Experience

General Capital Group
• Financial Services
• 1 - 100 Employee
• Development

  • Jul 2020 - Present


PRE/3

• United States
• Real Estate
• 1 - 100 Employee

• Vice President - Real Estate Investment and Development

  • Sep 2013 - May 2020

  Company Description: PRE/3 is a privately held real estate company that employs a disciplined and full service approach to real estate investment, development, and property management. We've developed a winning formula for multi-family investment, development, and management of affordable and market rate multi-family residential properties. We provide investors with value-add consulting services, in-house brokerage and financing assistance to ensure smooth completion of their acquisitions and dispositions. PRE/3's mission and investment strategy focuses on providing quality, affordable housing options for the "average American" in secondary and tertiary markets across the country. We have a precise focus, contributing to our 30+ year history of success, and close a very respectable volume of business. PRE/3 by the numbers: -12,000 apartment units under management across 14 states -31 projects totaling over 1900 units developed in Wisconsin in the past 4 years -87 transactions, representing over $250MM in business closed in 2016 As a member of the executive management team, my duties include overseeing: -Underwriting and due diligence for acquisitions -Securing bank financing for acquisitions and construction loans for development projects -Financial modeling, creating projections and providing financial reporting for PRE/3 investors -Budgeting and draw processing for new construction and renovation projects - Securing municipal approvals for new development projects -Brokerage and property showings -Design selections for interior and exterior finishes for new construction projects and rehabs Show less



Associated Bank

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Commercial Real Estate

  • Aug 2010 - Sep 2013

  I returned to my home state of Wisconsin to join Associated Bank's Commercial Real Estate Banking Group. I assisted in managing a $250MM commercial real estate portfolio and was promoted to Vice President within 18 months. I had experience with and was able to build relationships with many of Milwaukee's premier real estate clients. In this role, I: - Analyzed commercial real estate transactions for new acquisitions, construction projects, and refinances - Presented loan summaries to risk management officers for approval - Collected and analysed property operating statements and sponsor financial statements. - Cross-sold ancillary financial products including interest rate swaps/caps/collars and depository products - Reviewed real estate appraisals and reconcile property value via analysis of comparable market rents and sales - Monitored project construction progress via property site visits, review of inspecting architect reports, and construction draw funding requests - Tested loan performance requirements (debt service coverage, loan to value, occupancy, minimum liquidity, etc.) as required by loan documents - Reviewed and approve commercial tenant leases in accordance with terms in the loan agreement - Audited and approve loan documents prepared by lender’s counsel - Assisted in training analysts on real estate underwriting, loan structuring, and loan monitoring procedures Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Vice President - Commercial Real Estate Special Assets Group

  • Jun 2008 - Jul 2010

  I took on increased responsibility within the Commercial Real Estate group at Bank of America, which had acquired LaSalle National Bank in 2007. I was promoted from Loan Officer to Assistant Vice President and ultimately named Vice President within the Commercial Real Estate Lending Group as the 2008 financial crisis hit. Leveraging my experience in Commercial Real Estate, I transitioned to the Special Assets Group to work with clients and manage a severely distressed real estate loan portfolio in the wake of the financial crisis. In this role, I gained exposure to "the full cycle" of a loan portfolio as I worked with struggling companies and business owners to mitigate and prevent commercial real estate loan portfolio losses during the worst economic crisis since the great depression. This experience was "character building" and provided a once in a lifetime perspective to witness such a severe and challenging economic down cycle. In this role, I: - Assisted in managing commercial real estate portfolio totaling $400 million of distressed debt - Negotiated terms and documents with borrowers for loan settlements, resolutions, and note sales - Calculated loan charge-offs used in determining bank capital requirements - Completed periodic bank reporting, including quarterly reviews of troubled loans and validation of bank risk ratings - Acted as a key liaison to communicate pertinent project and sponsor information to bank groups for large syndicated real estate transactions Show less



LaSalle Bank

• Banking
• 300 - 400 Employee

• Analyst / Officer / Assistant Vice President - Commercial Real Estate

  • Jan 2005 - Jun 2008

  As a Credit Analyst, I developed a stong foundation in underwriting, lending, risk management and relationship management at one of the country's leading Commerical Banking Programs. I learned the art and discipline of credit and lending in a development program that provided the opportunity to rotate through several commerical banking divisions. Ultimately, I chose to pursue a path in commercial real estatel - From 2005-2008, I advanced from a Credit Analyst to Loan Associate (lender), Loan Officer to Assistant Vice President and Banker within the Commercial Real Estate Banking Division - Starting with credit and cash flow lending principles, I learned how to evaluate and analyse commercial real estate loan sand gain exposure to the commercial real estate market. - Took on increasingly more responsibility that started with analysis, spreading financial statements and preparing credit approval packages and progressed to handling more and more aspects of commercial loan transactions including negotiating terms and documents, loan syndications, relationship management and sales and workouts. Show less