Experience

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  Cap Ex Advisory Group

  • Ceo

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  Cap Ex Advisory Group

  • Baltimore, Maryland, United States

  • Principal

    • Feb 2023 - Present
    • Baltimore, Maryland, United States

    Cap Ex Advisory Group provides Owner Representation and Business Consultation for organizations with complex real estate and business needs.

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  Reinvestment Fund

  • Baltimore

  • Regional Director, Maryland and Washington, D.C.

    • Mar 2017 - Feb 2023
    • Baltimore

    • Underwriting – Expert in lending and credit analysis for housing, energy , commercial real estate, community facilities, charter schools and fresh food retail. Have personally underwritten and closed over $50 Million of loans and project investments each year since 2020. Led team closing over $100M regionally in 2022.• Staff Management - Managed team of underwriters across multiple locations including process integrity, personel management and exceded annual production goals annually from 2020.• Business Development and Strategy - Led all strategic business development and client relationship management in the region including deal sourcing, local and state partnerships and community engagement.

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  Sagamore Development

  • Baltimore

  • Development Manager

    • Apr 2015 - Mar 2017
    • Baltimore

    Leveraging prior experience to execute broad range of strategic objectives in fast-paced, results-driven, and team-oriented environment. Meeting challenges and delivering critical outcomes for one of the largest urban renewal efforts in America in dynamic project-based environment.- Integral part of Master Planning team for Port Covington project. The team achieved City approval for 260-acre master plan, $660 million dollar Tax Increment Financing (TIF) authorization and full rezoning for Port Covington in 11 months.- Responsible for directing the preparation and management of internal project financial model as well as communication of model to consultant team, City of Baltimore and other external partners during TIF process.- Worked with internal team, stakeholders and City to negotiate affordable housing Memorandum of Understanding, reaching unprecedented commitment to affordable housing in Port Covington project.- Assist in the oversight of 200+ external consultants, including contract management, compliance administration and budgeting.- Work with general counsel and external legal team to negotiate contracts, licenses, and other agreements as necessary for Master Planning team.- Build and manage client and community relationships to achieve strategic objectives.- Manage and assist ongoing property acquisition process with external partners including City of Baltimore and CSX.

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  Baltimore Housing

  • Program Manager - NSP/Inclusionary Housing

    • Mar 2009 - Apr 2015

    Developed City of Baltimore Inclusionary Housing program and oversaw additional Federal stimulus programs, City financing initiatives, and transaction underwriting for Department. Assisted with conception and implementation of Housing Authority of Baltimore City Rental Assistance Demonstration program with complex team of internal and external partners, including partner solicitation, program advocacy, and partnership and transaction management. - Responsible for City of Baltimore Inclusionary Housing Program, originated loans and creation of Inclusionary Units using Federal and State Historic Tax Credits, New Market Tax Credits and private sources- Responsible for Baltimore City’s Neighborhood Stabilization Program, overseeing closing and monitoring for $5.6 million in lending to non-profit partners and creation of more than 75 low-income housing units- Project Manager for Housing Authority of Baltimore City Rental Assistance Demonstration (RAD) Program including project selection, financial modeling, developer partner solicitation and ongoing relationships and resident communication. RAD will revitalize 4,150 units with over $330 million in capital investment across 22 Low Income Housing Tax Credit transactions.- Managed initial underwriting for HOME program loans and was on loan committee for HOME and LIHTC support.- Managed City of Baltimore affordable housing Payment in Lieu of Taxes (PILOT) requests including underwriting, negotiation and presentation to PILOT Committee for project review.

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  Reznick Group

  • Senior Associate

    • Mar 2008 - Mar 2009

    Gained direct experience with Low Income, New Markets and Historic Tax Credit financings. Responsible for financial modeling of complex transactions, client and team communications and quality of client deliverables.- Project analysis and modeling for Transactions Workgroup with national practice of New Market, Historic and Low Income Tax Credit clients- Worked on transactions across country to provide financial consulting and deal structuring. - Leveraged capital markets and tax credit opportunities for community and private development clients

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  Baltimore Development Corporation

  • Senior Economic Development Officer

    • Aug 2004 - Mar 2008

    Responsible for increasingly complex economic, business, and property development projects. Grew from Associate to Senior Economic Development Officer in four years, gaining proficiency in public financing, public speaking and communications, and managing complex public-private partnerships. - Managed the $160 million dollar Tax Increment Financing Project application for the Westport Project including underwriting, market analysis, and presentations to BDC Project Committee, Board of Directors and City Board of Finance. Resulted in largest TIF approval at the time.- Managed a $14 million dollar PILOT transaction with private developer, leveraging $75 million in private investment. Successfully responsible for underwriting, transaction negotiation, presentations to BDC Project Committee, Board of Directors and Baltimore City Board of Estimates, and managing documentation and closing.- Led acquisition and relocation efforts at Gateway South site including Request for Proposals for private partners, underwriting transaction and presentations to BDC Project Committee and Board of Directors. - Built client relationships with local companies and developers through outreach and referrals to help those clients execute development projects and business expansions in Baltimore.- Ongoing City development project management including drafting and managing Requests for Proposals, negotiation for acquisition and disposition of City property and deal underwriting for public-private partnerships.- Coordinated development project activities with City for client companies including property acquisitions; business relocations; contracts; and site/building maintenance.- Managed expansion and retention tasks to meet company-wide goals for business outreach and job creation- Led BDC involvement in transit and TOD planning projects including working with public and private partners, developers and consultants.

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  Berkeley Repertory Theatre

  • Production Mangement Intern

    • 2003 - 2004

    Project Management, Contracts