- Originate Low Income Housing Tax Credit (LIHTC) investments for non-profits, for-profits, and housing authorities across Northern California and Oregon- Serve as an advisor to developers on securing public subsidy for affordable housing, LIHTC tax structuring to balance optimized financial return with long-term affordability and stability- Help developers solve budget gaps by leveraging the Enterprise housing finance ecosystem and creative financial structuring

- Co-teach graduate-level affordable housing finance and development courses (Spring & Fall)- Develop curriculum focused on rapid absorption of affordable housing finance knowledge, including modeling proficiency, & optimizing structuring- Mentor students in affordable housing development career pathways- Overhauled financial model & built in additional functionalities for State of California housing funding programs, new program rules- Faculty advisor for HUD Innovation in Affordable Housing Challenge

- Structured LIHTC partnerships for new construction and acquisition rehab affordable housing developments nationally with focus in Western US- Focused on new business development and originations including front-end relationship management, deal structuring, and LOI negotiations- Managed financial closings of LIHTC investment transactions including coordination with Investor Relations and Credit silos- Negotiated LIHTC partnership agreements, loan documents, and deal structuring- Spearheaded creation of internal acquisitions process and resource guide - Served as in-house California housing finance policy liaison/expert

- Led a team of housing finance consultants and analysts to deliver expert LIHTC syndication & affordable housing financial consulting on portfolio of over $3B (over 5,000 units) in affordable housing new construction and rehabilitation developments throughout California, Oregon, and Washington- Advised colleagues on: LIHTC structuring options (conceptual & modeling) to optimizebalanced limited partner return & long-term asset stability; maximizing competitiveness fortax credits, bonds, & State of California funding programs (HCD); investor & lender businessdeal point negotiations- Wrote technical memoranda on LIHTC partnership tax concepts including minimum gain (including structuring options), investor exits, Federal LIHTC requirements, as well as public bond structuring & modeling (neg arb)- Developed new Housing Finance Analyst & Specialist program to support organizational growth & new affordable housing professionals- Designed and presented affordable housing finance trainings for over 1,500 developer, financial institution, and public agency attendees including LIHTC investor and lender panel on COVID (1,000+ attendees)- Served as a lead trainer for LISC’s Housing Development Training Institute (HDTI)- Advised state and local agencies on affordable housing finance policy, served on internal state & regional policy coordination committee

- Managed all phases of the affordable development process: acquisition, design, financing, permitting, construction closing, construction, lease-up, and conversion- Directed and developed programming for bi-weekly professional development training series for housing department staff- Created feasibility/scoring analysis tools and checklists for TCAC, CDLAC, AHP, MHP, AHSC, City of SF, and HUD funding applications; supervised various assistant project managers on successful funding applications for PBVs, expiring SADDA CDLAC, and Shelter + Care for TNDC’s development pipeline- Mentored junior level project management staff, focused on fostering professional development and personalized growth plans- Led development on two affordable projects in San Francisco: 1300 4th and 1990 Folsom with combined TDC $200M+- Oversaw final construction, closeout, and conversion of Franciscan Towers, a 9% rehabilitation development- Conducted small sites feasibility analysis for three properties in the Tenderloin