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Summary

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.

Work experience

20062009

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.

19992006

Vice President

Equibase Capital Partners / Cornerstone Advisors
Real Estate Private Equity Firm & SEC registered real estate investment advisor. Directly participated in and executed in excess of $900 million of core, value-add, and opportunistic commercial real estate investment transactions on behalf of a high net worth client fund and commingled Taft-Hartley client fund in all property sectors in major metropolitan markets nationally. Provided asset management/owner representation on a portfolio of commercial real estate assets in excess of $750 million, which inlcuded monitoring financial performance of assets under management, completing annual business plans, creating and updating quartely and annual valuations in Argus and Excel, tenant lease financial analysis using Pro-Calc, and evaluating property competition and economic conditions in advising on asset strategy and completing hold/sell recommendations. Cornerstone Advisors was a wholly owned subsidiary of Oryx Capital International. Equibase Capital Partners acquired Cornerstone in 2005.
19992004

Vice President

Oryx Capital International
Oryx Capital International is a private equity and real estate investment firm led by a group of experienced shareholders and investment professionals to source, structure, finance, and manage private investment transactions on behalf of select international investors. Oryx was a sponsor of private real estate equity investment transactions by providing capital for opportunities brought to Oryx by select developer/sponsor partners.
19992004

Vice President

Oryx Capital International / Cornerstone Advisors
Cornerstone Advisors was a wholly owned subsidiary of Oryx Capital International. Cornerstone was a SEC registered investment advisor on behalf of select institutional and Taft Hartley clients.
19951999

Sr Financial Analyst / Assistant Controller Asset Management

U.S. Equities
19951995

Senior Project Accountant

Stein and Company
19921995

Sr. Project Accountant

Draper and Kramer

Education

20102010

Investment Banking

Investment Banking Institute
19971999

MBA

DePaul University - Charles H. Kellstadt Graduate School of Business
19871990

BS

DePaul University