Board Member

• Jul 2020 - Present

Supervising Account Manager - Health Facility Construction Financing Officer

• Feb 2019 - Present

Senior Account Manager - Health Facility Construction Financing Specialist

• Jul 2017 - Present

The Cal-Mortgage Loan Insurance Program has insured more than $7.7 billion in loans to California non-profit/public entity for health facility construction and expansion projects. Cal-Mortgage maintains a Special Fund that currently has a balance of approximately $170 million from which the Program has operated at no cost to taxpayers. Cal-Mortgage is authorized to insure $3 billion in loans, has a current outstanding balance of $1.7 billion, which represents approximately 130 borrowers, and the Program generated approximately $20 million in average annual revenue. Duties: - Perform financial analysis and loan underwriting on bond/loan guarantees for the construction, improvement, acquisition, or expansion of health facilities. - Manage a portfolio of accounts totaling $514,800,000 in healthcare projects ranging from hospitals, primary care clinics, mental health and drug abuse facilities, in addition to senior living, skilled nursing and memory care.- Work with C-level executives of healthcare organizations with annual revenues up to $100mm. - Track construction projects and administer construction loan draws.- Draft and review complex legal documents and coordinate execution. -Recent deals include $35.5mm direct bank placement for senior living facility in San Diego and $187.2mm bond issue for a San Francisco Bay Area senior living and health care provider. Show less

Health Facility Construction Financing Specialist

• Aug 2014 - Jul 2017

Associate Health Facility Construction Financing Analyst

• Apr 2012 - Aug 2014

Health Facility Construction Financing Analyst

• Jul 2011 - Mar 2012

Immediate Past President Of The Board Of Directors

• Mar 2015 - Present

As many of you know I am an avid cyclist and spend a lot of my free time riding from Old Sacramento to Folsom and back via the American River Parkway. In March of 2015 I had the great honor of being elected to the Board of Directors of the American River Parkway Foundation (ARPF). The ARPF has a 20-person Board, and a $1 million dollar annual operating budget, which it uses to foster environmental education, stewardship and volunteer opportunities along the Parkway. It feels good giving my time and passion to an organization that helps make Sacramento a great place to live and play. The ARPF is a 501(c)(3) not for profit organization, which relies heavily on grant and donation funding each year in order to coordinate the efforts of hundreds of volunteers who contribute thousands of work hours to maintain and improve the Parkway. The efforts of the small but mighty staff at ARPF ensure that over 5 million visitors are able to have a unique Sacramento experience out on the Parkway. Show less

Co-Founder / Cartographer

• May 2009 - Present

In 2009 launched the the Cool Projects Bike Tour Sacramento. We organize 3-4 rides per year and are know for touring the streets and alleyways seeking out Sacramento's newest and most innovative projects. Participants join to gain an insider’s perspective while riding alongside the developers, planners, city officials, and neighbors who have worked together to change the face of Sacramento area’s urban core. The Cool Project Bike Tour is the first of its kind in the region and has hosted over 30 tours. Show less

ULI Sacramento District Council Executive Board

• Sep 2005 - Present

For over 13 years, I have been an active member of the Urban Land Institute (ULI). ULI is a globally respected real estate land use professional organizations. I am currently a member of the ULI Sacramento District Council Executive Board serving 400 local members and chair of the membership subcommittee. I am also a past chair of the ULI Sacramento Young Leaders Group, which serves local members under 35 years of age. In 2014, was recognized for my contribution to ULI in Sacramento with the Visions Honors Member of the Year award. Show less

Elected Director

• Jun 2015 - Dec 2019

Demonstrated leadership abilities by founding and holding the office of President of the Drexel University Sacramento Network serving more than 800 local alumni. I currently serve as an Elected Director on the 30-member Drexel University Alumni Board of Governors, which represents over 150,000 alumni worldwide. In 2015, recognized for my contribution to Drexel University with the Young Alumni Distinguished Service Award. In my role as a Board Director, I have participated and led numerous strategic planning initiatives, visioning exercises, and the annual budgeting process. Show less

Staff Services Analyst

• Jun 2009 - Jul 2011

During my first opportunity in state service working at the Office of Statewide Health Planning and Development (OSHPD), Information Services Division, I performed the duties of an analyst, auditing healthcare facility utilization and financial data. I interacted with healthcare finance professionals and executives to reconcile large data variances. With this experience, I gained an understanding of healthcare utilization, medical payer types, in addition to contractual adjustments and uncompensated care, which are all important factors in determining facility profitability and overall viability. Primary point of contact with healthcare industry association leadership, such as the California Primary Care Association, and the California Hospice and Palliative Care Association. Conducted training seminars, webinars, in addition to representing OSHPD at industry conferences. Show less

Real Estate Project Financial Analyst

• Mar 2004 - Aug 2008

Working along side Senior Executive Regional Investment Manager originated a $200 million dollar portfolio of residential subdivision and mixed-use projects in Northern California and Nevada. Participated in all aspects of mezzanine finance process structuring equity investments and subordinated debt loans, including: customer prospecting, project summary and feasibility analysis, underwriting checklists, documentation management, investment committee written proposals and live presentations, legal document review, and investor site visits. Utilizing a proprietary financial model, analyzed over 200 pro forma real estate project budgets in order to structure loans/partnerships to meet the client’s needs, as well as WRI’s and the Investor’s IRR and cash flow guidelines. WRI was the lending arm of Weyerhaeuser Real Estate Company (WRECO), before operations were discontinued in 2009. WRECO and all its assets were acquired by Tri-Pointe Homes in 2014. Show less