Experience

Revere Capital

• United States
• Financial Services
• 1 - 100 Employee

• Director of Asset Management

  • Nov 2016 - Present

  Manage all aspects of the firm's loan portfolios to include underwriting and due diligence, valuations, legal and servicing. Also have primary responsibility on any loans that are under or non-performing, in foreclosure or held as REO. Work closely with outside legal counsel in the preparation, review and modification of most all legal documents for new loan opportunities, extensions, modifications and forbearance agreements, as well as any / all foreclosures and bankruptcies. Member of the Company's Valuation Committee. Revere Capital is a direct lender specializing in funding shorter-term, bridge transactions from 6 months to 4 years and from $2 million up to $30 million. Revere lends on most all types of commercial real estate asset classifications and commercial equipment for acquisitions, refinances, note purchases, discounted payoffs and cash outs. The firm brings institutional execution to the middle market credit space to create a diversified portfolio for investors. The Principals at Revere Capital have in excess of $3 Billion of real estate transaction experience across private equity, real estate investment banking and workouts. Headquartered in Dallas, TX, the firm also has offices in San Francisco, CA and Rowayton, CT. To learn more, go to www.reverecapital.com.



Trimont Real Estate Advisors

• United States
• Financial Services
• 100 - 200 Employee

• SVP / Director of Asset Management

  • Jun 2015 - Oct 2016

  Director of Asset Management overseeing Trimont's Performing and Non-Performing business lines with a combined $1 Billion + of assets under management, consisting of a wide mix of (predominately) income producing Commercial Real Estate assets, some owner-occupied properties and C&I credits, nationwide, from $250,000 up to $25,000,000. Member of the Company's Sr. Management and Loan Committees. Director of Asset Management overseeing Trimont's Performing and Non-Performing business lines with a combined $1 Billion + of assets under management, consisting of a wide mix of (predominately) income producing Commercial Real Estate assets, some owner-occupied properties and C&I credits, nationwide, from $250,000 up to $25,000,000. Member of the Company's Sr. Management and Loan Committees.



M&T Bank

• United States
• Financial Services
• 700 & Above Employee

• VP & Manager of Special Assets

  • Sep 2011 - Jun 2015

  Team Lead / Manager of Special Assets with an emphasis in substandard and non-performing CRE assets located primarily in the Mid-Atlantic region and Florida that totaled more than $800 million involving some of the most complex assets in the bank. Played an integral role in negotiating and preparing note extensions, modification and forbearance agreements. Worked closely with outside Counsel in preparing legal documents as well as managing all aspects of the foreclosure process, bankruptcies and other litigation matters. Also acted as a consult for a number of CRE and Business Banking lenders on their Watch rated credits that totaled in excess of $300 million.



Windemere Capital, LLC

• Sr. Vice President and Partner

  • Jun 1996 - Sep 2011

  Senior executive for a fund driven equity and debt firm that specialized in acquisition and development financing, construction lending on larger scale commercial and residential development projects, and shorter-term bridge loans on a wide variety of income producing CRE properties, primarily located in the Western and South Western U.S. Also assumed the lead special servicing role for a defaulted debt fund that totaled more than $800MM. Senior executive for a fund driven equity and debt firm that specialized in acquisition and development financing, construction lending on larger scale commercial and residential development projects, and shorter-term bridge loans on a wide variety of income producing CRE properties, primarily located in the Western and South Western U.S. Also assumed the lead special servicing role for a defaulted debt fund that totaled more than $800MM.