Reviewing and analyzing affordable housing properties. Creating reports, proposals, financial models, and investment materials. Sourcing LIHTC opportunities that are at or near the end of their affordability restrictions. Conducting research and due diligence. Monitoring property performance relative to budgets and forecasts. Optimizing the perfomance of the company portfolio.

Revitalized the healthcare industry. Sourced healthcare, senior care, and home health acquisition opportunities. Partnered with lenders and investors to work with.

Worked with investors at family offices, private equity firms, and venture capital firms to identify their investment interests and help them investment opportunities. Marketed investments in real estate, hedge funds, private equity, venture capital, and alternative debt.