Experience

Money360

• United States
• Real Estate
• 1 - 100 Employee

• Co-Founder & Chief Credit Officer

  • Mar 2014 - Present

  Orange County, California Area



European Tax Credit Corporation

• Founder/Principal

  • 1999 - 2014

  Orange County, California A financial services company specialized in the origination and development of commercial real estate lending programs utilizing capital-market funding sources and non-traditional banking facilities. Commercial real estate finance programs include management of funding alternatives which support both private development as well as government-sponsored agencies. Programs provide services which include project origination, risk underwriting, capital structuring, transaction closing and ongoing… Show more A financial services company specialized in the origination and development of commercial real estate lending programs utilizing capital-market funding sources and non-traditional banking facilities. Commercial real estate finance programs include management of funding alternatives which support both private development as well as government-sponsored agencies. Programs provide services which include project origination, risk underwriting, capital structuring, transaction closing and ongoing monitoring and disposition management. Closed in excess of $1 billion in commercial real estate and portfolio transactions. Transactions originated and structured were primarily multifamily housing, retail, office and industrial in markets throughout the United States. Lending programs provided services from project sourcing and origination, underwriting and due diligence, structuring, documentation negotiation and closing. Maintained all ongoing monitoring and servicing of transactions originated and closed by ETCCorp, which included asset-management and project-monitoring programs, ongoing risk maintenance and assessment, cash flow management, valuation due diligence, debt-modification management, credit advisory services, work-out and disposition management. Originated, developed and managed lending programs that accessed capital-market funding for projects syndicated by Boston Capital, one of largest affordable-housing owner/developers in the U.S. Provided investment-grade capital market trades using balance-sheet credit wraps and European-based credit-enhancement insurance programs and financial guaranty companies sourced by ETCCorp. Sourced and developed multiple European and Australian-based credit facilities that have participated in financial guarantees globally, including AXA (France), QBE (Australia/UK), Brit (UK), Swiss Re (Switzerland), Munich Re (Germany), Zurich Insurance (Switzerland), and Royal Sun Alliance (UK), Show less



Greenwich Equity Group

• Managing Director

  • 2010 - 2013

  New York, NY Private-equity firm headquartered in Greenwich, CT, specializing in both equity and fixed-income products throughout the U.S., Middle East and Asia. Specialize in capital market funding development and debt placement of structured products in various sectors including real estate, infrastructure, renewable energy.



WhiteHawk Capital

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder & Managing Director

  • 1997 - 1999

  New York, NY The commercial real estate arm of Nomura Securities, co-founded and originated a subsidiary that directed the tax-exempt lending division of Nomura Asset Capital Corporation’s commercial real estate conduit CMBS/CDO business, one of the largest lenders in the U.S. commercial real estate market at the time. Pioneered the introduction and application of securitization technology to the business of commercial real estate finance in the late 1990’s and played a pivotal role in the development of… Show more The commercial real estate arm of Nomura Securities, co-founded and originated a subsidiary that directed the tax-exempt lending division of Nomura Asset Capital Corporation’s commercial real estate conduit CMBS/CDO business, one of the largest lenders in the U.S. commercial real estate market at the time. Pioneered the introduction and application of securitization technology to the business of commercial real estate finance in the late 1990’s and played a pivotal role in the development of the market for liquid commercial mortgage-backed securities in the U.S. Show less



Special Risk Services

• United States
• Hospitals and Health Care

• Principal, Executive Vice President

  • 1984 - 1997

  Orange County, California Company specialized in development and structuring of municipal and taxable debt-financing programs for commercial real estate throughout the U.S. and worldwide. A multi-disciplined financing platform using investment banking, insurance and structured finance in development of solutions for various asset-class financing. Led company’s commercial lending full-service platform including transactional feasibility analysis, capital-debt program management, transactional team management… Show more Company specialized in development and structuring of municipal and taxable debt-financing programs for commercial real estate throughout the U.S. and worldwide. A multi-disciplined financing platform using investment banking, insurance and structured finance in development of solutions for various asset-class financing. Led company’s commercial lending full-service platform including transactional feasibility analysis, capital-debt program management, transactional team management, transactional negotiation, document preparation management, and closing and on-going transactional monitoring. Originated, developed and managed all financial-guaranty and credit-enhancement relationships and structures throughout Europe. Guaranty programs instrumental in wrapping capital market structures developed by SRS creating an investment grade trade. Arranged financings and structured products which mainly included multifamily housing properties, commercial properties including office buildings, retail/industrial centers, hotels, health care facilities, industrial/manufacturing facilities, consumer loan receivables, corporate loans, equipment and real estate residual value loans, small business loans and interest-only strips. Completed structured financings and credit guarantees in the U.S. tax-exempt and taxable environments as well as international capital markets. Show less