Experience

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  Essex Financial Group

  • Greenwood Village, CO

  • Founding Principal & President

    • 1992 - Present
    • Greenwood Village, CO

    Founding Principal and President of a full service income property mortgage banking firm specializing in loan originations for insurance companies, securitized, and other institutional investors. Essex provides loan servicing and asset management functions for its institutional clients. It also handles problem loan negotiations and equity and joint venture placements for institutional investors.

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  Baron Properties

  • Greenwood Village, CO

  • Founding Principal

    • 1997 - Present
    • Greenwood Village, CO

    Founding Principal in a multifamily acquisition, management and development company. Baron Properties has acquired over 30 apartment projects totaling over 5,000 units. Properties are located in Colorado, Austin, Texas and Phoenix, Arizona. Baron Properties provides full service property management services, acquisition, due diligence and disposition functions for owned properties as well as third party owners. Baron currently manages approximately 3,000 units in its portfolio.

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  Essex Financial Services

  • Greenwood Village, CO

  • Partner

    • 2009 - Present
    • Greenwood Village, CO

    Partner of a full service commercial loan servicing company. EFS services over 1,000 loans, totaling over $5 billion, directly for insurance company lenders and other commercial loan brokers in Colorado, Texas, Phoenix, Maryland and Tennessee.

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  Mountain West Industrial Properties

  • Greenwood Village, CO

  • Founding Principal

    • 1995 - Present
    • Greenwood Village, CO

    Founding Principal in an industrial property acquisition and operations company. Mountain West specializes in the investment, development, operation and management of multi-tenant industrial and office real estate assets with a multi-state platform. Mountain West’s current Management portfolio is over 1.7 million square feet in Denver, Dallas, Houston and Phoenix.

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  Western Mortgage Loan Corporation

  • Englewood, CO

  • Vice President/Partner

    • 1989 - 1992
    • Englewood, CO

    Vice President/Partner responsible for the arrangement of permanent loans, equity sales and construction financing in the Rocky Mountain area. Western represented Aetna Insurance company and a number of other life insurance companies. Responsibilities included administration and servicing of Aetna mortgage loan portfolio, and problem loan negotiations.

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  American Institutional Advisors

  • Englewood, CO

  • President & Principal

    • 1987 - 1989
    • Englewood, CO

    President and Principal of this full service mortgage banking company responsible for the origination of permanent and construction loans, sale-leasebacks and taxable and tax-exempt mortgage backed bonds for the Rocky Mountain region.

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  Cal Fed Mortgage Company

  • Englewood, CO

  • Senior Vice President - Income Property & Construction Loan Division

    • 1984 - 1987
    • Englewood, CO

    Responsible for permanent and construction loan origination in the Rocky Mountain region including branch administration, loan documentation, closing and project accounting. Extensive involvement in problem loan negotiations and administration for loans located in Texas and Colorado, 1986 and 1987.

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  First Interstate Real Estate Services

  • Denver, CO

  • Senior Vice President/Branch Manager

    • 1979 - 1984
    • Denver, CO

    Responsible for FIRESC’s income property loan division, including affiliate relations, permanent and construction loan origination, loan documentation, closing and project accounting. Responsible for $825,000,000 income property construction and interim loan portfolio. Managed staff of 25 people. Was a member of FIRESC’s senior loan committee.

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  Travelers

  • Denver, CO

  • Real Estate Representative/Field Space Office Unit

    • 1969 - 1977
    • Denver, CO

    Responsibilities included origination of new first and second mortgage business, preparation of appraisals submitted to The Travelers’ home office and analysis of equity investment opportunities. The department managed the office space Travelers’ occupied around the country. Helped analyze lease proposals and also helped to develop a computer model for budgeting operating expenses related to the space Travelers’ leased. Held this job while attending the University of Connecticut working on MBA degree.