Managing Director of Real Estate & Debt Origination 

Licensed by the Department of Real Estate:

Broker License #2128366, & NMLS# 1945705 

Professional Experience

Senior Leader in Real Estate Executive and in Credit Management, with a decade in experience. I possess a proven track record in supporting sellers, buyers, and borrowers who invest in all assets of real estate. I've sharpened my expertise in all facets of real estate: divestments, strategy, marketing, CRE and Luxury Residential seller and buyer representation, credit management, loan origination, site management, asset management, real estate development, leasing, property management, and loan portfolio debt management. Where most professionals have seen one expertise, I've had leadership across multiple disciplines. My leadership and organizational skills are robust, enabling me to effectively solve problems pertaining to real estate including investments, divestments, guiding teams, leveraging brokerages and managing external third party teams, incentivizing sales personnel, spotting opportunities, using contrarian investment methods, and executing on complex real estate sales, purchases, debt transactions, or development projects. 

Finance Education 

Syracuse University

  • MBA in Investment Finance

California State University, Dominguez Hills

  • Bachelor of Science in Business Finance


  • Loan Origination
  • Strategic Portfolio Divestments 
  • Real Estate Management
  • Real Estate Brokerage 
  • Buyer Representation
  • Seller Representation
  • Credit Management 
  • Credit Analysis 
  • CRE Analysis 
  • DSCR Management 
  • Covenant Management 
  • Business Lending 
  • Credit Review
  • Credit Write Ups 
  • Annual Reviews 
  • Loan Extensions 
  • P&L Analysis
  • Loan Pipeline Management  
  • Net Worth Analysis 
    Credit Analysis 
  • Risk Identification 
  • Real Estate Investment Strategy
  • Acquisitions
  • Letters of Intent & Purchase Sale Agreements 
  • Financial Modeling & Analysis 
  • Market Analysis & Asset Valuation 
  • Project & Transaction Management 
  • Dispositions | Finding Accurate Price Per Square Foot Price; Sales Comparison & DCF Valuation Methodologies
  • Development | Highest Best Use | IRR Models 
  • Relationship Management | Investors, Lenders, Banks, and Private Lenders 
  • Lending Strategies 
  • Financial Planning | Excess Cash Flow & Wealth Planning Models 
  • Ability to Repay Underwriting 
  • Annual Site Inspection Reports 
  • Certificate of Occupancy 
  • Borrower/Guarantor Underwriting 
  • CRE | Apartments | Industrial | Land | Warehouse or Underutilized Real Estate Asset Classes
  • Valuation
  • DCF, Breakeven, Cash Flow, and Financial Projection Models
  • Cost of Living Adjustments | Rent Analysis & Ethical Market Based Increases 
  • ROI/IRR/NPV/Cash Flow Models 
  • Portfolio Loan & Asset Management
  • Leadership 
  • New Developments 
  • Organizational Skills
  • Negotiation
  • Debt Strategies 
  • Optimum Debt Strategies 
  • Non-Traditional Marketer
  • Creative 
  • Technical Writing
  • Wealth Management
  • Balance Sheet Optimization
  • Divestment Strategies 
  • Real Estate Leverage
  • Asset Management 

Professional Licenses

  • California Real Estate Brokers License
  • California Real Estate Salespersons License
  • Nationwide Mortgage Licensing System and Registry
  • California, Colorado and Florida Mortgage Loan Originator License
  • Pending mortgage loan licenses and approvals in TX, MT, NY, NJ, OH, NM, ID, VT, NH, WA, OR 

Professional Associations

  • Florida Mortgage Bankers Association (2021)
  • Several Private CRE Clubs
  • Several Private Investment Clubs
  • Several Private Equity Clubs
  • Chamber of Commerce  

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