Experience

MidCap Financial

• United States
• Financial Services
• 200 - 300 Employee

• Managing Director

  • May 2015 - Present

  - Responsible for originating first mortgage and mezzanine debt on commercial real estate and Hotels. - Develop and manage business relationships with mortgage brokers, institutional equity and middle market sponsors to promote business development - Complete initial deal evaluations to assess the merits of real estate transactions and aggressively pursue the financing of those deals that fit MidCap's lending platform. - Responsible for originating first mortgage and mezzanine debt on commercial real estate and Hotels. - Develop and manage business relationships with mortgage brokers, institutional equity and middle market sponsors to promote business development - Complete initial deal evaluations to assess the merits of real estate transactions and aggressively pursue the financing of those deals that fit MidCap's lending platform.



Hotel Capital, LLC

• United States
• Hospitality
• 1 - 100 Employee

• Managing Director, Finance

  • Aug 2013 - May 2015

  - Advise the firm’s hotel investor client base on financing alternatives and capital market trends. Responsibilities include managing the entire financing process including sourcing proposals, negotiating terms, and closing the loan. - Arrange debt financing for Hotel Capital’s property acquisitions and partnership recapitalizations. - Source highly structured first-mortgage debt, mezzanine loans, and preferred equity investments collateralized by 3rd party hotels for the firm’s… Show more - Advise the firm’s hotel investor client base on financing alternatives and capital market trends. Responsibilities include managing the entire financing process including sourcing proposals, negotiating terms, and closing the loan. - Arrange debt financing for Hotel Capital’s property acquisitions and partnership recapitalizations. - Source highly structured first-mortgage debt, mezzanine loans, and preferred equity investments collateralized by 3rd party hotels for the firm’s own book. - Participates on the firm’s investment committee which oversees all acquisition/lending activity Show less - Advise the firm’s hotel investor client base on financing alternatives and capital market trends. Responsibilities include managing the entire financing process including sourcing proposals, negotiating terms, and closing the loan. - Arrange debt financing for Hotel Capital’s property acquisitions and partnership recapitalizations. - Source highly structured first-mortgage debt, mezzanine loans, and preferred equity investments collateralized by 3rd party hotels for the firm’s… Show more - Advise the firm’s hotel investor client base on financing alternatives and capital market trends. Responsibilities include managing the entire financing process including sourcing proposals, negotiating terms, and closing the loan. - Arrange debt financing for Hotel Capital’s property acquisitions and partnership recapitalizations. - Source highly structured first-mortgage debt, mezzanine loans, and preferred equity investments collateralized by 3rd party hotels for the firm’s own book. - Participates on the firm’s investment committee which oversees all acquisition/lending activity Show less



GE Capital

• United States
• Financial Services
• 700 & Above Employee

• Senior Director - Asset Management

  • Nov 2008 - Jan 2013

  - Managed $600 million commercial real estate portfolio primarily comprised of hotel properties, multi-family tax credit investments, and manufactured housing communities. - Developed, presented, and implemented workout strategies on distressed investments. These included over 25 restructures/extensions ($300 million of commitments) resulting in $50 million of pay downs and over $10 million of net income generation. - Asset Managed REO Hotel Investment after foreclosure which included… Show more - Managed $600 million commercial real estate portfolio primarily comprised of hotel properties, multi-family tax credit investments, and manufactured housing communities. - Developed, presented, and implemented workout strategies on distressed investments. These included over 25 restructures/extensions ($300 million of commitments) resulting in $50 million of pay downs and over $10 million of net income generation. - Asset Managed REO Hotel Investment after foreclosure which included assigning 3rd party Management Company, establishing budget, implementing capex programs, and hosting monthly operation calls. - Generated quarterly values on distressed assets based on defendable market, property, and valuation assumptions. - Experienced in Foreclosure and Bankruptcy litigation.

• Senior Director - Midwest Region - Originations

  • Feb 2008 - Nov 2008

  - Responsible for originating first mortgage and mezzanine debt on commercial real estate in the Midwest markets. In this role, I primarily focus on Office, Industrial, Retail, and Multifamily property types. - Develop and manage business relationships with mortgage brokers, institutional equity and middle market sponsors to promote business development - Complete initial deal evaluations to assess the merits of real estate transactions and aggressively pursue the financing of those… Show more - Responsible for originating first mortgage and mezzanine debt on commercial real estate in the Midwest markets. In this role, I primarily focus on Office, Industrial, Retail, and Multifamily property types. - Develop and manage business relationships with mortgage brokers, institutional equity and middle market sponsors to promote business development - Complete initial deal evaluations to assess the merits of real estate transactions and aggressively pursue the financing of those deals that fit GE's lending platform.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Senior Investment Officer

