PROFILELeadership • Led to advance relationships with prospective clients to transact proposed capital commitment in outside investment.• Led in budget exercises for projects over $100+ million to arrange for tax credit financing.• Led compliance efforts and annual fund audits for reports to the U.S. Department of Treasury.• Used creative thinking to revamp traditional finance methodology and bring new perspectives to a staid and traditional financing tool. Business Acumen • Advised private and public entities on capital and debt strategies for the past 30 years.• Invested and managed $100 million of equity securities for private individuals and small institutions.Community Relationships • Engaged with community leaders regionally and nationally. Acted as financial advisor to public institutions for health, education, and transit projects which involved public presentations and relationship building.• Built consensus to successfully implement new finance methodologies, listening to different points of view and connecting the points that are common to reach agreement among diverse constituents. • Managed, coordinated and collaborated with accounting, legal, real estate, and other professionals, guiding them to conclude complex financing deals, using a high touch approach and an understanding of each participant’s goal in a strategy of the whole.