Experience

FRB Capital

• United States
• Capital Markets
• 1 - 100 Employee

• Executive Vice President of Finance

  • Mar 2020 - Present

  Overseeing all financial and accounting functions, including: corporate and project accounting, fund management, feasibility analysis of projects, structuring and sourcing of debt and equity, financial reporting, and financial analysis. Loan and equity origination on the West Coast. Overseeing all financial and accounting functions, including: corporate and project accounting, fund management, feasibility analysis of projects, structuring and sourcing of debt and equity, financial reporting, and financial analysis. Loan and equity origination on the West Coast.



SVN Insight - Commercial Real Estate Advisors

• United States
• Real Estate
• 1 - 100 Employee

• Senior Advisor

  • Apr 2020 - Present

  Investment Sales, project finance, debt and equity structuring. Investment Sales, project finance, debt and equity structuring.



Truax Development

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Chief Financial Officer

  • Feb 2014 - Dec 2018

  Directly responsible for all financial and accounting functions, including: corporate and project accounting, feasibility analysis of projects, structuring and sourcing of debt and equity, financial reporting to owners and partners, preparation of offering memorandums and loan request packages, ad hoc financial analysis, budgeting, discounted cash flow projections, waterfall distribution analysis, review of contracts related to corporate and project operations, human resources, payroll. Ensured operational compliance with industry and corporate standards. Oversaw construction draws. Negotiations with partners, tenants, vendors, clients, and third parties



Socoa Partners, Inc.

• CEO, Founder

  • Nov 2007 - Jan 2014

  Responsible for all aspects of the Acquisition, Development, Disposition, Management, and Leasing of 20+ commercial Real Estate assets located throughout Southern California, including neighborhood and community shopping centers, office and medical buildings, as well as industrial properties. Landlord and Tenant representation, Buyer and Seller representation. Provided financial consulting to Real Estate Land, Retail and Office Developers. Responsible for all aspects of the Acquisition, Development, Disposition, Management, and Leasing of 20+ commercial Real Estate assets located throughout Southern California, including neighborhood and community shopping centers, office and medical buildings, as well as industrial properties. Landlord and Tenant representation, Buyer and Seller representation. Provided financial consulting to Real Estate Land, Retail and Office Developers.



Winner Baird Real Estate

• United States
• Real Estate
• 1 - 100 Employee

• Chief Operating Officer

  • Feb 2006 - Jun 2007

  Responsible for the acquisition, financing and management of a portfolio of commercial and multifamily assets worth approximately $400M. Responsible for all administrative functions including accounting, finance, human resources, field operations (onsite managers and maintenance crews), marketing and office management. Monthly financial reporting to Owners. Responsible for the acquisition, financing and management of a portfolio of commercial and multifamily assets worth approximately $400M. Responsible for all administrative functions including accounting, finance, human resources, field operations (onsite managers and maintenance crews), marketing and office management. Monthly financial reporting to Owners.



Escapades Tours

• CEO, Founder

  • Sep 1995 - Feb 2006

  Raised startup capital and built from the ground up this Online Travel Agency / Tour Operator, which was a precursor of Hotels.com or Expedia and became the #1 online France-bound tour operator in the US in the mid to late ’90s, both in sales volume and room-nights sold. Negotiated volume discounts with hotel groups, car rental companies, airlines, transportation companies, and receptive tour companies. Built proprietary booking engine, developed an online presence. Raised startup capital and built from the ground up this Online Travel Agency / Tour Operator, which was a precursor of Hotels.com or Expedia and became the #1 online France-bound tour operator in the US in the mid to late ’90s, both in sales volume and room-nights sold. Negotiated volume discounts with hotel groups, car rental companies, airlines, transportation companies, and receptive tour companies. Built proprietary booking engine, developed an online presence.



Amerop Sugar/Westway - Sucden Americas

• Senior Vice President - Trading Analysis and Financial Reporting

  • 1993 - 1995

  Supervised the valuation of the Company’s positions on physical, future and option markets, as well as the analysis of its financial exposure to market risks (Price, Premiums, Forex, Interest Rates). Supervised the development of IT systems that enabled the implementation of a daily financial reporting system. Supervised the valuation of the Company’s positions on physical, future and option markets, as well as the analysis of its financial exposure to market risks (Price, Premiums, Forex, Interest Rates). Supervised the development of IT systems that enabled the implementation of a daily financial reporting system.



Sucden Kerry

• Financial Analyst

  • 1990 - 1993

  Market & Corporate finance, Risk Management, Financial reporting Market & Corporate finance, Risk Management, Financial reporting