Senior Vice President, Asset Management and Acquisitions

• May 2017 - Present

Asset Management Operations

• Sep 2016 - Jan 2017

Coached, mentored and trained staff of 20 Fund Asset Managers to implement action plans for Watchlist and High Value assets so that investor fund yield targets are attained. Oversaw site inspections for entire 1,400 property portfolio and serve as point of contact for value maintenance or strategy implementation on high-performing and troubled assets, respectively.Developed system to track and manage Watchlist and High Value strategies that often involved restructures, workouts and turnarounds and General Partner and/or Property Manager replacements and transfers.Achieved Q/Q decreases in all aspects of Watchlist Assets in 1 quarter (-11% by Assets, -19% by Units). Show less

Strategic Asset Manager

• May 2016 - Sep 2016

Developed strategies for Watchlist and High Value assets in markets across the country.Liaised between internal departments to ensure strategy execution.Monitored and corrected asset operations, partnership distributions, waterfall adherence, fee payment obligations, compliance issues, etc.

Asset Manager

• Jun 2015 - May 2016

Asset management of a portfolio of 50+ LIHTC properties across the country.Work with General Partners and Property Managers to ensure that assets are performing and in compliance with bond, debt and Freddie Mac requirements.

Marketing Lead

• Jul 2014 - Jun 2015

Manage budget of $580M to support customer retention efforts through offers of credits, programming and waived fees. Report daily offer spend to Executive offices, Board of Directors and over 5,000 agents in call centers throughout the world. Drive agent behavior to achieve company goals through pay for performance programs. Provide ad-hoc analysis of spending and performance to Chairman, CEO and COO. Act as a subject matter expert on tactics and strategy. Manage budget of $580M to support customer retention efforts through offers of credits, programming and waived fees. Report daily offer spend to Executive offices, Board of Directors and over 5,000 agents in call centers throughout the world. Drive agent behavior to achieve company goals through pay for performance programs. Provide ad-hoc analysis of spending and performance to Chairman, CEO and COO. Act as a subject matter expert on tactics and strategy.

Financial Analyst, Finance; Treasury Management

• Dec 2011 - Jul 2014

Managed capital profile on $6B debt portfolio as well as capital analysis and planning, bank and rating agency presentations, regulatory and lender compliance, covenant reporting and escrow reconciliation. Treasury Management with daily cash reporting, obligation maintenance, forecasting future position of cash, investment and revolving credit balances. Provided debt and financing scenario analysis, loan document analysis, financial reporting, underwriting and due diligence of acquisitions, dispositions, repositions and joint ventures. Closed transactions totaling more than $4 Billion over 18 months, more than $2.5 Billion in 2Q13. These transactions involved joint ventures, mortgages, credit facilities, term loans, new debt, new equity, refinances, facility substitutions, ATM programs and unsecured offerings. Oversight of $6B Debt portfolio, Corporate Finance, Financial Analysis, Excel Modeling, Due Diligence, Valuation, Treasury Operations, Cash Management. Experience with Joint Ventures, Fannie & Freddie Underwriting, Investment, Acquisitions, Dispositions, P&L, Budgeting, Show less

Business Development

• Jul 2010 - Jan 2011

Organized and drove business development efforts for office tenant representation team by researching and developing connections to target pursuits. Identified mid-cap and one-off prospects, develop target profile and strategy to build relationships and win representation assignments. Analyzed client and prospect needs to build customized plan for their current real estate portfolio and future needs. Organized and drove business development efforts for office tenant representation team by researching and developing connections to target pursuits. Identified mid-cap and one-off prospects, develop target profile and strategy to build relationships and win representation assignments. Analyzed client and prospect needs to build customized plan for their current real estate portfolio and future needs.

Research Analyst

• Jan 2005 - Oct 2005

Market Analyst

• Sep 2003 - Jan 2005