  • May 2004 - 2008

  ·Originated 35 transactions representing $700 million of new loan commitments on hotel assets. ·Develop and manage business relationships with mortgage brokers, institutional equity and middle market sponsors to promote business development of Merrill Lynch Capital’s lending programs. ·Complete initial deal evaluations to assess the merits of real estate transactions and aggressively pursue the financing of those deals that fit Merrill Lynch Capital’s lending platform. ·Ensure deal… Show more ·Originated 35 transactions representing $700 million of new loan commitments on hotel assets. ·Develop and manage business relationships with mortgage brokers, institutional equity and middle market sponsors to promote business development of Merrill Lynch Capital’s lending programs. ·Complete initial deal evaluations to assess the merits of real estate transactions and aggressively pursue the financing of those deals that fit Merrill Lynch Capital’s lending platform. ·Ensure deal success through constant interaction with credit officers, syndications, closing personnel, third party service providers, and portfolio managers throughout the transaction cycle. ·Manage underwriters to ensure all work product, including pre-screens and final credit requests, are accurate, concise, and complete. ·Perform portfolio management by providing attentive service to customers as well as pro-actively monitoring and reviewing portfolio performance in a timely manner. Show less ·Originated 35 transactions representing $700 million of new loan commitments on hotel assets. ·Develop and manage business relationships with mortgage brokers, institutional equity and middle market sponsors to promote business development of Merrill Lynch Capital’s lending programs. ·Complete initial deal evaluations to assess the merits of real estate transactions and aggressively pursue the financing of those deals that fit Merrill Lynch Capital’s lending platform. ·Ensure deal… Show more ·Originated 35 transactions representing $700 million of new loan commitments on hotel assets. ·Develop and manage business relationships with mortgage brokers, institutional equity and middle market sponsors to promote business development of Merrill Lynch Capital’s lending programs. ·Complete initial deal evaluations to assess the merits of real estate transactions and aggressively pursue the financing of those deals that fit Merrill Lynch Capital’s lending platform. ·Ensure deal success through constant interaction with credit officers, syndications, closing personnel, third party service providers, and portfolio managers throughout the transaction cycle. ·Manage underwriters to ensure all work product, including pre-screens and final credit requests, are accurate, concise, and complete. ·Perform portfolio management by providing attentive service to customers as well as pro-actively monitoring and reviewing portfolio performance in a timely manner. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Assistant Vice President - Senior Underwriter

  • Jul 2002 - Dec 2003

  ·Underwrote over 50 transactions representing $1.2 billion of new loan commitments. ·Assisted investment officers with originating first mortgage and mezzanine loans through reviewing transaction packages, preparing initial deal analysis/presentation, and assisting in deal closings. ·Presented lending programs to brokers, investment bankers, and potential borrowers. ·Performed portfolio management responsibilities post-closing, which included monitoring property performance, preparing… Show more ·Underwrote over 50 transactions representing $1.2 billion of new loan commitments. ·Assisted investment officers with originating first mortgage and mezzanine loans through reviewing transaction packages, preparing initial deal analysis/presentation, and assisting in deal closings. ·Presented lending programs to brokers, investment bankers, and potential borrowers. ·Performed portfolio management responsibilities post-closing, which included monitoring property performance, preparing annual valuations, and ensuring compliance under the terms of the loan documents. ·Participated in the creation of Merrill Lynch Capital’s Midwest and Hotel Lending Platform, development of its business plan and strategy, formation of its lending products, and rollout of its program. Show less ·Underwrote over 50 transactions representing $1.2 billion of new loan commitments. ·Assisted investment officers with originating first mortgage and mezzanine loans through reviewing transaction packages, preparing initial deal analysis/presentation, and assisting in deal closings. ·Presented lending programs to brokers, investment bankers, and potential borrowers. ·Performed portfolio management responsibilities post-closing, which included monitoring property performance, preparing… Show more ·Underwrote over 50 transactions representing $1.2 billion of new loan commitments. ·Assisted investment officers with originating first mortgage and mezzanine loans through reviewing transaction packages, preparing initial deal analysis/presentation, and assisting in deal closings. ·Presented lending programs to brokers, investment bankers, and potential borrowers. ·Performed portfolio management responsibilities post-closing, which included monitoring property performance, preparing annual valuations, and ensuring compliance under the terms of the loan documents. ·Participated in the creation of Merrill Lynch Capital’s Midwest and Hotel Lending Platform, development of its business plan and strategy, formation of its lending products, and rollout of its program. Show less



GE Capital

• United States
• Financial Services
• 700 & Above Employee

• Assistant Vice President - Global Valuation Team

  • Oct 2001 - Jun 2002



Heller Financial

• Financial Services
• 1 - 100 Employee

• Assistant Vice President - Senior Underwriter

  • Jun 1996 - Sep 2001



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Internal Auditor

  • Aug 1994 - Jun 1996