Experience

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  Beal Bank

  • Plano, TX

  • SENIOR ASSET DIRECTOR (CONTRACTOR)

    • Sep 2017 - Dec 2017
    • Plano, TX

    A mid-cap $3 billion hedge fund and bank with AUM of $7 billion and annual revenues of $630 million. Expertise extends to pricing, owning, financing, and managing financial assets secured by diversified long-term cash flows. It is privately held and managed.• Executed loan risk due diligence for a capital plan to acquire a portfolio of 800 loans valued at $3 billion. • Advised SVP on structuring $275 million ADC debt, $689 million mortgage debt, and $552 million tax credit debt.

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  Fortress Investment Group

  • Irving, TX

  • SENIOR ASSET DIRECTOR (CONTRACTOR)

    • Sep 2017 - Nov 2017
    • Irving, TX

    A large-cap private equity and hedge fund firm with $41 billion AUM and annual revenues of $800 million. It serves 1,750 institutional clients. It offers credit, structured finance, and private equity investment strategies.• Executed fair value due diligence for acquisition of a 2 million sq. ft. real estate portfolio with NAV of $123 million.• Advised SVP on structuring $61 million ADC debt, $116 million mortgage debt, and $3 million in capital raises.

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  Federal Deposit Insurance Corporation (FDIC)

  • Dallas, TX

  • SENIOR ASSET MANAGER

    • Jun 2009 - May 2017
    • Dallas, TX

    Federal Reserve System agency employing 5,977 persons. Current capital exceeds $75 billion. It preserves confidence in the U.S. financial system by insuring bank/thrift deposits. It identifies, monitors, and addresses risks. • Led interim embedded roles as acting COO, CFO, or senior loan officer in bank receivership consultancies.• Resolved loan asset and real property dispositions acquired through bank failures, sales, bankruptcies, foreclosures, or deeds-in-lieu conveyances.• Led review, restitution, and resolution efforts for 11,000 bank loans requiring $18 billion in debt restructurings.

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  Discovery Real Estate Group

  • Dallas, TX

  • REGIONAL MANAGING DIRECTOR

    • Aug 2004 - Feb 2009
    • Dallas, TX

    A mid-cap realty equity management firm with $3 billion AUM and annual revenues of $250 million. It offered transaction advisories for structured finance, debt restructuring, investment acquisitions, and asset management.• Designed/Advocated/Executed strategic operating plans for 2 regions.• Executed treasury management, capital sourcing, financial reporting, case modeling, budgeting and forecasting.• Managed a $700 million portfolio.• Led 400% regional TEV growth; Closed 80 acquisitions and 1,351 leases over 5 million sq. ft.; Increased AUM by $500 million; Raised absorption to 94% and EBITDA by $102 million; Achieved 22% ROI.• Advised CEO on structuring $161 million CMBS debt, $302 million mortgage debt, and $8 million in capital raises.

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  The Staubach Company

  • Addison, TX

  • SENIOR DIRECTOR

    • Jan 2002 - Aug 2004
    • Addison, TX

    A mid-cap realty equity management firm with $10 billion AUM and annual revenues of $165 million. It offered advisories for debt/capital structuring, portfolio analytics, development, brokerage, and asset management.• Designed and executed retail asset re-purposing options for alternate use strategies.• Managed re-structuring of ownership and capital changes for 10 CRE surplus property portfolios comprised of 628 retail assets comprising 39 million sq. ft. valued at $2 billion.• Advised clients on structuring $1 billion ADC debt, $1 billion mortgage debt, and $82 million in capital raises.

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  Cornell Consulting Group

  • Dallas/Fort Worth Area

  • MANAGING DIRECTOR

    • Aug 1986 - Aug 2001
    • Dallas/Fort Worth Area

    A micro-cap realty equity management firm with $1 billion AUM. It offered capital markets advisory expertise for debt and capital restructuring, portfolio disposition strategies, and asset management. It served 6,825 tenant sites. • Led embedded roles as acting COO, CFO, cap markets, or asset management officer in financial consultancies.• Provided disposition and asset management services over 18 million sq. ft. of retail and restaurant properties. • Advised clients on $6 million ADC debt, $5 million mortgage debt, and $44 million in capital raises.

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  MCC Realty Group, Inc.

  • Dallas/Fort Worth Area

  • CHIEF FINANCIAL OFFICER

    • Aug 1981 - Jun 1986
    • Dallas/Fort Worth Area

    A micro-cap realty equity management firm with $213 million AUM and annual revenues of $55 million. It offered advisories for retail development, private equity, debt/capital restructuring, construction, and asset management.CHIEF FINANCIAL OFFICER (1982 to 1987)• Designed/Advocated/Executed strategic operating plans for management of a $213 million portfolio.• Executed treasury management, capital sourcing, financial reporting, case modeling, budgeting and forecasting.• Led 200% TEV growth; Closed 70 acquisitions and 446 leases over 3 million sq. ft.; Increased AUM by $200 million; Raised absorption to 100% and EBITDA by $95 million; Achieved 25% ROI.• Structured $149 million ADC debt, $142 million mortgage debt, and $7 million in capital raises. CONTROLLER (1981 to 1982) • Prepared annual budgets, monthly financial reporting, projections, and asset management reports.• Evaluated capital investments, acquisition opportunities, and construction contracts. • Advised CEO and investment bankers on strategies to resolve overly leveraged financial position.

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  Ernst & Young (fka Arthur Young & Company)

  • Dallas, TX

  • SENIOR AUDITOR

    • Jun 1978 - Aug 1981
    • Dallas, TX

    A large-cap global professional services firm with annual revenues of $34.8 billion. It offers expertise in assurance, taxation, and capital markets advisories. Operates in 150 countries and employs 260,000 persons.SENIOR AUDITOR (1979 to 1981) • Directed audit teams to render independent fairness opinions. • Prepared and filed fully annotated SEC reporting documents with support schedules.SENIOR INTERN (1978 to 1979) • Provided work product quality controls. • Vetted published audit reports and tax returns prior to release to clients.