Experience

Beverly Bank & Trust Company

• United States
• Banking
• 1 - 100 Employee

• SVP Commercial Real Estate

  • Sep 2011 - Present

  Division Head - Wintrust Beverly Charter. Responsible for new business generation Commercial Real Estate. Transaction size $1mm to $60mm. Acquisition, Construction, Bridge and Term debt. All major property types: MF, Office, Industrial, Hotel and Retail. Division Head - Wintrust Beverly Charter. Responsible for new business generation Commercial Real Estate. Transaction size $1mm to $60mm. Acquisition, Construction, Bridge and Term debt. All major property types: MF, Office, Industrial, Hotel and Retail.



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• SVP Relationship Manager Commercial Real Estate

  • Oct 2009 - Sep 2011

  Relationship Manager - Commercial Real Estate Lender - Midwest based. All property types; MF, Industrial, Office, Retail and Hotel Construction, Bridge and Term Loans. Deal size $5MM to $50MM Midwest Region. Relationship Manager - Commercial Real Estate Lender - Midwest based. All property types; MF, Industrial, Office, Retail and Hotel Construction, Bridge and Term Loans. Deal size $5MM to $50MM Midwest Region.



Park National Bank

• Banking
• 100 - 200 Employee

• SVP Division Head Commercial Real Estate

  • May 2002 - Oct 2009

  Division Head - Responsible for new business development and portfolilo management of closed transactions. National Lender. Transaction sizes range from $5mm to $75mm. Product types include - Multi-family, Office, Retail, Industrial and Hotel. Loan types include Construction Mini-Perms, Acquisition finance and Term Loans. Self generated volume in excess of $500mm. Division Head - Responsible for new business development and portfolilo management of closed transactions. National Lender. Transaction sizes range from $5mm to $75mm. Product types include - Multi-family, Office, Retail, Industrial and Hotel. Loan types include Construction Mini-Perms, Acquisition finance and Term Loans. Self generated volume in excess of $500mm.



Transamerica Commercial Real Estate Finance

• Vice President

  • Jan 2001 - May 2002

  Responsible for origination of new business on a direct basis and through the broker community. Transaction sizes ranged from $5mm to $20mm. Product types included Office, Retail, Industrial, MF and Hotel. Responsible for origination of new business on a direct basis and through the broker community. Transaction sizes ranged from $5mm to $20mm. Product types included Office, Retail, Industrial, MF and Hotel.



FINOVA Capital Corporation

• Financial Services
• 1 - 100 Employee

• Vice President and Regional Manager Midwest Region

  • Feb 1999 - Jan 2001

  Responsible for new business generation Midwest Region. Product types included bridge, CMBS and Brokered product. Additional responsibilities included management of Chicago underwritting staff. Annual volume $40mm. Responsible for new business generation Midwest Region. Product types included bridge, CMBS and Brokered product. Additional responsibilities included management of Chicago underwritting staff. Annual volume $40mm.



SANWA BUSINESS CREDIT CORPORATION

• Vice President

  • Jul 1996 - Feb 1999

  Responsible for New Business Generation Real Estate, all property types. Additional duties included sale of REO properties and loan work-out. Formalized standard real estate documentation including loan applications, annual reviews and commitment letters to meet industry standards. Responsible for New Business Generation Real Estate, all property types. Additional duties included sale of REO properties and loan work-out. Formalized standard real estate documentation including loan applications, annual reviews and commitment letters to meet industry standards.



TANGUAY, BURKE, STRATTON

• Senior Consultant

  • Apr 1996 - Jul 1996

  Joined TBS to sell assets, namely Handy Andy stores at the direction of the Bankruptcy Court and negotiate settlement agreements with landlords with sites that housed the stores. Joined TBS to sell assets, namely Handy Andy stores at the direction of the Bankruptcy Court and negotiate settlement agreements with landlords with sites that housed the stores.



THE HOKKAIDO TAKUSHOKU BANK, LTD.

• Vice President Real Estate and Corporate Lending Chicago LPO

  • Jun 1989 - Apr 1996

  Relationship Manager responsible for developing and maintaining banking relationships on a direct basis with real estate developers and on a participation basis with Fortune 500 and Fortune 1000 investment grade corporations in the Midwest. Additional responsiblities included real estate and corporate workout from Hokkaido branch offices on the East and West coast. Director and Asset Manager for the Garland Building 111 N Wabash Ave, Chicago, IL. Relationship Manager responsible for developing and maintaining banking relationships on a direct basis with real estate developers and on a participation basis with Fortune 500 and Fortune 1000 investment grade corporations in the Midwest. Additional responsiblities included real estate and corporate workout from Hokkaido branch offices on the East and West coast. Director and Asset Manager for the Garland Building 111 N Wabash Ave, Chicago, IL.



LLOYDS BANK PLC CHICAGO

• Executive Officer Credit

  • Jun 1985 - Jul 1989

  Originally hired as Senior Credit Analyst Primarily responsible for providing credit analysis and review for LBO's and Project finance transactions. Moved into origination for Project Finance transactions including real estate. Originally hired as Senior Credit Analyst Primarily responsible for providing credit analysis and review for LBO's and Project finance transactions. Moved into origination for Project Finance transactions including real estate.