Experience

Wan Bridge Group

• United States
• Real Estate
• 1 - 100 Employee

• Senior Director of Finance

  • Feb 2023 - Present

  https://wanbridge.com/about/ https://wanbridge.com/about/



JAB Corp Consulting, LLC

• Houston, Texas, United States

• Founder/Managing Member

  • Oct 2019 - Present



Colliers

• Canada
• Real Estate
• 700 & Above Employee

• Managing Director

  • Apr 2021 - Feb 2023



Chiron Financial LLC

• United States
• Investment Banking
• 1 - 100 Employee

• Director

  • Aug 2020 - Mar 2021

  Middle-market investment bank that works with companies in distress to improve their bottom line, raise capital, or sell. Specifically worked on transactions with a real estate component to help monetize the intrinsic value for a capital event. Middle-market investment bank that works with companies in distress to improve their bottom line, raise capital, or sell. Specifically worked on transactions with a real estate component to help monetize the intrinsic value for a capital event.



JLL

• United States
• Real Estate
• 700 & Above Employee

• Managing Director

  • Apr 2010 - Oct 2019

  Managing partner who led a team of Senior Vice Presidents, Vice Presidents, Associates, Analysts and staff in helping clients realize their investment and asset management goals, while achieving company objectives. Delivered valued insights by evaluating strategic alternatives, modeling capital origination, structuring finances and mitigating risk. Partnered with investment sales and loan/note workout and sales teams, including debt restructuring, modifications and extensions. ● JLL Top Achiever, 2013, 2014, 2015, 2016, 2017 and 2018 ● Procured over $20 billion of capital transactions. ● Instrumental in the successful, strategic global and national integration of the Real Estate Investment Banking group into the overall Capital Markets platform. ● Advised a wide range of commercial property owners and investors on capital needs by analyzing various debt and equity structures to pinpoint the optimal Return on Equity, cash on cash and internal rate of return achievable. ● Produced underwriting and financial modeling for capital origination of new development, value-add opportunities, acquisitions, debt recapitalization, equity recapitalization and mezzanine financing for all asset classes such as retail, office, industrial, multifamily, student housing, manufactured housing, self-storage, RV parks, land and more. ● Performed critical margin analysis tests including Gross and Operating Profit Margins, Debt Service Coverage, Debt Yield and Cash-on-Cash Returns to offer appropriate asset management advice. Show less



CBRE

• United States
• Real Estate
• 700 & Above Employee

• Vice President

  • Jun 2005 - Apr 2010

  Executive leader of the Houston Debt and Equity Finance Group. Originated commercial financing including asset underwriting, strategic planning, expense reconciliation, cost savings and debt test volatility analysis. ● Produced more than $5 billion in commercial financing. ● Secured financing for commercial real estate clients for all layers of the capital stack, including debt, mezzanine and equity financing. Property types included land, multifamily, student housing, office, retail, self-storage and industrial. ● Provided debt restructuring, modifications and extensions analyses to assist investment sales, note sales and loan workouts Show less



Accenture

• Ireland
• Business Consulting and Services
• 700 & Above Employee

• Financial Analyst

  • Mar 2004 - Jun 2005

  Lead analyst on designated projects for high profile banking client. Enabled timely client delivery through leadership of domestic and international resources. ● Bank of America, Release Coordinator, Fee Reversal Tool: supervised a global project management team to ensure system deployed on time. Led daily team meetings to monitor status and resolve issues. Coordinated off-shore resources to gather data and support program efficiency. ● Bank of America, GDC Testing Analyst, Streamlined Deposit Application: Created field validation scripts to facilitate this $15 million project designed to yield a higher customer completion rate and retention. Tested, analyzed and reported various defects to developers to rectify to ensure successful launch. Show less