Experience

Cadby

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• CEO + Cofounder

  • Jan 2020 - Present

  Enhancing the real estate transactional experience for brokers and their clients. Enhancing the real estate transactional experience for brokers and their clients.



Sagemont

• United States
• Real Estate
• 1 - 100 Employee

• Partner

  • Sep 2018 - Present

  Stephen leads all strategic, financial, and technological initiatives for Sagemont, which includes leveraging the Cadby platform to help the brokerage team become more efficient and effective in serving their clients. A consultant at heart, he enjoys collaborating at the intersection of people, processes, technologies, data, and strategy to develop and implement custom solutions. Additionally, he prides himself on an ability to structure deals on complex development, leasing, and capital… Show more Stephen leads all strategic, financial, and technological initiatives for Sagemont, which includes leveraging the Cadby platform to help the brokerage team become more efficient and effective in serving their clients. A consultant at heart, he enjoys collaborating at the intersection of people, processes, technologies, data, and strategy to develop and implement custom solutions. Additionally, he prides himself on an ability to structure deals on complex development, leasing, and capital markets projects, with extensive experience in build-to-suit leasing. Show less Stephen leads all strategic, financial, and technological initiatives for Sagemont, which includes leveraging the Cadby platform to help the brokerage team become more efficient and effective in serving their clients. A consultant at heart, he enjoys collaborating at the intersection of people, processes, technologies, data, and strategy to develop and implement custom solutions. Additionally, he prides himself on an ability to structure deals on complex development, leasing, and capital… Show more Stephen leads all strategic, financial, and technological initiatives for Sagemont, which includes leveraging the Cadby platform to help the brokerage team become more efficient and effective in serving their clients. A consultant at heart, he enjoys collaborating at the intersection of people, processes, technologies, data, and strategy to develop and implement custom solutions. Additionally, he prides himself on an ability to structure deals on complex development, leasing, and capital markets projects, with extensive experience in build-to-suit leasing. Show less


OakPoint
• United States
• Hospitals and Health Care
• 1 - 100 Employee
• Corporate and Healthcare Services Advisor

  • Nov 2017 - Sep 2018


CBRE

• Italy
• Real Estate

• Director, Client Strategy and Consulting

  • Jun 2010 - Oct 2017

  Supported Nissan North America via leadership of the Strategic Consulting, Transaction Management, and Portfolio Administration functions for the account, covering the United States, Canada and Mexico. Provided strategic real estate consulting services to several corporate clients in the health care, financial services, technology, and retail sectors. Negotiated more than 100 deals with aggregate value over $600M, including approximately 6 million square feet in build-to-suit… Show more Supported Nissan North America via leadership of the Strategic Consulting, Transaction Management, and Portfolio Administration functions for the account, covering the United States, Canada and Mexico. Provided strategic real estate consulting services to several corporate clients in the health care, financial services, technology, and retail sectors. Negotiated more than 100 deals with aggregate value over $600M, including approximately 6 million square feet in build-to-suit leasing projects. Designed and implemented automated processes and technology for tracking portfolio transaction activity, integrated into a Tableau data visualization solution for enhanced client reporting. Drafted and implemented comprehensive playbook, governing all service line activities and delivery processes from point of initiation to closeout, promoting a consistent, high level of service. Responsible for asset management of client’s owned and leased portfolio, including data management, critical date tracking, lease payments, budgeting, operating expense reconciliations, abstracts, and audits. Identified and presented an opportunity for a client to realize a 10% stock price increase, via the spinoff of non-core real estate assets. Supported a team to design and develop a PMO to support a regional retail expansion program. Show less Supported Nissan North America via leadership of the Strategic Consulting, Transaction Management, and Portfolio Administration functions for the account, covering the United States, Canada and Mexico. Provided strategic real estate consulting services to several corporate clients in the health care, financial services, technology, and retail sectors. Negotiated more than 100 deals with aggregate value over $600M, including approximately 6 million square feet in build-to-suit… Show more Supported Nissan North America via leadership of the Strategic Consulting, Transaction Management, and Portfolio Administration functions for the account, covering the United States, Canada and Mexico. Provided strategic real estate consulting services to several corporate clients in the health care, financial services, technology, and retail sectors. Negotiated more than 100 deals with aggregate value over $600M, including approximately 6 million square feet in build-to-suit leasing projects. Designed and implemented automated processes and technology for tracking portfolio transaction activity, integrated into a Tableau data visualization solution for enhanced client reporting. Drafted and implemented comprehensive playbook, governing all service line activities and delivery processes from point of initiation to closeout, promoting a consistent, high level of service. Responsible for asset management of client’s owned and leased portfolio, including data management, critical date tracking, lease payments, budgeting, operating expense reconciliations, abstracts, and audits. Identified and presented an opportunity for a client to realize a 10% stock price increase, via the spinoff of non-core real estate assets. Supported a team to design and develop a PMO to support a regional retail expansion program. Show less



