Experience

PEAK Financing

• United States
• Real Estate
• 1 - 100 Employee

• Senior Director

  • Aug 2018 - Present

  PEAK Multifamily Funding focuses solely on financing multifamily properties, combining institutional-grade expertise with personal service. PEAK Multifamily Funding focuses solely on financing multifamily properties, combining institutional-grade expertise with personal service.



Greysteel

• Dallas/Fort Worth Area

• Finance Associate, Debt & Structured Finance at Greysteel

  • Dec 2017 - Aug 2018

  Responsible for sourcing and executing corporate and project related debt solutions for private and middle market clients through his numerous relationships with banks, life insurance companies, HUD, and agency lenders including Fannie Mae and Freddie Mac Responsible for sourcing and executing corporate and project related debt solutions for private and middle market clients through his numerous relationships with banks, life insurance companies, HUD, and agency lenders including Fannie Mae and Freddie Mac



Freddie Mac

• United States
• Financial Services
• 700 & Above Employee

• MF Production Manager Small Balance Loans (SBL)

  • 2015 - 2017

  • Managed South Central region loan production (TX, OK, CO, NM, UT, MT, WY, ID) by marketing and facilitating loan production in-flows from licensed Small Balance lenders. Lead research and analysis of South Central region markets for the Small Balance production team. • Performed joint marketing with mortgage bankers targeting mortgage brokers and direct borrowers to identify multifamily mortgage financing needs and delivering Freddie Mac solutions. • Executed Prescreens and Exceptions for loans while shepherding deals through the financing process. • Part of a team recruited to build and grow the Small Balance Lending Program ("SBL") which grew loan production from zero to 1,000 loans in year one and to annual production of 1,500 loans in year two of the program. Show less



Promontory Interfinancial Network

• United States
• Financial Services
• 1 - 100 Employee

• Treasury Desk Manager

  • 2013 - 2015

  • Drive revenue improvements in territories through marketing of Promontory suite of asset and liability solutions to financial institution CEOs, CFOs, and COOs. • Develop and manage senior management relationships with community and regional banks with assets up to $10 billion. Consult with management to identify how solution suite can improve financial performance. • Explore strategic alternatives for the origination or divestiture of bank residential, CRE, and C&I loans. • Self-direct efforts to manage the wholesale funding auction activity for three states (Texas, Oklahoma, and New York) with the goal of driving auction profitability and expansion of weekly participants. Negotiate wholesale term funding agreements. • Collaborate with multiple teams to on-board new network member institution and lead strategic discussions with management to share best practices to successfully ramp bank’s marketing efforts of suite of products. • Maintain and revise quarterly calling plan to align with business unit and corporate objectives. Coordinate with field representatives to efficiently cover over 800 institutions. Communicate market and product developments that impact institution’s financial performance. Show less



FBR

• United States
• Financial Services
• 400 - 500 Employee

• Senior Research Associate - Financial Institutions

  • 2010 - 2012

  • Co-authored sell side equity research covering specialty finance companies, credit card issuers, card payment networks, and Texas community banks. • Lead due diligence on a premium finance IPO which involved the development of life settlement industry contacts, financial projection modeling, and writing of the initiation report. • Communicated investment thesis and updates directly with sales team on morning sales calls and teach-ins. Articulated critical and concise investment bullet points to sales team and clients. • Collaborated with sales desk to market to institutional client accounts through sales calls, account visits, and access to executive management. • Co-developed buy/sell/hold recommendations as well as quarterly and annual earnings estimates through the construction of financial models. Key valuation metrics included PE, book, tangible book, discounted cash flows, and core deposit premiums. Show less



Commerce Street Capital

• Dallas, TX

• Vice President

  • 2007 - 2010

  • Managed the selection and analysis for a $125 million financial services private equity fund focused on community bank and insurance backed Trust Preferred (TRUPS) Collateralized Debt Obligations (CDO). • Developed proprietary valuation, credit ranking, and structural analysis methodologies to identify value, probable collateral deferrals/defaults, and expected cash flows in order to improve potential returns and mitigate risk. Researched potential TRUPS CDO investments by performing financial statement analysis and projections. • Collaborated with marketing, investment staff, and executive management to develop an institutional fund offering which succeeded in raising $125 million in investment capital. • Managed and mentored analyst team in their professional development and team collaboration. Show less



Cohen & Company Financial (Europe) Ltd

• Investment Banking
• 1 - 100 Employee

• Vice President

  • 2004 - 2007

  • Originated $2 billion of bank and thrift Trust Preferred collateral by teaming with third party originators to identify potential bank candidates, gather market pricing trends, and determine pricing strategy. • Performed credit research, analysis, and due diligence on community banks and thrifts to determine eligibility for TRUPS issuance. Lead due diligence calls with senior bank/thrift management teams from around the U.S. Performed fundamental research to monitor U.S. community banking market. • Managed the CDO portfolio construction and collaborated with structuring team to optimize the weighted average asset spread (WAS) and to maximize marketability of CDO offering. • Lead rating agency portfolio collateral review. Prepared deal portfolio for ratings submission to Moody’s, S&P, and Fitch. Directly negotiated collateral shadow ratings. • Lead Collateral Management review function of over $10 billion in bank and thrift collateral and coordinated the financial review and screening of over 500 bank & thrifts located throughout the U.S. Show less