Experience

Abacus Capital Group LLC

• United States
• Real Estate
• 1 - 100 Employee

• Asset Manager

  • Oct 2020 - Present



Veritas Investments, Inc.

• United States
• Real Estate
• 1 - 100 Employee

• Manager - Transactions & Asset Management

  • Jul 2017 - Oct 2020



Forum Investment Group

• United States
• Investment Management
• 1 - 100 Employee

• Associate Asset Manager

  • Jan 2014 - Mar 2017

   Accountable for all aspects of the financial and operational performance of assigned assets.  Prepared annual budgets based on a detailed review of historical performance and industry benchmarks.  Monitored property operating performance on a weekly, monthly, and quarterly basis to identify trends and opportunities to maximize asset value.  Conducted routine conference calls with on-site teams to evaluate staff and asset performance; identified challenges and worked collaboratively to execute timely and effective solutions.  Developed and implemented comprehensive business plans and marketing strategies to achieve overall budget and performance goals.  Compiled quarterly reports highlighting property performance, strategic initiatives progress, and budget comparison.  Negotiated third-party vendor contracts and property management agreements.  Supervised $3.5MM rehabilitation and repositioning of multi-family asset, netting a 62% value increase.  Evaluated deferred maintenance and oversaw the implementation of capital improvement projects. Show less



Red Stone

• United States
• Housing Programs
• 1 - 100 Employee

• Underwriter

  • Apr 2011 - Jan 2014

   Underwrote and submitted multi-family loan applications to the U.S. Department of Housing and Urban Development amounting to approximately $250 million dollars.  Critically evaluated appraisals, market studies, project capital need assessments, environmental reports, property/personal financial statements, credit reports, insurance policies, and any other documentation needed to develop sound underwriting conclusions.  Prepared comprehensive underwriting narratives that explained all aspects of a transaction, discussed pertinent information relative to the underwriting review and analysis of exhibits and third-party reports, identified any potential risks associated with the transaction, and provided recommendations for approval, special conditions and any requested waivers. Show less