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Professional Development

  • AICPA, Chicago Real Estate Council (Moderator and panelist for NAIOP, SIOR, and more)
  • Real Estate Financial Executives Association
  • International Council of Shopping Centers
  • Association of Industrial Real Estate Brokers
  • Texas Society of Certified Public Accountants
  • National Assoc. of Industrial & Office Properties
  • U.S. Mexico Chamber of Commerce


Dynamic Acquisitions and Asset Management Executive experienced in the start-up, revitalization and turnaround of businesses to meet or exceed projected expectations. Expertise leading multi-million dollar divisions, influencing direction and growth. Respected as a resourceful and innovative leader, consistently delivering positive results that impact profit enhancement, negotiations, and bottom-line revenue. Ability to recruit, develop and motivate world-class transaction teams to perform in any environment.

Areas of Expertise

  • Distressed & Stabilized Property Portfolio Acquisition
  • Business Development & Leadership
  • Investment Origination, Underwriting & Negotiation
  • Institutional & Private Client Relationship Management.
  • Market Analysis, Due Diligence & Closing
  • Team Recruitment, Building & Leadership

Definitive leader as CRE exec overseeing all aspects of the company from branding to asset management, development, dispositions, leasing, and corporate HR.

Catalyst in driving change in an organization by maintaining "best in class" institutional quality standards.

Quantifiable successes of over $2.5 billion in acquisitions and development of $375 million in office, industrial, retail, and multifamily assets

Work experience


Executive Vice President - Chief Investment Officer

Ridge Property Trust

Brought onboard to revitalize and revamp business processes for this investment company, an 80% owned subsidiary of Prudential Financial, Inc. Part of an exclusive executive team and serve as the right-hand person to the CEO. Liaison to the Board of Trustees. Oversaw all acquisitions. Created brand and logo for company. Point-of-contact for all institutional investors and leader of external investment reporting.


  • During CIO tenure, led company growth from a single investment fund with $33 million in 5 assets and 12 employees to 3 private REIT investment funds with over $1.1 billion in 61 assets and 48 employees.
  • Laid the groundwork (locate, originate, analyze, underwrite, market) and acquired existing industrial property and development land transactions worth $5-100 million on behalf of domestic pension funds and private investors with a total volume of $669.4 million in completed transactions.
  • Driving force behind the successful start-up of a Mexican investment business plan to include the identification and completion of two joint ventures with Mexican partners. Established an office in Monterrey, Mexico, hired and developed an international operating team that led to acquisitions of over 1.6 million square footage of buildings and 192.65 acres of land to be developed for a total investment of $132.6 million in less than 3 years. Acquisition portfolio 97%+ occupied at 10%+ COC returns.
  • Turned around an inexperienced entrepreneurial group with no prior institutional investment, reporting and management experience into a “best in class” complete institutionalization of RPT. Developed corporate brand, standardized reporting methods and moved the company to a new location and saved $480,000.
  • Established investment underwriting processes and standards that reached ‘Class A’ documentation standards.
  • Championed the first institutional-quality standards program for due diligence including underwriting, transaction approval packages, legal document and loan negotiations, and oversight of environmental and engineering reviews. Saved the company over $500,000 by streamlining the 3rd party consultant process.
  • Put all HR functions in motion (hiring, training, monitoring, and employee evaluation programs).
  • Directed and oversaw all aspects of the disposition process for all sales including sales agreement negotiation, REIT status prohibited transaction documentation, investment return analysis and closing process.

Vice President, Acquisitions

Administered all aspects of due diligence including underwriting, legal document negotiations, and management of environmental and engineering reviews.


  • Managed the direct solicitation of over 130 new development partners and owners that resulted in over 50% of all transactions completed on a direct basis
  • Led all acquisition efforts of existing, pre-sale or development of office, community shopping center, industrial and multi-family transactions in the $10-$250 million range on behalf of domestic pension funds with a total volume of $1.763 billion in completed transactions.
  • Boasted a 100% success rate on the investment preparation and presentation of investments for approval.

Vice President, Acquisitions

Dundee American Properties

Led acquisition efforts of office, community shopping center, and industrial transactions in the $7-$100 million range on behalf of Canadian Stockholders, German institutional funds, and European investment clients. Executed due diligence during acquisition of over $82 million of real estate in 10 months resulting in 10% in cash returns.


  • Sourced, negotiated and closed Wall Street conduit loans and life insurance company loans on 100% of acquisitions at 50-80% loan-to-values.
  • Mastermind behind the acquisition campaign in a Canadian public offering and simultaneous corporate merger.

Associate Director, Acquisitions

Managed staff to complete the time/client sensitive acquisitions, project and reports. Directed due diligence efforts of over $372 million in real estate acquisitions west of the Mississippi River and in select eastern markets.


  • Located, originated, underwrote and acquired major retail and industrial transactions in the $10-25 million range for domestic pension funds, European, and Japanese investment clients.
  • Played a key role in special projects that included real estate deal oriented FASB research. Reported to several European and domestic Boards of Directors.
  • Coordinated quarterly/annual reporting for audits of a $580 million investment portfolio.

Audit Senior

Arthur Andersen & Company




University of Iowa


University of Iowa