialized professionals connect with you and your business through refreshing candor and clear industry insight. Baker Tilly International is the world’s eighth largest network of accounting firms. In the past 24 months, our transactions team participated in financial closings that funded more than 85 projects, encompassing more than 7,800 units of affordable housing, $1.25 billion in total development costs, and $670 million of investor equity. The more than 85 projects utilized various funding sources including low-income housing tax credits (LIHTC), historic rehabilitation tax credits (HRTC), HOME funds, Community Development Block Grant (CDBG), Federal Home Loan Bank Affordable Housing Program (AHP), Public Housing Authority Capital Funds, Energy Tax Credits, conventional financing, and owner equity. Our clients’ many successes demonstrate our ability to quickly understand complex rules, regulations, and requirements associated with various funding sources. The services undertaken as part of the transactions include financial structuring/modeling, application preparation and review, lender and investor negotiations, due diligence assistance, acquisition, recapitalization, and disposition strategies, and many others. Baker Tilly has also been intimately involved in HUD’s Rental Assistance Demonstration (RAD) program. We serve as a sub-contractor on a national HUD contract to provide technical assistance to public housing authorities (PHAs) across the U.S. for the RAD program. Baker Tilly assists PHAs in assessing their developments as it relates to RAD feasibility, providing one-on-one and board trainings, and delivering “RAD Overview” presentations at state and regional housing conferences. Unrelated to the HUD sub-contract, Baker Tilly is also a consultant on several PHA developments where the PHA is using RAD and LIHTC to both update and add to its existing housing stock. Show less


Deloitte
• Business Consulting and Services
• 700 & Above Employee
• Audit & Enterprise Risk Services

  • Sep 2007 - Sep 2008


University of Wisconsin-Madison

• Higher Education
• 700 & Above Employee

• Project Assistant

  • Jan 2007 - May 2007

  School of Business Learning Center