Experience

CTO Realty Growth, Inc.
• United States
• Real Estate
• 1 - 100 Employee
• Chief Investment Officer

  • Mar 2021 - Present

Consolidated-Tomoka Land Co.
• United States
• Architecture and Planning
• Senior Vice President - Investments

  • Jan 2012 - Mar 2021

N3 Real Estate
• United States
• Real Estate
• 1 - 100 Employee
• Director of Finance

  • Oct 2009 - Dec 2011


Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Sr. Associate

  • Feb 2008 - Dec 2008

  Completed over $880 million of mezzanine/b-note transactions for multiple Morgan Stanley Real Estate Funds Responsible for asset underwriting including, but not limited to: office buildings/portfolios, resorts, business-class hotels, hotel/condo-conversions, land developments, industrial Coordinated due diligence and closing efforts related to insurance, property condition reports, environmental reports, financial underwriting, legal review related to business items and cash management Responsible for asset management of over $880 million of debt investments including quarterly valuation and debt covenant reporting, maintenance of all cash management activities and overview of underlying asset performance Assisted in Investor Reporting for Morgan Stanley Mezzanine Partners, a $1.5 billion equity fund dedicated to structured debt investments, which included capital call scheduling and quarterly investment presentations. Show less

• Director of Finance

  • Jul 2007 - Feb 2008

  Procured all debt and/or equity for each company project Maintained and coordinated day-to-day cash management including all corporate level debt and working capital sourcing Responsible for asset underwriting for all potential projects Created and maintained all financial statement projections Procured all debt and/or equity for each company project Maintained and coordinated day-to-day cash management including all corporate level debt and working capital sourcing Responsible for asset underwriting for all potential projects Created and maintained all financial statement projections



Crescent Real Estate

• United Arab Emirates
• Real Estate
• 1 - 100 Employee

• Senior Associate

  • Feb 2001 - May 2007

  Associate – Structured Finance Determined company’s exposure risk to lending on assets presented by various financial institutions Assisted in placement of over $300 million of equity into mezzanine/b-note transactions Responsible for asset underwriting including, but not limited to: office buildings/portfolios, resorts, business-class hotels, hotel/condo-conversions, land developments, industrial Maintained fixed-income portfolio of approximately $25 million, including coordination with accounting, finance, Sarbanes-Oxley and treasury personnel. Financial Analyst – Strategic Planning Group Created and maintained financial models including, but not limited to: Waterfall calculations, Joint Ventures, Dispositions, Acquisitions and Leveraged Buyout analysis Closed monthly earnings and cashflow forecasting models Completed quarterly Net Asset Value (NAV) calculation on consolidated company basis Show less