Boyle Investment Company

• United States
• Real Estate
• 1 - 100 Employee

• Associate

  • Mar 2009 - May 2010

  Analyzed qualitative and quantitative aspects of acquisition and development opportunities and presented investment recommendations to the company owners and outside investors. Utilized both Argus and excel to project operational results for office, retail, and infill mixed-use projects. Created a 7-year cost budget and cash flow forecast for the first phase of a 600-acre, master-planned, mixed-use development; compiled a comprehensive bank package to arrange debt financing for… Show more Analyzed qualitative and quantitative aspects of acquisition and development opportunities and presented investment recommendations to the company owners and outside investors. Utilized both Argus and excel to project operational results for office, retail, and infill mixed-use projects. Created a 7-year cost budget and cash flow forecast for the first phase of a 600-acre, master-planned, mixed-use development; compiled a comprehensive bank package to arrange debt financing for the project. Performed an equity valuation for the company’s entire portfolio and analyzed sensitivity with respect to asset value fluctuations. Maintained the monthly operating company budget, forecasting management and development fees, leasing and sales commissions, and operating costs. Collaborated with the property management team on the major capital upgrade of a property, resulting in a projected increase in energy efficiency and decrease in recurring expenses. Show less Analyzed qualitative and quantitative aspects of acquisition and development opportunities and presented investment recommendations to the company owners and outside investors. Utilized both Argus and excel to project operational results for office, retail, and infill mixed-use projects. Created a 7-year cost budget and cash flow forecast for the first phase of a 600-acre, master-planned, mixed-use development; compiled a comprehensive bank package to arrange debt financing for… Show more Analyzed qualitative and quantitative aspects of acquisition and development opportunities and presented investment recommendations to the company owners and outside investors. Utilized both Argus and excel to project operational results for office, retail, and infill mixed-use projects. Created a 7-year cost budget and cash flow forecast for the first phase of a 600-acre, master-planned, mixed-use development; compiled a comprehensive bank package to arrange debt financing for the project. Performed an equity valuation for the company’s entire portfolio and analyzed sensitivity with respect to asset value fluctuations. Maintained the monthly operating company budget, forecasting management and development fees, leasing and sales commissions, and operating costs. Collaborated with the property management team on the major capital upgrade of a property, resulting in a projected increase in energy efficiency and decrease in recurring expenses. Show less



Regions Financial Corporation

• Syndicated Debt Capital Markets Associate

  • Aug 2005 - Jun 2008

  Coordinated market screening, risk committee approval, document negotiation, and closing/funding of a $145-million, syndicated office construction loan, the largest real estate project finance loan agented by Regions to that date. In 2005, the group’s first full year of operations, the three-person real estate team emerged as a “top-10” arranger of syndicated real estate debt in the United States (evidenced by Loan Pricing Corporation). Closed as a group approximately 40-50… Show more Coordinated market screening, risk committee approval, document negotiation, and closing/funding of a $145-million, syndicated office construction loan, the largest real estate project finance loan agented by Regions to that date. In 2005, the group’s first full year of operations, the three-person real estate team emerged as a “top-10” arranger of syndicated real estate debt in the United States (evidenced by Loan Pricing Corporation). Closed as a group approximately 40-50 deals per year through 2008, with annual volume ranging from $1.5 billion to $2.5 billion. Analyzed a multi-billion-dollar global real estate portfolio and identified areas of concentration where credit exposure could be moved or hedged against to optimize asset allocation and reduce expected credit losses. Coordinated with potential investors of all types, including insurance companies, hedge funds, community banks, national banks, and international banks. Show less Coordinated market screening, risk committee approval, document negotiation, and closing/funding of a $145-million, syndicated office construction loan, the largest real estate project finance loan agented by Regions to that date. In 2005, the group’s first full year of operations, the three-person real estate team emerged as a “top-10” arranger of syndicated real estate debt in the United States (evidenced by Loan Pricing Corporation). Closed as a group approximately 40-50… Show more Coordinated market screening, risk committee approval, document negotiation, and closing/funding of a $145-million, syndicated office construction loan, the largest real estate project finance loan agented by Regions to that date. In 2005, the group’s first full year of operations, the three-person real estate team emerged as a “top-10” arranger of syndicated real estate debt in the United States (evidenced by Loan Pricing Corporation). Closed as a group approximately 40-50 deals per year through 2008, with annual volume ranging from $1.5 billion to $2.5 billion. Analyzed a multi-billion-dollar global real estate portfolio and identified areas of concentration where credit exposure could be moved or hedged against to optimize asset allocation and reduce expected credit losses. Coordinated with potential investors of all types, including insurance companies, hedge funds, community banks, national banks, and international banks. Show less



Whitney National Bank

• United States
• Financial Services

• Regional Associate / Management Trainee

  • Jun 2004 - Jul 2005

  Covered current and prospective clients, managed credit requests, and oversaw a $10 million loan portfolio. Assisted area president in the implementation of a rebranding campaign focused on growing market share. Completed six-month management training program on banking fundamentals. Covered current and prospective clients, managed credit requests, and oversaw a $10 million loan portfolio. Assisted area president in the implementation of a rebranding campaign focused on growing market share. Completed six-month management training program on banking fundamentals.