Xavier Sheid

Financial Services Professional at MassMutual Pacific Coast
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego County, California, United States, US
Languages
  • Spanish Limited working proficiency
  • French Limited working proficiency

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Bio

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5.0

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LinkedIn User

Xavier has the ability to deal with abstract concepts and dissonate data to create a logical and compelling analysis and a solid and insightful recommendation for action.

Robert Jamison

Xavier is an expert financial advisor. He assisted our team in the preparation of plans, documents and financial projections instrumental in his successfully raising over $60,000,000 for our real estate venture. Xavier is extremely knowledgeable in finance and very professional in his approach. He is easy to work with and provides valuable insight and contacts. Working with Xavier was a pleasant and productive experience.

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Credentials

  • Real Estate Broker
    State of California
    Jul, 2017
    - Nov, 2024
  • Insurance Agent
    State of California
    Mar, 2019
    - Nov, 2024
  • Certified Public Accountant
    State of California - Dept of Consumer Affairs

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Services Professional
      • May 2019 - Present

      Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. CA Insurance License #0M87276 MassMutual refers to Massachusetts Mutual Life Insurance Company. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Show less

  • Self Employed
    • Greater San Diego Area
    • CRE Senior Consultant
      • Apr 2016 - Present

    • Capital Markets
    • 700 & Above Employee
    • Executive Director
      • Mar 2012 - Mar 2016

      West Coast representative for CIBC's commercial real estate lending platforms. West Coast representative for CIBC's commercial real estate lending platforms.

    • President
      • Mar 2003 - Feb 2012

      Strategic advisor to real estate investment and development firms. Strategic advisor to real estate investment and development firms.

    • Real Estate
    • 1 - 100 Employee
    • Chief Financial Officer
      • Apr 2010 - Nov 2010

      CFO to CRE investment and development firm specializing in NNN lease national tenants. CFO to CRE investment and development firm specializing in NNN lease national tenants.

    • United States
    • Leasing Non-residential Real Estate
    • 1 - 100 Employee
    • Managing Director
      • Mar 2009 - Feb 2010

      Court-appointed CRE receivership/asset management services to banks and special servicing clientele. Court-appointed CRE receivership/asset management services to banks and special servicing clientele.

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Managing Director
      • May 2008 - Nov 2008

      Provided construction management services to developers, banks and private equity funds. Provided construction management services to developers, banks and private equity funds.

    • United States
    • Real Estate
    • 300 - 400 Employee
    • Managing Director
      • Jan 2007 - Apr 2008

      Provided mortgage financing and private equity for major CRE asset classes. Provided mortgage financing and private equity for major CRE asset classes.

    • Capital Markets
    • 700 & Above Employee
    • Senior Vice President
      • Dec 1992 - Feb 2003

      CRE distressed debt portfolio acquisitions. Provided high-leverage CRE structured debt, bridge loans, mezzanine loans, acquisition financing and permanent loans on major asset classes. Financed distressed properties in bankruptcy. Value-added, opportunistic CRE equity acquisition (JV developments) for Lehman’s own account (Principal Transactions) and Lehman’s managed accounts (LB Real Estate Opportunity Funds). Senior capital partner/executive on Lehman SPE LLCs investing with JV developers and investment partners. Managed Arden Realty, Inc relationship from portfolio acquisition financing to initial IPO and subsequent REIT equity offerings, listed on the NYSE: ARI. Show less

Education

  • University of Southern California
    Bachelor of Science, Business Administration - Finance and Accounting
    1977 - 1980
  • La Jolla High School

Community

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