Bio
Credentials
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CCIM Institute Member
CCIM InstituteApr, 2024- Apr, 2026
Experience
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Trinity Investors
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Southlake, Texas, United States
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Vice President, Commercial Real Estate Portfolio Manager
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May 2020 - Present
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Southlake, Texas, United States
Trinity Investors is an alternative asset management firm providing a world class experience for individuals seeking above average risk adjusted returns through direct investment in real estate and operating companies utilizing partners who share our values.
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NAI Global & C-III Capital Partners
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New York, NY
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Senior Vice President
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Mar 2015 - May 2020
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New York, NY
▪ Responsible for leading a global team developing business to business CRE brokerage revenue.▪ Advising c-level clients and business owners to create a strategic plan and offering various services: global commercial real estate advisory, financial solutions and capital markets.▪ Working with colleagues to assist with capital markets, investment expertise and additional real estate services, worldwide (investment sales, property management, leasing, tenant and landlord rep).
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NVR, Inc. / Ryland Homes
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Greater Philadelphia Area
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Sales & Marketing Representative
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Sep 2009 - Mar 2015
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Greater Philadelphia Area
▪ Contributed to the site evaluation and feasibility of new residential communities while maintaining the performance of selling over 150 homes since the 4th quarter of 2009 with a median delivery of eight homes per quarter during 2013.▪ Monthly review of the local real estate markets through ongoing and trending data supplied by a third party source and compiling this data into useful reports to prove the product we are offering is competitive compared to the available inventory.▪ Designed community specific marketing plans and initiating programs for the entire Lehigh Valley and Philadelphia region of NVR through a quarterly plan that broke down precise daily task necessary to achieve our revenue and sales goals.▪ Trained new and current employees on successful task of marketing and sales that are crucial to the company’s overall plan for continued financial growth.▪ Customer ratings held at ten out of ten for the past 3 years, with 100% would recommend.
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Marcus & Millichap
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Greater Philadelphia Area
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Associate
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Jan 2008 - Mar 2009
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Greater Philadelphia Area
▪ Assisted clients with their commercial real estate investment strategies through acquisition, disposition, debt reorganization, and research.▪ Used ARGUS software to evaluate the financial and operational processes of commercial real estate in order to accurately list the sale of office, industrial multi-family and single tenant net leased real estate.▪ Supplied market data, rental information, leasing strategies and opinion of value to over 3,000,000 SF of commercial real estate. Accurately calculating pro forma cash flow and internal rate of return.▪ Speaker on Residential and Commercial Real Estate Financing at Temple University’s School of Real Estate.
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AFG Financial Group
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Media, PA
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VP of Originations
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Jun 2003 - Jan 2008
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Media, PA
▪ Managed the entire loan process of new commercial, construction and residential real estate loans with an average transaction exceeding $800,000, as well as originated over $33 million of transactions annually. ▪ Developed and assisted with the implementation of a more efficient process of managing the company’s daily affairs of interoffice operations, lending conduit relationships and expansion into new U.S. markets which lead to a 30% increase in earnings.
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Education
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2008 - 2009University of Pennsylvania
Professional Cert., Accounting & Financing -
2014 - 2016Gwynedd Mercy University
Master of Business Administration (MBA) -
1996 - 2000East Stroudsburg University of Pennsylvania
Bachelors of Science
Suggested Services
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Industry Focus. “Commercial Real Estate”
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