Experience

Invesque

• United States
• Real Estate
• 1 - 100 Employee

• SVP - Investments

  • May 2018 - Present

  Working under the direction of the company's CIO, I am responsible for managing the company's investment team. Working under the direction of the company's CIO, I am responsible for managing the company's investment team.


Bowling Green State University
• United States
• Higher Education
• 700 & Above Employee
• Adjunct Instructor

  • Sep 2021 - Present


Welltower™ Inc.

• United States
• Real Estate
• 300 - 400 Employee

• VP - Investments

  • Jan 2015 - 2018

  Leading a team of three investment professionals managing a portfolio of properties valued in excess of $4.5 billion. Team responsibilities include underwriting investments across all asset classes in which Welltower has invested: seniors housing (absolute net and RIDEA structures), acute care, post-acute, and medical office. Investments are made through a variety of means including asset and entity acquisitions, development, mortgage lending, mezzanine financing, and direct equity investments.Collaborating with senior leaders in development of company’s strategic plan, developed, and deployed specific business plans for existing investments.Employing strategic asset management in bankruptcy and impairment situations including managing three investments through bankruptcy and multiple other investment restructurings.Participating in quarterly earnings calls directly answering analyst questions during the live question and answer portion and developing responses to potential questions for other speakers.

• Director, Investments

  • Jan 2013 - Dec 2014

• Senior Investment Analyst

  • Jan 2009 - Dec 2012

  Analyzed real estate investment opportunities within the organization, built financial models, and created one-page investment memoranda to summarize analytic findings for senior management. Worked with the lead underwriter to structure each investment and define key terms. Assisted business development team with marketing firm capabilities to new clients and bidding on new investment opportunities.Provided junior and senior analytical support, leading and supporting document negotiation, and closing over $10 billion of transactions, including involvement in the company’s two largest transactions. Reviewed legal documents including lease agreements and loan agreements with outside counsel and partner organizations to ensure financial terms, liabilities and representations were favorable to Welltower in order to close new investments. Underwrote and valued real estate. Participated in regular meetings with senior management on valuation and structure of the deals. Performed property level due diligence and market studies including site visits and mystery shop. Relied upon strong business savvy and awareness of valuation trends for specific asset classes to suggest and structure asset sales leading to outsized returns relative to company targets including multiple dispositions resulting in mid-teens unlevered IRR.

• Investment Analyst

  • May 2006 - Dec 2008


Marshall Plan Advisors, Inc.
• United States
• Financial Services
• Associate

  • Jan 2005 - Apr 2006

Case Western Reserve University
• United States
• Higher Education
• 700 & Above Employee
• A/V Technician

  • Dec 2004 - Dec 2005


Great Lakes Credit Union, Inc.

• Webmaster

  • Dec 2001 - Dec 2005

• Teller

  • Mar 2001 - Jun 2002