Experience

National Equity Fund, Inc.

• United States
• Real Estate
• 100 - 200 Employee

• Managing Director-Mid Atlantic

  • Oct 2022 - Present

  National Equity Fund (NEF) is a leading nonprofit Low-Income Housing Tax Credit (LIHTC) syndicator and asset manager with a mission to create and deliver innovative, collaborative financial solutions to expand the creation and preservation of affordable housing. With a 35-year track record of success in affordable multi-family rental housing, our partners (investors and developers alike) consistently value our reliability, persistence, ingenuity, and high standards.



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• SVP, Senior Relationship Manager

  • Jan 2016 - Oct 2022

  Boston, Massachusetts

• Senior Vice President, Senior Credit Product Officer

  • Jun 2010 - Dec 2015

  Greater Los Angeles Area Underwrite mutli-million dollar loans and letters of credit for the acquisition and construction of properties, including but not limited to LIHTC multi-family, senior housing, supportive housing and mixed-use. Work closely with allocating agencies of tax credits, Investor Limited Partners and subordinate financing sources to ensure the successful financing and completion of a project.

• Assistant Vice President, Portfolio Manager

  • Jun 2007 - May 2010

  Greater Boston Area

• Credit Analyst

  • Jun 2006 - May 2007

  Greater Boston Area Commercial Real Estate Banking Development Program blended formal classroom training and on-the-job assignments



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Intern

  • 2005 - 2006