Wildwood Holdings is an independent investment and consulting firm offering services related to business strategy development; corporate governance; RFP consulting and proposal preparation; CRE underwriting including HUD/FHA; and database development,

Honored to serve as a volunteer member of the Grand Avenue Club Board of Directors. The mission of Grand Avenue Club is to provide adults who have experienced mental illness with pre-vocational training, paid employment opportunities, supported education and enriching evenings/weekend/holiday programming.www.grandavenueclub.org

Impact100 of Greater Milwaukee is an organization of women who collectively award transformative grants that make a lasting impact on the community. To date, we have provided over $3 million to amazing nonprofit organizations in the greater Milwaukee area, focusing on projects related to education, health and wellness, arts & culture, family and environment.

Served as Business Strategy Consultant to Capital One's Community Finance organization with the goal of improving business operations and developing strategy for affordable rental housing debt and LIHTC equity financing vehicles. Focus areas include underwriting, closing/legal analysis, asset management, technology development and staff training.

Alta Vista Management owns companies focused on historical rehabilitation and catalytic community development (J. Jeffers & Co.; Diamond & Associates; and Heritage Consulting). Member of AVM senior management team responsible for strategic planning and management of shared services (human resources, technology development, facilities, risk management, and operations). Served as liaison to Finance/Accounting and Marketing, with involvement in RFP development. Responsible for establishing formal Investment Committee, the creation of the Corporate Board of Advisors as well as creating a base structure for a new nonprofit charitable foundation. Served as a contributing member of the Real Estate Concept & Design/Construction Oversight Committee, as well as Deal Underwriting and Analysis. Lead the development of a robust Salesforce database platform, including reporting functionality. Supported efforts to identify potential subsidiary investments opportunities.

Responsible for helping establish the Milwaukee, Wisconsin production office. Supported building team to 8 employees focused on commercial financing opportunities including HUD/FHA, Fannie Mae and Freddie Mac debt. Supported the closing of $107.5 million. Responsibilities included sourcing potential clients or deal leads, underwriting, HUD Concept Package development, budget management, and general operations.

The Multifamily Target State Strategic Initiative was a multi-year, ~$150mm project to re-platform the Business and Technology infrastructure that supports the life cycle of a multifamily loan transaction from customer and deal management through asset liquidation. Responsible for the development and management of the Program Management Office (PMO) as well as the operational aspects of the program.

Reporting directly to Fannie Mae CAO and General Counsel, responsible for the strategic planning and management of key business functions for the Legal Department, including oversight of a staff of 7 PPM and business professionals. Member of senior leadership team for the Legal Department and served as primary point of contact and decision-making partner for key corporate functions including Financial Planning and Accounting, Technology, Human Resources, Compliance and Ethics, Communications and Marketing, Risk Management, Produce Business Units, and Business Resiliency. Responsible for budget management and reporting for 14 separate cost centers with a total spend of $156mm.

Responsible for the management of LIHTC Capital Management to ensure that all investment capital is properly disbursed to third parties in accordance with governing partnership agreements. Key accomplishments included full overhaul of all governing procedures resulting in significantly greater scrutiny on funding approvals; developed strategy that allows for the first time FM to demand the return of undisbursed capital; and conducted audit of all fund bank accounts to resolve operational risk exposure at either the banking institution or syndicator partner level. Responsible for reducing FM’s undisbursed capital exposure by $41.5mm and secured the return of capital over $7.5mm in cash to FM.

Responsible for the management of the Low-Income Housing Tax Credit equity investments. This included third party syndicator analysis, establishment of investment funds, and underwriting and executing of equity commitments. Accomplishments include partnership agreement and contract negotiations/execution, performance analysis and underwriting on approximately $3bn in investments. Author of key investment documents including the Property Evaluation Form, Investment Guidelines and all governing division procedures. Lead developer of internal database system and process documentation. Lead for all internal audits, new business initiatives, SOX Testing, and operational risk assessments. Responsible for strategic design, implementation and oversight of LIHTC Single Asset Dispositions. Included development of revised third-party fee payment method, NOL analysis and enhanced coordination with Finance and Accounting. Division lead and corporate liaison regarding special affordable housing strategy with focus on Native American, Homeless, Supportive, and GO Zone housing needs.

Developed DUS Transaction Monitoring Team (DTM) post-purchase underwriting and risk assessment. Lead role in seven DUS Lender Assessments, responsible for the analysis of Originations and Underwriting practices. Designed and developed Transaction Risk Identifier Program and DTM Work Station, automating compliance and risk analysis.

Real Estate financial underwriting for multifamily housing and commercial product.

Real estate asset management and mortgage credit contracting firm serving U.S. Department of Housing and Urban Development, the Resolution Trust Corporation, and major lenders and credit guarantors. EAA was the largest HUD Delegated Processor in the United States. My role at EAA advanced during my tenure. I served as HUD Pre-foreclosure Sale Senior Manager; Contract Lead for RTC to dispose of approximately $50mm in single family REO nationwide; Comprehensive Needs Assessment Project Manager, in which I generated $3.2 mm in company revenue; Financial Analyst, HUD Multifamily Delegated Underwriting: Managed Process Staff of 5; and Asset Manager.

Underwriter of Home Equity credit lines and second mortgages. Customer Service and Cross Sell Loan applications by working directly with underwriting staff of B.F. Saul Mortgage Corporation.