Principal real estate consultant, residential/commercial real estate broker, and director of property management services.

Business development, project coordination, and project implementation.

Managed products within the Asset and Collateral Administration segment of a global corporate trust department. Primary responsibility for products and services supporting the syndicated loan and commercial/residential real estate markets. The focus includes structured investments such as Collateralized Loan Obligations (CLOs), Leveraged Loan Administrative Agent as an outsourced function, CMBS Master/Primary Servicing, RMBS and Consumer Loan (P2P) Master Servicing, and Loan Document Custody that is heavily integrated into the nation's residential real estate warehouse line and MBS management/creation processes.

Directed activities and strategically planned for the creation and maintenance of a renewable energy project pipeline. Presented renewable energy opportunities to global investors (Solar, Bio-mass, Hydro, and Wind). Consulted for M&A transactions within Energy, Real Estate, Water Rights, and Technology disciplines. Lead the company’s relationship documentation and legal review process while maintaining relationships with investor network, banks and vendors. Consulted management and stakeholders on all financial matters concerning the company by modeling and presenting financial solutions.

Responsible for developing new lending relationships by providing commercial, real estate and treasury management banking services. Loan portfolio included commercial and residential real estate construction, private stock acquisition loans, and loans for capital investment.

Underwrote retail, industrial, office, residential, and water rights development and construction loans.

Securities Portfolio Manager for the Trust Department where I managed the departments' asset allocation policy. Also worked to create the company's first communications handbook under the new ownership and was the acting Secretary for the Colorado State Bank Foundation from 2002 to 2004.

Through industry knowledge gained while working in California wine country, education and training by wine makers and sales reps, and examining via taste and mouthfeel thousands of discreet labels, hand-sold wine to customers visiting from throughout the Rocky Mountain multi-state region.

Incorporated the company and executed its business plan including the creation of the HR and Accounting system. Position also included organizing the business structure as a General Manager and providing additional production support.

Managed the branch office activities of a securities broker/dealer.

Developed relationships with high net worth individuals by providing world class research and investment portfolio solutions.