Experience

Primary Care Development Corporation (PCDC)

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Managing Director

  • Jan 2023 - Present

  New York, United States

• Chief Lending and Credit Officer

  • Jul 2022 - Jan 2023

  New York, United States



Primary Care Development Corporation (PCDC)

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Chief Lending Officer

  • Jul 2013 - Jul 2022

  Manage PCDC's national healthcare lending activities, including acquisition, pre-development, construction and permanent financings. Products include bridge financing, term loans, bond financing and NMTC. New initiatives include financial models supporting capacity expansion, provider recruitment and debt forgiveness, and healthy-outcome financial incentives.

• Chief Credit Officer

  • Oct 2011 - Jun 2013



Veros Real Estate Solutions

• Director - Capital Markets

  • 2010 - 2011

  Santa Ana, California Developed Risk Management solutions for banks, hedge funds and asset management firms in connection with their whole-loan, REO and non-agency RMBS portfolios. Consulted on new product integration and development.



William Paterson University of New Jersey

• United States
• Higher Education
• 700 & Above Employee

• Guest Lecturer

  • 2008 - 2011

  Guest lecturer on current topics including Commercial Bankng, Corporate Finance, Capital Markets, Securitization, Structured Products, Credit Risk Management, Liquidity Risk Management and causes of the current recession. Students have included officers with Bank of Communication, China; Finance undergraduates; CFP candidates; and summer "Finance Camp" students.



IKB Capital Corporation

• SVP, Head of Credit and Portfolio Management

  • 2001 - 2010

  Appointed Senior Credit Officer overseeing $1.8Bn bank loan portfolio. Individual credit authority.  Evaluate individual credit analyses conducted by 8-member staff using fundamental credit analysis including cash flow evaluation, industry and peer research, management evaluation and collateral/recovery estimations.  Established and managed portfolio management platform: Daily critical portfolio review against daily limits, industry concentrations, reserve allocations, etc. Determine… Show more Appointed Senior Credit Officer overseeing $1.8Bn bank loan portfolio. Individual credit authority.  Evaluate individual credit analyses conducted by 8-member staff using fundamental credit analysis including cash flow evaluation, industry and peer research, management evaluation and collateral/recovery estimations.  Established and managed portfolio management platform: Daily critical portfolio review against daily limits, industry concentrations, reserve allocations, etc. Determine exit strategies based on collateral valuation, cash flow NPV and MTM valuations  Established and managed weekly and monthly reporting to senior and executive management. Reported weekly limits and monthly portfolio characteristics. Conducted monthly watchlist reviews. Coordinated and led quarterly portfolio reviews.  Represented firm at industry and trade events.

• VP, Relationship Manager

  • 2001 - 2010

   Provided term loans, revolving credits, and letters of credit to US industrial, commercial and financial institutions, financing M&A, L/MBO, capital expansion, recapitalization and general corporate purposes. Generated $10MM net interest and fee income.  Securitized $200MM of IKBCC’s core portfolio into term-funding vehicles. Reduced funding costs by $2.0MM. Established $350MM CLO to leverage firm’s analytical and administrative capabilities. Vehicle generated $1.75MM fee income p.a.



Fortis Capital

• Banking
• 1 - 100 Employee

• VP, Relationship Manager - US Lending

  • Oct 1997 - Jul 2001

  Hired to expand Fortis Bank’s US commercial and corporate lending portfolio:  Generated over $4MM in fee and interest income. Won lead bank and branch’s first Agency mandate for R/C and Interest Rate and Currency Swaps  Developed relationships among “C” and Executive level management at target clients. Marketed bilateral and syndicated credit and treasury facilities including loans, revolving credits, letters of credit, interest rate and currency swaps, repurchase facilities… Show more Hired to expand Fortis Bank’s US commercial and corporate lending portfolio:  Generated over $4MM in fee and interest income. Won lead bank and branch’s first Agency mandate for R/C and Interest Rate and Currency Swaps  Developed relationships among “C” and Executive level management at target clients. Marketed bilateral and syndicated credit and treasury facilities including loans, revolving credits, letters of credit, interest rate and currency swaps, repurchase facilities. Specialized in Consumer Products & Services, Healthcare/Pharma, Oil/Gas, Utilities and Financials.  Established and managed securitization facilities for bank’s client base: $400MM in facilities generated $1.6MM recurring fee income and financed capital expansion, working capital and account/trade receivables Show less



Banca CRT

• Relationship Manager

  • 1995 - 1997



LCL

• France
• Banking
• 700 & Above Employee

• Senior Credit Analyst

  • 1990 - 1995

  Ran secondary syndications and agency services; Senior Credit Analyst in Credit and Portfolio Management



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • 1987 - 1989



The Good Newsroom

• United States
• Internet News

• Administrative Assistant

  • 1984 - 1986