Direct oversight of Capital Markets (debt and equity), Corporate Finance, Accounting, Asset Management, Marketing, IT and People Services. Primary responsibility for strategic management of company balance sheet, including cash flow management, capital structure, treasury management, reporting and liquidity planning.Oversee and lead all capital formation activities at property, fund, and corporate level. Develop and execute capital strategies to facilitate both long-term hold objectives and investor liquidity needs. Manage all corporate financial planning and P&L functions, including all corporate level modeling.Accountable for Asset Management team (including commercial and multifamily property management), with specific focus on internal/external reporting and disposition decisions/analysis. Jointly lead Investor Relations team with Co-CIO to ensure timely and accurate reporting and best-in-class service delivery.Member of Executive Committee and Chair of the Executive Leadership Team, with direct responsibility for implementing the strategic direction of the company. Responsible for driving company culture, setting company performance priorities and executing on yearly business plan. Serve as Chair of Board Compensation Committee and Board Finance and Investment Committee Successfully lead twelve-month long enterprise level transformation project known as Project Trident that focused on infrastructure, operations, and capitalization of the company.

Executive Vice President and Regional Manager with the Wells Fargo Commercial Real Estate Group, which is the Bank’s primary balance sheet lending platform to institutional private real estate companies and individuals. The Los Angeles Commercial Real Estate office is responsible for portfolio management and new business production for the greater Los Angeles metro area. Portfolio totals over $6bn in commitments and 60+ clients. Primary responsibilities included marketing (existing and new customers) bank products to C-Suite level executives, managing team of 35 real estate lending professionals tasked at portfolio management/underwriting, overseeing underwriting of credit and loan structure, monitoring portfolio credit quality for both internal and external audits, and cross-selling bank products. Responsible for overall management, direction and leadership of the office including best practices, reporting, overhead, coordination with executive management and employee new hires/termination.Underwriting expertise for REITs, private equity funds and private companies/individuals, with a specific focus in multifamily, office, industrial, retail, hospitality and single-family attached housing. Types of transactions underwritten include construction loans, bridge loans, land loans, subscription lines, unsecured lines/term loans, secured lines and long-term non-recourse loans. Licensed Investment Banker, with Series 79 and 63 Licenses.

West Coast Division Head for Wells Fargo’s REIT Finance Group, which is the Bank’s primary balance sheet lending platform to public real estate companies, including listed and non-listed REITs reporting to the SEC. Primary responsibilities included marketing (existing and new customers) bank and capital markets products to C-Suite level executives, managing team of relationship managers tasked at portfolio management/underwriting, overseeing underwriting of REIT credit and loan structure, monitoring portfolio credit quality for both internal and external audits, assisting syndication team with loan distribution and lender relationships, and cross-selling bank products. Responsible for managing yearly revenue/expense budgeting and ongoing monitoring of office expenses, which primarily consist of overhead, salaries, T&E and deal related expenses.Advised on policies and procedures for Wells Fargo’s centralized REIT lending platform when formed, including input on team structure, underwriting criteria, portfolio management and return expectations. Licensed Investment Banker, with Series 79 and 63 Licenses.

Managed Wells Fargo’s Denver Commercial Real Estate office during 2010. Responsible for reporting, A/P, forecasting, overdrafts, coordinating call discussions for various RM’s with senior management, leading staff meetings and employee new hires/termination.Prior to 2010, managed commercial real estate team of credit analysts providing oversight for workload, portfolio assignments, training and career development. Responsible for semi-annual and annual performance reviews. During relationship manager career in Wells Fargo Commercial Real Estate, loan portfolio primarily consisted of REITs and large private developers. Tasks included new business production, project/relationship underwriting, loan structuring/negotiations, managing closing process and post-closing monitoring (quarterly reporting, construction monitoring, yearly financial reviews, etc.).Expertise in credit analysis both for real estate companies and non-real estate companies including quantitative risk assessment, financial statement analysis and projections, industry and business risk evaluation, management assessment, cash flow projections and real estate desktop valuations. Underwriting expertise for REITs, private equity funds and private companies/individuals, with a specific focus in multifamily, office, industrial, retail, hospitality and single-family attached housing. Types of transactions underwritten include construction loans, bridge loans, land loans, subscription lines, unsecured lines/term loans, secured lines and long-term non-recourse loans. Responsible for managing and underwriting complex syndicated transactions. Assisted junior RM’s with marketing, deal structuring, presentation materials and negotiation of new transactions.

Credit Analyst II for Wells Fargo's Commercial Real Estate lending platform. Performed written financial/industry/credit structure analysis for proposed/existing loans. Generated in-depth market analysis for proposed/exiting real estate loans. Monitored financial reporting and covenant compliance for real estate loan portfolio. Completed quarterly reports detailing loan and project status for each portfolio relationship. Assisted relationship managers in marketing, calling and cross-sell efforts. Member of Wells Fargo Relationship Manager Development program and completed Wells Fargo’s Wholesale Banking Credit Management Training Program in 2002.

Credit analyst for Wells Fargo’s commercial lending platform, responsible for written financial/industry/credit structure analysis for proposed/existing loans. Assessed degree of underwriting risk assumed by bank on various credits. Analyzed and identify sources of repayment, cash flow, purpose and critical risks. Supported bankers in pre-call planning, proposal development and prospect identification/development. Assisted banker in sales calls, providing questions and feedback to customers. Participated in various community/civic events.