◾Manage all debt-related activity and relationships including strategic and tactical capital planning◾Negotiate, structure, and close all debt facilities including construction loans, revolving lines of credit, unsecured bank term loans, bridge loans, mezzanine loans, and mortgage & brokerage loans◾Maintain relationships with company’s commercial banks and secured lenders including debt funds and investment banks◾Manage debt portfolio including obtaining lender approvals required by debt documents, determination and negotiation of amendments, and management of loan assumptions, extensions, and payoffs◾Responsibilities include capital raising, acquisitions, asset management, dispositions, and risk management◾Oversee the Company’s treasury and accounting functions, reports and controls◾Lead the annual budgeting process and periodic forecasting, including identification of key variances and identifying potential corrective actions◾Oversee all accounting processes according to GAAP and Statutory Accounting Principles◾Collaborate with in-house counsel, monitor and aid in all open legal issues involving the company, and legal issues affecting the industry

◾Headed performance of independent, third-party due diligence research of alternative investment products like non-traded REITs, non-traded Business Development Companies and private placement offerings on behalf of independent Broker Dealer clients and their subsidiaries.

Signature Office REIT was a self-managed, non-traded, public reporting REIT that invested in suburban Class A office properties in the U.S. Portfolio consisted of 15 buildings with an aggregate purchase price over $600 million.◾Managed bank relationships relating to an unsecured $200 million revolver and $100 million term loan◾Maintained dialogue with bankers, provided business updates, reported financial data for covenant compliance ◾Led 2014 projects with two lead banks to establish new concentration and controlled disbursements accounts◾Streamlined cash management accounting process that improved cash forecasting for dividends and debt repayments ◾Underwrote tenant credit for property acquisitions and leasing. Monitored portfolio tenant credit ◾Reviewed portfolio tenant credit report with REIT independent board of directors at bi-monthly board meetings

Wells Real Estate Funds (“Wells REF”) sponsored four non-traded, public reporting REIT’s whose shares were sold through numerous independent broker-dealers and their financial representatives primarily to individual investors.◾Managed relationships with independent broker-dealer due diligence officers throughout sponsorship of REIT ◾Discussed sponsor financials and REIT financial data with due diligence officers and 3rd party consultants◾Presented recommendations for tenant credit to investment committee and REIT independent board members◾Structured property & casualty and management liability insurance for Wells REF and sponsored REIT’s◾Made Wells REF and REIT presentations to insurance company underwriters in advance of insurance renewals◾Presented recommendations for insurance renewals to senior executives and REIT independent board members

◾Originated, analyzed, underwrote and executed secured and unsecured credit solutions for key customers ◾Led due diligence teams through structuring, pricing and negotiation of bank credit transactions with clients ◾Collaborated with Client Managers on origination of bank credit, provided accurate credit assessments to deal teams and maintained transaction readiness with customers◾Proactive in communicating, organized efficiency and negotiating in credit products financing to exceed goals with success◾Monitored, maintained portfolio by actively managing concentration limits and deteriorating credit situations◾Clients included Anixter Int’l., Fiserv, Manpower Group, Ross Stores, Steel Dynamics, Woodward Governor

◾Performed, supervised and reviewed comprehensive financial analysis of borrowers and industry peers in terms of profitability, liquidity and capital structure to obtain credit approval and growth◾Worked alongside Relationship Managers to identify and execute corporate finance solutions and procedures with customers in consumer brands, personnel services, pulp & paper, restaurant, retail, transportation and technology◾Customers included Coca-Cola Enterprises, Coke Consolidated Bottling Co., Service Corporation International, Stewart Enterprises, James River Corp., Brinker International, Darden Restaurants, Cone Mills, JM Family Enterprises, Burlington Northern Santa Fe, CSX, Union Pacific, United Parcel Service and SCI Systems◾Successfully completed an intensive 6-month credit training program at Citicorp’s Institute of Global Finance

◾As a Field Examiner in Leveraged Finance, performed initial due diligence and periodic monitoring and testing of prospective and existing borrowers. Analyzed borrowing base, determined advance rates, evaluated operating results, sensitized forecasts and verified asset quality◾Structured Finance borrowers included public, private, and closely-held companies in food distribution, manufacturing, retail, and transportation.

◾Led direct reports and accounting teams in all aspects of the financial statement audit including employees, partners and client; coordinate with all teams requiring the documenting of procedures and controls used ◾Worked closely with senior executives to investigate and resolve complex accounting and financial reporting issues ◾Aid in implementation of new accounting standards & principles and SEC filingsClients included: FFMC (First Financial Management Corporation), John H. Harland Co., Riverside Manufacturing Co., Carlton Co. (Caterpillar dealer), Whitehead & Woodruff Foundations, Tuskegee University ◾Served as co-leader of Atlanta office roll-out and implementation of firm-wide A+ audit software, resulting in increased productivity and improved employee understanding at the partner, manager and staff levels◾Governance and accountability for interviewing, hiring, providing training material, corrective actions and disciplining employees as liaison to senior management