Commercial real estate investment and finance professional with extensive experience in commercial real estate investments, which includes identifying and structuring direct equity acquisitions, joint venture equity structures, and mezzanine debt investments. Over the course of my career, I have participated in and executed in excess of $1 billion of transactions on behalf of public institutional, Taft-Hartley, and high net worth client funds. I am also highly experienced in asset management and finance, where I closely monitored financial performance of assets under management, completed annual business plans, created and updated quarterly and annual valuations, and evaluated competitive and economic conditons in formulating ongoing asset strategy and hold/sell recommmednations. I am a CPA, MBA in finance, and a licensed Illinois real estate broker. Seeking new career opportunity in commercial real estate, private equity, or corporate finance.
2006 - 2009
Vice President - Acquisitions and Asset Management
Commonwealth Realty Advisors Inc
An SEC registered real estate investment advisor. Direct responsibilities included sourcing, structuring, evaluating, and closing investment transactions on behalf of institutional client funds. Executed over $100 million of value-add and opportunistic commercial real estate transactions on behalf of separate account and commingled client funds. Monitored financial performance of assets under management, created and updated financial models in Argus and Excel on a quaterly and annual basis, completed annual business plans and asset summaries, and consistently monitored competitive market comps and conditions in evaluating ongoing strategy for maximizing returns to investors.